For accountants and CAs
Books your CA can open, any day.
A login that ends when you say, GST files from the books, and statements in Schedule III layout.
- Unlimited users
- Pay only for the modules you use
- Core ready in 1–2 weeks
- Customised to your requirements
In short
For accountants and CAs, MyRecords keeps one set of books that every invoice, payment and pay run posts to as it happens. Your client invites you with an end date, so you open the ledgers, reports and GST data without backups, and the login switches itself off after that date. It prepares GSTR-1 and GSTR-3B files for upload, matches purchases with the GSTR-2B file you download, builds TDS workbooks for the return utility, and lays out the balance sheet and profit and loss in Schedule III.
Before and after
What gets easier.
The same jobs, done once, on one set of books.
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Today: Every month the client sends a backup, and it is already out of date.
With MyRecords: A login to the client's live books, until the date they choose. The trial balance can also reach you by e-mail every month.
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Today: Invoices are re-typed from the billing app into the accounts.
With MyRecords: Invoices, payments and purchase bills post to the ledger when they are submitted.
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Today: GSTR-2B never matches the purchase register and nobody knows why.
With MyRecords: Upload the 2B file; MyRecords matches it with the purchase bills and lists what is missing on each side.
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Today: Closed months get changed after the return is filed.
With MyRecords: Lock the books up to a date, or close sales and purchases once GST is filed, so nobody posts into a closed month.
6 steps
Your work, step by step.
One record moves through every step, so nobody types it twice. Read the steps, or watch the same work run on sample data.
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Open the client's books
Sign in with the login your client gave you. The CA / external accountant view of Home opens on GST returns, bank reconciliation, the trial balance and the general ledger.
Accounting -
Reconcile the bank
Import the statement and run Auto-match; only the lines left need you.
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Match GSTR-2B
Upload the 2B file and work the unmatched list; a supplier's row missing from the books can become a draft bill. IMS decisions are recorded with a worksheet for the portal, or sent through a connected GSP account.
India compliance -
Prepare GSTR-1 and 3B
Download the files for upload, computed from the books, with HSN summary and document details.
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TDS for the quarter
Deducted, to deposit by the 7th, challans, and the Form 26Q or Form 140 workbook for the return utility. Match TDS receivable to 26AS and AIS.
Accounting -
Close and report
Lock the period, then run the trial balance, profit and loss and Schedule III balance sheet with notes. The year-end pack can be printed or e-mailed.
Bank reconciliation
Match each line of your bank statement to a payment or entry in your books, so the books agree with the bank.
Canara Bank Current ···· 4417
From1 Oct 2026To31 Oct 2026
Closing balance as per statement
₹18,47,219.50
Closing balance as per books
₹18,45,613.50
Difference
₹1,606.00
Statement minus books
Lines to match
2
| Date and description | Amount | Status |
|---|---|---|
| NEFT KAVERI AGENCIES INV 0039102 Oct 2026 · N27526100412 | ₹1,15,734.00 | Matched ACC-PAY-2026-00512Kaveri Agencies |
| UPI MYSURU BUILDMART06 Oct 2026 · 627914583310 | ₹23,600.00 | Matched ACC-PAY-2026-00518Mysuru Buildmart |
| NEFT SALARY OCT 202621 Oct 2026 · N29426102133 | -₹3,42,800.00 | Matched ACC-JV-2026-00144Salary, Oct 2026 |
| BANK CHARGES OCT22 Oct 2026 · CHG261022 | -₹236.00 | To match No match: create the entry from the line |
| INTEREST CREDIT SEP QTR25 Oct 2026 · INT261025 | ₹1,842.00 | To match No match: create the entry from the line |
Left for you to review 2 of 5 lines
Fictional sample. Statements come in as CSV or Excel files; no automatic bank feeds yet.
4 modules
The modules to switch on.
Most teams like yours start here. Every module shares one set of books, one login and one list of customers and items.
- Accounting Ledgers, bank reconciliation and financial statements, in your currency.
- India compliance India’s GST, TDS and e-invoice files from your own books.
- Payroll A nine-step pay run; India’s PF, ESI, PT and TDS built in.
- Analytics Dashboards and a no-code query builder over your records.
Add any time, on the same books
Honest fit
When it is not the right fit.
We would rather say so now than after you have paid.
Compare the options fairly- If you need returns filed directly on the GST portal from the software today, note that MyRecords prepares the files for you to upload; filing from inside MyRecords is not built yet.
- If you need GSTR-9, a TCS return (27EQ) or Form 16 from the same system, these are not prepared yet.
- If you want one console across all your clients, note that each client runs its own dedicated system, so you get one login per client.
Questions
Questions people ask
Something else on your mind?
Ask us anything about modules, a quote or moving across. A person from our team replies.
Ask a question01Can I change entries with my login?
That is your client's choice. Invite your CA gives you the Accounts access pack by default, which can post entries, or another pack they choose, such as the read-mostly Accountant (external CA) pack. Your access ends on a date they pick. Where a login may only look, its pages have no new, edit, submit or delete buttons.
02Does it file GST returns?
It prepares GSTR-1 and GSTR-3B files (JSON) for upload on the GST portal. Filing from inside MyRecords is not built yet. With a GSP account connected, it also downloads GSTR-2B and sends IMS actions, and it makes IRNs and e-way bills once an API login is connected.
03How does GSTR-2B matching work?
Upload the 2B file from the portal. MyRecords matches it with purchase bills, shows unmatched rows on both sides, and can make a draft bill from an unmatched row. Each month's run is kept and can be opened again.
04What about TDS returns?
It builds the Form 26Q (quarters to March 2026) or Form 140 (from April 2026) workbook for the return utility, and matches TDS receivable to 26AS and AIS files. Filing on TRACES stays with you.
05Is the balance sheet in Schedule III format?
Yes, Division I, with notes. Each ledger is placed under its Schedule III head once, with you. A share register keeps shareholders and share transfers.
06Is there a partner programme for CAs?
Yes. See CA and accountant partners.
07Is there an audit trail?
Yes. Changes to sensitive records are logged in a tamper-evident audit trail, kept for 8 years by default.
Last updated
Next step
See it on your own numbers.
A live demo on our sample company, shaped to your kind of work, with your questions answered. Or ask us for a quote first.
Live demo
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- On our sample company, for your kind of work
- A quote for the modules you need
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