For owners
See the whole business before lunch.
Cash, dues, stock and due dates on one screen, from the same books your accountant closes.
- Unlimited users
- Pay only for the modules you use
- Core ready in 1–2 weeks
- Customised to your requirements
In short
For an owner, MyRecords puts the numbers you chase every day on one screen: cash and bank, who owes you and who you owe, sales and profit this month, and, in India, GST, TDS, PF and ESI due dates. Every figure comes from the same books your accountant closes, so nothing is a week old. Approvals wait for you in one inbox, and you approve from any phone browser. You decide who sees what, with one access pack per job.
Before and after
What gets easier.
The same jobs, done once, on one set of books.
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Today: A cash shortfall shows up only when a cheque bounces.
With MyRecords: Cash and bank, receivables, payables and the cash-flow outlook on Home, from today's entries.
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Today: Every figure the owner asks for takes a day and comes back different.
With MyRecords: Home's key figures and Analytics read the same records the accountant uses. No separate report sheet.
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Today: A GST or PF date slips past, and late fees follow.
With MyRecords: The compliance due dates on Home list GST, TDS, PF, ESI, professional tax and advance tax.
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Today: Purchases are approved on WhatsApp, and nobody can tell what was approved.
With MyRecords: One Approvals inbox. Every approval or rejection, with its reason, is recorded on the document.
5 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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Morning glance
Home shows what needs you now, cash and bank, receivables by age, top overdue customers and due dates. Today, in three lines names the three things to act on, worded by AI from your figures when the AI Assistant is on.
Analytics -
Chase the late payers
"Who owes you" ages each customer by days late. Send a reminder or a statement from the page.
Accounting -
Approve
Expense claims, leave and other requests wait in Approvals, and purchase orders above your limit once you turn that rule on. Approve, or reject with a reason the person sees; hand them to a colleague with Delegate while away.
Purchasing -
Ask a question
Ask "which customers are more than 60 days late?" and get the answer from your own records. The AI Assistant changes nothing unless a person confirms it.
AI Assistant -
Check stock
See what is below its reorder level, what has sat longest and which batches expire soon, by warehouse.
Inventory
Business overview
Kaveri Agencies · Nov 2025 – Oct 2026
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Revenue
₹2.46 Cr
+14% vs period before -
Collected
₹2.18 Cr
+11% vs period before -
Outstanding receivables
₹28.4 L
As at 31 Oct 2026 -
Cash and bank
₹16.9 L
+6% vs period before
Revenue by month
Still to collect on 31 Oct 2026 ₹28,41,250
Sample data for a fictional distributor. Your own overview reads your books.
6 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.
- Analytics Dashboards and a no-code query builder over your records.
- Accounting Ledgers, bank reconciliation and financial statements, in your currency.
- AI Assistant Ask your books in plain words; nothing changes unasked.
- Inventory Stock by warehouse, batch, expiry and serial, with reorder alerts.
- Sales Quotation to payment in one connected chain.
- CRM Leads, deals and a pipeline board, with today’s follow-ups first.
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 want a ready-made app in an app store, note that MyRecords works in any phone browser and installs to the home screen; there is no native app.
- If all you need is a billing app for one counter, a low-cost billing app will cost less.
- If you want daily bank balances pulled in automatically, bank feeds are not available yet; statements are imported as files.
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 see everything, even what my staff cannot?
Yes. As administrator you see every figure, and you can switch Home to any job's view to see what they see. Staff see only what their access pack allows; view-only means no edit buttons.
02Does the AI Assistant need anything extra?
It needs the AI Assistant add-on, and an AI key on your own server; on MyRecords Cloud a monthly AI budget is included. It reads and proposes; it changes nothing unless a person confirms.
03Is my data mine?
Yes. Your system is dedicated to you. Any list exports to Excel or CSV, you get a full export on request, and on your own server the database is yours.
04Can I use it from my phone?
Yes. It works in any phone browser and installs to the home screen.
05Can my CA see the books without asking me for backups?
Yes. Invite your CA gives them an access pack (Accounts by default, or one you choose) that ends on a date you pick; their login switches itself off after it.
06How much does it cost?
A one-time setup fee for the modules you switch on, then MyRecords Cloud monthly or an AMC yearly, quoted for your business. It works in any country and is customised to your requirements, with unlimited users and no per-user fees. Get a quote.
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
Book a walk-through
- On our sample company, for your kind of work
- A quote for the modules you need
- Your questions, answered by our team