The Cloud Platform to Supercharge Your Accounting Practice

Move beyond tedious data entry and become a real-time advisor. Manage all your clients on a single cloud platform, automate compliance, and grow your firm.

Become a Partner

The Future of Accounting is Collaborative and on the Cloud

OurERP empowers accountants and CAs to work more efficiently, deliver more value, and build stronger relationships with their clients.

Multi-Client Dashboard

Manage your entire client portfolio from a single login. Track upcoming deadlines and manage tasks for your firm with ease.

Real-time Collaboration

Access live client financial data anytime, anywhere. No more requesting and waiting for Tally backups or spreadsheets.

Automate Compliance Tasks

Streamline GST, TDS, and other compliance workflows for all your clients, reducing manual work and the risk of errors.

Standardize Your Practice

Bring all your clients onto one easy-to-use cloud platform, creating a consistent and efficient workflow for your entire team.

Add Advisory Services

Use real-time insights and financial dashboards to provide proactive, high-value advisory services and grow your revenue.

Secure & Reliable Platform

Protect your clients’ sensitive financial data with bank-grade security, user permissions, and a complete audit trail.

Features Designed for Your Accounting Firm

OurERP provides a purpose-built toolset to help you manage your clients, your team, and your compliance work more effectively.

Central Client Dashboard

Get a bird’s-eye view of all your clients, their compliance status, and upcoming deadlines from a single, powerful dashboard.

Role-Based Team Access

Assign specific clients and feature permissions to your team members, articles, and junior accountants for secure workflow management.

Direct Client Collaboration

Communicate, request documents, and resolve queries with your clients directly within the platform, keeping everything organized.

Automated Bank Feeds

Drastically reduce manual data entry for your clients’ books by connecting their bank accounts for automatic transaction imports.

End-to-End GST Compliance

Manage GSTR-1 preparation, GSTR-2A/2B reconciliation, and GSTR-3B filing for all your clients from one central place.

Finalization & Audit Tools

Streamline year-end closing with tools for making adjustment entries, tracking changes, and generating audit-ready reports.

How Our Accountant Partner Program Works

1

Join Our Partner Program

Sign up for our exclusive, free program for CAs and accounting professionals to get your own multi-client dashboard and partner benefits.

2

Onboard Your Clients

Easily invite your existing clients or onboard new ones to OurERP with dedicated support and training from our team.

3

Collaborate & Grow Your Practice

Use our powerful cloud tools to work efficiently, manage compliance at scale, and offer proactive advisory services to your clients.

A workflow diagram showing how accountants can partner with OurERP

Core Modules for Your Practice

OurERP is a complete solution with dedicated modules to manage the key functions of a modern accounting firm.

A multi-client dashboard for accountants

Manage Your Firm Centrally

Get a unified view of your entire practice. Track jobs, assign tasks to your team, and monitor client status all from one place.

  • View all clients and their key metrics on a single screen.
  • Create and assign tasks for GST, TDS, and audits.
  • Track deadlines and work status for your entire firm.
A screen showing GST 2A/2B reconciliation for multiple clients

Automate Tax Compliance

Reduce the time spent on routine compliance work. Our tools help you manage GST and TDS for all your clients efficiently.

  • Automated GSTR-2A/2B data import and reconciliation.
  • Bulk ITC reconciliation and vendor communication.
  • Tools for managing TDS compliance and generating reports.
Live bank feeds and automated transaction categorization

Collaborative Bookkeeping

Work on up-to-date client books with live bank feeds and smart automation, eliminating manual data entry errors.

  • Live, secure bank feeds from all major Indian banks.
  • AI-powered rules to automate transaction categorization.
  • A single, shared ledger for you and your client to work on.
Customizable MIS reports and financial dashboards for advisory

Powerful Advisory Tools

Go beyond compliance. Use our powerful reporting tools to analyze client data and provide valuable business insights.

  • Real-time Profit & Loss and Balance Sheet.
  • Customizable MIS reports and financial ratio analysis.
  • Tools for budgeting, forecasting, and cash flow analysis.

“Adopting OurERP’s cloud platform for our firm was a transformative decision. We’ve cut down our time on GST compliance work by 50% across all clients. The real-time dashboard allows us to have proactive conversations with our clients about their business health, moving us from simple compliance to a true advisory role. It’s the future for accounting practices in India.”

CA. Priya Deshpande
Founder, Deshpande & Associates, Bengaluru

The Cloud Advantage for Your Practice

FeaturesTraditional Desktop SoftwareOurERP for Accountants
Client Data AccessRequires manual import of backupsLive, real-time access 24/7
CollaborationDifficult and version-control issuesSeamless for your team and clients
AutomationLimited, mostly manual entryBank feeds & AI-powered rules
ScalabilityManaging more clients becomes harderEasily manage hundreds of clients
Data SecurityDependent on client’s local computerCentralized, bank-grade security
Offering Advisory ServicesDifficult with outdated dataEnabled by real-time insights
Multi-user AccessOften requires extra licensesRole-based access for your whole team
AccessibilityTied to your office computerAccess from anywhere
Evolve Your Practice

A Central Hub for Tax Compliance

Our platform is designed to be the single source of truth for all your clients’ compliance needs, from GST to TDS.

  • Unified GST Management: Handle GSTR-1, 2B reconciliation, and 3B filing for your entire client base from one powerful interface.
  • TDS & Other Compliances: Tools to help you manage TDS calculations, payments, and filing, ensuring comprehensive compliance.
  • Always Updated: We ensure the platform is always compliant with the latest notifications from CBDT and CBIC.

Data Security Your Clients Can Trust

As a professional, protecting client data is paramount. Our cloud platform is built on a foundation of security and trust.

  • Granular User Permissions: Control exactly who on your team can access which client’s data and what actions they can perform.
  • Complete Audit Trail: A detailed log is maintained for every action taken on the platform, ensuring full accountability.
  • Secure Data Hosting: All data is encrypted in transit and at rest, and hosted in secure, ISO-certified data centers.

Join Our Partner Program and Transform Your Practice

Our program is designed to provide you with the tools, support, and commercial benefits to help your firm thrive in the digital age. Get in touch to learn more.

Free NFR License

Get a full-featured, ‘Not for Resale’ license of OurERP for your own firm’s accounting, completely free of charge.
  • Manage your own books
  • Experience the full power
  • Use for training your staff
  • Absolutely no cost
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Dedicated Support

Receive priority support from a dedicated account manager who understands the needs of accounting professionals.
  • Dedicated Partner Manager
  • Free onboarding & training
  • Co-branded marketing materials
  • Listing in our expert directory
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