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FINANCE TRACKING FOR SMALL BUSINESSES

Small business finance tracking—know what came in, what went out, and what’s still due.

Track income, expenses, account balances, and invoice payment status in one organized workspace. AdSyntra AI Finance helps you keep business records easier to review—without juggling scattered spreadsheets.

No payment details needed to start. Your trial begins when you create your business workspace.

14 days freeThen ₹999/month + 18% GST₹1,178.82/month including GST
Income & expensesAccount balancesInvoice status
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Income entryRecorded
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Invoice follow-upOverdue status
Fictional interface illustration · not customer results
A clearer day-to-day view

Business finances are easier to manage when the records are in one place.

When payments, expenses, and invoice documents live in different spreadsheets and folders, it becomes harder to see what has been recorded and what still needs attention. Keep the day-to-day picture together in one workspace.

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See money coming in and going out

Keep income and expense records organized by date, category, party, and account.

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Know which invoices need attention

Review Paid, Partially paid, Unpaid, and Overdue invoice records in one place.

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Keep account balances visible

Track your bank and cash accounts with opening balances and account-level records.

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Review the bigger picture

Use dashboard summaries, cash flow, and profit-and-loss views to review recorded activity.

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Make entry easier in Hindi or Hinglish

Guided quick entry helps prepare editable details. Review them before saving.

Practical finance workspace

The essentials for clearer business finance tracking.

Record and organize the information you already manage, then review your business activity from one workspace.

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Income and expense records

Add dates, categories, parties, descriptions, references, and account information.

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Bank and cash account tracking

Keep multiple business accounts and their balances organized.

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Invoice document management

Upload existing sales and supplier invoices, then search and review their records.

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Payment status tracking

Mark invoices Paid, Partially paid, Unpaid, or Overdue, and record payments against an account.

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Business summaries and reports

Review balances, monthly income and expenses, cash flow, and profit-and-loss summaries based on recorded information.

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Hindi/Hinglish guided quick entry

Prepare editable fields from a guided entry flow. Review and save the final details yourself.

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Private workspace documents

Upload PDF, JPG, and PNG invoice files up to 15 MB. Files stay within your business workspace.

About GST records: Record and organize GST amounts for bookkeeping review. AdSyntra AI Finance does not file GST returns or replace professional tax advice. Confirm tax treatment with a qualified professional.

Getting started

Get started in a few simple steps.

Your trial starts with your business workspace. You decide whether to authorize a paid subscription after trying the product.

01

Create your account

Sign up using your email and password. A phone number is optional; no OTP is required.

02

Set up your business workspace

Add your business details and create the workspace.

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Start your 14-day trial

Begin using the workspace without entering payment details.

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Record and review your finances

Add transactions, manage account records, upload invoice documents, and review your summaries.

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Choose a subscription to continue

After the trial, authorize the Standard monthly subscription if you want to continue adding or changing records.

Who it’s for

Made for business owners who want a clearer view of their records.

A practical place to organize day-to-day information and make it easier to review with your team or accountant.

01Freelancers and independent professionals
02Small agencies and consultancies
03Service-based businesses
04Retail and local businesses that want to keep manual records organized
05Founders who want clearer records to review with their accountant or CA
Know before you start

AdSyntra AI Finance is designed for recording and reviewing business finance information. It does not automatically connect to bank accounts, generate invoices, file tax returns, or provide certified tax advice.

One Standard monthly plan

Try it free for 14 days.

Create your account and business workspace to begin your trial. No payment details are needed during the trial.

  • Full 14-day trial after workspace creation
  • No card or payment details to start
  • Choose whether to authorize a subscription after the trial
Standard monthly plan
₹999 / month
18% GST₹179.82
Total including GST₹1,178.82/ month
Start your 14-day free trial

After 14 days, choose and authorize the paid subscription to continue adding or changing records. A paid subscription does not start automatically.

Helpful details

AdSyntra AI Finance FAQs

Clear answers about trial access, billing, records, invoice files, and the product’s boundaries.

What is AdSyntra AI Finance?

It is a business finance workspace for recording income and expenses, tracking bank and cash accounts, organizing existing invoice documents, monitoring payment statuses, and reviewing business summaries.

How does the 14-day free trial start?

Create an account and then set up your business workspace. The trial begins after the workspace is created. You do not need to enter payment details to start.

What happens after the trial ends?

You need to choose and authorize a paid subscription to continue adding or changing records. A subscription payment is not taken automatically.

How much does the Standard plan cost?

The plan is ₹999 per month plus 18% GST of ₹179.82, for a total of ₹1,178.82 per month including GST.

Do I need to enter an OTP?

No. Signup and sign-in use a password. An email address is required to create an account; a phone number is optional and can be used for sign-in when it is saved on the account.

Can the app connect to my bank automatically?

No. The app supports account-level tracking, but it does not automatically import bank transactions. Add and review your records in the workspace.

Can I create invoices in the app?

The app supports uploading and organizing existing invoice documents. It is not an invoice-generation tool.

Does it file GST returns or provide tax advice?

No. It can help you record and organize finance information, including GST amounts, for review. It does not file GST returns or replace advice from a qualified tax professional.

Which invoice files can I upload?

PDF, JPG, and PNG files up to 15 MB.

Can I use Hindi or Hinglish for transaction entry?

Yes. Guided quick entry can help prepare editable transaction details. Review the fields and calculations before saving.

Bring your records together

Bring your business finance records into one clearer workspace.

Start with 14 days free. Set up your business workspace, organize your records, and decide whether the Standard plan is right for you.

Start your 14-day free trial No payment details needed to start. Standard plan: ₹999/month + 18% GST (₹1,178.82/month including GST).Questions? Contact AdSyntra AI →