Sofia for Small Business
Sofia for Small Business gives growing Indian businesses one place to run the money — GST-compliant sales invoicing, purchase and vendor management, employee reimbursements and complete double-entry accounting — with OCR that reads your bills and receipts so you barely type. GST returns, ledgers and reports are ready whenever you are.
SMBs run their books on spreadsheets and stress
Every late invoice, missed ITC or unreconciled bank line is unpaid work — and unpaid taxes you can't reclaim.
Spreadsheet sprawl
Invoices, expenses and bank reconciliations spread across five disconnected files.
GST is genuinely hard
CGST / SGST / IGST splits, FY-aware numbering, 3B returns due every single month.
Reimbursements drag on
No history, no partial payments, no audit trail when finance pushes back on a claim.
Existing tools are pricey
₹ 1,500–₹ 3,000 per user per month — for what should be commodity software.
One platform. Every SMB workflow. Free.
Sofia consolidates invoicing, vendor bills, expense reimbursements, account ledgers and reports into a single web app — built specifically for the Indian GST regime, and provided free of charge.
No subscription, no per-seat fee, no usage caps.
We're a tools company, not an ad company. No ads, no AI-training on your data, and no surprise paywall later.
- GST-aware invoice numbering that resets per financial year
- CGST / SGST / IGST auto-inferred from GSTIN state codes
- Recurring masters with auto-generation, partial payments & history
- Per-claim reimbursement settlement trails for full auditability
- Bank, cash, transfer and cash-deposit ledgers in one place
The full invoice-to-payment lifecycle
Every step links end-to-end — invoice → payment → bank → GST return — without re-keying.
- 1InvoiceCreate or import
- 2SendEmail or PDF
- 3TrackStatus & overdue
- 4CollectPayment received
- 5ReconcileBank / cash
- 6ReportCash-flow & ageing
- 7FileGSTR-1 / 3B
One platform, value for every role
Founder & Admin
- Cash position at a glance
- FY-aware invoice numbering
- Multi-user roles & permissions
Finance & AP
- GST splits computed automatically
- OCR-based vendor bill capture
- Bank, cash & cheque reconciliation
Team & Requesters
- Submit a reimbursement in seconds
- Track approval & settlement
- See your own dashboard, not the firm's
The whole back-office, on one screen
Your business pulse at a glance.
An admin dashboard built around the questions you actually ask — what's overdue, what's owed, where the cash is, and what GST you owe this month.
- 4 KPI cards with 30-day sparklines and trend %
- Action Needed panel with severity-coloured alerts
- AR/AP ageing, top debtors & creditors, GST snapshot
- Recent activity feed across invoices, bills and payments
- FY / period selector + global Ctrl+K command palette
Invoice cleanly, file confidently.
Generate compliant Indian tax invoices without dropping into a spreadsheet. Auto-numbering, GST splits and HSN lookup are all baked in. Every invoice rolls into your GST workings — no manual journal at month-end.
- Auto-numbered per company prefix and Indian FY (INV/0042/26-27)
- CGST/SGST/IGST auto-inferred from GSTIN state codes
- HSN/SAC autocomplete with default GST rates
- Recurring masters: auto-generate, partial payments, history
- A4 PDF with watermarks, page numbers and one-click print
Vendor bills. No data entry.
Drag in a PDF or scan and Sofia extracts vendor, invoice number, date, totals, CGST/SGST/IGST — then keeps the source file attached to the bill for audit. Snap, verify, post. ITC tracked correctly the first time, every time.
- OCR handles both printed and scanned bills
- Side-by-side document preview + pre-filled form to review
- Source file auto-attached for the auditor's trail
- Vendor KPIs: total spend, outstanding, avg days to pay
- Bulk vendor payments across multiple bills in one click
Pay the team on a schedule that works.
Cash flow rarely lines up with the team's expectations. Sofia handles partials so neither side is surprised — submit, approve, settle, with a per-claim payment trail you can defend in an audit.
- Employees submit, admins approve / settle
- Partial payments accumulate — ₹ 500 today, ₹ 500 next week
- Bulk Settle: pick claims with checkboxes, edit each amount
- Per-claim history: date, mode, account, reference, audit-ready
- Posts to bank or cash account automatically — no JV needed
Reconciliation without the spreadsheet.
A clean ledger of every rupee in and out, with transfers between accounts and cash-deposit / cash-withdrawal workflows wired in. Receipts post to the customer invoice. Payments to the vendor bill. Transfers stay matched.
- Multiple bank accounts + cash boxes, balances live
- Transfer wizard: account ↔ account, deposit, withdrawal
- Account statement with date-range presets (Month / FY / Custom)
- Live Credits / Debits / Net running totals at the top
- Click any transaction to jump to the source invoice or claim
Small details, every day
Control, compliance and audit by design — with the little touches your team will feel from the first hour.
Full audit trail
Every action logged, login to logout — follow any item across every module.
Role-based access
People see and do only what their role allows, with multi-level approval rules.
Real-time alerts
Live notifications for every action & approval — sidebar badges keep pending in view.
Command palette
Ctrl + K jumps to any client, vendor or invoice instantly.
GSTIN validation
Regex + 36-state check + copy button — bad GSTINs caught at entry.
IFSC autolookup
Type an IFSC code and the bank and branch fill themselves in.
Free, but never your data
We're a tools company, not an ad company. Your invoices, clients and bank data belong to you — never resold, never repurposed.
GST-aware data residency — your data stays on Indian infrastructure.
Industry-standard hashing with one-time tokenised password reset.
No selling, no advertising, no AI training on your data. Ever.
See Sofia for Small Business for yourself
See how to raise a GST invoice, snap a bill with OCR, approve a reimbursement and read your dashboard in minutes.
A 15-slide product overview of the free, GST-ready invoicing platform — sales, purchases with OCR, reimbursements, accounts, and India-hosted security & privacy highlights.
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ExploreBring Sofia for Small Business to your team
Get a tailored walkthrough and see how Sofia for Small Business fits your workflows.