Platform Specifications & Guide
Deep dive into the architecture, features, and strict ledger workflows that power KhataIn.
Platform Features Specification
Detailed capabilities enforced by the KhataIn backend to ensure reliable financial controls.
1. Core Financial Management & Ledgers
Dashboard
A comprehensive, real-time overview of all financial metrics and health indicators.
Transactions Management
Complete handling of Income, Expenses, and Transfers with automated category linking.
Strict Ledger Workflow
Transactions move from Draft to Posted. Once posted, transactions cannot be directly modified without proper logging and audit trails in the ledger.
Charts of Accounts & Accounting Core
Full support for Journal entries, Ledger entries, Trial balance, Profit & Loss (P&L), and Balance sheet, all tied to the respective Fiscal Year.
Debt Ledger
Dedicated tracking for debts, liabilities, interest amortization, and repayment statuses.
Categories
Easy account linking and transaction categorization for automated flow mapping.
2. Advanced Planning & Automation
Recurring Rules
Automate income, expenses, and transfers with advanced projection viewing to forecast future cash flows.
Budgets & Goals
Set financial targets and budget limits, tracking progress in real-time.
Calendar Tracking
A visual calendar view for tracking due dates, recurring rules, and financial milestones.
Alerts & Reporting
Automated email alerts for critical events, budget overruns, and scheduled reporting.
3. Account & Asset Management
Financial Accounts
Support for multiple account types including Cash, Bank, Credit Cards, and Digital Wallets.
Loan Accounts Management
Dedicated tools for tracking and amortizing loans, separating principal and interest.
Product Entries & Management
Inventory and product tracking integrated directly with accounting and COA.
Invoice Generation
Automated invoice creation, tracking, status updates, and customer reporting.
4. Multi-Tenant & Professional Tools
Multi-Tenant Architecture
A single accountant can seamlessly manage multiple companies, each with entirely isolated accounts, while also maintaining their own personal/business books.
Collaborative Invites
Businesses can invite specific users with granular roles and permissions. Team members can accept invitations and start working immediately.
5. Security & Compliance
KYC Management
Built-in KYC (Know Your Customer/Client) tracking for Members, Staff, and Businesses to satisfy local regulations.
Enterprise Security
Two-Factor Authentication (2FA), OTP verification, and comprehensive session and device tracking.
6. Comprehensive Reporting
Standard to Advanced Reports
Scalable reporting tailored to the user's needs, complete with filters and exports.
Specific Report Types
Who owes you (Accounts Receivable), Who you owe (Accounts Payable), Inventory tracking, Sales & Customers, Expenses & Suppliers, Tax Management & Compliance, and Employee expenses.
"For My Accountant" Export
A dedicated export bundle packaging all ledgers and statements into a simple, accountant-ready format.
7. Coming Soon (Roadmap)
Payroll Management
Full employee compensation, payroll processing, and deduction handling.
Timesheets (Time Tracking)
Integrated hour tracking linked directly to payroll and project costing.
Advanced Employee Reporting
Comprehensive payroll reports and detailed employee productivity analytics.
Need More Assistance?
Browse our Help Center for common questions or open a ticket with our priority support team.