Your customers
- Traders and distributors
- Manufacturers
- Retail chains and restaurants
- CA firms (and their clients)
- Schools and hospitals
Professional and business services · Services
MatruOS for an accounting software partner
Set up the way an accounting software partner runs: margin on licence sales and yearly renewals; implementation, data migration and training fees; customisation per hour or per project; support AMC; cloud hosting per user. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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What this solves
What an accounting software partner deals with today, and what MatruOS sets up for it
Today
Renewals missed on hundreds of licences; customers lapse or move away. Support calls swamp the engineers, especially in March-April.
In MatruOS
MatruOS sets up 7 routines, 1 workflow, 3 registers and 7 licences for an accounting software partner, with an AI team that reads your own records and prepares the work.
What changes
The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Where you sit
MatruOS starts from how your business earns
Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.
- Software publisher
- partner
- MSME; CA firm refers clients to the partner
Your suppliers
- Software publishers
- Cloud hosting providers
- Hardware dealers (billing printers and barcode scanners)
Credit and cash
Publisher paid in advance for licences; clients pay on installation for licences and 50% advance for customisation; renewals paid before expiry, often late; CA referrals sometimes get a referral fee
Renewal cash peaks in March-April and around anniversaries; engineers' salaries monthly
Your screens use your words
ItemLicenceproductProductSupplierPublisher
How it works
How MatruOS is set up for an accounting software partner
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Accounting software partner", typed when you sign up.
- Recognised as an accounting software partnerRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
- Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.
Your AI team
What the AI team does for an accounting software partner
Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Turns incoming calls and messages into tickets, drafts answers to how-to questions, flags chargeable work outside the support contract, and suggests the engineer
Asks you before sending
Lists renewals due in 30 days, drafts the reminder and invoice for each customer, and follows up on overdue renewals
Asks you before sending
Lists leads with no follow-up for a week, drafts the next message or demo invite, and drafts thank-you updates to referring CAs
Asks you before sending
1 / 3
How you run
Your routines, already on a timetable
Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.
Every day
9:30 amMorning ticket triage
- 1Log every call and WhatsApp from last evening and this morning as a ticket
- 2Answer how-to questions from the known-answers list; assign errors and visits
- 3Mark chargeable work outside the support contract
3:00 pmRenewal calls for licences due in 30 days
- 1Call or message customers whose renewal falls due in the next 30 days
- 2Send the renewal invoice and payment link
Every week
Mon 10:00 amLeads and demo pipeline
- 1Review leads, demos and quotes older than a week
- 2Thank and update the CAs who referred customers
Every month
25thPublisher order and target review
- 1Check licence sales and renewals against the publisher's quarterly target
- 2Bill chargeable tickets and customisation done this month
Every year
JunEngineer certification and partner renewal
- 1Renew the partner agreement and get engineers through the publisher's certification
Workflows
Each stage goes to the person who handles it
Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.
Sale to first renewal
- 1Demo and quote
- 2Customer approves quote and paysNeeds approval
- 3Licence activated
- 4Installed and data migrated
- 5Users trained
- 6Renewal due date set and renewed
Registers and SOPs
Your registers and standards
Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.
Customer licences
Support tickets
Leads and quotes
Support and customisation scope
Fast answers and no unpaid scope creep
Data safety before any change
Never lose a customer's books
Items and licences
Your first bill is right, and no licence lapses
Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.
| Item | HSN | GST |
|---|---|---|
| Accounting software perpetual licence (single user) | 997331 | 18% |
| Accounting software perpetual licence (multi-user) | 997331 | 18% |
| Annual software services renewal (single user) | 997331 | 18% |
| Annual software services renewal (multi-user) | 997331 | 18% |
| Billing or point-of-sale software subscription | 997331 | 18% |
| Installation and data migration | 998313 | 18% |
| Onsite training | 999293 | 18% |
| Customisation (report or invoice format) | 998314 | 18% |
| E-invoice and e-way bill connector | 997331 | 18% |
| Annual support contract (AMC) | 998313 | 18% |
| Cloud hosting of accounting software | 998315 | 18% |
| ERP implementation project | 998313 | 18% |
- GST registration
- PAN
- Shops and Establishments registration
- Professional tax registrationIf it applies
- Udyam (MSME) registrationIf it applies
- PF registration (EPFO)If it applies
- ESI registration (ESIC)If it applies
Your people
The people who run it, each with their own login
Each person sees the screens and reminders for the work they do.
OwnerSells and gives demos, manages publisher targets, approves quotes and customisation scope.
Support engineerAnswers support calls, installs, migrates data, trains users.
DeveloperBuilds customisations, add-ons and integrations.
Office coordinatorRenewal calls, billing, ticket logging, payment follow-up.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.
Questions people ask
How long does it take to set up MatruOS for an accounting software partner?
Type one line about your business when you sign up, for example "Accounting software partner". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.
Do I have to type all of this in?
No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.
Can I change the routines and workflows?
Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.
What does the AI team do without asking me?
It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.
Professional and business services
Other services in professional and business services
Run an accounting software partner on one system Set up for your trade when you sign up.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes