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MatruOS for a freelancer who exports services

Set up the way a freelancer who exports services runs: hourly and fixed-price work for foreign clients via marketplaces or direct contracts; monthly retainers; occasional Indian clients billed with GST. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Professional and business servicesReady when you sign up

  • 7routines on a timetable
  • 1workflows with approvals
  • 2SOPs and checks
  • 3registers of your own
  • 3jobs for your AI team
  • 6licences tracked

7-day free trial, no card needed.

What this solves

What a freelancer who exports services deals with today, and what MatruOS sets up for it

01Today

Hours on proposals that never get a reply. Direct clients pay late or vanish after delivery.

02In MatruOS

MatruOS sets up 7 routines, 1 workflow, 3 registers and 6 licences for a freelancer who exports services, with an AI team that reads your own records and prepares the work.

03What 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.

  1. Overseas client
  2. marketplace or direct contract
  3. freelancer in India

Your customers

  • Overseas startups and agencies
  • Overseas small businesses
  • Indian startups and agencies

Your suppliers

  • Freelance marketplaces
  • Cross-border payment services
  • Software and design tool subscriptions
  • Sub-contractors
  • Coworking spaces
  • Chartered accountant

Credit and cash

Marketplace hourly work paid weekly after a review period; fixed price paid from escrow on approval; direct clients pay 15-30 days after invoice, often late; Indian clients deduct TDS

Income lumpy by project; tax is due once (15 March) under the presumptive scheme, so cash for tax must be set aside from each receipt; laptops and tools bought from savings

Your screens use your words

  • CustomerClient
  • OrderContract
  • ItemMilestone or hours
  • quoteProposal

How it works

How MatruOS is set up for a freelancer who exports services

Set-up takes a few minutes. After that, you change only what is different in your business.

  1. Describe the business in one lineFor example "Freelancer exporting services", typed when you sign up.
  2. Recognised as a freelancer who exports servicesRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
  3. 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.
  4. 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 a freelancer who exports services

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.

Sales executive

Drafts a tailored proposal for each saved job from the freelancer's past work, and lists proposals to follow up

Reads proposals, portfolio and job posts the freelancer saves

Asks you before sending

Accountant

Lists unbilled hours and milestones, drafts invoices and polite reminders for overdue ones, and shows fees lost per client

Reads clients and contracts and invoices and receipts

Asks you before sending

Accountant

Matches receipts to invoices, lists missing e-FIRAs, shows the year's receipts against the Rs 20 lakh GST and Rs 75 lakh presumptive limits, and suggests the tax to set aside

Reads invoices and receipts and bank credits

Works it out and shows you

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 day2

  • 12:00 pmSend proposals and follow up leadsFreelancer · 3 steps
    1. 1Send 3-5 tailored proposals to fresh jobs that match the profile
    2. 2Follow up proposals with no reply after 3 days
    3. 3Log each proposal and its result
  • 8:00 pmClient calls and delivery for overseas time zonesFreelancer · 3 steps
    1. 1Daily update or call with each active client
    2. 2Log hours worked against each contract
    3. 3Write down any new ask with its price before starting

Every week1

  • Mon 11:00 amWeekly hours, invoices and receiptsFreelancer · 3 steps
    1. 1Check last week's hours were billed on the platform
    2. 2Send invoices to direct clients for finished milestones
    3. 3Chase anything overdue more than 7 days

Every month1

  • 5thMatch receipts, save e-FIRA and set aside taxFreelancer · 3 steps
    1. 1Match each bank credit to its invoice; download the e-FIRA
    2. 2Move about 15-20% of receipts to a tax savings account
    3. 3If GST registered, send export invoices for GSTR-1 by the 11th (or the 13th quarterly)

Every year1

  • MarAdvance tax payment (presumptive scheme, once by 15 March)Freelancer · 3 steps
    1. 1Total receipts for the year; tax on 50% under the presumptive scheme
    2. 2Pay advance tax by 15 March
    3. 3File the next year's LUT before 1 April if GST registered

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.

Contract from proposal to money in the bank

  1. 1Proposal acceptedFreelancer
  2. 2Contract or escrow fundedFreelancer
  3. 3Work deliveredFreelancer
  4. 4Client approves milestoneFreelancerNeeds approval
  5. 5Money withdrawn and e-FIRA savedFreelancer

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.

  • Clients and contracts

    Client · Country · Channel · Currency · Rate or price · Milestones · NDA or contract signed · Status

  • Invoices, receipts and e-FIRA

    Invoice number · Client · Invoice date · Foreign amount · INR received · Fees deducted · Received date · e-FIRA saved

  • Proposals

    Job or lead · Date sent · Quoted · Reply received · Won

  • Export invoice and receipt proof

    Keep foreign receipts provable as exports for GST and income tax

    4 steps with checks

  • Scope, escrow and payment protection

    Never work unpaid

    4 steps with checks

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.

ItemHSNGST
Software development for foreign client · hour9983140%
Website or app project for foreign client · project9983140%
Logo and brand design for foreign client · project9983910%
Content writing for foreign client · 1000 words9983990%
Video editing for foreign client · finished minute9996130%
Monthly retainer (foreign client) · month9983140%
Project for Indian client · project99831418%
  • PANIncome Tax Department
  • GST registrationGST department (GSTN)If it applies
  • GST Letter of Undertaking (LUT) for exportsGST department (Form GST RFD-11)If it applies
  • Professional tax registrationState professional tax officeIf it applies
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)If it applies
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)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.

FreelancerFinds work, delivers, invoices, client calls, keeps tax papers.
Sub-contractorTakes overflow work, delivers to the freelancer's brief.
CA or tax practitionerGST returns and LUT, ITR, advance tax computation.

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 a freelancer who exports services?

Type one line about your business when you sign up, for example "Freelancer exporting services". 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.

Run a freelancer who exports services 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
Chat with the MatruOS team on WhatsApp, +91 97234 99901