Your customers
- Kirana and general stores
- Wholesalers and commission agents
- Hardware and building material shops
- Small manufacturers and job workers
- Contractors
Professional and business services · Services
MatruOS for a munim and bookkeeping service
Set up the way a munim and bookkeeping service runs: monthly fee per client by entry volume; extra for bank reconciliation, stock statements for the bank, year-end closing and old-books catch-up; some munims also do collection rounds for a fee. 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 a munim and bookkeeping service deals with today, and what MatruOS sets up for it
Today
Customers' dues forgotten because the outstanding list is made only when the owner asks. Data reaches the tax practitioner on the 10th and returns are rushed or late.
In MatruOS
MatruOS sets up 8 routines, 1 workflow, 3 registers and 4 licences for a munim and bookkeeping service, 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.
- Shop or firm
- munim (books)
- tax practitioner or CA (returns and audit)
- portals
Your suppliers
- Account books (chopda, bahi)
- Accounting software
- Stationery
- Tax practitioner or CA (refers clients and takes the data)
Credit and cash
Clients pay monthly in cash or UPI, often late; big clients pay a Diwali bonus or yearly sum; no supplier credit needed
Small monthly fees from many clients; Diwali and March closing bring extra work and extra fees
Your screens use your words
CustomerClient (seth)OrderMonthly writingItemEntriesInvoiceFee chitproductService
How it works
How MatruOS is set up for a munim and bookkeeping service
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Munim and bookkeeping service", typed when you sign up.
- Recognised as a munim and bookkeeping serviceRoutines, 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 a munim and bookkeeping service
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.
Builds each client's weekly outstanding list with oldest bill date and days overdue, and drafts reminders to customers for the owner to approve
Asks you before sending
Totals the month's credit sales and purchases, prepares the sales and purchase lists with GSTINs for the tax practitioner, and lists clients whose fee is unpaid
Asks you before sending
Reminds before each bank's stock statement date and pre-fills closing stock and debtors under 90 days from the books
Works it out and shows you
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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
7:00 pmWrite the day book and close cash at each shop
- 1Enter every bill, cash slip, UPI credit and expense of the day
- 2Count cash; closing balance in the book equals cash in the drawer
- 3Owner initials the day's page
9:00 pmPost the ledger and udhar book
- 1Post each credit sale, purchase, receipt and payment to the party's account
- 2Enter the same in the accounting software
Every week
Sat 10:00 amWeekly bank statement entry and reconciliation
- 1Enter bank and UPI credits and debits from the statement
- 2Book balance equals bank balance after uncleared cheques
Mon 11:00 amWeekly outstanding (ugharani) list for the owner
- 1List customers with balance due and the oldest bill date
- 2Mark those past the usual credit days (often 30-60)
- 3Give the list to the owner or send reminders on his yes
Every month
3rdMonth-end totals and data to the tax practitioner (by the 5th)
- 1Total credit purchases and credit sales books (tarija) and post to the ledger
- 2Send sales, purchase and expense lists with GSTINs to the tax practitioner
- 3Collect each client's monthly fee
7thMonthly stock and debtors statement for the bank
- 1Work out closing stock at cost and debtors under 90 days
- 2Fill the bank's stock statement and get the owner's signature
- 3Submit by the bank's date (often the 10th)
Every year
Mar, AprYear-end closing (havala, utaro, sarvaiyu)
- 1Pass closing entries for interest, depreciation and stock
- 2Trial totals (utaro) agree
- 3Draw the balance statement (sarvaiyu) and hand books to the practitioner or CA
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.
Month close per client
- 1Day books complete for the month
- 2Bank reconciled
- 3Owner checks outstanding and cashNeeds approval
- 4Data sent to tax practitioner
- 5Fee collected
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.
Day book (rojmel)
Party ledger (khatavahi)
Client work and fees
Daily books and cash check
Books match the cash, the bank and the parties every day
Monthly data handover to the tax practitioner
The practitioner files on time with clean data
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 |
|---|---|---|
| Monthly bookkeeping (up to 100 entries) | 998222 | 18% |
| Monthly bookkeeping (100-500 entries) | 998222 | 18% |
| Accounting software data entry | 998222 | 18% |
| Bank reconciliation | 998222 | 18% |
| Monthly stock statement for bank | 998222 | 18% |
| Outstanding list and collection follow-up | 998222 | 18% |
| Year-end closing and trial balance | 998222 | 18% |
| Old books catch-up | 998222 | 18% |
- PAN
- GST registrationIf it applies
- Shops and Establishments registrationIf it applies
- Professional tax registrationIf 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.
MunimWrites day book and ledgers, closes cash, makes outstanding lists, year-end closing, talks to the seth.
AssistantEnters vouchers in software, bank statement entries, filing bills.
Client owner (seth)Gives bills and cash slips, signs the day book, decides collections.
Tax practitioner or CATakes monthly data, files returns, audits.
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 munim and bookkeeping service?
Type one line about your business when you sign up, for example "Munim and bookkeeping service". 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 a munim and bookkeeping service 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