Your customers
- Factories and workshops
- Security and manpower agencies
- Contractors
- Hospitals and schools
- Shops, hotels and offices
Professional and business services · Services
MatruOS for a PF and ESI consultant
Set up the way a PF and ESI consultant runs: monthly fee per establishment or per employee for PF, ESI, PT and LWF; one-time fees for registrations, licences, inspections and notice replies; payroll processing per payslip; labour law audits of contractors for principal employers. 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 PF and ESI consultant deals with today, and what MatruOS sets up for it
Today
Client wage data arrives late and wrong every month. A missed 15th means interest and damages that the client blames on the consultant.
In MatruOS
MatruOS sets up 8 routines, 1 workflow, 3 registers and 7 licences for a PF and ESI consultant, 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.
- Employer
- consultant
- EPFO, ESIC, state labour and PT portals
- challans and returns
- inspections
Your suppliers
- Payroll software
- DSC issuers
- Staff
Credit and cash
Monthly retainers, often paid 30-60 days late; registration fees in advance
Work peaks from the 1st to the 15th every month; fees come in through the following month
Your screens use your words
CustomerEstablishmentOrderMonthly filingItemEmployeeInvoiceFee billproductServiceSupplierVendor
How it works
How MatruOS is set up for a PF and ESI consultant
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "PF and ESI consultant", typed when you sign up.
- Recognised as a PF and ESI consultantRoutines, 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 PF and ESI consultant
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.
Requests wage data from each client, checks it against minimum wage and the 50% wage rule, and lists missing or suspect rows before the ECR is prepared
Asks you before sending
Finds name, date of birth and bank mismatches between the employee master and Aadhaar or UAN data and drafts the correction list for each client
Works it out and shows you
From the 11th, reminds each client whose challan is not yet paid, with the amount and the cost of paying late; attaches the fee bill to the filing confirmation
Asks you before sending
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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
11:00 amNew joiners and exits (UAN, IP, KYC)
- 1Generate UAN and ESI IP numbers for joiners the same week they join
- 2Mark exits with date and reason on the portals
- 3Fix KYC mismatches (name, date of birth, Aadhaar, bank)
Every week
Sat 11:00 amPending worker claims and notices
- 1Review PF claims pending or rejected and the reason
- 2Review notices and inspection dates for the coming two weeks
Every month
2ndCollect attendance and wage data from clients
- 1Send each client the request for last month's attendance, wages, joiners and exits
- 2Check wages against the current minimum wage and the 50% wage rule
- 3List missing data by client
11thPF ECR and ESI contribution (by the 15th)
- 1Prepare ECR and ESI files and send amounts to the client
- 2Client approves and pays; file and save TRRN and challan
- 3Professional tax monthly return where applicable (Maharashtra by the 15th)
20thMonthly fee bills
- 1Bill monthly fees and one-time jobs; remind dues over 30 days
Every year
OctBonus calculation before Diwali
- 1Work out statutory bonus (8.33% to 20%) for eligible employees
- 2Pay within 8 months of year-end and record in the bonus register
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.
Monthly contribution cycle
- 1Wage data requested
- 2Data checked against minimum wage
- 3Client approves amountsNeeds approval
- 4Client pays challan
- 5ECR and ESI filed
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.
Establishments
Monthly filing
Employee master
PF and ESI calculation
Right amount, on time, no damages
Inspection file
Show compliance in one sitting
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 |
|---|---|---|
| PF and ESI monthly compliance (per establishment) | 998223 | 18% |
| Payroll processing (per employee) | 998223 | 18% |
| PF registration of establishment | 998399 | 18% |
| ESI registration of establishment | 998399 | 18% |
| Professional tax registration and returns | 998399 | 18% |
| Labour welfare fund return | 998399 | 18% |
| Contract labour licence or registration (OSH Code) | 998399 | 18% |
| Inspection and notice handling | 998399 | 18% |
| Labour law audit of a contractor | 998399 | 18% |
| PF withdrawal or transfer claim for a worker | 998399 | 18% |
| Bonus and gratuity calculation | 998223 | 18% |
- GST registration
- PAN
- Professional tax registration
- Shops and Establishments 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.
ConsultantAdvises clients on coverage and wages, approves filings, attends inspections and hearings.
Compliance executiveChecks wage data, prepares wage registers, ECR and ESI files, files returns.
Claims assistantUAN and IP generation, KYC, PF claims and transfers for workers.
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 PF and ESI consultant?
Type one line about your business when you sign up, for example "PF and ESI consultant". 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 PF and ESI consultant 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