For CAs and accounting firms

Give every client a better finance operation.

The MoneyGence Partner Pilot is designed to help CAs review client invoices, GST exports, bank-reconciliation exceptions, receivables and financial exceptions from one client-granted workspace.

Join the Partner Pilot See the pilot workflow

No cost to join Client-granted access

Illustrative product preview · Fictional sample data

Partner dashboard 12 client workspaces

189Invoices this quarter

4Need your review

1 clickGST export

Acme Pvt. Ltd.64 invoicesGST readyClean

Globex Solutions41 invoices3 unmatchedReview

Pixel Perfect28 invoicesGST readyOverdue

Innova Tech37 invoicesGST readyClean

BlueApple Media19 invoices1 unmatchedReview

What you get

A pilot workflow across client-granted workspaces.

These capabilities describe pilot scope. Exact availability is confirmed during onboarding.

Multi-client dashboard Every client workspace you have been granted access to, in one list, with the exceptions that need you surfaced first.

GST-ready exports Pull invoices, credit notes and tax summaries in the formats you already file with. XLSX, CSV and Tally.

Exception alerts Unmatched bank entries, missing invoices and broken approval trails get flagged before they become a quarter-end scramble.

Receivables visibility See what each client is owed and how long it has been outstanding, so your advice is based on live cash, not last month's books.

Shared approval context Approval requests and status changes stay with the supporting finance record, giving reviewers a clearer decision history.

Partner referral model Refer clients onto MoneyGence and earn from the relationship. We will walk you through the commercials on a call.

Why partner with us

Better data in means better advice out.

For your practice

Stop rebuilding the same spreadsheet every quarter.

Most of the quarter-end effort is not judgement, it is collection. Chasing invoices, matching bank entries, asking for missing bills.

Client data arrives structured, not as a folder of PDFs

Exceptions are flagged during the quarter, not at the end

Take on more clients without adding the same hours

For your clients

They see which clients actually make them money.

Your clients get more than compliance. They get client-level revenue, collection visibility and renewal status, which makes the conversations you have with them more valuable.

Client-level revenue and cash context, not just a P&L

Receivables and collection delay in one view

You stay the advisor, we stay the system

Partner pilot

Explore the MoneyGence Partner Pilot

Tell us about your practice and client mix. We will confirm pilot scope, access requirements, availability and any referral terms before onboarding.