What it is
Vee Trade Finance OS is finance software for Indian SMEs, finance managers and CA firms. It keeps the books and runs the finance desk around them: what is due today, what is unreconciled, what needs approval, and what the regulators expect next. I designed it around the work I do every month at an import-heavy company registered for GST in 13 states.
What's inside
My Day, To-Do, daily review, Finance Inbox and notifications: what needs you today, built from your own records.
Receivables, payables, invoices, quotes and purchase orders, bank statements, rapid bank coding, payment-gateway settlements, cash flow and treasury.
Books with a voucher console and audit trail, reports, fixed assets, foreign-currency revaluation, inventory, payroll and reconciliation.
Controller workspace, month-end close checklist, CFO insights, MIS, budgets and a year-end audit pack.
Compliance calendar, GSTR-1 and GSTR-3B working, GST documents and credit notes, branch transfers, ISD, e-way bills, imports and exports, TDS, TCS and property TDS.
Projects, portfolio view, projects reconciled with the books, and tender tracking.
Document vault, review and requests, so supporting papers sit next to the entry they support.
Approvals, controls, communications, automations, a finance health check and expert help.
Separate organisations per client with their own team, migration center, import templates, full data export and a parallel run before switching over.
How it works
- Nothing is filed, paid or sent from the app. Returns, challans and statements are prepared and checked here; you file them on the official portal.
- Every entry goes through the books with its approvals, and the audit trail records who changed what.
- Reconciliation files are read in your browser; only the reconciliations you save are stored.
- Your data stays yours: full export at any time, and readable even if a plan ends.
- Separate organisations: each client or company has its own team and cannot see anyone else's data.
Feature guides
- GST returns & reconciliation
- Bank coding & reconciliation
- Month-end close & MIS
- TDS & TCS compliance
- Imports, exports & FEMA
- For CA firms
Plans
| Plan | Price | For |
|---|---|---|
| Free | ₹0 | Daily control tower, compliance and free tools: task manager, Finance Inbox, compliance calendar, document management, finance health check. |
| Finance Pro | Price at launch | Reconciliation, treasury trackers and AI features for one finance professional. |
| Business | Price at launch | Team workflows, multiple entities, cash flow and controls. |
| CFO | Price at launch | MIS, risk, project profitability and CFO tools for groups. |
| Enterprise | Custom | Custom entities, single sign-on, integrations and a service level agreement. |
Online payment is not open yet. During early access, request a plan and the price is confirmed with you before it is activated.
Moving from Tally or Zoho Books
The migration center imports a company from Tally (XML), Zoho Books or other software. Every line is checked before anything is written, the import is posted in one go, and a reconciliation you sign off proves the opening position. You can run both systems in parallel until the numbers agree.
Common questions
Is Finance OS an accounting software or a task manager?
Both. It keeps the books (vouchers, ledgers, reports, fixed assets, inventory, payroll) and runs the finance team's day around them: tasks, the compliance calendar, approvals, close checklists and document requests.
Does it file GST or TDS returns for me?
No. GSTR-1, GSTR-3B and TDS statements are prepared and checked from your invoices and books; you file them on the government portal. Nothing is filed, paid or sent from the app.
Can I move from Tally or Zoho Books?
Yes. The migration center imports from Tally (XML), Zoho Books and other software, checks every line before posting, and proves the result with a reconciliation you sign off. A parallel run lets you keep the old software until the numbers match.
What happens to my data if I stop paying?
Your data is never locked away: if a plan ends, everything stays readable and exportable.
Can a CA firm manage several clients?
Yes. Each client is a separate organisation with its own team that cannot see other organisations. A firm can link client workspaces to its practice board and assign who prepares and who reviews.
How much does it cost?
The Free plan is ₹0. Finance Pro, Business and CFO plans are in early access: request a plan and the price is confirmed with you before it is activated.