FAQ

Our plans are categorized based on annual transaction volumes, making it easy for customers to select a plan that matches their financial activity. Whether you're an individual or a business, we provide scalable solutions to fit your requirements.

MIS (Management Information System) reporting provides actionable insights into your financial data, including trends and performance metrics. This helps you make informed decisions and plan effectively for growth.

We offer three primary reconciliation services:

• Inventory Reconciliation: Streamlined tracking of inventory to optimize stock management.
• Customer/Vendor Reconciliation: Ensures accuracy in transactions with clients and suppliers.
• Bank Reconciliation: Verifies consistency between financial records and bank statements.

All include compliance reports, financial health analyses, and monthly analytics.

Yes, Digibuks offers both mobile and web applications for easy access to your financial data. These apps support unlimited users, enabling seamless collaboration and monitoring.

Monthly and annual financial summaries are provided, including profit and loss statements, balance sheets, and cash flow reports, tailored to your specific needs.

Yes, our compliance services include GST and income tax reporting, ensuring that your filings are accurate and timely. This reduces the risk of penalties and keeps your business compliant.

Absolutely. If our predefined plans don't meet your requirements, we offer customizable solutions that cater to unique financial needs and transaction volumes.

You can start by selecting a plan that matches your requirements. Our team will guide you through onboarding, ensuring a smooth setup of your account and access to services.

We provide dedicated support through email, phone, and live chat. Additionally, customers on higher-tier plans benefit from priority assistance and faster response times.

There are no hidden charges. However, additional services or customized requests may incur separate costs, which will be communicated transparently.

The right plan depends on your transaction volume, business type, and specific financial needs. If you're unsure, our team can assist you in choosing the best plan for your requirements.

Digibuks is a digital platform designed to make accounting and compliance effortless for businesses, professionals, and SMEs. It helps manage bookkeeping, tax compliance, financial reports, and other accounting needs—all in one easy-to-use app.

Digibuks is designed for a wide range of users, including:

• Retail and wholesale traders, business owners
• E-commerce businesses
• Startups and new companies
• Doctors, lawyers, engineers, and other professionals
• Chartered Accountants (CAs)
• Salaried individuals and freelancers

No, the app is designed to be intuitive and easy to use, making it accessible for everyone, regardless of their accounting expertise.

Yes, Digibuks prioritizes the security of your data by using advanced encryption and adhering to strict confidentiality standards.

Digibuks offers a wide range of services, including:

• Bookkeeping
• GST and Income Tax compliance
• Financial statement preparation
• Business consultation tailored to your needs

Yes, you can manage multiple entities or businesses within a single Digibuks account effortlessly.

Absolutely! Digibuks eliminates the need for complex accounting tools, offering a simpler and more efficient solution.

Yes, Digibuks fully complies with Income Tax and GST regulations, ensuring your financial records are accurate and tax-ready.

By streamlining processes, automating tasks, and reducing the need for external services, Digibuks helps businesses save both time and money.

Yes, you can access your Digibuks account securely from multiple devices, making it convenient for on-the-go management.

Yes, our dedicated support team is available via email, chat, and phone to assist with any questions or issues.

Yes, Digibuks prepares comprehensive financial reports, including balance sheets, profit and loss statements, and other key reports at your convenience.

Digibuks simplifies accounting for professionals by managing their financial records, tracking expenses, and ensuring tax compliance, so they can focus on their practice.

Digibuks is user-friendly, cost-effective, and offers a complete suite of services under one platform. It’s designed specifically to cater to the needs of small and medium businesses, startups, and professionals.

Yes, migrating to Digibuks is simple. You can import existing financial data or start fresh, and our support team is here to help you transition smoothly.

Digibuks ensures regular and automated backups, so your financial data is always secure and up to date.

Yes, you can customize financial reports to meet your specific business needs and preferences.

Yes, we provide user guides and tutorials to help you get started and make the most of the platform.

Absolutely! Digibuks helps freelancers track their income, manage expenses, and ensure timely tax compliance.

Digibuks stands out for its simplicity, affordability, and comprehensive range of features tailored specifically for small and medium businesses.

Digibuks offers flexible subscription plans, and you can pay us online. Contact us for more details.

The Digibuks App provides insights related to business’s financial data, empowering you to make quick and informed decisions. With its GST and Income Tax-compliant features, the app lets you effortlessly create invoices, record expenses, and manage cash receipts, payments, and other transactions. The app ensures accuracy, reduces operational costs, and frees up your time to focus on growing your business.

There are two ways to record transactions in the Digibuks app:

1. Upload Files/Images: If you have sales reports, sales invoices, purchase bills, or expense receipts, simply upload the files or images in the respective sections of the app.

2. Record Transactions Manually: If you don’t have invoices or supporting documents, you can manually enter the transaction details in the appropriate sections, such as for purchases without bills or cash receipts and payments.

Accurate accounting is crucial for maintaining financial clarity, meeting tax obligations, and making informed decisions to foster growth. Poor accounting can lead to financial mismanagement, missed compliance deadlines, and reduced decision-making efficiency. Additionally, it can harm your business’s reputation and jeopardize its sustainability. Proper accounting services are vital for protecting your business and ensuring its long-term success.

Yes, absolutely! Digibuks allows multi-user access, enabling your team members to collaborate seamlessly. You can also control access by assigning specific permissions based on roles, ensuring that each user has the appropriate level of access.

If invoice or transaction statements are available, you can easily upload the image or file directly into the app. For purchases, expenses without bills, or cash transactions, you will need to manually update the values in the app.

Yes, the Digibuks app allows you to easily track and categorize your business expenses. You can upload receipts, link credit card transactions, or manually input expenses, and the app will automatically organize them into relevant categories, helping you monitor your spending and manage your budget efficiently.

Yes, Digibuks App helps manage both accounts payable (amounts you owe to vendors) and accounts receivable (amounts owed to you by clients).

The turnaround time (TAT) is 1 day for individual transactions and 3 to 5 days for bulk entries.

Yes, you can easily create sales invoices in professional format on the Digibuks app. Simply navigate to the sales section, enter the required details, and generate the invoice in the prescribed format. Follow below path:

Income → Sales → Invoice.

Alternatively, if sales invoices are generated through another billing software, you can simply upload them by taking a photo or upload from gallery.

For compliance and audit purposes, neither customers nor Digibuks team members have the ability to delete transactions, ensuring an accurate audit trail and transparency. If a transaction or invoice is recorded or uploaded incorrectly, you can reverse it by recording a manual journal entry through the JV Section.

Yes, you can track all uploaded or recorded transactions in the Record Section of the Digibuks application. Initially, the transaction will appear as WIP (Work in Progress). Once our Digibuks experts process the transaction, the status will be updated from WIP to Processed.

1. Log in to the Admin Account.
2. Go to the User Management Section.
3. Select the user whose rights you want to restrict.
4. Modify the user's permissions for View, Edit, or Add.
5. Click Save Changes.

1. Log in to the Admin Account of the entity where you want to add the user.
2. Go to the User Management Section.
3. Click on the Add User tab.
4. Enter the user’s mobile number, email ID, and name.
5. Select the permissions you want to assign to the user.
6. Click Save Changes.

Instead of removing a user, you can lock their access to a specific entity. To lock a user, follow these steps:

1. Log in to the Admin Account of the entity where you want to manage the user.
2. Go to the User Management Section.
3. Click the lock button next to the user's name to lock their access.

Yes, you can add the same user to multiple entities and assign different permissions for each entity. Yes, Digibuks App helps manage both accounts payable (amounts you owe to vendors) and accounts receivable (amounts owed to you by clients).

Yes, you can update the entity profile details at any time. Follow these steps:

1. Go to the Entity Profile Section.
2. Click the Edit button at the top-right corner of the page.
3. Modify the details or values as needed.
4. Save the changes.

You can manage the Item Master and Party Master by following these steps:

1. Log in using the Admin Account or an account with access rights to the Entity Master.
2. Navigate to the Entity Master Section.
3. Choose either Item Master or Party Master as required.
4. Click Add to include a new item or party.
5. Click Download to retrieve the existing master list.

Subscribing to Digibuks in the middle of the year is a smooth and hassle-free process. Our team will help you set up your account and transfer any existing financial data from your current records. This includes importing data for the ongoing financial year into the Digibuks system to ensure seamless continuity. Once set up, the Digibuks app will manage and track your finances effectively for the remaining months of the year.

It is recommended to update transactions regularly, ideally as soon as they are executed. For accurate reporting, it is essential to ensure that all transactions are recorded within the same month of their occurrence.

Cash sales should be recorded in the Sales Section under the Income Tab. If the sales are on credit and you receive the cash at a later date, you should record the payment as a receipt in the Cash & Bank Tab when the cash is received.

Cash income should be uploaded or recorded under the respective income category in the "Other Income" tab. If the income is on credit and you receive the cash at a later date, you need to record it as a receipt in the "Cash & Bank" tab at the time of receiving the payment.

No, you don’t need to manually enter bank transactions into the app, as they are automatically accounted for based on the bank statement.

Users should update all transactions related to income, expenses, assets, or liabilities under their respective sections in the app. To ensure timely reports and avoid non-compliance, it is recommended to upload transactions daily.

The difference is as follows:

• Cash: Select this option if the transaction involves immediate cash receipt or payment.
• Bank: Use this option when the amount is received or paid via a bank account or digital wallet.
• Credit: Choose this option if the amount is to be received or paid at a later date.