+ New client

All data stays in this browser (saved automatically). Use Export ▸ JSON backup to move data between machines.

Import from Excel

Load an existing workbook (.xlsx / .xlsm / .xls, BS&PL or BSPL sheet layout). The year columns are read from the sheet's header row — tell the app which of them is your current and previous year, then review the head mapping and apply. Works for the same years you are drafting, for last year's file (roll forward), and for files carrying three or more years. Depreciation and Capital Account sheets are detected separately.

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Import from PDF (last year's signed financials)

Text is extracted from the PDF and rows that look like "head … amount amount" are proposed for mapping (best-effort — scanned/image PDFs won't work). Year columns are read from the first heading line that lists two or more years; map them below before applying.

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Backup / restore (JSON)

A JSON backup contains everything for the active client — notes, schedules, workings, policies. Restore adds it as a new client.

Download backup of active client Restore:

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Clear imported data

Undo the last import, or clear figures out of the notes to start again. Entity details, year labels and accounting policies are never touched by these. Every action here can be undone until you reload the page.

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Reset all figures for this client

To remove a client entirely, use Clients ▸ Delete. To keep a copy before clearing, take a backup under Import ▸ Backup (JSON) or Export ▸ JSON backup.

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Balance Sheet as at {{ cyLabel }}

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Print / Save PDF

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Statement of Profit and Loss for the year ended {{ cyLabel }}

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Direct inputs (not from notes)

Current tax — {{ cyLabel }} Current tax — {{ pyLabel }} Deferred tax — {{ cyLabel }} Deferred tax — {{ pyLabel }} Depreciation — {{ pyLabel }} Partners' interest + remuneration — {{ pyLabel }}

+ Add row

Every head that already carries a figure, listed in note order. The head is fixed by the row it sits on, so you only type the {{ cyLabel }} amount next to the {{ pyLabel }} one — no mapping to choose. Highlighted rows are the ones still waiting for a figure.

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{{ r.label }} {{ r.noteTitle }}

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Nothing to show. Import last year's financials under Import, or switch the filter off to see every head that carries a figure.

+ Add asset

Remun %

Int rate %

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Computed capital account (flows to Note 3 & Balance Sheet)

Book profit u/s 40(b)

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Allowable remuneration u/s 40(b)

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Remuneration claimed (blank = allowable) Capital closing total — {{ pyLabel }}

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Download .xlsx

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Open print view

Download .json