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Our Process

From WhatsApp to Financial Clarity

At Money Matters, we've engineered a transparent and straightforward process designed to remove complexity and give you back your valuable time. We turn your day-to-day transactions into clear financial insights, all through a system that feels as simple as texting.

Here’s a look at your journey with us.

Step 1

Onboarding & Personalized Setup

We begin by understanding the unique needs of your business to ensure our service is perfectly aligned with your goals.

Getting to Know You: Our journey starts with a 30-minute virtual onboarding call. Your assigned Accounts Manager will learn about your business operations, revenue streams, and reporting requirements.
System & Software Setup: We create your company's profile in our professional accounting software (like Tally or Zoho Books) and establish a standardized Chart of Accounts for pinpoint accuracy.
Your Dedicated Channel: You receive a dedicated WhatsApp number. This is your exclusive, simple-to-use channel for sending us all your financial data.

Step 1

Onboarding & Personalized Setup

We begin by understanding the unique needs of your business to ensure our service is perfectly aligned with your goals.

Getting to Know You: Our journey starts with a 30-minute virtual onboarding call. Your assigned Accounts Manager will learn about your business operations, revenue streams, and reporting requirements.
System & Software Setup: We create your company's profile in our professional accounting software (like Tally or Zoho Books) and establish a standardized Chart of Accounts for pinpoint accuracy.
Your Dedicated Channel: You receive a dedicated WhatsApp number. This is your exclusive, simple-to-use channel for sending us all your financial data.

Step 1

Onboarding & Personalized Setup

We begin by understanding the unique needs of your business to ensure our service is perfectly aligned with your goals.

Getting to Know You: Our journey starts with a 30-minute virtual onboarding call. Your assigned Accounts Manager will learn about your business operations, revenue streams, and reporting requirements.
System & Software Setup: We create your company's profile in our professional accounting software (like Tally or Zoho Books) and establish a standardized Chart of Accounts for pinpoint accuracy.
Your Dedicated Channel: You receive a dedicated WhatsApp number. This is your exclusive, simple-to-use channel for sending us all your financial data.

Step 2

Effortless Data Submission

This is the core of our convenience. Managing your books is now as easy as using your smartphone.

Snap, Screenshot, or Type: Simply send us photos of invoices, screenshots of payment confirmations (UPI, Bank Transfers), or text details for cash expenses.
Submit Anytime, Anywhere: You can send us transaction details 24/7 as they happen. This prevents backlogs and ensures you never miss an entry. Any data sent outside our business hours is processed the very next working day.
All Documents Welcome: From sales invoices and purchase bills to expense receipts and payment gateway statements, we can handle it all.

Step 2

Effortless Data Submission

This is the core of our convenience. Managing your books is now as easy as using your smartphone.

Snap, Screenshot, or Type: Simply send us photos of invoices, screenshots of payment confirmations (UPI, Bank Transfers), or text details for cash expenses.
Submit Anytime, Anywhere: You can send us transaction details 24/7 as they happen. This prevents backlogs and ensures you never miss an entry. Any data sent outside our business hours is processed the very next working day.
All Documents Welcome: From sales invoices and purchase bills to expense receipts and payment gateway statements, we can handle it all.

Step 2

Effortless Data Submission

This is the core of our convenience. Managing your books is now as easy as using your smartphone.

Snap, Screenshot, or Type: Simply send us photos of invoices, screenshots of payment confirmations (UPI, Bank Transfers), or text details for cash expenses.
Submit Anytime, Anywhere: You can send us transaction details 24/7 as they happen. This prevents backlogs and ensures you never miss an entry. Any data sent outside our business hours is processed the very next working day.
All Documents Welcome: From sales invoices and purchase bills to expense receipts and payment gateway statements, we can handle it all.

Step 3

Expert Processing & Review

Behind the scenes, our team of qualified professionals ensures every detail is handled with precision and care.

Human Expertise, Not AI: Every transaction is reviewed and processed by a human accounting professional. We believe in the power of expert oversight to ensure context and accuracy.
Meticulous Data Entry: Our team classifies each transaction correctly and enters it into your accounting profile.
Senior-Level Review: Before any report is finalized, a senior team member conducts a final review to guarantee the highest level of accuracy and consistency.

Step 3

Expert Processing & Review

Behind the scenes, our team of qualified professionals ensures every detail is handled with precision and care.

Human Expertise, Not AI: Every transaction is reviewed and processed by a human accounting professional. We believe in the power of expert oversight to ensure context and accuracy.
Meticulous Data Entry: Our team classifies each transaction correctly and enters it into your accounting profile.
Senior-Level Review: Before any report is finalized, a senior team member conducts a final review to guarantee the highest level of accuracy and consistency.

Step 3

Expert Processing & Review

Behind the scenes, our team of qualified professionals ensures every detail is handled with precision and care.

Human Expertise, Not AI: Every transaction is reviewed and processed by a human accounting professional. We believe in the power of expert oversight to ensure context and accuracy.
Meticulous Data Entry: Our team classifies each transaction correctly and enters it into your accounting profile.
Senior-Level Review: Before any report is finalized, a senior team member conducts a final review to guarantee the highest level of accuracy and consistency.

Step 4

Clear & Timely Reporting

Receiving actionable financial insights that empower you to make smarter business decisions.

Scheduled Delivery: We deliver your financial reports directly to your email on a predictable weekly and/or monthly schedule, as defined by your service plan.
Actionable Insights: Our reports are designed to be clear, concise, and easy to understand, transforming raw data into a clear picture of your business's financial health.
Stay Informed & In Control: With regular, accurate reports, you always have a current view of your finances, allowing you to plan, strategize, and grow with confidence.

Step 4

Clear & Timely Reporting

Receiving actionable financial insights that empower you to make smarter business decisions.

Scheduled Delivery: We deliver your financial reports directly to your email on a predictable weekly and/or monthly schedule, as defined by your service plan.
Actionable Insights: Our reports are designed to be clear, concise, and easy to understand, transforming raw data into a clear picture of your business's financial health.
Stay Informed & In Control: With regular, accurate reports, you always have a current view of your finances, allowing you to plan, strategize, and grow with confidence.

Step 4

Clear & Timely Reporting

Receiving actionable financial insights that empower you to make smarter business decisions.

Scheduled Delivery: We deliver your financial reports directly to your email on a predictable weekly and/or monthly schedule, as defined by your service plan.
Actionable Insights: Our reports are designed to be clear, concise, and easy to understand, transforming raw data into a clear picture of your business's financial health.
Stay Informed & In Control: With regular, accurate reports, you always have a current view of your finances, allowing you to plan, strategize, and grow with confidence.

Frequently Asked Questions

About the Service & Process

What accounting software do you use? Can I get access to it?

We use industry-standard, professional accounting software (like Tally and Zoho Books). To maintain data integrity across all our clients, we don't provide direct client access. However, your comprehensive weekly and monthly reports will give you all the necessary insights you need.

What accounting software do you use? Can I get access to it?

What if I miss sending some transactions during the week?

You can send them as soon as you remember. If it's before your weekly report cut-off, we'll do our best to include them. Otherwise, they will be processed and reflected in the next report.

What if I miss sending some transactions during the week?

You can send them as soon as you remember. If it's before your weekly report cut-off, we'll do our best to include them. Otherwise, they will be processed and reflected in the next report.

What if I miss sending some transactions during the week?

You can send them as soon as you remember. If it's before your weekly report cut-off, we'll do our best to include them. Otherwise, they will be processed and reflected in the next report.

How do you handle corrections if I send the wrong information?

Simply send a message to your dedicated WhatsApp number, clearly stating the correction needed. Our team will make the amendment, and it will be reflected in your next report.

How do you handle corrections if I send the wrong information?

Simply send a message to your dedicated WhatsApp number, clearly stating the correction needed. Our team will make the amendment, and it will be reflected in your next report.

How do you handle corrections if I send the wrong information?

Simply send a message to your dedicated WhatsApp number, clearly stating the correction needed. Our team will make the amendment, and it will be reflected in your next report.

What is the typical turnaround time for weekly reports?

We aim to deliver weekly reports by Monday evening or Tuesday morning for all transactions received up to the end of the previous Friday. This will be clearly defined in your service agreement.

What is the typical turnaround time for weekly reports?

We aim to deliver weekly reports by Monday evening or Tuesday morning for all transactions received up to the end of the previous Friday. This will be clearly defined in your service agreement.

What is the typical turnaround time for weekly reports?

We aim to deliver weekly reports by Monday evening or Tuesday morning for all transactions received up to the end of the previous Friday. This will be clearly defined in your service agreement.

About Scope & Flexibility

Are statutory filings like GST or Income Tax returns included?

Our packages focus on bookkeeping and data preparation for your returns. The actual filing of GST, TDS, or Income Tax returns can be provided as a separate add-on service by our qualified CA team.

Are statutory filings like GST or Income Tax returns included?

Our packages focus on bookkeeping and data preparation for your returns. The actual filing of GST, TDS, or Income Tax returns can be provided as a separate add-on service by our qualified CA team.

Are statutory filings like GST or Income Tax returns included?

Our packages focus on bookkeeping and data preparation for your returns. The actual filing of GST, TDS, or Income Tax returns can be provided as a separate add-on service by our qualified CA team.

Does the "Annual Year-End Closure" service include the statutory audit?

Our year-end service includes preparing your books and providing audit-ready financial statements. For our Premium tier, this also includes coordinating with your appointed auditor. The statutory audit itself is an independent process conducted by an external auditor of your choice.

Does the "Annual Year-End Closure" service include the statutory audit?

What if my business transaction volume grows beyond the highest tier?

We are happy to support your growth! If your transaction volumes consistently exceed our top tier, we can create a custom plan tailored to your specific needs.

What if my business transaction volume grows beyond the highest tier?

We are happy to support your growth! If your transaction volumes consistently exceed our top tier, we can create a custom plan tailored to your specific needs.

What if my business transaction volume grows beyond the highest tier?

We are happy to support your growth! If your transaction volumes consistently exceed our top tier, we can create a custom plan tailored to your specific needs.

How will you handle my existing accounting data if I switch to your service?

During onboarding, we will assist in setting up your opening balances from your last finalized accounts. If you require extensive data migration from a previous source, we can discuss this as a separate one-time service.

How will you handle my existing accounting data if I switch to your service?

About Security & Our Firm

Can you elaborate on your data security measures?

Absolutely. While WhatsApp is end-to-end encrypted, all data we receive is managed within our secure IT infrastructure using leading service providers like Microsoft Azure and Google Cloud. We enforce strict access controls, data encryption, and confidentiality agreements with our team, fully complying with the DPDP Act.

Can you elaborate on your data security measures?

Will I have a point of contact if I have a serious issue?

Yes. While day-to-day processing is handled by our team, you will have a designated Accounts Manager from our firm as your primary point of contact for any escalations or service discussions.

Will I have a point of contact if I have a serious issue?

Yes. While day-to-day processing is handled by our team, you will have a designated Accounts Manager from our firm as your primary point of contact for any escalations or service discussions.

Will I have a point of contact if I have a serious issue?

Yes. While day-to-day processing is handled by our team, you will have a designated Accounts Manager from our firm as your primary point of contact for any escalations or service discussions.

Upgrade your business

Schedule a 30 minue Call

Upgrade your business

Schedule a 30 minue Call

Upgrade your business

Schedule a 30 minue Call