Software built for Professional Services
Clients, engagements, retainers, recurring invoices and collections — for CAs, lawyers, consultants, agencies and studios that bill for expertise.
Meera runs a CA practice
Retainers on autopilot
Meera's monthly retainers invoice themselves, one-off engagements are billed in minutes, WhatsApp reminders chase the dues, and her own books stay clean — receivables, ledgers and GST included.
Sound familiar?
The everyday headaches Saathi360 makes disappear for Professional Services.
Manual retainer bills
The same invoices re-typed every single month.
Slow collections
Dues chased by memory; advances lost in mail threads.
Books done twice
Billing in one tool, accounts in another — reconciled by hand.
Your complete toolkit
One subscription, every module Professional Services needs.
Clients
Contacts, ledgers, history.
Invoices
GST invoices & proforma.
Recurring billing
Retainers on schedule.
Collections
Receipts, dues, advances.
Reminders
WhatsApp payment nudges.
Books
P&L, ledgers, GST.
Also included for Professional Services
Live in Saathi360 today. Some need Standard or above; see the plans below.
One inbox for every chat
WhatsApp, Instagram and Messenger in one place; reply on the channel the customer used.
IndiaMART & JustDial leads
Enquiries come in by themselves, ready for a WhatsApp reply.
Instant auto-replies
A welcome, answers by keyword and an away message after hours.
Facebook & Instagram posts
Write a post with AI, then publish it to both or schedule it ahead.
Sign-up forms
A ready form for your trade in English, Telugu and Hindi; every entry is a lead.
See it in action
Retainers on autopilot
Set a recurring invoice once and it raises itself every month with the right GST. Remind every client who owes on WhatsApp in one go.
- Recurring invoices
- GST & SAC on every bill
- WhatsApp dues reminders
A firm with clean books
Client ledgers, receivables and your own P&L stay current without a separate accounting tool.
- Per-client ledgers
- Receivables & advances
- P&L and GST reports
Bill like a firm, not a freelancer
Firms that bill for expertise lose the most money to un-billed and late-billed work — retainers that slip a month, engagements invoiced late, dues chased informally.
Saathi360 puts billing on rails: recurring invoices raise themselves, one-off engagements go from quotation to GST invoice in minutes, WhatsApp reminders do the chasing, and every rupee lands in client ledgers and your P&L automatically.
Up and running in 4 steps
Add clients
Contacts & ledgers.
Set retainers
Recurring invoices.
Bill & remind
GST bills, WhatsApp nudges.
Reconcile
Receipts post to books.
Businesses like yours, running on Saathi360
CA practice
Monthly compliance retainers invoice themselves; dues chased by WhatsApp, not phone calls.
Design agency
Project quotes become invoices in a click; advances and milestones tracked per client.
Consulting firm
Engagement billing, receivables and firm P&L in one place — audit-ready by default.
Powered by these products
Quotations & Orders
Send professional quotes, convert them to orders, and turn orders into invoices — one clean flow from enquiry…
Explore →Accounting
Real double-entry books that balance themselves — Day Book, P&L, Balance Sheet, Trial Balance — plus GSTR-1…
Explore →WhatsApp Suite
Send bills from your books, remind everyone who owes in one go, turn every new chat into a lead and send…
Explore →Questions Professional Services owners ask
Can retainers bill automatically every month?+
Is it only for CAs?+
Run your Professional Services business on Saathi360
Every feature free for 30 days. No card, no setup fee. We help you set up on a video call.
Not sure which plan? Help me choose →