Firmlytics
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One ERP. Every function of a professional firm.

Firmlytics modules are not separate products joined by integrations. They are views onto one database, so a change in one is instantly true in all the others.

The Firmlytics system mapA core ledger of record surrounded by engagement, time, billing, ledger, GST and TDS, payroll, vendors and documents modules, joined by a flow from client work to return; an outer ring shows the Wisp agent, portals, careers, Tally, DocAI, reports, trust and expenses.WISP AI CORE · 850 ACTIONS · EVERY MODULE · WISP AI CORE · 850 ACTIONS · EVERY MODULE · WISP AI CORE · 850 ACTIONS · EVERY MODULE ·WISPCLIENT PORTALCAREERSTALLYHR PORTALDocAIVENDOR PORTALREPORTSTRUSTEXPENSESCW-01ENGAGEMENTMN-01TIMEMN-01BILLINGMN-02LEDGERMN-03GST · TDSPE-01PAYROLLMN-06VENDORSCW-02DOCSONE DATABASEFirmlytics
The chain

How work moves through the platform.

  1. 01

    Intake

    An enquiry arrives through a public intake form.

    → client record
  2. 02

    Conflict check

    Parties are checked; reviewers sign off.

    → cleared
  3. 03

    Engagement

    Matter, engagement or project opened with team, rates and tasks.

    → job ENG-2026-0418
  4. 04

    Time

    Hours recorded, suggested and approved.

    → priced entries
  5. 05

    Invoice

    Drafted from time and billable costs.

    → GST invoice
  6. 06

    Payment

    Received, matched, TDS noted.

    → receipt
  7. 07

    Ledger

    Posted to double-entry books.

    → journal entry
  8. 08

    Return

    Rolled into GSTR-1 and 26AS recon.

    → filed figures
All modules

Fourteen products in four orbits.

Orbit 01

Client work

Where work is won, opened, staffed, delivered and documented.

CW-01

Matters & Engagements

Every client job in one record: team, rates, tasks, deadlines, checks and documents.

Explore moduleCW-02

Documents & DocAI

Document management, templates, e-signatures and AI search with citations.

Explore moduleCW-03

Clients, CRM & Portals

Clients, contacts, opportunities and leads, plus client, vendor and careers portals.

Explore moduleLP-01

Legal pack: courts & eCourts

For law firms: court case tracking with eCourts, legal research, court map, legal news.

Explore module
Orbit 02

Money

Every rupee from the hour recorded to the return filed.

MN-01

Time & Billing

Timesheets, timers, time suggestions, GST invoices, payments and partner revenue.

Explore moduleMN-02

Finance & Accounting

Chart of accounts, journals, reconciliation, budgets, profitability and fixed assets.

Explore moduleMN-03

India Tax & Compliance

GSTR-1, GSTR-3B, TDS 26Q/24Q, Form 16/16A, HSN summary, e-Invoice register, 26AS.

Explore moduleMN-04

Client Money & Trust

Client trust accounts, ledger entries and trust bank reconciliation.

Explore moduleMN-05

Expenses & Travel

Expense reports, receipt capture, trips, per-diem, advances, payouts and billable costs.

Explore moduleMN-06

Vendors & Subcontractors

Vendor directory, tenders, engagements, contracts, SLAs and vendor invoices via a portal.

Explore module
Orbit 03

People

The firm behind the work: staff, attendance, pay and conversation.

PE-01

HR & Payroll

Attendance with geofencing, leaves, shifts, payroll, payslips, recruitment and performance.

Explore modulePE-02

Messaging & Collaboration

Teams, channels, direct messages and huddles inside the firm’s own system.

Explore module
Orbit 04

Intelligence

Ask, act and report across the whole firm.

IN-01

Wisp, the AI core

Ask, decide and act across every module: plans you approve, guardrails built in.

Explore moduleIN-02

Reports & Analytics

WIP, ageing, utilisation, financial pack, custom and AI report builders, schedules.

Explore module
Now onboarding firms for 2026–27

See your firm run on one system.

A 45-minute walkthrough on your own workflows: one client job, from intake and conflict check to invoice, ledger and GST return.

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