Get set up in a weekend.
This guide takes you from sign-up to your first GST invoice, then shows how to switch on staff, payroll and BOM as you grow. No consultant required.
1 · Create your account
Head to the sign-up page and create your free account with an email and password. No credit card is needed for the Free plan or the trial. You'll land in your owner dashboard, empty and ready to set up.
2 · Set up your business
Open Settings → Business profile and add:
- Business name, address and GSTIN
- Your logo (it appears on invoices and the customer portal)
- Default GST behaviour and your state, for correct CGST/SGST/IGST
- Invoice numbering and financial year (FY 25-26)
3 · Import customers & products
You don't need to type everything in. Use the bulk importers:
Customers
Upload a CSV of customers with GSTIN, credit limit and contact details. Existing ledgers and opening balances can be imported too.
Products
Upload products with HSN codes, price tiers and opening stock. Safety-stock levels can be set per product so reorder alerts work from day one.
4 · Raise your first GST invoice
Create an order, add line items, and convert it to an invoice in one click. VyapaarSaathi computes CGST/SGST/IGST by place of supply, applies the right HSN rates, and produces a professional PDF with your logo. For exports, switch the currency to GBP/USD/EUR and the LUT/zero-rated IGST handling applies automatically.
5 · Record a payment
When money comes in, record the payment and allocate it across one or more invoices. Outstanding balances and payment aging update instantly, and the customer can see it on their portal — no more "did my payment go through?" calls.
6 · Add staff & permissions
On Pro and above, invite staff and assign role-based permissions — read, create, update or delete, per module. Every action they take is recorded in the audit log.
7 · Switch on payroll (HRMS add-on)
Add the HRMS module to bring in employees, attendance, leave and shifts. Define formula-based salary structures, import attendance from your biometric device by CSV, and run payroll — with Section 192 cumulative TDS, the new and old FY 25-26 regimes, 87A rebate, PF, ESI and PT all handled. Payslips generate as PDFs and a NEFT bank file is produced for the run.
8 · Set up your first BOM (early access)
If you make goods, add the Manufacturing module and define a multi-level bill of materials for a finished product. Raise a work order, let MRP explode the requirements against stock, and track the job through to QC and finished-goods receipt — with scrap and wastage captured against cost.
9 · Cloud vs on-prem
You can start on the managed cloud and move to on-prem later, or begin on-prem from day one. The features are identical; on-prem simply runs the database, auth and storage on your own machine or server, fully offline-capable.
10 · Getting help
Reach us over email or chat — a real person, not a bot pretending to be one. Founding design partners also get a direct line to the team building the product.