Clients, tasks, documents, billing and reconciliation share one client record. You enter a client once, and their work, files, invoices and reconciliations stay linked to it.
How the modules connect
01
Clients
One record: registrations, contacts and history
02
Tasks
Each period's work, with an owner and a reviewer
03
Documents
Requested, uploaded, verified — against the task
04
Billing
Signed-off work becomes an invoice, then a payment
Reconciliation sits beside the chain, not in it: you run it when GSTR-2B, sales or bank data needs matching, and an exception can become a task.
Interactive product walkthrough
Use Artha on a sample practice.
Open a client, move a task, request a document and apply a payment — the same screens your team would use. The practice is fictional and separate from your account; start a trial to work with your own clients.
14:32Reconciliation: 1 exception — GSTR-2B ₹87,400 vs purchase register ₹82,400
01 / CLIENTS
One client. Everything connected.
Every task, document, invoice and payment for a client sits on one record — no switching, no separate registers.
GSTIN, PAN and contact details on the record itself
Tasks, documents, billing, payments and activity in tabs
Full activity history of who did what, and when
Try it · Open the client, then check what needs attention.
Artha.
CS
Coastal Seafoods Exports
Proprietorship · Visakhapatnam
Active
Open tasks
03
Pending items
03
Outstanding
₹48,500
Last activity
12 min ago
GSTIN
37AFQPC9012H1ZQ
PAN
AFQPC9012H
Contact
Kiran Coastal · Owner
Needs attention
02 / TASKS
Know what needs to happen. Before it becomes overdue.
Recurring compliance work is created on schedule from the statutory calendar, and every task moves through your stages with an owner — and, when it matters, a reviewer who signs it off.
GST, ITR and ROC filings created on schedule; your own templates for the rest
Documents attached to the task, with their checked status
Only the reviewer (or a Partner) can mark a reviewed task done
Try it · Send the task for review, then sign it off as Ravi.
Artha.
GSTR-3B July — Coastal Seafoods Exports
GST · created by the compliance calendar · recurring monthly
In progress
Assigned to
Neha Reddy
Reviewer
Ravi Kumar
Due
20 Aug· 3 days
To do(done)
2In progress(current)
3In review
4Done
Documents on this task
GSTR-2B — JulyVerified
Sales register — JulyVerified
Bank statement — JulyNot received
Neha has prepared the return. Send it to Ravi Kumar — while a task has a reviewer, only they (or a Partner) can mark it done.
03 / DOCUMENTS
Every document has a version, an owner and a trail.
Files arrive by upload or a secure link, are filed by year, work and month, and are verified — or rejected with a reason — by someone in your firm. Every step is recorded against the file.
Versions kept, never overwritten
Each file checked on upload: type, size and exact duplicates
Missing documents requested by secure upload link — no client login
Try it · Open GSTR-3B July to replay its trail — then request the missing bank statement.
Artha.
Document
GSTR-3B — July
Version
Status
Verified
Uploaded
10 Oct, 10:42 AM
Uploaded by
Neha Reddy
Activity trail
04 / BILLING
From quotation to payment, without losing the thread.
Record payments as they arrive — part, full or in advance — and apply them to invoices. Outstanding is always current, everywhere it appears.
Statuses you already use: Draft, Sent, Part paid, Paid, Overdue
Apply one payment across invoices; the rest stays as client credit
Every receipt and application in the audit log
Try it · Apply the ₹25,000 UPI payment — then check Client 360's outstanding.