Multi-company workspaces
Switch between client companies in seconds. Each workspace keeps its own chart of accounts, vendors, approvals, and Tally connector settings.
Built for accounting firms
Scale client delivery without scaling headcount
GlanceWise helps CA firms and outsourced accounting teams automate document-to-Tally workflows across multiple client companies—from one platform.Team roles per client
Assign accountants, approvers, and auditors with role-based access—so the right people work on the right client books.
Tally-native for every client
Each client's verified vouchers post to their Tally ERP via the desktop connector—Tally stays the system of record.
Less manual entry per client
AI extracts invoices and bank statements, recommends GST/TDS treatment, and routes maker-checker approvals before posting.
Audit-ready controls
Maker-checker governance, approval audit trails, and user activity logs across every client workspace.
Grow your client base
Take on more clients without proportional hiring—automate the repetitive work between documents and the general ledger.
How firms use GlanceWise
1. Onboard a client
Create a workspace, connect Tally, and invite your team.
2. Capture documents
Clients email or upload invoices, receipts, and bank statements.
3. Review & approve
Your team validates AI recommendations and approves vouchers.
4. Post to Tally
Verified entries sync to the client's Tally books automatically.
Plans starting from ₹999 / month · 14-day free trial · Full package details at registration