The Engine behind India’s Fastest-Growing Businesses
Explore features built to handle your sales, cash, team, and growing pains – all in one platform.
Core Products
Effortless Procurement
Primary Product
Purchase Orders & Vendor Expense Management
Manage procurement and expenses in sync.
GSTIN powered Vendor oboarding
Easily onboard vendors using GSTIN validation.
Create Purchase Orders
Generate professional POs.
AI-Powered 3-Way Reconciliation (PO-to-GRN-to-Vendor Bill)
Validate vendor bills against issued POs & GRN - check for variances (Rates/Qty/SKUs), set tolerance limits.
AI-Powered Bill Booking
Automate data entry from physical bills.
Multi-Level Budget Approvals
Ensure secure budget control and role-based access.
Multi GSTN Compliance Support
Centrally manage multiple GSTNs.
GST/TDS Automation
Automate tax calculations.
Single Window for all Payment Types (Vendor/Customer/Statutory/Advances/Others)
Manage diverse payments through one portal.
Effortless Sales
Primary Product
Sales & Fleet on Street
Empower your team to drive revenue on the ground.
GSTIN powered Customer onboarding
Simplify onboarding by fetching details automatically via GSTIN. Know their GST compliance history to predict realiability.
Estimate, PI & Sales Order Creation (Multi-level Approvals)
Create and approve sales documents with multi-stage verification.
AI powered Advanced Scheming Management
Supports complex schemes like Buy A Get B, slab discounts, triggers, and flexible accounting.
Customer wise Credit Limit check
Check real-time credit limits and restrict invoicing accordingly.
Outstanding Receivables
Real-time visibility into customer-wise pending payments.
Collections & Payment links
Record and sync payments while sending collection reminders with payment links.
E-Invoicing & e-WayBill Generation
Record and sync payments while sending collection reminders with payment links.
Intelligent QR on Invoice
Embed transaction-specific QR codes for faster payments.
Effortless Procurement (Add-ons & Enabler Modules)
Add-on Module
Field Reimbursement Claims
Keep Reimbursements in control.
Mobile Bill Upload & Camera Capture for Claims
Upload or click bills instantly from the mobile app.
Travel policy limits
Enforce spending policies automatically.
Amount-Based Approvals (Multi-level)
Multi-level approval flow based on claim amount.
GST/TDS Automation
Automate compliance for reimbursement claims.
Reimbursement Advance Limits
Set ceilings for advance payments.
Enabler Modules
Banking and Cash Flow Management
Real-time financial clarity from the bank level.
Bank Statement AI Fetch (all leading banks)
Automated fetching from leading banks.
Auto-categorisation of Bank Entries
AI-driven mapping for bank transactions.
Dedicated Reconciliation Workspace
Streamlined reconciliation interface.
Banking Bulk Categorization
Categorize multiple bank transactions in a single action.
On-Account Knock-Off
Manage unallocated receipts effectively.
Enabler Modules
Cross-Team Workflows
Strengthen process control and compliance.
Sales Approval Workflows for Orders, Invoices
Ensure multi-level verification for sales.
Approvals for Purchases, Claims & Payments
Standardized approval processes across departments.
Dynamic Approval Remarks
Approvers can be required to enter remarks when approving documents.
Multi-Levels & Bulk Approvals
Efficiently approve high volumes of transactions.
Designation-based Claim Rule Setup
Control claim access based on user hierarchy.
Enabler Modules
Office & Live Field Team Tracking
A complete view of attendance and performance.
Live GPS Tracking
Real-time map-based movement tracking.
Live Location check-in Photo – Not from Gallery
Verify attendance via non-gallery photos.
Multiple photos in a single customer point.
Capture visual proof of visit.
Fraud Prevention
Security measures to prevent GPS spoofing.
GPS-Based Field Team Check-Ins
Ensure authentic field logging.
Enabler Modules
Business Health Dashboard & Reports
Dashboards and analytics close the loop.
Daily Business Snapshot on WhatsApp
Receive daily summaries directly to WhatsApp.
Sales & Collection Performance
Track daily earnings and collections.
Sales Order Report
Customizable order reporting by dimension.
Sales Report
Detailed sales analytics.
Revenue Analysis
Deep-dive analysis of growth metrics.
Enabler Modules
Integration, Security & Support
Connect Effortless securely with your existing systems.
Tally (Concurrent & Bi-Directional)
Seamless finance-intelligence bridge.
Custom Development at Additional Cost (Basis Feasibility)
Enterprise-tailored feature extensions.
Bulk upload Invoices, Sales Orders, & Estimates. Auto-map Part Numbers to Tally Masters.
Easy data ingestion for invoices/orders.
Multi-Company Concurrent Sync
Keep multiple entities in sync.
Effortless Sales (Add-ons & Enabler Modules)
Add-on Module
Buyer Portal: Self-Serve Commerce
Enable your B2B customers via the Buyer Portal.
Effortless Connect mobile app (Android/iOS) — unlimited
Provide unlimited mobile access for customers.
Product catalogue with in-stock items & view controls
Display inventory availability with visibility controls.
Self-serve ordering (MoQ controls) & live order status tracking
Allow customers to order and track status with MoQ controls.
Dashboard with transaction, payables & invoice history
Give buyers full visibility into their account history.
Open bills, schemes management, specialised SKU visibility controls
Display pending bills and applicable schemes for buyers.
Add-on Module
Field Reimbursement Claims
Keep Reimbursements in control.
Mobile Bill Upload & Camera Capture for Claims
Upload or click bills instantly from the mobile app.
Travel policy limits
Enforce spending policies automatically.
Amount-Based Approvals (Multi-level)
Multi-level approval flow based on claim amount.
GST/TDS Automation
Automate compliance for reimbursement claims.
Reimbursement Advance Limits
Set ceilings for advance payments.
Add-on Module
Recurring Contract & Auto Billing
Automate revenue from AMC, contracts & licenses.
Set Recurring Contracts
Set frequency, duration, service start date, billing date, billing mode and payment mode once.
Contract Renewal Reminders
Set Up Multiple Auto-Reminders Before Contract Expiry (WhatsApp + Email)
Auto schedule Pro-forma / E-Invoice
Schedule and forget. Let Effortless do it for you!
Smart Reminders
WhatsApp + Email payment outstanding reminders fire automatically. No manual follow-ups, no missed renewals.
Payment QR & Pay Now Links
Easily include QR/payment links in collection reminders.
Enabler Modules
Banking and Cash Flow Management
Real-time financial clarity from the bank level.
Bank Statement AI Fetch (all leading banks)
Automated fetching from leading banks.
Auto-categorisation of Bank Entries
AI-driven mapping for bank transactions.
Dedicated Reconciliation Workspace
Streamlined reconciliation interface.
Banking Bulk Categorization
Categorize multiple bank transactions in a single action.
On-Account Knock-Off
Manage unallocated receipts effectively.
Enabler Modules
Cross-Team Workflows
Strengthen process control and compliance.
Sales Approval Workflows for Orders, Invoices
Ensure multi-level verification for sales.
Approvals for Purchases, Claims & Payments
Standardized approval processes across departments.
Dynamic Approval Remarks
Approvers can be required to enter remarks when approving documents.
Multi-Levels & Bulk Approvals
Efficiently approve high volumes of transactions.
Designation-based Claim Rule Setup
Control claim access based on user hierarchy.
Enabler Modules
Office & Live Field Team Tracking
A complete view of attendance and performance.
Live GPS Tracking
Real-time map-based movement tracking.
Live Location check-in Photo – Not from Gallery
Verify attendance via non-gallery photos.
Multiple photos in a single customer point.
Capture visual proof of visit.
Fraud Prevention
Security measures to prevent GPS spoofing.
GPS-Based Field Team Check-Ins
Ensure authentic field logging.
Enabler Modules
Customer Workflows
Automate engagement and collections.
Pay Now Emails with Invoices
Send invoice + payment link for instant action.
Auto-Share of Invoices (WhatsApp and Email)
Automated distribution via WhatsApp/Email.
Automated Reminders (WhatsApp and Email)
Chase payments automatically.
Domain-Mapped Reminder Delivery
Send professional branded communications.
Auto Notify Internal Users on Portal Orders
Keep internal teams updated on buyer orders.
Enabler Modules
Business Health Dashboard & Reports
Dashboards and analytics close the loop.
Daily Business Snapshot on WhatsApp
Receive daily summaries directly to WhatsApp.
Sales & Collection Performance
Track daily earnings and collections.
Sales Order Report
Customizable order reporting by dimension.
Sales Report
Detailed sales analytics.
Revenue Analysis
Deep-dive analysis of growth metrics.
Enabler Modules
Integration, Security & Support
Connect Effortless securely with your existing systems.
Tally (Concurrent & Bi-Directional)
Seamless finance-intelligence bridge.
Custom Development at Additional Cost (Basis Feasibility)
Enterprise-tailored feature extensions.
Bulk upload Invoices, Sales Orders, & Estimates. Auto-map Part Numbers to Tally Masters.
Easy data ingestion for invoices/orders.
Multi-Company Concurrent Sync
Keep multiple entities in sync.
No More Broken Pipes Between Systems
Sales, finance, ops – everyone’s on the same page, always.
Growth multiplies Complexity
More orders. More follow-ups. More risks. Your Existing stack cannot handle the load.
Effortless is built for Managing Growth
Your Business Command Center for sales, cash, and teams- built to help businesses to grow, without the mess.
Ready to see it in Action?
See how Effortless fits your exact workflow — sales, procurement, payouts, and clean Tally books.