GST invoicing, HR, attendance, expenses, reimbursements, ledgers, vendor management and compliance — all connected in one powerful dashboard built for Indian businesses.
🧾 GST & e-Invoicing
Generate invoices, IRN and GST reports.
👥 HR & Attendance
Geo attendance and payroll management.
💳 Expense Management
Track approvals and reimbursements.
📊 Vendor & Ledgers
Manage receivables and reconciliation.
✓ GST Compliant
✓ Made in India
✓ SME Focused
Welcome back
Sign in to access your Smart FinFlow dashboard and operations.
Why configure this? By default, all emails (welcome, invoice alerts, HR notifications) are sent from earthlypathnoreply@gmail.com.
Enter your company's SMTP details to send all emails from your own email address — e.g. hr@yourcompany.com.
Your domain builds trust with recipients and avoids spam filters.
✅ Saved
Use company SMTP for all emails
💡 Gmail users: Use an App Password (not your regular password). Enable 2FA → Google Account → Security → App Passwords → Generate.
💡 Outlook/Office 365: Host is smtp.office365.com, Port 587.
💡 Custom domain: Ask your email provider for SMTP details.
🚗 Conveyance Rates
Enable GPS trip tracking for employees
🏍
Bike / Two-Wheeler
₹ per kilometre
🚗
Car / Four-Wheeler
₹ per kilometre
✅ Conveyance settings saved
📊 Monthly Expense Limits
Enable monthly expense limits
⚕
Medical (per month)
₹ per employee
🍽
Meal (per month)
₹ per employee
✈
Travel (per month)
₹ per employee
○
Unspecified (per month)
₹ per employee
📊
Total monthly limit (all categories)
₹ per employee
✅ Limits saved
🔗 ERP Integration
Connect to your ERP system for automatic sync of expenses and invoices.
Enable ERP Integration
Sync Options
💬 WhatsApp Notifications (AlertHub)
Send expense and invoice notifications via WhatsApp using your AlertHub subscription.
📱 WhatsApp Expense Capture
Employees can WhatsApp a photo of their receipt to your AlertHub number. The system will auto-create an expense entry linked to their mobile number. Setup: Configure the AlertHub webhook to point to /api/receipts/whatsapp-upload
🏢 Department Management
Manage departments used across expense reports and employee profiles.
📦 Data Export
Download a complete ZIP export of all company data including expenses, invoices, receipts, employees, vendors, and audit log.
Includes: All expenses CSV · All invoices CSV · All receipt images · Employee list · Vendor list · Audit log · Trips data
⚠️ GST Type Mismatch: Auto Populate detected a different GST type from the invoice. Please verify and correct before uploading.
💰 Amount Breakdown
Gross Amount
—
GST (0%)
—
TDS (0%)
—
Net Payable
—
Select file then click Auto Populate to extract invoice details automatically
📂 System reading file…
📥 Upload Payable Invoice
Upload an invoice received from a vendor (registered or unregistered)
📂 System reading invoice…
Select a file, then click "Auto Populate" to read invoice details automatically
⚡ Quick fill from registered vendor
Amount Calculation
⚠️ GST Type Mismatch: The vendor may have applied incorrect GST. You cannot modify the vendor invoice — please inform the vendor and request a corrected invoice. This invoice will be flagged in GSTR-3B.
💰 Amount Breakdown
Gross Amount
—
GST (0%)
—
TDS (0%)
—
Net Payable
—
📊 GST Filing Reports
GSTR-1 (outward supplies) and GSTR-3B (monthly summary) based on all invoices — receivable, generated PDFs. Includes HSN/SAC summary, IGST/CGST/SGST breakup, ITC from payables.
✏ GSTR-1A — Amended Outward Supplies (B2BA)
Download corrections made to invoices within the 20th-of-next-month window. File this on the GST portal after your GSTR-1.
🔄 GSTR-2B Reconciliation & ITC Tracker
Match invoices across all months · Track pending ITC · Flag missing GSTR-2B months · Carry forward unmatched invoices
This period only — matches invoices against this month's saved GSTR-2B file only. All unmatched invoices — re-checks every unconfirmed invoice across ALL months against this file. Use when vendor files late or you're catching up.
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📋 GSTR-1 — B2B Outward Supplies
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📦 HSN/SAC Summary (Table 12)
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📋 GSTR-1 Table 9B — Credit/Debit Notes
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📥 ITC Available (from Payable Invoices)
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⚠️ This report is based on invoices logged on the platform. Always verify totals with your CA and actual books before filing on the GST portal. GSTR-1 JSON is formatted for direct upload.
🏛️ GST Portal Integration
Link your GST credentials to auto-sync filing data. These are stored encrypted on your server only.
Note: Direct GST portal API filing requires GSP (GST Suvidha Provider) integration — this configuration stores your details for when that is enabled.
🔗 E-Invoicing (IRP Integration)
Mandatory for businesses with turnover above ₹5 crore. Configure IRP credentials to enable IRN + QR code on generated invoices.
⚠️ Once configured, generated invoices will display an IRN and scannable QR code per GST e-invoicing rules.
🧾 TDS Management
Track deductions · Challan deposits · Form 26Q · Form 16A certificates
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📋 Vendor-wise TDS Deductions
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🏦 Challan Register (Deposits to Govt.)
No challans recorded yet
📥 Compliance Downloads
📋 Form 26Q — TDS Return
Quarterly return for non-salary TDS. Hand to your CA or upload on TRACES.
📄 Form 16A — TDS Certificate
Issue to vendor per quarter. Required within 15 days of filing 26Q.
📅 Deposit Deadlines
TDS must be deposited by 7th of following month (30th April for March).
🏢 Company Invoice Profile
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Set up once — details appear on every invoice you generate.
🏦 Bank Details
🧾 Invoice Preferences
✍️ Signature & Logo
PNG/JPG
📱 WhatsApp Invoice Sharing
Invoices are shared via WhatsApp direct link — no API or third-party service needed.
When you click the 📱 WhatsApp button on any invoice, it opens WhatsApp (web or app) with the invoice details and PDF link pre-filled in the message. Just tap Send.
✅ Zero cost — no monthly fees, no per-message charges
✅ No API key needed — works directly via WhatsApp Web or app
✅ No ban risk — uses your personal WhatsApp just like sharing manually
✅ Works on desktop — opens WhatsApp Web automatically
🧾 TDS Management
Enable TDS tracking to manage deductions, Challan deposits, Form 26Q returns and Form 16A certificates.
Leave disabled if your company is not required to deduct TDS.
⚠️ Existing invoice data and calculations are unaffected. TDS compliance features only activate after you save your TAN.
10-character TAN issued by Income Tax Department
Appears on Form 16A issued to vendors
📨 Receivable Reminders
📧
Company Email (SMTP) is configured in one place
Go to Admin Panel → Settings → Company Email Configuration to set up your own SMTP.
All emails (invoices, welcome, HR alerts) will use that configuration automatically.
📒 Account Ledger
Running statement of all vendors, partners & employees
📋 Journal Voucher (JV)
Post manual debit/credit entries between ledger accounts — for trading advances, contra entries and fund settlements
When to use a JV: Use when funds pass through EPS — e.g. XYZ Partner sends ₹1,00,000 → EPS tops up ABC Vendor wallet → post JV Dr ABC Vendor / Cr XYZ Partner to settle both ledgers simultaneously.
e.g. ABC Vendor (you funded their wallet)
e.g. XYZ Partner (they funded you)
📋 JV Preview
Account
Debit (Dr)
Credit (Cr)
—
—
—
—
—
—
Posted Journal Vouchers
Loading vouchers…
🏦 Bank Statements
Upload, analyze and import bank transactions into ledger
⏳ Processing statement...
📅 Day Book
All vouchers — company-wide or per account
VIEW
ACCOUNT
DATE
DATE
FROM
→
TO
SHOW:
📒
Account Ledger
Click 🔄 Sync Accounts above to import your vendors and employees
📅 Date Range:to
📤 Share Ledger Statement with Client
📥 Download as CSV
Full statement as CSV — open in Excel, attach to email
🖨 Print / Save as PDF
Opens print dialog — save as PDF and share via email or WhatsApp
📱 Share Summary on WhatsApp
Sends a text summary of the ledger balance to client's mobile
📧 Email Statement
Send ledger summary to client's email with balance and transaction count
📈 Company Profitability
Profit & Loss and financial position — admin only · accrual basis
Create a fund to start tracking office cash expenses
Month-End Reconciliation
Record Payment
Invoice Total: ₹0
EARTHLY PATH · Smart FinFlow · Master Console
⚙️ Platform Settings
✅ Saved
Key is stored server-side and never exposed to users
➕ Create Organisation
🏦 Bank Details (for invoice generation)
👤 Admin Account
Organisations
⚡ Feature Flag Management
Enable or disable paid features per company
Select a company to manage its features.
Edit Employee Profile
🔑 Portal Module Access
💡 No access selected = employee can only submit expenses and GPS trips.
Save Changes
Edit Receipt
Reject — Add Reason
Reset Password
Enter your registered email or mobile number. We will send a new password to your email.
Edit Organisation
Organisation Details
Admin Credentials
Subscription & Hold
🎨 White-label Branding
PNG/SVG recommended · max 2MB
✅ The portal will show the company logo, brand colors, and tagline after login. "Powered by Smart FinFlow · Earthly Path Services" appears at the bottom.
Organisation Detail
SMART FINFLOW
Partner Portal
Partner Menu
Upload Invoice
Upload your invoice for review and payment
Invoice Details
🚫 Non-GST Invoice — You are registered as a GST Unregistered Dealer. This invoice will be raised without GST.
Amount Calculation
Gross
+ GST (%)
- TDS (%)
Net Payable to You
Attach Invoice File
PDF, image, or Word document accepted. No size limit.
📎
Click to attach invoice file
PDF, image, Word — any format
📋 Checklist before submitting
1
Invoice number is unique — duplicates are rejected
2
GST and HSN codes must match your registration
3
Total amount must include taxes
4
Attach clear, legible PDF or image
5
You will receive a confirmation email once uploaded
My Invoices
Track status and payment of all your invoices
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✨ Generate Invoice
Create professional GST-compliant invoices instantly
⚡
Generate invoices directly from Partner Portal
Your invoices are automatically sent to your client and tracked in their system. No more email back-and-forth.
🚫 Non-GST Invoice — Your account is registered as a GST Unregistered Dealer. Invoices will be generated without GST. Only your service charges and applicable TDS will apply.
Invoice Details
🏦 Your Bank Details
These appear on the invoice for payment. Saved for this session.
🖊 Digital Signature
Sign to authorise this invoice. Your signature is embedded in the generated PDF.
Draw your signature above
Layout Template
Billed To (Client)
Auto-filled from your account
Your Company (Bill From)
Loaded from your profile
💳 Payment History
Your submitted payments and verification status
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📒 My Statement
Account ledger — invoices and payments
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🚀 Go Full Platform
Upgrade your organisation to Smart FinFlow System
🌍
Smart FinFlow System
The complete financial operations platform — expense management, invoice automation, GST reporting, and team controls — all in one place.
The local signing agent must be running on your computer.
⏳ Connecting to localhost:7080…
🔧 EPS DSC Signer not detected
Download EPS DSC Signer from your admin and extract it
Install .NET 8 Runtime if not already installed
Plug in your USB DSC token
Run start-dsc-signer.bat (Windows) or ./start-dsc-signer.sh (Mac)
Come back here and click Retry
Select your DSC Certificate
⚠️ No signing certificates found.
Make sure your USB DSC token is plugged in and its driver is installed.
Try unplugging and re-plugging the token, then click Retry.
✅ Certificate Selected
💡 Next step: Your USB token will ask for a PIN in a separate dialog. Enter it to complete the signing.
✅
Invoice Signed Successfully!
🔏 USB DSC Token — Setup Guide
Sign invoices with your Class 2 / Class 3 Digital Signature Certificate
✅ 100% Optional · Your choice to use or not · Legally stronger invoices
📋 What is a DSC and why use it?
A Digital Signature Certificate (DSC) is a USB device issued by a government-licensed Certifying Authority (CA).
It contains your digital identity and can legally sign documents — like a physical stamp + signature but tamper-proof.
When to use: If you file GST, Income Tax, MCA/ROC, or e-Tenders — you likely already have one.
Signing invoices with it makes them legally non-repudiable.
📌 Step-by-Step Setup
1
Get a DSC (if you don't have one)
Purchase from any government-licensed Certifying Authority. Class 3 is recommended for invoicing.
Cost: ₹1,000–3,000 for 2 years. Arrives as a USB token within 2–3 days.
Windows: Choose "x64 Installer" · Mac M1/M2: Choose "Arm64 Installer" · Mac Intel: Choose "x64 Installer"
3
Install your DSC Token Driver
Plug in the USB token. Your CA (eMudhra/NCODE/Sify) provides a driver CD or download link.
Install the driver — this registers your certificate in Windows/Mac Certificate Store automatically.
⚠️ Tip: After driver install, go to Windows → Certificate Manager (Win+R → certmgr.msc)
→ Personal → Certificates. You should see your DSC certificate listed there.
4
Download & Run EPS DSC Signer
This small app runs on your computer and bridges the browser to your USB token.
Download it, extract anywhere, and run before signing invoices.
# Windows
Double-click: start-dsc-signer.bat
# Mac / Linux
Run in Terminal: ./start-dsc-signer.sh
Requires .NET 8 Runtime (Step 2). Runs on Windows 10+ and macOS 12+
5
Sign your Invoice!
With EPS DSC Signer running:
1. Open any invoice in FinFlow → click "🔏 Sign with DSC"
2. Your certificates will appear — select your DSC
3. A PIN dialog will appear on your screen — enter your token PIN
4. Invoice is signed, IRN-stamped, and ready to send!
❓ Common Questions
Is this mandatory?
No — completely optional. FinFlow invoices are valid without DSC. Use it if you want legally stronger, tamper-proof invoices.
I already have a DSC for GST filing / ITR — can I use the same?
Yes! If your DSC is already installed and working (token plugged in), skip Steps 1–3. Just run EPS DSC Signer and start signing.
Does the token need to be plugged in every time?
Yes — the private key is stored on the physical token for security. Plug it in before signing, unplug after.
Is EPS DSC Signer safe?
Yes — it runs only on localhost (your machine only). It never sends your private key anywhere. The browser sends the PDF → signer signs locally → only the signature (not the key) is returned.
Which DSC class should I buy?
Class 3 — recommended. Works for GST, IT, MCA, e-Tenders, and invoice signing. Class 2 also works but has limited use cases now.
📱 Share on WhatsApp
Opens WhatsApp with message pre-filled
Enter 10-digit mobile or full number with country code
📄📱 Mobile: PDF sent as attachment | 🖥️ Desktop: PDF link in message
🎨 Company Branding
Customise logo and colors — shown to all users in your company
🔒 Branding has been locked by the platform administrator. Contact Earthly Path Services to update.
PNG/SVG recommended · max 2MB · shown in nav bar
Nav/header
Buttons/links
Shown below "Smart FinFlow" on login screen and profile
✅ All users in your company will see your logo and colors. Powered by Smart FinFlow · Earthly Path Services remains at the bottom.
💬 Company Chat
Loading chats…
Click a person to start a direct chat
Select a conversation or start a new chat
👈 Select a conversation from the left
👥 New Group Chat
📊 Bulk Invoice Upload — B2B & B2C
Upload one Excel for both B2B and B2C invoices — system generates PDFs, saves to portal and emails clients
Step 1 — Download the template
Download the Excel template, fill in your B2C client details, and upload it below. The file includes sample rows and all required columns.
