Integrations

Works with the tools your firm already runs on.

GST and e-invoicing, Tally, payments, WhatsApp and cloud storage connect to ERPCA. Two APIs bring your own website in too: enquiries from your forms, and a client login on your site.

GST API
e-Invoicing
Tally Tally
Razorpay
PayPal
WhatsApp
Google Drive
Dropbox
OneDrive
Email inbox
Leads API
Login API

Product names and logos belong to their owners and are shown to identify the services ERPCA connects to.

Compliance and billing

From the GST system to a paid invoice.

Client details, e-invoices, books and collections stay in step without anyone re-typing them.

GST API

ERPCA connects to the GST API, so GSTIN details come into ERPCA from the source instead of being typed in by hand.

e-Invoicing

Generate the IRN and signed QR code for fee invoices through the government Invoice Registration Portal, from the same screen where you raise the invoice.

Tally

Keep ERPCA and Tally in step, so the firm's books match what was actually billed.

Razorpay and PayPal

Invoices carry a payment link, so clients pay online through Razorpay or PayPal instead of waiting for bank details.

Clients and documents

Talk to clients where they already are.

Reminders go out on WhatsApp and email, and documents stay in the cloud storage your firm already uses.

WhatsApp

Document requests, due-date reminders, invoices and payment follow-ups reach clients on WhatsApp, straight from ERPCA.

Your email inbox

Emails to clients go out from your firm's own mailbox, so replies come back to you and clients see a name they know.

Google Drive, Dropbox and OneDrive

Keep client documents in the storage your firm already pays for, connected to ERPCA, so the team works from one place.

For your firm's website

Your website and ERPCA, working as one.

Two APIs your web developer can plug in: one sends every enquiry into ERPCA, the other lets clients sign in from your own site.

Leads API kit

Enquiries from anywhere, into ERPCA Leads

Connect your website forms, landing pages and other systems to ERPCA. Each enquiry arrives in Leads with its source, ready to assign and follow up, instead of sitting in someone's email.

Website contact form
Landing page
Another system

ERPCA Leads

New enquiry

Source: website form

Assigned

Login API

Client login on your own website

Place the ERPCA login form on your firm's website. Clients sign in from your domain, under your brand, and go straight to their documents, invoices and work status.

yourfirm.com/client-login

Your firm

Client login

Your documents, invoices and filings in one place.

Ask for the API kit

We share the documentation with your web developer once your ERPCA account is set up.

Questions

About integrations

Does ERPCA file returns on the Income Tax, TRACES or MCA portals?+

No. ERPCA does not connect to those portals. Your team files on them as usual, and ERPCA tracks the work as tasks with due dates, documents and status, so nothing slips.

Who sets up the Leads API and the Login API?+

Your web developer, using the API kit and documentation we share. Our team answers their questions during setup.

Do we need a new website to use the Login API?+

No. The login form goes into your existing website. If you do not have one yet, ERPCA also builds websites for CA firms.

Can we ask for an integration that is not listed?+

Yes. Write to us with the tool and how your firm uses it. Requests from firms shape what we build next.

See the integrations in a demo

Join 2,500+ CA, CS and tax firms that run their team, clients, compliance and billing on ERPCA.