Getting started
From signup to confident daily use — here's what your first month looks like
A clear, week-by-week map of how AskBooks customers go from a fresh account to running their entire accounting on autopilot.
Your first 30 days
Four milestones, one clear path
Most customers move through this timeline naturally. Some go faster. We help if you fall behind.
Sign up
30 seconds, no card
Use Google or your email. No credit card. You land in your dashboard immediately.
- Google sign-in
- No credit card required
- Free Khata plan or 14-day Pro trial
Set up
You’re live and invoicing
Pick your industry template, upload opening balances, and send your first invoice within an hour.
- Chart of accounts ready
- Opening balances imported
- First GST-compliant invoice sent
First GST cycle
GSTR-1 prepared, recon done
By the end of week one, your first GSTR-1 is auto-prepared and your first bank reconciliation is complete.
- GSTR-1 ready for review
- Bank statements reconciled
- Payroll run if applicable
Confident daily use
Your CA logs in directly
Period close, full MIS reports, CA collaboration, and all compliance running on autopilot.
- CA invited and active
- Period close completed
- Monthly MIS pack auto-generated
Included free
What we do for you in the first 30 days
Onboarding support that's usually a paid extra elsewhere — included with every Pro plan.
Free CA-certified onboarding call
A 60-minute call with a chartered accountant to set up your books correctly the first time.
Free Tally migration assistance
Our migration team imports masters, balances, and historical data — typically same-day.
Dedicated WhatsApp support
A direct line to a real human during your first 30 days. No bots, no ticket queues.
Monthly office-hours
Live group sessions every month covering GST changes, year-end close, and best practices.
Day 1
Your first 60 minutes
Ten things to do right after signup. Most take under 5 minutes each. By the end you'll have invoiced your first customer.
- 1Verify your email and add your business details (GSTIN, PAN, state)
- 2Pick an industry template — Pro auto-loads chart of accounts
- 3Upload opening balances (cash, bank, debtors, creditors, stock)
- 4Add your logo, brand colour, and invoice terms
- 5Import or create your first 20 party masters (customers and vendors)
- 6Set up GST settings (composition vs regular, place of supply, reverse charge)
- 7Connect your primary bank account or upload last month’s statement
- 8Send your first GST-compliant invoice and share it via WhatsApp
- 9Invite your accountant or CA as a free user
- 10Bookmark the help centre and join the community on Discord
Week 1
Build the daily habit
Eight tasks that turn the product from new-tool-on-the-block to your default place to record everything.
- 1Issue at least 10 invoices and capture 5 expenses to feel the flow
- 2Set up recurring invoices for retainer clients or AMCs
- 3Configure payment reminders (3 days before, on due date, 7 days after)
- 4Reconcile your first week of bank transactions with AI auto-match
- 5Add inventory items if you sell products (with HSN, GST rate, opening stock)
- 6Run a draft GSTR-1 to see how your data flows into the return
- 7Generate a Profit & Loss for the week — verify it matches your expectation
- 8If you have employees, add them and run a sample payslip
Day 30
First period close
Six things to do at the end of your first month. After this, you're on autopilot.
- 1File your first GSTR-1 and GSTR-3B from AskBooks
- 2Complete your first full bank reconciliation across all accounts
- 3Run your first month-end period close with your CA
- 4Generate a full MIS pack: P&L, Balance Sheet, Cash Flow, ageing
- 5Review GSTR-2B mismatch alerts and follow up with vendors
- 6Set up scheduled monthly email reports to your management or CA
Our promise
If something goes wrong
We'd rather lose a customer than trap one. Here's what that means in practice.
No lock-in, ever
Cancel anytime, no questions asked. Your data is yours.
Free data export
Download everything as Excel, JSON, or PDF — including audit trail.
30-day refund policy
Not happy in your first month? We refund Pro fees, no questions.
Direct escalation
If support cannot resolve in 24 hours, it goes to the founders.
First-month stories
How real customers spent their first 30 days
Anonymised stories from customers who joined recently.
“Live the same afternoon we signed up. The migration team imported six years of Tally data overnight — first GSTR-1 was filed from AskBooks within the same week.”
“KOTs, table turns, and Zomato/Swiggy reconciliation were running by Day 3. Day 30 was when our CA quietly told us this is the cleanest set of books she has seen for an F&B business.”
“Onboarded 12 of our clients in the first week. CA Connect bulk filing replaced our existing workflow on Day 8 — we did not look back.”
FAQ
Onboarding questions
The most common things people ask before they sign up.
Do I need a credit card to sign up?
No. Khata is free forever and Pro starts with a 14-day trial — neither requires a credit card. You only add payment details when you decide to continue with Pro.
What if I make a mistake during setup?
Almost everything is editable later — chart of accounts, opening balances, party masters, GST settings. Our onboarding team is on WhatsApp during your first 30 days specifically to fix things if needed.
How long does Tally migration really take?
The data import itself is 20-25 minutes for most businesses. Add an hour for review and reconciliation. Most customers are live the same day they sign up.
When should I invite my CA?
On Day 1. CA access is free, and the earlier they’re in, the less back-and-forth you have around setup. Many customers tell us their CA caught small issues we would have spent weeks on.
What happens after the first 30 days?
You stay on the same plan you signed up for — Khata stays free, Pro continues at ₹999/month. Onboarding support transitions to standard 24×7 support, which is just as fast.
Day 0 starts now
Sign up free in 30 seconds. Or book a demo and we'll walk you through your first 30 days live.
No credit card · 14-day Pro trial · Cancel anytime