For chartered accountants
See every client’s cash, not just their filings
When a founder invites you to Cassence as their accountant, you see their company’s cash, runway and tax dates on the same screen they use, worked out from their books.
Coming: all your clients on one board.
LedgerLoop TechnologiesSaaSDiagnosis for 30 Sep 2026
4 things need you
- 1 act this month
- 3 watch
- Cash in the bank
- ₹88.42L confirmed 30 Sep
- Spent more than collected
- ₹20.55L/mo last 3 months
- Runway
- 4.3 months at that rate
Act this monthRunway short
At the recent burn rate, the money in the bank runs out soon.
TDS deposit of about ₹16,500due 7 Oct, in 7 days
- Pay now through the portal. (ticked)saves ₹248/mo
- Ask your CA to file. (not ticked)
- Mark it as paid if it was paid outside the books. (not ticked)
How it works for you today
Getting onto a client’s screen
- Your client adds their booksExcel or Google Sheets, bank statements, a Tally export, or Zoho Books connected read-only.
- They invite you as their AccountantFrom Settings, Team. They send you the link; it works once, within 7 days.
- You sign in and see what they seeThe same diagnosis, fix list, tax dates and history. One sign-in covers every client who invites you.
What you can do there
- Read each problem with its cause, and the GST, TDS and PF dates, with amounts when the books show them.
- Add bank statements and confirm month-end balances when you have them.
- Tick steps on the fix list. The founder sees the same ticks.
- See what each diagnosis rests on: the checks that passed and the ones that couldn’t run.
Filing and sign-off stay with you. Cassence never files a return, moves money or changes an entry in the books.
Coming
All your clients on one board
Leave your email above and we’ll write when it opens. Until then, open the live demo to see a client’s screen for yourself.
Get early access