For Chartered Accountants Built on WhatsApp

Client expenses, organised and recorded the moment they share them.

A client drops a bill or payment in their dedicated WhatsApp group. AutoSort instantly records it in your Google Sheet and files the invoice in your Google Drive. No downloads. No typing.

15 day free trial · no card needed · See how it works ↓

In your Drive In your Sheet
Everything lands in your Google Drive· We keep nothing· Works on your number
The problem

No more filing nights.

  • Bills and payment proofs buried across dozens of chats
  • Saving and filing every one by hand
  • Typing each amount into a spreadsheet

With AutoSort

  • Drop it in the group. It files itself.
  • Sorted in your Drive by client and month
  • Logged to that client's tab. Nothing lost.
How it works

Set up in minutes.

Sign in with Google

We make one folder and one sheet for you. We can't see anything else in your Drive.

Connect WhatsApp

One tap, just like using WhatsApp on your computer. Keep your normal number.

Add your clients

Point each client at their group. From then on, their bills file themselves.

Where it lands

Your Drive and your Sheet, kept tidy.

Your Google Drive
Acme Pvt Ltd
June
Invoice_June.pdf
Payment_12June.jpg
May
Beta LLP
Acme's tab in your Sheet
DatePartyTypeAmount
12 JunAcme Pvt LtdInvoice₹24,500
09 JunAcme Pvt LtdPayment₹18,000
03 JunAcme Pvt LtdInvoice₹6,200
Why accountants use it

Built for how you already work.

You own it all

Everything lands in your Google Drive and Sheet. We only ever touch the folder and sheet we made for you.

Your number, no new app

Your clients keep using WhatsApp just as they do now. Nothing for them to install.

One tab per client

Each client gets their own tab and folder, sorted by month. Automatically.

Minutes to start

Sign in, connect WhatsApp, add your clients. No call, no training.

No one reads your files

Nobody at AutoSort ever looks at your clients’ documents.

You stay in the loop

Every file gets a reply in the group. If WhatsApp disconnects, we email you straight away.

Your data, yours alone

AutoSort is built so we never see your files.

Your clients' documents are sensitive. So AutoSort is made such that we never see what's inside them. They go to your Drive, not ours.

Questions, answered straight

The things accountants actually ask.

Could this affect my WhatsApp?
We’ll be straight with you: AutoSort connects to WhatsApp the same way WhatsApp on your computer does, and WhatsApp can be strict about automated tools. So we keep it gentle. It only reads the groups you choose and never sends anything out. If the connection ever drops, we email you to reconnect. We say this plainly in our Terms too.
Do I need a separate SIM?
No. It works on your everyday business number. You can use a separate number if you’d rather keep things apart, but you don’t have to.
What does it cost?
Plans start at ₹999 a month plus GST, sized by how many clients you file for. Every plan starts with a 15 day free trial, no card needed, and you can cancel anytime from your dashboard. See pricing for the full details.
What can it file?
Invoices and payment screenshots dropped into a client’s group. We pull out the date, amount, and who it’s from, and save the original to your Drive.
Is my clients’ data safe?
It lives in your own Google account, not ours. We keep no copies of your clients’ documents.
Do my clients install anything?
No. They keep using WhatsApp exactly as they do today.
Pricing

Simple plans. Free to start.

Solo Practice

₹999/month
Up to 10 clients

For the independent accountant. Every client gets their own WhatsApp group, Drive folder, and sheet tab.

Established Firm

₹4,999/month
Up to 75 clients

For established firms handling volume, with priority support.

Every plan: 15 day free trial, no card needed · unlimited invoices and payments · prices plus GST at 18%, tax invoice issued · cancel anytime. Full pricing details

Spend your evenings on advice, not filing.

Set up AutoSort in a few minutes and let your clients' expenses record themselves.

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