Step-by-step instructions for every feature in Klaro. Use the section links to jump to your product.
Cloud accounting for Indian businesses
Create your company
Go to Books → Onboarding → Create company. Enter company name, GSTIN, PAN, state and financial year start date. A 95-ledger India COA is seeded automatically.
Set opening balances
After company creation, enter opening balances for Cash, Bank, Debtors, Creditors and Capital as of your books start date. Leave blank if starting fresh.
Create your first invoice
Go to Invoices → New Invoice. Add line items with HSN codes, GST auto-computes CGST/SGST or IGST. Click Save and Email to send directly to the customer.
Record vouchers with AI
Go to Voucher Entry. The AI Copilot accepts plain English or Hindi — type Paid office rent 45000 by cheque and it suggests the journal entry for you to confirm.
Sync Shopify or Amazon
Go to Settings → Connect Channel. Enter your Shopify domain and access token. Orders auto-post to your ledger with correct GST treatment — no manual entry.
Run GST reports
Go to GST Compute Sheet to upload a dispatch file and auto-compute CGST/SGST/IGST. Go to GST Workbench to generate GSTR-1 JSON. GSTR-3B pulls directly from your ledger entries.
Run financial reports
Go to Reports Hub to access all 22 reports — Trial Balance, P and L, Balance Sheet, Cash Flow, Monthly P and L, Group Summary, Party Statement, HSN Summary and more. All support date filters and PDF/Excel export.
Process payroll
Go to Payroll → Run payroll. Add employees with salary and PF details. Monthly payroll computes PF 12%, ESIC 0.75% and TDS. Payslips are generated and salary voucher posts to ledger automatically.
Reconcile bank statement
Go to Bank → Import statement. Upload your bank CSV. Transactions are auto-matched to ledger entries. Tick off matched items and post unmatched ones.
Invite your CA
Go to Settings → CA Access. Enter your CA email to give read-only access to your books. Your CA can view all reports and vouchers without being able to edit anything.
Go to Settings → Team → Invite member. Enter their email and assign a role. They'll receive an invite email to join your workspace.
Yes — go to Clients → Bulk import → upload a CSV file. The template is available on the import page. Map your columns and import in one go.
Yes. Data is stored on Supabase (AWS infrastructure) with automatic daily backups and point-in-time recovery. Files are stored on Cloudflare R2 with geo-redundancy.
Go to HR → Payroll → select employee and month → enter basic, allowances and deductions. Klaro auto-calculates PF (12%), ESIC (3.25% if applicable), PT and TDS. Click Generate to create the payslip.
Use the feedback button in the app or email support@klaro.services. We review all feedback and typically respond within 24 hours.
Our team responds within 24 hours. For urgent issues, use the in-app feedback button.