Check today
See leads, unpaid invoices, reminders, and money to collect from one phone view.
Use cases and daily flow
For owners who sell, bill, and follow up from the phone.
BusinessSetu is a startup for startups and small teams. It fits best when WhatsApp is where customers reply, UPI is how money comes in, and the owner wants one simple place for daily work.
Daily owner check5 minLess admin, more follow-up.
The daily flow
Open the app, see what needs attention, finish one or two important actions, and leave the month-end data cleaner than scattered chats and photos.
Move the work
Add a lead, share a quote, make a GST invoice, or check pending money without opening a heavy system.
Follow up
Use a polite WhatsApp reminder with invoice number, amount, and UPI cue already in context.
Keep records clean
Capture expense receipts and use sales, expense, and GST summary reports to share with your CA when the month closes.
Where it fits
These are the first workflows we are keeping sharp. Customisation is possible, but the base product stays small so cost can stay dead low.
Home baker, boutique, or hobby seller
For owners who take orders in chat, need a simple count of what is left this week, and want GST bills or WhatsApp payment shares without a big stock system.
Lead board
GST invoice
UPI QR
WhatsApp share
Expense photos
Light inventory note
1. Add the WhatsApp order
2. Create invoice with UPI QR
3. Update 10 cakes left this week
4. Send month-end data to CA
Freelancer or consultant
For service work where the same person talks to the customer, sends the quote, raises the GST invoice, and follows up for payment.
Leads
Quote PDF
GST invoice
UPI payment
WhatsApp share
CA report
1. Save enquiry
2. Share quote PDF
3. Convert accepted quote to invoice
4. Send polite WhatsApp reminder
Event manager
For work with enquiries, estimates, advance payments, vendor expenses, and balance collection after the event.
Lead stages
Quotes
Part payments
UPI QR
Vendor expenses
Reminder history
1. Move enquiry to quoted
2. Record advance paid
3. Send balance invoice
4. Track vendor receipts
Doctor or clinic
For small clinics that need patient or client details, simple bills, UPI payments, follow-up shares, and expense records.
Customer details
Invoices
UPI QR
WhatsApp follow-up
Expenses
Monthly report
1. Add patient or client
2. Send bill with UPI
3. Follow up by WhatsApp
4. See monthly numbers
E-commerce seller
For sellers who need order leads, invoices, UPI payments, expense receipts, and a light inventory note instead of warehouse software.
Orders as leads
GST invoices
UPI payment
Expense snap
Light inventory
CA report
1. Add order lead
2. Raise invoice
3. Record UPI or part payment
4. Send sales and expenses to CA
What you get inside
The product is organised around everyday owner jobs, not a long enterprise menu.
1
Simple dashboard
Open one screen, see what needs attention today, and act without digging through reports.
Today’s follow-ups and money to collect
Unpaid invoices and monthly sales in plain language
Quick actions for lead, quote, invoice, expense, and reminder
2
Lead board
A plain board keeps the next follow-up visible for owners who sell through WhatsApp and calls.
Lead, contacted, quoted, won, and lost stages
Source, value, notes, and next follow-up
Open WhatsApp from the lead context
3
Quotes
For service businesses that need approval before the GST invoice is raised.
Quote PDF with services, taxes, notes, and terms
Accepted quote can become an invoice
Open quotes stay beside the lead or customer
4
GST invoices
Billing stays fast and readable, with the collection state visible after the invoice is sent.
GSTIN, HSN/SAC, CGST, SGST, IGST, and invoice numbering
PDF invoice for WhatsApp sharing
Paid, part-paid, due, and overdue status
5
UPI payments
Useful for Indian businesses where payment normally happens through UPI after a WhatsApp nudge.
UPI QR or UPI details on invoice
Record full and partial payments
See pending amount without manual notes
6
WhatsApp follow-up
Ready reminder text helps the owner follow up without rewriting the same message every time.
Due today, overdue, and part-paid reminder context
Invoice number, amount, and UPI cue in one message
Designed for controlled follow-up, not spam
7
Expenses
Take a receipt photo, add the amount and category, and keep spending ready for review.
Receipt photo upload
Vendor, category, date, amount, and GST fields
Feeds simple monthly expense export
8
Send to CA
Export the basic numbers your CA asks for instead of forwarding scattered invoices and photos.
Invoice number, GSTIN, taxable value, GST split, total, paid, and pending
Expense export with receipt references
Built for monthly review, not complicated reporting
9
Presets
A preset keeps the first setup light so a new user does not face a long configuration screen.
Simple starting fields for service, consulting, shop, and home-business flows
Hide what is not needed on day one
Customisation stays practical and low-cost
Not built for everyone.
Talk to us first
If you need large stock systems, payroll, or deep approval flows, this may be too small today. If you need daily leads, GST bills, UPI payments, reminders, expense records, and CA reports, it should feel clear.