The 5 minute daily flow.

Open BusinessSetu on phone, check today, move one lead, send one invoice or reminder, and keep receipts clean for month end.

Indian tier 3 city entrepreneurs and home-business owners checking daily work on phone
Daily owner check5 minLess admin, more follow-up.
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
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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
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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
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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
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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
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6

WhatsApp reminders

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
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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
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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
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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
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