One platform. Seven modules. Everything your practice needs.
Practice
Day-to-day client and task management for your entire firm. Centralise client communication, automate recurring work, and give every team member a clear view of what needs attention today.
Open Practice- Kanban work board with 5 views — status, priority, type, due date, custom
- Client 360 profiles with full communication log
- Engagement letters with AI-assisted generation
- Team chat with channels, DMs, threads, and mentions
- Task automation with recurring rules and triggers
- Template library with variable substitution
- Timesheets and time tracking per task
- Compliance calendar with deadline alerts
Accounting
Full double-entry accounting with bank reconciliation and Tally sync. From journal entries to financial statements, every step is connected — and reconciled.
Open Accounting- Journal entry with auto-narration
- Chart of accounts management
- Bank reconciliation with auto-matching
- Trial balance with adjustment editor
- Balance sheet, P&L, Cash flow, and Fund flow
- Ratio analysis dashboard
- AP / AR subledgers
- Tally two-way sync (trial balance + vouchers)
Compliance
Track every regulatory obligation across 14 compliance types. Never miss a deadline again — automated alerts, health scoring, and a single dashboard for your entire client base.
Open Compliance- GST / ITR / TDS / ROC deadline tracking
- HR compliance — PF, ESI, Professional Tax
- SEBI and RBI-FEMA regulatory monitoring
- Trademark, Patent, and ISO registrations
- LLP and Shop & Establishment compliance
- FSSAI and MSME / Udyam tracking
- Automated deadline alerts at 3, 7, and 14 days
- Compliance health scoring per client
Audit & Assurance
The only platform with a full audit engagement lifecycle — from risk assessment to statutory report. Working papers, checklists, queries, and reports in one place.
Open Audit & Assurance- Engagement letters with AI content generation
- Working paper structure and evidence linking
- Risk assessment with scoring and heat maps
- Materiality calculator — quantitative and qualitative
- Audit checklists from professional standards library
- Query management and resolution tracking
- Statutory audit report builder
- Directors’ report and management letter generation
Company Secretary
Board meetings with live video, real-time transcription, AI-generated minutes, and full governance workflows. From convening to filing — all connected.
Open Company Secretary- Board meetings with live video conferencing
- AI-powered live transcription
- Minutes generation from transcript
- Resolution drafting and filing
- Statutory registers — directors, members, charges, shares
- Master data management
- Director portal with meeting access
- Quorum validation and attendance tracking
Insights
Multi-model AI and analytics woven into every workflow. Ask questions, analyse notices, generate reports, and understand your firm’s performance — powered by GPT-4o and Claude.
Open Insights- Vidhi AI chat — tax, compliance, and legal questions
- Notice analyser with response drafting
- Document intelligence via Azure OCR
- Custom report builder with chart generation
- Team workload and productivity analytics
- Client-wise compliance health reports
- AI cost tracking with provider switching
- Token budget management
Firm
HR, payroll, practice economics, and everything you need to run the business side of your firm. From partner profit-sharing to DSC management — it’s all here.
Open Firm- Payroll batch processing and payslip generation
- Attendance tracking with calendar and timeline
- Leave management with approval workflow
- Salary structure and revision tracking
- Partner capital statements and ROI
- Profit allocation rules and distribution
- Practice valuation and goodwill calculation
- 38+ configurable settings and DSC management
Seven modules, one client record.
Start a 14-day trial and put one live client through the whole of it.