Visa Consultant Accounting Software for India's Consultancies
See revenue by service line, receivables, expenses, and branch-wise profit & loss in one place — with Razorpay payments reconciled automatically and CA-ready exports for every GST and income tax filing cycle.
What does accounting software for visa consultants cover beyond invoicing?
Generating a compliant GST invoice is one transaction. Running the business is a much bigger picture — how much revenue is coming from visa filing fees versus coaching fees versus counselling fees, which clients still have outstanding dues and for how long, what the consultancy actually spent this month on office rent, staff salaries, and marketing, and whether the branch in Kochi is carrying the branch in Hyderabad or the other way around. VisaBOS treats accounting as a layer that sits above invoicing: revenue entries roll up automatically from every invoice raised, expense entries are recorded by category and branch as bills come in, Razorpay settlements reconcile against the invoices and GST records they belong to, and a branch-wise profit and loss statement is generated without anyone stitching spreadsheets together. When the GST filing deadline or income tax season arrives, the consultancy exports a CA-ready report instead of assembling one from scratch. For the narrower, invoice-level detail — SAC codes, CGST/SGST/IGST splits, and payment links — see our GST invoicing software for visa consultants page.
Why does the finance picture stay fuzzy until the CA asks?
Revenue, expenses, and payments living in three separate systems means nobody has a real-time answer to the questions that matter most — until it's too late to act on them.
From a booked fee to a CA-ready report — automatically.
VisaBOS connects revenue, expenses, and payments in one continuous flow so nothing needs to be manually reassembled at filing time.
Which modules give you full financial visibility?
Six purpose-built accounting features for Indian visa and immigration consultancies — from service-line revenue tracking to CA-ready exports.
Revenue Tracking by Service Line
Visa filing fee, coaching fee, and counselling fee tracked separately
- ✓Every invoice and payment tagged to a service line — visa filing, IELTS/PTE coaching, counselling, document services
- ✓Revenue-by-service dashboard shows which service lines are growing and which are flat, by month or quarter
- ✓Service-line revenue rolls up automatically into the branch-wise and company-wide P&L views
- ✓Historical trend view lets an owner compare this quarter's coaching revenue against filing-fee revenue over time
Receivables & Outstanding Dues Dashboard
Know exactly who owes what, and for how long
- ✓Single dashboard lists every unpaid or partially paid invoice across all branches and counsellors
- ✓Outstanding dues bucketed by 0–30, 31–60, and 60+ days so overdue accounts are visible at a glance
- ✓Per-client receivables view shows total lifetime billed, total collected, and current balance owed
- ✓Filter receivables by branch, counsellor, or service line to prioritise follow-up calls where the money is
Expense Recording by Category and Branch
Office rent, staff salaries, and marketing spend — logged where they happen
- ✓Expense categories configurable per consultancy: rent, salaries, marketing, travel, software subscriptions, and more
- ✓Every expense entry tagged to the branch it was incurred at, not just the company as a whole
- ✓Recurring expenses — monthly rent, fixed salaries — can be scheduled so they post automatically each period
- ✓Receipt or invoice attachment supported per expense entry for audit trail and CA reference
Branch-Wise Profit & Loss Reporting
See which location is actually making money
- ✓P&L statement generated per branch: revenue by service line minus branch-tagged expenses equals branch margin
- ✓Consolidated company-wide P&L available alongside individual branch views, from the same report
- ✓Month-over-month and quarter-over-quarter branch comparison to spot trends before they become problems
- ✓Owner-level access sees every branch; branch managers see only their own branch's figures by default
Razorpay Payment Reconciliation Against Invoices and GST Records
Every settlement matched to the invoice and GST entry it belongs to
- ✓Incoming Razorpay settlements auto-matched to the invoice and GST record using the original payment reference
- ✓Reconciled payments update the revenue ledger and mark the invoice status as Paid without manual entry
- ✓Exceptions queue flags settlements that could not be auto-matched — partial payments, manual transfers, refunds
- ✓Reconciliation status visible per invoice, per client, and rolled up into a monthly reconciliation summary
CA-Ready CSV/PDF Exports for GST and Income Tax Filing
Structured data your accountant can use without reformatting
- ✓Export revenue, expense, and reconciled payment data for any date range in CSV or PDF format
- ✓Columns pre-structured for GSTR-1 preparation: invoice reference, taxable value, CGST/SGST/IGST, branch
- ✓Expense export separately categorised for income tax computation and profit and loss statement preparation
- ✓VisaBOS does not file returns itself — it removes the manual cleanup step before the CA files them
Every revenue and expense entry ties back to the same branch structure that powers our multi-branch visa consultancy software, so P&L, receivables, and CA exports stay accurate no matter how many locations your consultancy runs.
How fast can you get a real financial picture?
Service lines, expense categories, and branches take one short setup session — every report after that builds itself from data your team is already entering.
Configure Service Lines, Expense Categories & Branches (One-Time, 30 Minutes)
In VisaBOS settings, define your service lines — visa filing fee, coaching fee, counselling fee, document services — and your expense categories — rent, salaries, marketing, travel, subscriptions. Add each branch so revenue and expenses can be tagged correctly from day one. This one-time setup is what makes every later report — receivables, branch P&L, CA export — accurate without retrofitting historical data.
Record Revenue and Expenses as They Happen
Revenue entries are created automatically as invoices are raised and payments are collected against cases; expense entries are logged by accounts staff or branch managers as bills come in, each tagged to a category and branch. Recurring expenses like rent and fixed salaries can be scheduled to post automatically each month, so nobody has to remember to re-enter the same line item every period.
Reconcile Razorpay Payments and Export CA-Ready Reports Each Filing Cycle
As Razorpay settlements arrive, VisaBOS matches them against open invoices automatically, flagging anything it cannot match with confidence for manual review. At each GST filing deadline or month-end close, the accounts manager runs the CA export for the relevant date range and hands it directly to the chartered accountant — no separate spreadsheet cleanup, no chasing down missing receipts from three different systems.
Frequently Asked Questions
Common questions from Indian visa consultancies evaluating accounting and financial reporting built into their CRM.
Related Guides & Pages
Enterprise-grade platform. India pricing.
No USD surprises.
All plans include unlimited leads, students, and visa cases. No per-user pricing tricks. Cancel anytime.
- 1 Branch
- Up to 5 Staff Accounts
- Lead Management + Pipeline
- Visa Case Management
- Document Management
- Appointments & Walk-in Log
- Payment Tracking & Invoices
- Exam Coaching Module
- Full Analytics Dashboard
- Multi-branch Management
- Up to 3 Branches
- Up to 20 Staff Accounts
- Everything in Core
- Exam Coaching (Batches, Tests, Assignments)
- Meta Lead Webhook (Facebook/Instagram)
- Razorpay Payment Integration
- Full Analytics Dashboard
- Internal Team Chat
- 50+ Granular RBAC Permissions
- Unlimited Branches
- Unlimited Branches
- Unlimited Staff Accounts
- Everything in Professional
- Cross-branch Messaging
- Priority Support + Dedicated Manager
- Custom Branding on Invoices
- SLA-backed Uptime Guarantee
- Early Access to New Modules
- API Access (coming soon)
- Personalised Onboarding Session