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Accounting & tax

Keep booked work and Khatabook in step.

Khatabook is a digital ledger app Indian shopkeepers use to record credit and collections. A practice sells hours. The diary that promises them and the ledger that bills them should describe the same week.

What is switched on depends on your plan and industry pack. Ask us to confirm before you build a process on it.

KhatabookBooking workflow
  1. 1Consultation booked
  2. 2Duration and fee recorded
  3. 3Reconciled against Khatabook

Illustrative flow, not a screenshot of a connected account.

In the udaybooking connector catalogueBrowse the full catalogueHow we handle your data

What Khatabook brings to your booking workflow

01

Billable time starts as booked time

What was agreed in the diary is what reaches Khatabook, instead of being reconstructed at month end.

02

Deadline season has structure

Cap how many filing consultations a day can hold so the last week of the quarter stays survivable.

03

Client meetings with a paper trail

Every consultation carries its date, duration and attendees without anybody writing a note about it.

How it works

Three steps to a connection you can trust. Follow the screens in your own account for the exact wording.

  1. 1

    Define consultation types

    Filing review, advisory, onboarding — each with a length and a price if you charge one.

  2. 2

    Set seasonal limits

    Daily caps and buffers so deadline weeks do not fill past what the team can deliver.

  3. 3

    Reconcile one week

    Compare a week of appointments with what Khatabook recorded for it.

Where Khatabook sits in the catalogue

Khatabook is one of the connectors a particular kind of business layers on top of the core stack.

Browse the full catalogue

Listed under

  • Books and filing

Used by

Where this connection helps

CA & accounting practices

Ledgers, filings and verification. A practice runs on its books and on what it can prove about a client. Khatabook belongs to that stack, and udaybooking books the appointments it produces.

Books and filing

The catalogue files Khatabook under books and filing, one of the jobs that decides when an appointment should be offered, confirmed or moved.

Khatabook questions

  • Does this post invoices into Khatabook?

    What syncs depends on your plan and setup. udaybooking owns the appointment; Khatabook owns the books. Confirm the link before you rely on it.

  • Can we market to prospects from here?

    For Indian CA practices, outbound prospecting tools are switched off in line with ICAI ethics. Inbound booking is the supported path.

  • Is Khatabook available on my plan?

    Khatabook is in udaybooking's connector catalogue, and what is switched on depends on your plan and the industry pack you run. Ask us to confirm it for your account before you build a process around it.

Start scheduling with Khatabook.

Set up your booking page, connect what you already use, and let people pick a time that works.