Platform
Everything between the deadline and filing
Fyliio turns a deadline into a checklist for each client, asks for it on WhatsApp, checks every file that comes back, reminds the stragglers, and hands you a complete packet. Clients never leave WhatsApp, and your team never has to search a chat to know who sent what.
Client import
Upload a CSV with each client’s name, WhatsApp number, and GSTIN. Staff who work for more than one firm pick the firm after they log in.
Checklists per filing
Each cycle lists the exact documents a filing needs. GSTR-3B asks for the sales register and purchase invoices, plus the bank statement for clients you reconcile. GSTR-1, TDS, and ITR are next.
WhatsApp in, verified
Clients reply with photos, PDFs, or text on WhatsApp. Fyliio checks each message is genuinely from Meta, saves it before processing, and downloads files before WhatsApp’s links expire.
AI checking that does not guess
AI compares each file only with the items still open for that client, checks the month, and catches duplicates. Anything uncertain goes to your review queue.
Polite reminders
A first request 7 days before the due date, then reminders at 4, 2, and 1 day before. Nothing between 9 pm and 9 am IST, a 12-hour pause when a client replies, and a full stop once the list is complete.
Board, review, export
A live board of every client and document, the full WhatsApp history for each client, the review queue, and a ZIP packet of checked, complete documents when the cycle is done.
How a cycle runs
From deadline to checked, complete documents
Every monthly cycle follows the same six steps, so a partner can predict what happens and staff know where to look.
- 01
Open the cycle
Staff pick the filing and the due date. Fyliio builds each client’s checklist from the items that filing needs.
- 02
Kickoff, 7 days before
Each client gets one WhatsApp message that names exactly what is needed for the month, using a Meta-approved template.
- 03
Files arrive and are checked
Fyliio saves every message, matches each photo or PDF to an open item, checks the period and flags duplicates.
- 04
Exceptions go to your team
A blurry photo, a wrong month or an unclear file lands in the review queue, where staff confirm, reassign or waive the item.
- 05
Reminders, with manners
Reminders go out at 4, 2 and 1 day before the due date, never between 9 pm and 9 am IST, and pause for 12 hours when a client replies.
- 06
Export and file
When every item is received or waived, reminders stop and staff download a ZIP packet to file in the software they already use.
Who uses what
One product, three kinds of people
Only your team ever sees a screen. Clients stay on the chat they already use.
Clients
- Reply on WhatsApp with photos, PDFs or text
- No app to install, no account, no password
- Can reply STOP to opt out of reminders
Firm staff
- Live board of every client and document
- Full WhatsApp history for each client
- Review queue for anything the AI is unsure about
Firm admins
- Import clients from a CSV
- Set up the firm and its team
- Choose the firm after login if they work for more than one
Scope
What Fyliio does, and what it leaves to you
Fyliio handles collection, the layer before filing. GSTR-3B is live today; GSTR-1, TDS and ITR checklists are planned on the same flow.
Fyliio does
- Builds a checklist for each client and filing
- Asks for documents on WhatsApp and reminds until the list is complete
- Checks each file against the open items, the month and duplicates
- Keeps the conversation history and exports a ZIP packet
Fyliio does not
- File returns or connect to the GST portal
- Calculate tax or push data to Tally
- Run a client portal or give clients a login
- Collect documents by email (not supported yet)
See what clients are asked for in the GSTR-3B document checklist, or how Fyliio compares with other tools.
FAQ
Frequently asked questions
Which filings can Fyliio collect for today?
GSTR-3B. Each cycle asks for the sales register and purchase invoices, plus the bank statement for clients you reconcile. GSTR-1, TDS and ITR checklists are planned on the same system.
How do clients get into Fyliio?
Staff upload a CSV with each client's name and WhatsApp number, and optionally their GSTIN. Clients themselves never sign up or log in.
What if Fyliio cannot tell what a file is?
It goes to your review queue. Staff can confirm the file, reassign it to another item or waive the item. Nothing unclear is ticked off automatically.
What can a client send?
Photos, PDFs or text on WhatsApp. Fyliio saves each message before processing it and downloads files before WhatsApp's media links expire.
Does Fyliio file returns?
No. It hands your team a complete, checked packet as a ZIP, and you file in the software you already use.
Run your next GSTR-3B on it
We set up your firm, import your clients and run the first cycle with you. There is no self-serve signup yet.