The complete guide to OnGravy
OnGravy is a full financial operating system for businesses and the Chartered Accountants who serve them — bookkeeping, banking, GST and statutory filing, payroll, and AI that does the busywork. Your CA signs; OnGravy does everything else. These docs cover every feature in depth: what it does, how to set it up, and exactly how it behaves.
Same honesty rules as our compliance changelog: if a capability needs credentials, is manual, or is still rolling out, the chapter says so plainly. Prefer asking? Press ⌘I anywhere in the app and ask OnGravy directly.
Start here
Everyday work
Daily bookkeeping
Invoices, bills and the OCR Smart inbox, vouchers, parties, items and inventory.
Banking & reconciliation
Statement imports, Account Aggregator feeds, rules and auto-matching.
AI in OnGravy
Ask OnGravy (⌘I), the tool-calling agent, voice vouchers, OCR and WhatsApp.
Month-end & advisory
One-click Monthly Close — readiness check, auto period-end adjustments and a period lock — plus the Virtual CA advisory feed.
Industry & specialised accounting
Vertical ledgers — company, LLP/partnership, trust, agriculture, real-estate, manufacturing, e-commerce, import/export and more — each posting real double-entry.
Compliance
Connect & extend
Practice & teams
For Chartered Accountants
The CA portal: clients, diagnostics, bulk filing, working papers and practice billing.
Teams & permissions
Seats and invites, roles, maker-checker approvals, period locks and the audit trail.
Mobile, offline & billing
The mobile app and PWA, offline mode, plans, add-ons and per-client metering.
Troubleshooting & FAQ
The "I'm stuck" chapter — login, permissions, filing blocks, imports, integrations and sync issues, with exact fixes.
More resources
Developer portal — API reference, OpenAPI spec, SDKs · Compliance changelog — every regulatory change we ship · Pricing · Security · In-app:
/dashboard/help, /dashboard/tally-guide (moving from Tally), keyboard shortcuts (?)