Setting up your first company

Right after you create your account, SmartLedger asks for your first company. You can't use the app until one is set up. Most of the details can be pulled from the GSTN portal using your GSTIN, so this usually takes a few minutes.

Before you start

Create your account first. See Creating your SmartLedger account.
Keep your company's GSTIN handy. If you don't have one yet, you can enter the details by hand.

Add your company

On Add your company, enter your 15-character GSTIN (capital or small letters both work).
Click Fetch from GSTN.
SmartLedger checks the GSTIN and pulls the registered details. This usually takes 5–10 seconds. Only the public GSTN search is used; you're never asked for your GST portal password.
On Review your company details, check the eight fields that were filled in, and correct any that are wrong.
Legal name and Trade name are required. The others are GSTIN, PAN, Constitution of Business, Taxpayer type, Registered address, State and Registration date. A verified GSTIN can't be edited here.
Click Get Started.

SmartLedger then shows Creating your company… while it creates the company and sets up a default chart of accounts and your dashboard. After a few seconds it moves on to plans by itself.

If the GSTIN can't be fetched

If the lookup fails, check the GSTIN for a typo and click Try again. If it still fails, or you don't have a GSTIN yet, click Enter details manually. You fill in the same fields yourself, and GSTIN becomes optional so you can add it later. PAN, if you enter it, must look like ABCDE1234F.

If the company is already on SmartLedger

If another SmartLedger account has already registered your GSTIN, you see This company is already on SmartLedger. You can't register the same GSTIN again, so you have two choices:

Ask admin to add you — sends an access request to that company's admins. You get an email once they approve it.
Create a new Company with different GST — use this for a different legal entity. You go to manual entry.

Entered the wrong GSTIN? Click Enter a different one.

Choose a plan

Choose Monthly or Yearly billing.
On the Plus, Pro or Max card, click Get started, or click Start free on the Free option under the cards.
Every paid plan starts with a 7-day free trial, with no charge today. Free has no time limit and needs no card.
For a paid plan, on Start your 7-day free trial, choose one:
Verify with card / UPI opens Razorpay to add a card or UPI AutoPay. Only a small refundable hold is placed, and the plan is charged automatically when the trial ends unless you cancel first. Skip for now — verify later starts the trial without a payment method. You can add one from the app before the trial ends; without one, the company moves to Free.

To pick a different plan from this screen, click Change plan.

Open your dashboard

The Welcome screen shows your ACTIVE COMPANY, PLAN, GSTIN and STATUS. Click Open Dashboard to start working.

Tips

On monthly Pro you can enter a discount code under PROMO CODE and click Apply before you continue.
Once you reach the plan step there's no going back to the company details. You can edit them later in Settings → General, on the Company Profile tab.
To add more companies later, see Switching between companies and adding another company.

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