SaathiX Academy

Free ERP education for every Indian professional.

Structured courses, hands-on assignments, timed quizzes, and industry-recognized certificates — all free, forever.

42,180+
Learners enrolled
14,320
Certificates issued
62 hrs
Free content
Courses

All courses

Learn at your own pace. Every course has quizzes, assignments and a badge on completion.

Beginner

Beginner ERP — from Excel to SaathiX

4h 8 modules 12,340
Certificate
Advanced

Advanced ERP — Multi-branch operations

6h 10 modules 3,120
Certificate
Intermediate

GST Filing Masterclass

5h 12 modules 8,970
Certificate
Intermediate

Inventory & Warehouse Excellence

4h 9 modules 4,210
Certificate
Beginner

CRM for Indian Retailers

3h 7 modules 5,880
Certificate
Beginner

Accounting Fundamentals with SaathiX

5h 11 modules 6,420
Certificate
Beginner

AI for Business Owners — Hinglish

3h 6 modules 9,120
Certificate
Dashboard

Your learning dashboard

Track progress, resume where you left off, and download certificates.

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GST Filing Masterclass
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Certificates
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Read the guides

Complete written guides for every dashboard feature

Deep, plain-language articles covering every module in SaathiX — billing, GST, inventory, purchases, reports, AI, WhatsApp and more. Perfect for quick reference or onboarding a new staff member.

Billing · 1GST · 1Inventory · 1Purchases · 1Accounting · 2CRM · 1Reports · 1Communication · 1AI · 1POS · 1Admin · 1Setup · 1Account · 1Support · 1
Billing 9 min

Billing & Invoicing in SaathiX — the complete guide

Create GST-compliant tax invoices, retail bills, estimates and recurring invoices in seconds. Learn item search, HSN, batch, serial, tax splits, rounding, discounts, and printing.

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GST 12 min

GST filing — GSTR-1, GSTR-3B and e-Invoice, end to end

How SaathiX prepares your GSTR-1 and GSTR-3B, generates IRN for e-invoices, files IFF for QRMP, and reconciles GSTR-2B with your purchases — with zero manual entry.

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Inventory 10 min

Inventory that stays accurate — batches, serials, godowns and stock

Track stock in real time across branches, godowns and racks with support for batch, expiry, serial, MRP-wise and multi-unit items. Handles negative stock, transfers and cycle counts.

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Purchases 8 min

Purchases, purchase orders and vendor management

Raise POs to vendors, receive goods against them, capture supplier invoices, and let 2B reconciliation match ITC automatically.

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Accounting 7 min

Payments, Cashbook and Bank reconciliation

Record every rupee in and out, split cash and bank ledgers, and reconcile monthly statements from HDFC, ICICI, SBI, Kotak and Axis in minutes.

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CRM 6 min

Customers, parties and CRM — one contact record for everything

A single party record ties together invoices, receipts, ledger, WhatsApp history, loyalty points and offers, whether they're a walk-in retail buyer or a wholesale B2B account.

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Reports 8 min

Reports & Analytics — the numbers that actually matter

The 25 reports every Indian shop owner should watch weekly, monthly and yearly, plus how to build custom saved reports and email them automatically.

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Accounting 7 min

Accounting basics — Journals, Ledgers and Day Book

How SaathiX turns every invoice, receipt, expense and adjustment into double-entry accounting without you touching a debit-credit line.

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Communication 6 min

WhatsApp for business — invoices, reminders and campaigns

Send invoices, payment reminders, offers and delivery updates on WhatsApp Business API — with approved templates, opt-in tracking and read receipts.

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AI 7 min

AI Billing — voice, photo and copilot

Speak an invoice in Hindi, snap a photo of a supplier bill, or ask the copilot 'top slow movers this month' — the AI turns natural input into structured data.

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POS 6 min

POS, barcode scanning and thermal printing

Turn any laptop or Android tablet into a full point-of-sale with barcode scanner, cash drawer, thermal printer and offline mode.

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Admin 6 min

Multi-branch operations and user permissions

Run 2 or 200 branches from one login, with branch-scoped stock, sales and reports, plus fine-grained role permissions for every user.

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Setup 8 min

Settings walkthrough — from first-login to production-ready

Every setting screen explained: Business, GST, Bank, Notifications, Themes, Backup, Security and Store, in the order you should configure them.

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Account 5 min

Subscription, plans and how billing works

Free and paid plans compared, how invoicing works when you cross a plan limit, GST invoices for your SaathiX subscription, and how to change or cancel.

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Support 4 min

Getting help — Support, tickets and community

How to reach SaathiX support on WhatsApp, chat or a ticket, what response times to expect, and where the community forum lives.

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