Welcome to YSUITE Docs
YSUITE is an all-in-one business management platform built for SMEs. This documentation covers every module in depth — from setting up your account to automating complex workflows.
What's in this documentation
Use the sidebar to navigate by module or topic.
| Module | What it does |
|---|---|
| CRM | Manage contacts, leads, deals, and your sales pipeline |
| MoneyPro | Quotations, sales orders, invoicing, purchase orders, and bills |
| Inventory | Items, stock adjustments, batch/serial tracking, and physical stock audits |
| Accounting | Chart of accounts, manual journals, bank reconciliation, and reporting tags |
| HRMS | Employees, attendance, leave, salary structures, payroll, and statutory compliance |
| Projects | Structured, multi-phase work with milestones, budgets and billing |
| TaskPro | Standalone tasks, meetings and calls |
| WhatsApp Business | A shared inbox, campaigns, flows, and bots |
| Automation | Trigger-based workflows with conditional logic and scheduled alerts |
| Forms | Build embeddable web forms and collect responses |
| Dashboards & Reports | Custom dashboards and a full reporting library |
| Rewards | Loyalty programs, reward vouchers, and incentive programs |
| Point of Sale | Counter sales with a per-item job queue |
| DinePro | Restaurant POS — orders, kitchen queue, and billing |
| AI in YSUITE | AI-assisted features, powered by a shared AI Credits balance |
New to YSUITE?
Start with Quick Start to create your account and configure your workspace in under 10 minutes.
API access
Building an integration? See the API Docs for the full REST API reference, authentication guide, and OpenAPI spec.
Getting help
If you can't find what you're looking for, reach out via the Help & Support panel inside the app, or contact us.