Your advice has a fee. Put it on the page
For chartered accountants and financial advisors whose expertise leaks away in free calls. List consultation slots with a fee, let clients book and pay before the meeting, and keep every client's history, notes and payments on one record instead of across email, calls and memory.
Free plan, no card and no call. One flat monthly price when you upgrade, zero commission on payments, cancel yourself in the app.
Who this is for
Written for the way ca and financial advisors actually run
- CAs in practice whose phone rings free advice all of March
- Financial advisors and planners selling time-based consultations
- Small firms where partners and articles share one messy diary
- Anyone whose quick question calls routinely run forty minutes
What operate1 replaces
A booking tool, a payment link, a client spreadsheet and a reminders routine, folded into one account at one flat monthly price.
Zero commission on every plan. You connect your own payment account and the money settles to you; we charge the subscription and nothing else.
Three things that go wrong every week
The quick question call is never quick and never billed. In tax season the free advice hours would add up to a paying client's monthly fee.
A 30 minute consultation with a fee is a listed service on your page. The client books and pays before the call, and the quick question either becomes a paid slot or stops arriving. Both outcomes are wins.
Client context is scattered: what was discussed in June lives in an email thread, the fee status in an Excel, the PAN and firm details in another file.
One record per client holds your notes, intake answers, booking history and every payment. Before the meeting you open one screen, not four windows.
Meetings get double-booked between partner diaries, and clients call the office three times to find a slot that works.
Each partner or associate has their own bookable hours on the page. Clients see real availability and pick a slot themselves, and the office phone goes quiet on scheduling.
How it works
How a booking runs here
Consultations become listed services
A 30 minute tax consultation, a one hour financial planning session, a company incorporation discussion. Each with its own duration and fee at your own link.
Clients book real slots
Availability comes from your working hours, closed days and buffers between meetings. Filing-season hours can differ from the rest of the year.
The fee is paid at booking
Card, UPI or net banking through your own gateway account, with Stripe for clients paying by international card. Zero operate1 commission on every plan.
The meeting starts with context
An intake form collects entity type, the matter and documents status before the call, and the answers sit on the client's record with your past notes.
What you get on day one
Paid before the meeting
The consultation fee is collected at booking into your own account. Advice stops being free by default.
One record per client
Notes, intake answers, meeting history and payments against each client, searchable when they return next filing season.
The matter, known in advance
Intake forms collect entity type, the question and context before the slot, so the paid 30 minutes is spent advising, not discovering.
Season-aware availability
Working hours, closed days and buffers you control. Tighten slots in March, open them up in May.
Partners and associates, one price
Each professional has their own services and bookable hours, with unlimited seats at one flat monthly price and role-based access.
A no-show policy that is policy
Publish a cancellation window and fee percentage once. It applies itself to paid bookings without a difficult conversation.
Not built yet, named plainly
What CAs and advisors ask about that is not built yet.
- Tax invoicing for your consultation fees. Payments are recorded per client; invoice generation is not built, so invoicing stays in your existing accounting tool.
- Google Calendar or Outlook sync. Your operate1 calendar is the source of truth today; calendar sync is on the roadmap.
- Video call links per booking. Paste your own Meet or Zoom link into the service description as a workaround.
- Document collection and e-signing. Intake forms collect answers, not signed documents.
Questions ca and financial advisors ask us
Will clients really pay before a consultation?
Serious ones do, and the fee is what filters the rest. The slot confirms when payment clears through your own account, and your published cancellation policy protects the time either way.
Can overseas clients pay in foreign currency?
Yes. Clients pay by card through Stripe, or by UPI, cards and net banking through Razorpay, whichever gateway you connect. Both settle to your own accounts with zero operate1 commission.
Does this generate tax invoices for my fees?
No. Every payment is recorded against the client with date and amount, and you can export the data, but invoice generation is not built. Your accounting software keeps that job.
Can my whole firm use one account?
Yes. Add every partner and associate without per-seat charges, give each their own services and hours, and use role-based access so staff see bookings while partners see everything.
How it works
The parts of operate1 this uses
- Booking pageServices, prices and real availability on one link
- UPI paymentsPaid at booking through your own Razorpay account
- Client recordsOne record per client, with every visit on it
- PackagesPrepaid packs that deduct themselves
- RemindersEmail, 24 hours ahead, unmetered on every plan
- TeamEvery practitioner on one flat price
Legal consultations
Paid consultation slots booked around court hours, with matter details collected in advance and notes kept confidential on the record.
See how it fitsDesign and architecture
Paid discovery calls that filter serious clients, briefs collected before the meeting, and a record that follows the client into the project.
See how it fitsBusiness and career coaches
Discovery calls that turn into paid engagements on the same page, with sessions, payments and notes on one client record.
See how it fitsTake the next booking properly
Built for chartered accountants and financial advisors. The free plan needs no card and no call. Put your services on a page tonight and decide in the morning.
One flat price for the whole team. Cancel yourself in the app and take your data with you.