Help Center

Create Account & Setup Workspace

Welcome to Echodit Help Center. Follow these steps to begin using the platform efficiently.

• Create your account using valid email ID
• Verify your email address
• Create your company workspace
• Add employees or team members
• Access dashboard to begin managing documents

Tip: Use your official company email for better access management.

Upload Documents & Extract Data

Echodit allows you to upload financial documents such as invoices and automatically extract important data including GST number, GST amount, totals, vendor name and invoice date using OCR technology.

Always verify extracted values before using them in financial reports.

Create & Manage Tasks

Tasks help teams collaborate and track document-related work efficiently.

• Create a new task from dashboard
• Assign task to employee or team member
• Attach relevant documents
• Track progress and status updates
• Receive notifications for completed tasks

Work With Chartered Accountants

Echodit allows secure collaboration with Chartered Accountants (CA) for financial document review.

• Invite CA via email
• Share selected documents securely
• Control access permissions
• Allow CA to review and download documents
• Track shared file activity

Manage Profile & Login Settings

Maintain account security by updating credentials and controlling user access.

• Change password anytime
• Update registered email
• Add or remove team members
• Assign role-based permissions
• Logout from all devices if needed

Need Additional Help?

If your issue is not covered in the help articles, contact our support team.

Frequently Asked Questions