🔌 Integrations Guide

Connect Aumsetu with the rest of your stack.

Every calculator, document, and PDF report is designed to move — into WhatsApp, spreadsheets, calendars, or any tool your practice already uses. Here's what works today and what's on the roadmap.

Working today

✅ Live integrations

No setup needed — these work out of the box on every calculator, proposal, XIRR report, and risk-profile PDF.

Live
💬
WhatsApp Share
Every PDF (SIP, XIRR, Risk Profile, Proposal, Legal Doc) has a "Share on WhatsApp" button. Opens WhatsApp with a pre-filled caption carrying your firm signature.
How: Open any calculator → generate PDF → tap 💬 Share on WhatsApp. Works on desktop (opens web.whatsapp.com) and mobile (opens the app). No API key needed.
Try XIRR Try Proposal
Live
📄
Branded PDF Export
Every report generates a PDF with your firm name, ARN, mobile, and (Pro) full logo. Print-ready, share-ready, storable on any drive.
How: Fill the 🎨 Your Firm Details chip once — saved on your device, mirrored across all tools. Every subsequent PDF carries your branding automatically.
Try Calculators Try Risk Profiler
Live
📊
CSV / Excel Export
Amortization schedules, SIP growth tables, XIRR ledgers, and goal breakdowns can be copied to clipboard and pasted into Excel or Google Sheets.
How: On any calculator with a table (EMI, SIP schedule, XIRR ledger), select the table rows → Ctrl+C → paste into Sheets or Excel. Column alignment preserved.
EMI Schedule XIRR Ledger
Live
🖨️
Print / Save as PDF
Any page can be printed via browser's Print dialog. On Mac / Windows / Android / iOS, "Save as PDF" is a native destination — works even without our download button.
How: Ctrl+P (Windows) / ⌘+P (Mac) / share menu on mobile → choose "Save as PDF" destination. Custom @media print styles included.
Live
📱
PWA — Add to Home Screen
Aumsetu is a Progressive Web App. Install it on any phone or laptop for offline access — every calculator, document generator, and XIRR/Risk/Proposal tool works without internet.
How: On mobile, tap the browser's "Add to Home Screen". On Chrome desktop, click the install icon in the address bar. First install caches all tools locally.
Open & Install
Live
🎨
Instagram Poster PNG
Poster Studio generates 1080×1080 (feed) and 1080×1920 (story) PNGs with your firm branding baked in. Upload directly to Instagram, no editing needed.
How: Open Poster Studio → pick a template → edit copy → click "Download PNG" → upload to Instagram. Firm name, ARN, mobile stamped automatically.
Open Poster Studio
Circle membership · Beta rollout

🚧 Coming to Pro subscribers

These are in active development. Pro subscribers get first access as they land.

Beta
🌐
Client Portal Suite (yourfirm.aumsetu.com)
Every Pro subscriber gets a branded URL (yourfirm.aumsetu.com) hosting all calculators + docs. Share with clients directly — they see YOUR brand, not Aumsetu'.
How: Circle membership → Admin generates suite with your firm details → live in 30 seconds. Bulk regenerate updates every client-facing page in one click.
Beta
📈
CAS Analyzer + Portfolio Reports
Upload client's CAMS/Karvy CAS PDF → auto-parse holdings → generate a branded portfolio review PDF with XIRR, allocation, and recommendations.
How: Portal → CAS Upload → drag & drop the CAS PDF. Parse takes ~10 seconds. Review report is 5 pages, MFD-branded.
Learn more
On the roadmap

🛣 Planned integrations

Not built yet — but on the shortlist. Vote by replying to any Aumsetu email or WhatsApp us at +91 95412 23377.

Roadmap
🔗
Zapier / Make (webhook)
Trigger Zapier workflows on client actions — when a PDF is generated, when a suite is opened, when a proposal is downloaded. Automate CRM entries, WhatsApp broadcasts, spreadsheet appends.
Target: Q3-2026. Requires Circle membership with API key.
Roadmap
📊
Google Sheets — 2-way sync
Bidirectional sync: pull your client roster from Sheets → auto-generate proposals; push generated PDFs and open-events back to a summary tab.
Target: Q3-2026. OAuth-based, per-firm sheet.
Roadmap
📅
Google Calendar — SIP Mandate Reminders
Auto-create Google Calendar events for every client's SIP mandate date, review meeting reminders, and portfolio-check quarterly slots.
Target: Q4-2026. public tier will get iCal download; Pro gets OAuth sync.
Roadmap
📝
Notion / Airtable
Push generated reports + client interactions into your Notion CRM or Airtable base. One-click linking of PDFs to client pages.
Target: Q1-2027. Requires Circle membership.
Roadmap
📲
WhatsApp Business API
Automated WhatsApp broadcasts to client segments — birthday wishes, quarterly review nudges, market-update summaries. Template-based, DPDP-compliant opt-in required.
Target: Q1-2027. Depends on WABA verification for our sender number.
Roadmap
🏦
BSE StAR / MFU direct-transaction
One-click SIP mandate + lumpsum purchase directly from a proposal PDF's action button. Client signs → order fires to BSE StAR / MFU.
Target: 2027+. Depends on transaction-platform empanelment.
💡 A note on data privacy

Aumsetu works client-side — every free tool runs entirely in your browser, no upload to servers. Firm details from the branding chip are saved to your device's localStorage, never sent anywhere. Pro subscribers' data (customer roster, suite HTML) lives in an encrypted Supabase bucket accessible only to your MFD account. Roadmap integrations will all be opt-in with explicit OAuth consent.

Miss an integration you'd love?

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