Integrations Guide — Aumsetu + Sheets, Zapier & more

Working today

✅ Live integrations

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

Live

📄

Branded PDF Export

Every report generates a PDF with your firm name, ARN, mobile, and logo. Print-ready and 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 and the XIRR/Risk/Proposal tools work 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

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. iCal download first; OAuth sync later.

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.

Connect Aumsetu with the rest of your stack.

✅ Live integrations

🛣 Planned integrations

Miss an integration you'd love?