Bookkeeping is where firm hours disappear. Invoices, bank statements and expense records get keyed in month after month, and reconciliation differences surface late.
This module runs an AI agent directly against the books you already keep — Tally, Zoho Books or an Excel workbook. It reads the source documents, prepares the entries against your chart of accounts, and reconciles the bank as part of the same run. No export, no import, no separate reconciliation tool.
The agent is trained specifically on Indian accounting practice — GST treatment, TDS implications, Indian ledger conventions — which is why it performs significantly better on this work than a general-purpose AI assistant.
The effect on your team is the point: they stop making entries and start reviewing them. The work goes out faster, client deliverables land sooner, and you gain several hours of senior time a week at a fraction of the cost of another employee. Nothing is finalised without a person approving it.
What it helps with
- Posts directly into Tally, Zoho Books or Excel — no middle tool
- Agentic reconciliation in the same run, not a separate exercise
- Trained on Indian accounting, not a general-purpose assistant
- Staff review instead of typing — faster turnaround for clients
- Several hours saved per person each week, at a fraction of a new hire
- Review-and-approve flow — your team stays in control
Prepare-and-review by design. The software drafts; your team decides.
At a glance
- Module
- AI Bookkeeping, Accounting & Reconciliation
- Best suited to
- Firms doing recurring monthly books for retainer clients.
- Availability
- Available now
- Pricing
- To be announced
Available now. Pricing announced shortly.
Works alongside
Compliance Management
A single tracker for the statutory calendar across your whole client list — what is filed, what is pending, and what is at risk this week.
Learn more →Practice Management
Work allocation, progress and billing status for the whole team — so partners can see where every engagement stands without a status call.
Learn more →Client Notes Portal
A shared, permanent space for client queries, clarifications and supporting documents — so answers stay attached to the client, not to a staff member's phone.
Learn more →See it on your own client list
A short walkthrough on your data, not a generic demo. We will show you exactly what changes in your week.