Accounting & CA firms
3 demosVault · liveThe work around the books, done before your team sits down.
Accounting practices repeat the same work for every client, every month: bank statements into Tally, GSTR-2B against the books, TDS and tax-audit checks, notices, and the endless chase for documents. We automate that work inside the tools you already run — and leave every judgement call, filing and signature with the CA.
“Half of month-end is waiting for clients to send us things, and the other half is retyping what they sent.”
What repeats every week
The work we take on.
Demos
Click through them yourself.
Working product mocks with seeded, illustrative data and no live connections. Each one shows what runs by itself and where a person in that job still decides.
Vault for accounting
LiveThe checking your articles spend the month on, done over every row.
Bank reconciliations, GSTR-2B vs books, TDS rates against the ledgers, cash payments over ₹10,000, statutory dues, ledger scrutiny, TB-to-FS tie-out. Vault runs them across the whole file, records each exception with its evidence, and the manager and partner take it from there.
Reconciliations
Bank statement vs cash book, purchase register vs GSTR-2B, 26AS vs books — every row on both sides, matched on amount, date and reference, differences classified and the reconciliation statement produced.
Tax-audit checks
Section 40A(3) cash payments, 43B statutory dues, 194C/194J TDS rates and short deduction, related-party payments, 269SS/T loans — with the clause-wise notes for Form 3CD drafted for review.
Scrutiny and analytics
Duplicate payments, round sums, weekend postings, entries just under approval thresholds, ageing and concentration, ratio movements vs prior year.
Review that leaves a trail
Findings carry an owner and a status — open, query sent to client, in review, accepted, signed — and every decision is logged for the file and for peer review.
What comes out
- Bank reconciliation statement with journal entries (Word)
- GSTR-2B vs books ITC reconciliation with supplier follow-up letters
- Tax audit — 3CD checks workpaper with clause-wise notes
- Statutory audit review pack: TB tie-out, analytics, management letter and CARO points
- Ledger scrutiny — internal audit observations
- Month-end close pack with the owner’s one-page brief
- Findings register and management letter, exported from the engagement
- Whether a Rule 6DD exception applies, what is material, what goes in the report.
- The client conversation: Vault drafts the query, a person sends it.
- The signature and the UDIN.
From here
Start with one workflow, on your own files.
We sit with your team, pick the work that repeats most, and build it into the tools you already run. A pilot first; the rest follows what it proves.
Accounting, tax & CPA firms
Client work that arrives on time
Client documents requested, chased and matched to each engagement, deadlines tracked across the whole book, and the bookkeeping prepared before your team opens the file.
Everything we automate hereFrom the blog
- GSTR-2B Reconciliation: How to Automate ITC Matching in 2026
Draft GSTR-2B arrives on the 14th and GSTR-3B is due on the 20th: six days for monthly filers. How to automate 2B vs purchase-register matching under IMS.
- GSTR-3B Table 3 Is Locked: What to Automate Before Your GSTR-1 Goes Out
Since July 2025, GSTR-3B Table 3 copies GSTR-1 and can't be edited. Bitvyas automates the checks before GSTR-1 is filed; an accountant approves.
Other industries