CA firm operations
Interactive mockThe firm’s week, run across every portal and every client.
Workbench is a working mock of how a CA firm’s surrounding work runs when it is automated end to end. It goes into the GST portal, TRACES, MCA, Tally and the clients’ WhatsApp groups on its own, does the reading, matching and drafting, and brings each judgement call to the person who should make it — with the bill, the bank line and last year’s treatment beside it.
“Our team spends the week logging into portals, downloading, retyping and chasing. The actual accounting is the small part.”
Frontend mock with seeded data for an imaginary 38-client practice. Seven workflows play out step by step with a live guide; you take the decisions. System connections are simulated.
Watch it run
1:37One client’s month, end to end — and the rest of the firm’s week
A monthly close from WhatsApp bill photos to entries in Tally, then GST returns, a tax audit, a GST notice and a deed review on the same system. Recorded from the mock.
Then run it yourselfWho it helps
The same week, for the people who actually do the work.
Partner
Spends Monday finding out what came in over the weekend and who is overloaded.
Starts the week with the four decisions that are actually theirs, each with the evidence attached.
Article assistant
Logs into ten GST registrations one OTP at a time and retypes what the portals show.
Reviews the exceptions the matching could not settle, with the portal data already pulled.
Client
Gets the same reminder listing everything, again.
Is asked on WhatsApp for the one missing detail, and the entry is booked from the reply.
Walk through the product
8 screens, in the order a day goes.
It plays itself until you touch it. Pick any screen, or open the mock and click through it yourself.
Monday, before anyone has spoken to you
Over the weekend it went into the GST portal, fourteen client WhatsApp groups, the firm mailbox, TRACES and MCA. What needs the partner arrives as four items, most urgent first; the team’s work goes straight to the team.
The line that matters
What runs by itself, and what waits for a person.
This is the design, not a disclaimer. Every mock draws the line on the screen, so the people using it never have to wonder who decided.
- Pulling GSTR-2B, TRACES defaults and MCA data for every client on a schedule
- Collecting and filing documents from client WhatsApp groups and the firm mailbox
- Reading bills and statements, matching them to the books and preparing entries
- Preparing GSTR-3B, Form 3CD clauses and notice reconciliations with the working
- Keeping every client deadline in one view and routing work to the right person
- Every treatment the matching could not settle
- Anything filed on a portal or sent to a client
- Entries before they are written back to Tally
- How work is rebalanced across the team
From here
Your version starts from this one.
The mock is the brief. We sit with your team, keep what fits, change what does not, and wire the first workflow into the tools you already run — client work that arrives on time usually comes first.
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.
- Send each client their own document checklist, on your schedule
- Match what comes back to the right client, engagement and period
- Chase the missing pieces automatically, politely then firmly
- Prepare the books — categorise, flag anomalies, draft the queries
Other industries
