Accounting firms
Client document desk
Every close and every filing season, the same documents have to be requested from every client, chased when they do not arrive, and filed against the right engagement. The deadline does not move because a client went quiet.
Practices routinely spend more of month-end waiting for documents than working on them — and the chasing lands on the most senior people, because nobody else is trusted to do it.
A working prototype with seeded data, built to show the shape of the workflow. It is not connected to a live system, and nothing you press sends anything to anyone.
Period close · documents due Friday
5 items| Client | Received | Status |
|---|---|---|
Larkspur Dental Bookkeeping · monthly | 9 / 9 | — |
Redfern Builders Bookkeeping + payroll · monthly | 6 / 9 | — |
Oakhill Consulting Year-end · annual | 11 / 12 | — |
Meridian Physio Onboarding · new client | 2 / 7 | — |
Stanton & Rowe Filing · deadline in 6 days | 4 / 8 | — |
Seeded data · nothing is sent anywhere
- Checklists sentauto
Each client gets their own list, on your schedule, from your templates.
- Replies matched and filedauto
Email attachments and portal uploads matched to the right client, engagement and period.
- Missing items chasedauto
Politely, then firmly, always with the exact list of what is still outstanding.
- Books prepared, anomalies flaggedauto
Transactions categorised and mismatches queried, so staff open an organised file.
- A partner decides what goes outyou
Queries, escalations and anything near a filing wait for a person.
Accounting, tax & CPA firms
What we would build for you
A practice runs on other people’s paperwork. Every close and every filing season, the same statements, receipts and confirmations have to be requested from every client, chased when they do not arrive, checked when they do, and filed against the right engagement — and the deadline does not move because a client went quiet. We run that cycle: requests go out on your schedule, replies are matched to the right client and period, the missing pieces are chased with escalating politeness, and your staff open a file that is already organised. Anything unusual, and anything near a filing, waits for a partner.
From the blog
- What to Automate With AI First: 8 Business Processes Mapped
Automate first the process that is high-volume, rule-clear, cheap to get wrong and already has its data. Bitvyas maps 8 processes against that test.
- 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.
Your version of this will look different.
Different queue, different rules, different place where a person steps in. Tell us how your team handles this today and we will tell you what we would automate — or that it is not worth automating yet.