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Finance
Software for accounting firms and finance teams
Practice and compliance software for CA firms, bookkeeping teams and in-house finance: GST workflows, client document collection and Tally or Zoho Books integrations.
At a glance
The short version
- What we build
- and 1 more solution
- How it works
- Client portal
- Extraction service
- Firm staff
- Reconciliation engine
- 2 more
- Runs on
- Web app
- Admin
- Desktop
- Android
- Who it's for
We build software for accounting practices and finance teams: client portals, compliance calendars, GST reconciliation, e-invoicing and e-way bill integrations, document collection, and connectors to Tally and Zoho Books. The aim is fewer email chases and fewer re-keyed numbers during filing season.
- Cost depends on
- Integration targets
- Document variety
- Multi-entity structure
How to start
Tell us what you need in your own words. You talk to the developers who would build it and get a written, line-item estimate.
Get a project estimateTaking the chasing out of compliance work
For a CA firm or bookkeeping practice, most hours do not go into accounting judgement. They go into collecting purchase invoices, bank statements and sales data from clients, reconciling them, and meeting monthly GST and TDS due dates across dozens or hundreds of entities.
We build client portals and internal tools that collect documents on a schedule, match purchase registers against GSTR-2B, track every client's filing status, and push clean entries into Tally or Zoho Books. For in-house finance teams, the same building blocks support e-invoicing, e-way bills and month-end close.
Challenges
Where accounting practices lose hours
Document chasing
Clients send invoices late, in mixed formats, over email and WhatsApp, usually close to the due date.
Input tax credit matching
Reconciling purchase registers with GSTR-2B line by line is slow when vendor names and invoice numbers differ.
Deadlines at scale
GST, TDS, advance tax, ROC and income-tax dates across many clients live in spreadsheets.
Typing the same numbers twice
Figures are entered into Tally, the GST portal and client reports separately.
Solutions
Automation that suits accounting work
Across 2 areas
Data extraction from invoices, KYC documents, statements and forms into your systems, with validation rules and human review for uncertain fields.
Automations for repetitive back-office work, with AI steps that read, classify and draft, and approvals where decisions matter.
Custom CRM software that captures leads from every channel, keeps follow-ups on schedule and shows managers a live pipeline.
Custom ERP software connecting purchase, inventory, production, sales and GST compliance, alongside your existing accounting system.
Search and question-answering over your documents, tickets and product data, with hybrid retrieval, citations and permission-aware results.
Tools we build for firms and finance teams
Client portal
Scheduled document requests, phone-camera uploads and each filing's status visible to the client.
GST reconciliation
Fuzzy matching of purchase registers with GSTR-2B, mismatch reports and vendor follow-up lists.
E-invoicing and e-way bills
IRN and QR generation through a GST Suvidha Provider, with e-way bills created from the same invoice data.
Compliance calendar
Per-client due dates, staff assignment, reminders and a partner view of what is pending.
Tally and Zoho Books connectors
Vouchers and masters synced through Tally's XML interface or the Zoho Books API, with an error queue.
How it works
How a month of GST work flows through a CA firm
The same cycle repeats every month for every client, which is why small time savings add up quickly.
- Client portal
Step 1: Client uploads bills and statements
A scheduled request asks each client for purchase bills and bank statements, which they upload from a phone camera or forward by email.
- Extraction service
Step 2: AI reads each document
GSTIN, invoice number, date and tax amounts are pulled out with a confidence score, and unclear fields are marked for review.
- Firm staff
Step 3: Staff check the flagged fields
Staff correct only what the software was unsure about, while GSTIN formats and invoice totals are cross-checked automatically.
- Reconciliation engine
Step 4: Purchases matched with GSTR-2B
Entries are paired with supplier-filed data even when names and invoice numbers differ slightly, and mismatches become a vendor follow-up list.
- Sync agent
Step 5: Entries posted to Tally or Zoho Books
Approved vouchers post to the client's books. A failure, such as a missing ledger, comes back to a fix-it queue instead of disappearing.
- Partner dashboard
Step 6: Filing status tracked per client
Each return shows as pending, prepared or filed, so partners see which clients are at risk before the due date.
Then it starts again at step 1: Client uploads bills and statements
Platforms
Where accounting tools run
- Web
Web application
Browser-based applications with logins, roles and workflows, such as customer portals, SaaS products and internal tools.
- Back office
Admin dashboard
Back-office panels for operations, support and finance teams: orders, users, content, reports and permissions.
- Desktop
Desktop app
Windows and macOS apps for billing counters, kiosks and offline-heavy work, where a browser isn't enough.
- Mobile
Android app
Apps for Android phones and tablets, tested on budget and mid-range devices and published on Google Play or privately.
Technology
Technology for accounting automation
Python and language-model services read invoices and statements, PostgreSQL keeps each client's data separate, and document storage built on AWS keeps uploads encrypted and backed up.
Backend
NestJS
A structured way to build back ends on Node.js, so large business systems stay organised, testable and easy to hand over.
Used for
- Business app back ends
- SaaS platforms
- Marketplaces
- Admin panel back ends
Backend
Python
A programming language for AI features, data processing and automation: the engine behind document reading, reports and smart search.
Used for
- AI features
- Document reading
- Reports and analytics
- Task automation
Data
PostgreSQL
A reliable database for the records your business runs on: orders, payments, bookings and stock, kept accurate and easy to report on.
Used for
- Orders and customers
- Payments and ledgers
- Stock and inventory
- Bookings
Connects your product to AI language models from several providers, so each task uses a suitable model and you can switch later.
Used for
- AI assistants
- Answers from documents
- Workflow automation
- Ticket triage
Cloud & DevOps
AWS
Cloud hosting for your app, website and data, with data centres in India and room to grow when traffic rises.
Used for
- App hosting
- File and photo storage
- Backups
- Busy sale days
Plain-English glossary
Accounting software terms, in plain words
- GST Suvidha Provider (GSP)
- A government-authorised intermediary that gives software approved API access to GST systems for e-invoices, e-way bills and return data. Using one avoids scraping the portal or collecting clients' passwords.
- Fuzzy matching
- Pairing records that are nearly but not exactly the same, such as a supplier name spelt two ways. It lets reconciliation match invoices that a strict comparison would leave in the mismatch pile.
- Confidence score
- A number the AI attaches to each value it reads, showing how sure it is. Low scores send the document to a person, so you gain speed without trusting every reading blindly.
- Sync agent
- A small program on the computer that runs Tally, passing data between Tally and the web app. It queues changes while that computer is switched off, so nothing is lost.
Product preview
What clients, staff and partners see
Client portal. Clients see exactly which documents are due and upload them from a phone, so staff stop chasing through calls and WhatsApp messages. 
Firm workspace. Staff work through only the mismatches, with the reason shown, and send vendor follow-ups from the same screen. 
Partner dashboard. Partners see which clients might miss a due date and how much input tax credit depends on vendor follow-up.
Illustrative preview
Sample screens: names, prices and figures are examples, not client data.
Cost drivers
What drives effort in accounting software
Integration targets
Tally (desktop, needs a local sync agent), Zoho Books (cloud API) and GSP APIs each carry different effort.
Document variety
Printed GST invoices are easier to extract than handwritten bills or scanned bank statements.
Multi-entity structure
Firms handling many GSTINs, branches and staff roles need careful permissions and bulk actions.
Estimates are written from your scope, with the effort and assumptions behind each line item.
How pricing worksServices
Services for this industry
The design and engineering services our in-house team combines on projects in this sector.
Web application development
Browser-based products, customer portals, dashboards and internal tools, built on clean data models with secure roles and integrations.
Custom software development
Software shaped around how your business runs, from approvals and inventory to billing and reports, replacing spreadsheets and disconnected tools.
SaaS development
Multi-tenant SaaS products with subscription billing, team roles, onboarding and usage analytics, from first MVP to paying customers.
API development
Secure, documented REST and GraphQL APIs, plus integrations that connect your apps to payment, logistics, GST, messaging and business systems.
AI app development
AI features and AI-first apps built on model APIs, retrieval over your own data, workflow automation or custom ML, with evaluation and human review.
Admin panel development
Back-office dashboards built around your team's daily tasks: order queues, approvals, catalogue management, payouts, reports and audit logs.
FAQ
Frequently asked questions
Can your software sync with Tally Prime?
Yes. Tally runs on a local machine, so we usually install a small sync agent there that talks to Tally through its XML over HTTP interface, pushing vouchers and pulling masters and ledgers. The agent queues changes when the machine is offline and reports failures, such as a missing ledger, back to the web app for someone to fix. For Tally hosted on a remote server, the same agent runs on that server instead.
Do you scrape the GST portal to get return data?
No. Scraping is fragile and pushes clients to share portal passwords. For e-invoicing, e-way bills and return data, we integrate through a GST Suvidha Provider (GSP) or an application service provider built on one, which offers authorised API access with the taxpayer's consent. Some workflows, such as importing GSTR-2B, can also run from files clients download themselves. We choose the route based on volume, cost and how much automation you need.
Is AI accurate enough to read purchase invoices?
For printed GST invoices, extraction handles most fields well, but not every time: skewed photos, handwritten bills and unusual layouts cause errors. So we design it as assistance. Each field carries a confidence score, low-confidence documents go to a reviewer, and GSTIN formats and totals are cross-checked before posting. The saving comes from reviewing instead of typing, and we measure accuracy on your own documents during a pilot.
Next step
Want fewer spreadsheets this filing season?
Tell us how many clients or entities you handle and which tools you use today. We will suggest what to automate first.