Invoices coded on arrival
Purchase and expense documents are read and coded into each client’s ledgers as soon as they are uploaded.
Solutions / Bookkeeping Practices
Less typing per client. More clients per person. More time for advice.
For practices that keep the monthly books for small and growing businesses. The engine prepares the entries and reconciliations so your team can work on what clients actually value.
The hours
Most of a bookkeeper’s day goes on keying invoices and ticking bank lines, work that grows with every new client.
The margin
Monthly fees stay flat while document volume rises, so each additional client earns less for the time it takes.
The ask
Clients want to know how their business is doing, but there is little time left for that once the books are done.
What changes
Your team checks and explains. The engine keys and matches.
The shift is from producing entries to reviewing them, which is faster, more accurate and easier to scale across a larger client list.
Bank lines matched for you
Receipts and payments are matched to invoices, including part payments and UPI transfers, with only the leftovers for your team.
Rules that remove repeat work
Rent, EMIs, bank charges and salaries are set once per client and stop needing attention every month.
Documents chased on schedule
Checklists and drafted reminders mean fewer calls asking clients for the same statements every month.
Confidence you can see
Each proposal shows how sure the engine is, so reviewers spend time on the entries that need it and pass the rest quickly.
Room for the advisory conversation
With books ready earlier in the month, there is time to walk clients through cash position, receivables and tax timing.
A month with Lakshmitva
A calmer month for a bookkeeping team
- Day 1-3
Uploads start, coding starts
Clients send bills and statements. Each document is read and a coded entry proposed within the same day.
- Day 4-8
Review in batches
The team clears proposals client by client, correcting where needed. Corrections become rules for that client.
- Day 9-12
Bank reconciled, gaps requested
Statements are matched. Unexplained lines go to the client as questions with the line attached.
- Day 13-18
GST reconciliation and drafts
Purchases are matched with GSTR-2B and returns are prepared for the reviewing accountant or the client’s CA.
- After close
Time with clients
Books ready early means a monthly conversation about the numbers, not just a message that the return was filed.
Who does what
How a practice team divides the work
Practice owner
- Sees status across all clients
- Tracks workload per bookkeeper
- Decides client-level policies
Senior accountant
- Reviews reconciliations and drafts
- Approves batches before close
- Handles complex queries
Bookkeeper
- Checks coding proposals
- Resolves unmatched bank lines
- Sends drafted client requests
Client
- Uploads bills and statements
- Answers questions in the portal
- Receives books ready earlier
Modules used most
Where this practice spends its time in the engine
Questions
Asked by bookkeeping practices
We are not a CA firm. Can we still use GST preparation?
Yes. Reconciliation and return drafts are available to any practice. Where a client’s returns are signed off by a separate CA, the drafts and working can be shared with them for review.
Our clients use different accounting software. Is that a problem?
No. Each client is set up with their own chart of accounts, and entries can be exported in formats suited to the software that client’s books live in. Your setup is confirmed during the demo.
What if a client sends everything at the end of the month?
The engine still reads and codes everything as soon as it arrives. Scheduled reminders from the portal usually move uploads earlier over a few months.
Does the engine replace bookkeepers?
It replaces the typing. Reviewing, resolving exceptions and talking to clients still need people, and they are the parts clients value most.
Review slip · awaiting approval
Bring a month of bills. See how much of it your team still needs to type.
Bring a month of real documents from two or three clients. We will run them through the engine with you and show you the review queue they produce.