One record per client entity
Every module reads and writes to the same client books. A correction in coding is visible in reconciliation and in the GST draft straight away.
Practice Engine
Five modules, one monthly cycle, the same for every client on your list.
The Practice Engine follows the month a firm already works to: documents come in, entries are prepared, exceptions are raised, and the CA approves. Each module handles one part of that cycle and hands its work to the next.
- 01
Intake
Documents collected through the portal and forwarding addresses
Client Portal & Requests - 02
Coding
Invoices read and coded, statements parsed and matched
Document Intake & Coding, Bank Reconciliation - 03
Review
Mismatches and low-confidence items put in front of a person
GST Preparation, Firm Dashboard - 04
Filing prep
Drafts and working papers ready for the CA to approve and file
GST Preparation
Document Intake & Coding
Every invoice read once, coded the way that client is always coded.
PDFs, scanned bills, phone photos, forwarded emails and spreadsheet exports come in. Structured entries go out, mapped to each client’s own chart of accounts, with a confidence score beside every field.
- Reads the formats clients actually send
- Codes into each client’s chart
- Learns per client, not per firm
Intake · Lahartara Motors- MHS-1452.pdf Read
- Photo of fuel bill Read
- Sales register Sep.xlsx Reading
- Forwarded email, 3 PDFs Queued
SupplierMahadev Hardware Stores99%
GSTIN09AAGFM3318L1ZK98%
Invoice no.MHS/145299%
HSN731891%
Taxable₹4,860.0099%
AccountConsumables72%
Low confidence on account. Sent to review with two suggestions.
GST Preparation
Returns prepared from reconciled books, with every gap listed before you file.
Purchase records are matched against GSTR-2B, sales against what will go into GSTR-1, and the GSTR-3B draft is built from the result. Mismatches surface in the first week of the month, not the night of the 20th.
- Books against GSTR-2B
- Mismatches, sorted by what they cost
- GSTR-1 draft from sales
Purchase reconciliation · Vishwanath FabricatorsInvoiceSupplierITC in booksITC in 2BStatus
ST/26-27/0418Shree Traders1,800.001,800.00GSTIN differs
AOS/2291Arora Office Supplies441.00441.00Matched
KT/889Kaveri Textiles3,600.00-Not in 2B
GPS/SV/077Ganga Power Systems1,224.001,224.00Matched
RP/SEP/12Rathi Polymers2,160.002,016.00Amount differs
2 matched 3 held for reviewPrepare GSTR-3B draft
Bank Reconciliation
Statement lines matched to the ledger, and the leftovers listed for a person to decide.
Import statements for every account a client holds. UPI, NEFT, RTGS, IMPS and cheque narrations are read, matched to invoices and receipts, and whatever does not match is left clearly open rather than parked in suspense.
- Statement import
- Reads Indian narrations
- Matches one to many
Bank reconciliation · HDFC current a/c03 SepUPI/2461198/SHREE TRADERS-11,800.00Shree Traders, ST/26-27/0418
05 SepNEFT CR KASHI HANDLOOM+48,500.00Receipt against INV-0192
09 SepCHQ 000714 CLG-6,800.00Ganga Power Systems, GPS/SV/077
12 SepIMPS/P2A/88213/RKUMAR-15,000.00No ledger match yet
14 SepBANK CHARGES GST-354.00Bank Charges, rule applied
181 matched 5 unmatched, listed for you
Client Portal & Requests
Clients send documents to one place. Missing ones are asked for before they become late.
Each client gets a simple upload space that works on a phone. Your firm sets what is needed every month, the engine tracks what has arrived, and follow-ups are drafted for your staff to send.
- Works from a phone
- Monthly checklist per client
- Drafted follow-ups
Requests · Assi Ghat Cafe LLP- Purchase invoices, September38 received
- HDFC current account statementReceived 2 Oct
- ICICI OD account statementReminder sent 4 Oct
- Rent agreement for new godownRequested for ITC on rent
- Credit note from Kaveri TextilesDraft request ready
Drafted follow-up, waiting for your send
Namaste, for the September GST return we still need the ICICI OD statement for 1 to 30 September and the Kaveri Textiles credit note. You can upload both here from your phone.
Client upload linkFirm Dashboard
The whole client list on one screen, sorted by what needs a partner today.
Status by client for the current period, a deadline calendar built from each client’s filing profile, and staff workload, so the partner sees where the month is before anyone sends a status update.
- Status by client
- Deadline calendar
- Staff workload
Firm dashboardClientOwnerGSTR-1GSTR-3B
Kashi Handloom ExportsPriyaReadyReady
Vishwanath FabricatorsRohitReadyMismatch
Assi Ghat Cafe LLPPriyaDocs pendingDocs pending
Durga Pharma DistributorsAnilReadyPreparing
Sarnath Dental ClinicRohitReadyReady
October deadlines
- 07 TDS deposit for September
- 11 GSTR-1, monthly filers
- 13 IFF and GSTR-1 for QRMP, if applicable
- 20 GSTR-3B, monthly filers
Staff load this week
Priya82%
Rohit64%
Anil91%
Shared foundation
What holds the modules together
One audit trail
Uploads, proposals, corrections, overrides and approvals are recorded in one timeline per client, whichever module they happened in.
One set of permissions
Roles for partner, manager, staff and client apply across modules, so access is set once and holds everywhere.
Preparation software, used by a qualified professional
Every module prepares work for review. None of them give tax advice, sign off on books, or file returns. Those decisions stay with the CA or accountant responsible for the client.
Review slip · awaiting approval
Your client list, prepared and waiting for one signature.
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.