Run monthly bookwork for many clients with one task list, one document trail and one fee record.
An accounting or bookkeeping firm writes books, reconciles banks, prepares sales tax, VAT or withholding workings and sends monthly reports for dozens of small clients. Papers arrive on WhatsApp, work sits in each accountant’s head, and billing is remembered late. Practice management software holds the client list, the monthly checklist, the paper requests and the fees, and reconciliation software handles the bank match.
Your product is a month closed on time for each client. That depends on papers arriving, entries being posted, banks being matched and a report going out, in the same order, for every client.
Books themselves stay in your bookkeeping tool. What the firm needs on top is a record of who owes what paper, who is doing which step and which client has not been billed.
Early in the month, the team asks clients for bank statements, purchase and sales bills and expense vouchers. Some send a folder, some send photographs on WhatsApp, and a few send nothing until reminded twice.
Accountants post entries, reconcile the bank, prepare the indirect tax and withholding workings, and hand the file to a senior for review. A monthly report goes to the client, and the partner signs off the work that needs it.
Fees differ by client: a fixed monthly retainer, a charge per entry or extra for payroll. The invoice is raised when someone remembers, and the dues list is a sheet.
What goes wrong for accounting and bookkeeping firms without a proper system.
What we would build for accounting and bookkeeping firms.
Named the way your team already talks about the work. We start with whichever part the audit shows is costing you most.
A requirements checklist for accounting and bookkeeping firms.
What to cover, which reports to ask for and what to put to every vendor, ready to print or save as a PDF.
Ready products that fit accounting and bookkeeping firms.
Each one is adapted to how your business works before it goes live, and anything your trade needs that it lacks is added then. You are not paying to build the basics again.
CA Practice Management Software
Client masters, compliance calendar and due dates, document collection, staff allocation, timesheets, queries and fee billing for chartered accountant firms.
Learn moreBank Reconciliation Software
Statement import, automated matching, part payments and bank charges, an exception list with reasons, month-end sign-off, the bank reconciliation statement and an audit trail.
Learn moreThe business modules accounting and bookkeeping firms use most.
Each one is also available on its own, or inside a system built for you.
Tools accounting and bookkeeping firms often connect.
Where we work with accounting and bookkeeping firms.
The services behind it.
ERP, CRM and Business Software Implementation
One record of stock, orders, customers and accounts, set up so your team opens it every day.
Learn moreData Migration and Moving Off Spreadsheets
Data migration and spreadsheet replacement covers auditing existing files, cleaning and deduplicating records, loading them into a new system and reconciling the result against known totals. A parallel run of both systems comes before cutover. The original files are kept as they were.
Learn moreBusiness Process Automation
Approvals, reminders, follow-ups and reports that run on their own instead of on someone remembering.
Learn moreWhatsApp Business API and Chatbots
WhatsApp Business API work covers number onboarding, template approval, opt-in records and a chatbot with human handover. It connects WhatsApp to a CRM, billing or booking system, so messages are sent from existing records and replies are written back.
Learn moreGST and e-Invoice Engineering
GST and e-Invoice Engineering builds tax rules into invoicing software. It covers tax by place of supply, the IRN and QR code from the portal, e-way bills with vehicle details, linked credit notes and figures that reconcile with Tally. Filing stays with the client’s CA.
Learn moreWritten for accounting and bookkeeping firms.
Practical notes on running the business, not product marketing.
How the work runs from Bengaluru for your city.
- 1
The audit, by call
A screen-share and a look at the sheets, Tally reports and WhatsApp groups your team uses. No travel needed.
- 2
A written proposal
Scope, what we build first and the cost, agreed in writing before anything starts.
- 3
Build in short rounds
Working screens shared every few weeks. Your team tests them from your own office.
- 4
Go-live, in person when it helps
For data migration and training we can come to your city. Travel is agreed in advance.
- 5
Support online
Fixes, changes and hosting handled remotely by the same team that built it.
Software we have built and run.
We only name clients whose work is published. These are systems our team designed, built and supports.
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PG management software where allocation, rates and invoices are derived from bed-level occupancy and not maintained in parallel spreadsheets.
Read the case study School transport servicesSAM Tours: school transport on a single ledger
Registration, fee collection, routing and finance write to the same records, closing the gap between journeys run and fees collected.
Read the case studyQuestions accounting and bookkeeping firms ask before they call.
Does it write our clients’ books?
No. Books stay in whichever accounting package each client uses. The software runs the practice around them: clients, tasks, papers, reviews and fees.
Will it file tax returns?
No. Filing is done on the government portals. The job records who prepared and reviewed it, and holds the acknowledgement and the filed copy.
We are not chartered accountants. Will the product still fit?
The practice management product is written for CA firms, and its client list, task calendar, paper requests and fee records suit bookkeeping firms as well. Services are set up as your own list, and the fit is checked in scoping.
Can it connect to accounting software?
Nothing syncs on its own. Fee bills and receipts are kept here, and an export for the books can be written during set-up. It is quoted separately.
What happens in the free technology audit?
We look at the software, spreadsheets and WhatsApp groups your business runs on today and write down what works, what slows your team down and what is missing. A demo login, a screen-share or a few screenshots are enough to start. You get a report ordered by priority, and there is no obligation to hire us afterwards.
How much will the software cost?
We don’t publish a price, because it depends on what the system has to do. The audit settles the scope, and the cost goes into a written proposal before any work starts.
Part of a wider group.
Tell us how your business runs today.
A few lines on your spreadsheets, software and WhatsApp groups is enough. We reply the same working day.
- No obligation
- A reply within one business day
- Your details stay private
Start with your requirements
Seven short steps that tell us what you need. An engineer reads them before getting in touch.
Share your requirements