Use cases
What we set up for offices, one job at a time. Each page shows the problem, what it costs, what runs by itself and what stays with your team.
For CA practices in India
Built around the email, WhatsApp and software your office already uses, in your own accounts.
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ABC Traders, September
- ✓Sales registerIn
- ✓Bank statementIn
- !Purchase bills3 missing
Document processing
Every file a client sends is saved, named, checked against their list and read into sheets before your team opens it.
See how it works → -
GST, September returns
- 1 OctThe requestSent
- 3 OctFollow-upOnly if missing
- 5 OctYour cut-offYour team
Client reminders
Each client's dates, the request before your cut-off, and follow-ups that stop the moment the documents arrive.
See how it works → -
ABC Traders
- Bank statementReceived
- GST noticeBeing worked on
- Purchase billsWaiting
Client updates in one place
WhatsApp messages, emails and call notes about a client land in one list, each with an owner and a status.
See how it works →