Professional Services (CA, Law, Consulting)
The firm that reconciles its clients' books is itself the worst-reconciled finance shop it knows: its own books vs bank, GSTR-2B vs purchase register, billing vs collection, and (for those holding it) the client trust ledger tie up by hand and late. Input credit, short-collections and inter-account differences slip through because nobody has time to tie every line.
Who has it
CA, accounting and tax firms have it as the signature need, in their own books, GSTR-2B and client ledgers; company-secretary and compliance practices in per-client statutory reconciliations; and any GST-registered firm closing its own books monthly.
What we build
Automatic matching of two sources that should agree, returning a clean break list: books vs bank, GSTR-2B vs purchase register, billed vs collected, and trust-ledger reconciliation where the firm holds client money. GST stays advisory: prepared and flagged, never auto-filed, always a qualified person's signature.
What is automated, where AI helps, who signs off
The reliable spine
The reliable spine is deterministic: the automatic matching of two sources that should agree (books versus bank, GSTR-2B versus purchase register, billed versus collected, trust ledger), returning a clean break list, with GST prepared but never auto-filed.
Where AI helps
AI is limited to reading varied source documents into the structured rows the deterministic match runs on; it never owns the number, the approval, the promise or the decision.
Who signs off
A named person signs off anything touching money, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
On-demand reconciliation instead of a month-end scramble; breaks surface in days; input credit is claimed not missed; the firm's own filings stay human-signed.
Illustrative outcome
Recovered input credit and faster close on the firm's own books.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.