Automation Solutions

Productised automation for finance, tax, audit and trading.

We don't just talk about technology — we deploy it. The same automation stack we use inside our practice is available to clients as ready-to-run solutions, with implementation, training and support.

50–70%

Cycle time saved

Audits, ITRs and monthly close packs delivered in a fraction of manual time.

Zero

Reconciliation errors

Rule-based engines remove the human error baseline from repetitive workflows.

Always-on

Audit trail

Every computation, exception and override is logged — ready for review or scrutiny.

Audit Automation Suite

Cut audit cycle time by 50–70% — auto-generated workpapers, anomaly detection and variance analytics that let your team focus on judgment, not data entry.

What it does

Working paper generation — sampling, vouching, ratio analysis
GST 2A / 2B vs purchase register reconciliation
TDS reconciliation across 26AS / AIS / books
Ledger anomaly detection (round-tripping, dormant accounts, unusual entries)
Period-over-period variance with auto-commentary
Audit memo and observations drafted from rule library

Deliverables

Audit-ready working papers, exception logs, draft observations and review-ready PDFs.

Suited for

CA firms · Internal audit teams · Concurrent auditors · Group audits

Tax & ITR Automation

A computation engine that handles the full Indian tax matrix — old vs new regime, capital gains, F&O P&L, presumptive — so ITRs are filing-ready in minutes.

What it does

Multi-FY tax computation engine (FY 2024–25 onwards)
Old vs new regime auto-comparison with optimisation
Capital gains computation including STT-paid, F&O, intraday
Bulk ITR preparation for partner / firm / individual mandates
Schedule-wise data extraction from Form 26AS / AIS / TIS
Notice response drafting with rule citations

Deliverables

ITR-ready computation sheets, regime comparisons, Form 16/16A reconciliations and JSON uploads.

Suited for

CAs filing in volume · Tax practitioners · CFO offices · Family offices

MIS & Schedule III Financials

Replace your monthly close marathon with a structured pipeline — Schedule III financials, board MIS and drill-down dashboards generated from your books.

What it does

Schedule III compliant financial statements (P&L, BS, cash flow, notes)
Monthly close pack — revenue, margin, working capital, ratios
Drill-down dashboards: segment, product, geography, customer
Variance vs budget, vs prior period, vs forecast
Auto-generated commentary for management review
Audit-trail ready exports for statutory auditors

Deliverables

Board-ready financials within 5 working days of month-end, refreshed dashboards and exception reports.

Suited for

SMEs · Mid-market companies · Family businesses · CFO offices · Group reporting teams

Algo Trading & Market Intelligence

Now in Pilot

Institutional-grade execution and market intelligence built on our proprietary ARIA stack — currently in supervised paper-trading pilot, with select clients invited to participate in the live rollout.

What it does

ARIA — autonomous algo trading system for NIFTY / BANKNIFTY F&O
Live trading console with real-time greeks, scanner and chain
Multi-broker smart order routing with failover
Backtesting engine with walk-forward and regime analysis
Position sizing, kill-switch and daily-loss circuit breakers
Telegram and email alerts for fills, exposures and breaches

Deliverables

Pilot reports, daily paper-trade P&L and exposure logs, structured live-readiness reviews ahead of capital deployment.

Suited for

HNI investors · Family offices · Prop desks · Treasury teams open to participating in the supervised pilot

How we deploy

Implementation, then subscription.

Each solution is configured to your data, your chart of accounts and your workflows. Implementation is a fixed-fee engagement; ongoing use is a predictable subscription.

Scope

2-week scoping engagement to map current workflow, data sources and target output.

Build

Configure the solution, integrate data sources, dry-run against a historical period, train the team.

Run

Live production use with quarterly reviews, version updates and ongoing support.

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