FOR PRACTICES

For firms that keep the books for many client businesses.

Every client’s month in one workspace, read by agents, judged by your reviewers, recorded as it happens.

EVERY CLIENT, ONE VIEW

The practice overview: clients engaged, actions outstanding, time awaiting approval and the value of the period, across every client, before you open one.

The practice overview: 7 clients engaged, 6 actions outstanding, 12 time entries awaiting approval and ₹8,88,000 of value this period, across every client.

01 · THE CLOSE

What changes in a month’s work.

From reading every line to judging the few that matter.

Agents read every statement and propose a category for every line. Your reviewers spend their judgement on the handful of lines that need a person.

01 · READ
Agents read and categorise
Upload a statement as a CSV or PDF and one agent reads it into the ledger. A separate agent proposes a category for every line, with a confidence and a reason.
02 · CHECK
Rules and flags are the firm’s own
Your controls, written in plain language, run the same way every time. Each flag shows its evidence and names the rule behind it.
03 · DECIDE
Reviewers decide from the keyboard
Anything under 85% confidence waits for a person. Reviewers clear the queue one decision at a time, with undo always in reach.

02 · ENGAGEMENT

Time, expenses, documents.

Alongside the books

Timesheets, expenses and documents sit in the same workspace as each client’s ledger, with a view across every client when you need it.

Timesheets

Time charged to each client, submitted and approved in the same place as the books.

A client’s timesheet: three people charging time, the week of 16 to 22 June by day, and each entry with who logged it and the task.

Timesheets
Time charged to each client, submitted and approved in the same place as the books.
Expenses
Costs carried for a client, recharged on approval, with missing receipts in plain view.
Documents
Statements, invoices and filings in one place, linked to the ledger they support.

03 · CONTROLS

Written once. Tuned per client.

Your firm’s controls, on every client.

Write a control once, in plain language, in the firm template. Each client picks it up, and you tune it where one client’s facts differ. Every rule is tried on the period before it runs.

FROM FIRM TEMPLATE · 6 RULES · 1 TUNED HERE

Written once, for the whole firm

The controls every client should meet, kept in the firm’s templates and run on each client’s period.

Duplicate payments
Two payments to the same payee for the same amount within 7 days, where neither carries an invoice.
Tax invoice required
Every expense above ₹2,000 needs a tax invoice on file before it can be reconciled.
Approval limitTuned for this client
Payments above ₹50,000 need a purchase order on file and a partner’s sign-off.
Input credit without GSTIN
Do not claim input credit where the payee has no GSTIN on record for the period.

FROM FIRM TEMPLATE · 6 RULES · 1 TUNED HERE
Written once, for the whole firm
The controls every client should meet, kept in the firm’s templates and run on each client’s period.
- Duplicate payments
  Two payments to the same payee for the same amount within 7 days, where neither carries an invoice.
- Tax invoice required
  Every expense above ₹2,000 needs a tax invoice on file before it can be reconciled.
- Approval limitTuned for this client
  Payments above ₹50,000 need a purchase order on file and a partner’s sign-off.
- Input credit without GSTIN
  Do not claim input credit where the payee has no GSTIN on record for the period.
WRITTEN FOR THIS CLIENT
Tuned to one client’s facts
Rules only this client needs (its related parties, its rent, its paperwork), written the same way.
- Related-party payees
  Kavro Holdings and SR Enterprises are related parties. Every payment to them needs a written purpose.
- Freight against delivery note
  Freight and logistics payments must quote a delivery note number in the description or the attachment.
- Factory Unit 3 rent
  Rent for Factory Unit 3 is ₹12,500 a month. Tell me about any month where it is missing or differs.
Rules run on every upload and re-run across the open period.

04 · ACROSS THE PRACTICE

Plans, priorities, clients.

From the trial balance to the client

Each client’s month is planned from its trial balance, the partner’s priorities set the order of work, and clients are asked directly for what’s missing.

THE PLAN
The trial balance becomes the plan
A client’s trial balance becomes both the chart of accounts and the plan for the month.
THE PLAN
The partner’s priorities set the order
The partner sets priorities, and their judgement about where the risk sits becomes the order the team works in.
THE CLIENT AND YOUR TOOLS
A client portal for what’s missing
When an invoice is missing, the portal asks the client for it directly.
THE CLIENT AND YOUR TOOLS
Sync with Tally and Zoho
For clients whose books already live in Tally or Zoho.

THE PLAN

The trial balance becomes the plan
A client’s trial balance becomes both the chart of accounts and the plan for the month.
The partner’s priorities set the order
The partner sets priorities, and their judgement about where the risk sits becomes the order the team works in.

THE CLIENT AND YOUR TOOLS

A client portal for what’s missing
When an invoice is missing, the portal asks the client for it directly.
Sync with Tally and Zoho
For clients whose books already live in Tally or Zoho.

How the month is planned

For firms that keep the books for many client businesses.

EVERY CLIENT, ONE VIEW

From reading every line to judging the few that matter.

Agents read and categorise

Rules and flags are the firm’s own

Reviewers decide from the keyboard

Alongside the books

Timesheets

Expenses

Documents

Timesheets

Expenses

Documents

Your firm’s controls, on every client.

Written once, for the whole firm

Tuned to one client’s facts

Written once, for the whole firm

Tuned to one client’s facts

From the trial balance to the client

The trial balance becomes the plan

The partner’s priorities set the order

A client portal for what’s missing

Sync with Tally and Zoho

The trial balance becomes the plan

The partner’s priorities set the order

A client portal for what’s missing

Sync with Tally and Zoho

Run next month’s close in LZR.