Invite your CA
Invite a chartered accountant by mobile number into a read-only professional role; they see everything and change nothing, and an invite can never demote an existing member.
Give your chartered accountant the books to review where they live, and get a signed set back.
Invite a chartered accountant by mobile number into a read-only professional role; they see everything and change nothing, and an invite can never demote an existing member.
One button posts what is unposted and freezes the period's Profit & Loss, Balance Sheet, Trial Balance, General Ledger, Cash Flow, GST summary and ageing into a pack with its hash — the CA reviews that, not a view that shifts under them.
The pack carries what the bank shows against the books, which returns are filed for the period, and how much of it is backed by a document.
The CA asks on a line; the business answers; the pack moves to Queries Pending and back when every query is resolved.
The CA proposes balanced journal entries with a reason; the owner approves, and only then does an entry post. Nothing a reviewer does changes the books on its own.
The states run System Generated → CA Review → Queries Pending → Review Complete → Signed Document Attached; the signed set is uploaded with its UDIN and the reviewer, timestamps and hash are in the audit trail.
Closing a period locks its documents and payments; a signed pack's snapshot is frozen with it, and only an owner can reopen.
A CA with several clients sees one worklist across all of them — returns due, reviews waiting, queries answered — and steps into any client's books from it.