Client workflow · ABC Textiles Pvt Ltd

Client & Document Workflow

Chase and track every client deliverable — document checklists, fulfilment status, AI-chasers and the blocking items that keep the close moving.

ABC TextilesPrivate LimitedFY 2025-26Jul 2026

Vyapars AI · model v2.4.1 · first run pending

Exception-drivenHuman-in-the-loop

Data → AI processing → Risk & exception → Evidence → CA review → Action → Audit trail

Exception-driven workflow

Jul 2026 close · ABC Textiles

Data5
Tally · bank · GSTN · 26AS
AI Processing2
Classify · match · scrutinise
Risk & Exception2
Anomalies surfaced
Evidence3
Source documents
CA Review0
Human in the loop
Action0
Approve · fix · escalate
Audit Trail1
Every decision logged

Counts are live for ABC Textiles. Every decision you make below flows into the audit trail and rolls up to the Command Center overview.

Active engagements

across the firm

Close-ready

awaiting sign-off

Documents awaited

4 chasers due

Blocked clients

see pipeline below

Avg close progress

69%

Jul 2026 close

Every client runs the same exception-driven close workflow

Engagement pipeline

8 clients

Client	Engagement	Manager	Close	Health	Status
ABC Textiles Private Limited · 27AABCC1234F1Z5	Monthly close + statutory	R. Mehta	86%	71	close-ready
Sharma Industries Partnership · 27AASDC3456K1ZP	Monthly close	A. Iyer	54%	58	blocked
XYZ Healthcare LLP · 27AAJXY5678L2ZW	Monthly close + audit	S. Rao	72%	69	in-progress
Patel Trading Proprietorship · 27AMWPT6789L1ZQ	Monthly close	R. Mehta	41%	61	blocked
Mehta Foods Private Limited · 27AAGCM7890P1ZR	Monthly close + audit	A. Iyer	93%	78	close-ready
Joshi & Sons HUF · 27AAWHJ8901R1ZS	Annual close	S. Rao	67%	64	in-progress
Kumar Logistics Private Limited · 27AAGCZ9012Q1ZU	Monthly close	R. Mehta	81%	74	close-ready
Desai Foundation Society · 27AADFD0123S1ZV	Annual audit	A. Iyer	58%	66	in-progress

Client portal · ABC Textiles

Document requests & chasers

Chasers are automatic at 48-hour intervals — the workflow only escalates to the CA when a request crosses 7 days.

Invoice bundle — Jul 2026
3 of 4 files received
Awaiting
Bank statements — A/c 0012
Requested twice · 10 days
Overdue
Gratuity actuarial valuation
Needed for employee-cost tie-out
Awaiting
Fixed-asset register (signed)
Received & verified
Done

Human in the loop — nothing posts without an accountant

CA review queue

2 flagged

2 flagged · worst first

	Exception	Party / Ref	Amount	Date	AI confidence	Status	Actions
	highGST reconciliation blocked: 7 invoices missing from GSTR-2B 7 purchase invoices are in books but absent from GSTR-2B; ITC on ₹3.4L may be disallowed if not in the return.		—	Jul 2026	93%	open
	medium3 bank statements awaited since 10 days July statements for 3 accounts requested twice; reconciliation is tracking 88 unmatched entries until they arrive.		—	Jul 2026	90%	open

Exception

Party / Ref

Amount

Date

AI confidence

Status

Actions

highGST reconciliation blocked: 7 invoices missing from GSTR-2B

7 purchase invoices are in books but absent from GSTR-2B; ITC on ₹3.4L may be disallowed if not in the return.

—

Jul 2026

93%

open

medium3 bank statements awaited since 10 days

July statements for 3 accounts requested twice; reconciliation is tracking 88 unmatched entries until they arrive.

—

Jul 2026

90%

open