Workflows
Simple Invoice Processing
Extract and validate invoices from domestic and international vendors with math validation.
N-Way Reconciliation
N-way matching and reconciliation of contracts, purchase orders, MIS reports, invoices, and goods received notes for comprehensive accounts payable automation.
Expense Reimbursement
Automates employee expense reimbursement by extracting receipt details, detecting duplicates, validating amounts and categories, and streamlining approval workflows.
Vendor Statement Reconciliation
Reconcile vendor account statements against AP subledger to identify missing invoices, duplicate payments, unapplied credits, and timing differences.
Cheque Scanner with Figures-vs-Words Validation
Cheque processing workflow.
Chrys Capital Invoice Processor
Debit/Credit Note ↔ Invoice Reconciliation
Reconcile supplier debit/credit notes against the original purchase invoices they reference.
Sourcing/MSA Contract Term Extraction & Compare-to-Template
Workflow to review vendor Master Service Agreements (MSAs) and sourcing contracts against the company's standard template.
MSME 45-Day Payment Tracker (§15 MSMED Act)
Track payment ageing for MSME-registered suppliers under §15 of the MSMED Act, 2006 — which mandates payment within 45 days of acceptance (or 15 days where no agreement exists).
Supplier Master De-Dup & KYC Enrichment
Workflow to clean up and enrich the supplier master file.
Travel & Expense Policy Compliance
Workflow to vet employee travel & expense (T&E) claims against company policy before approval.
ASC606 Revenue Accounting
Revenue projection and accounting under ASC 606 — services, SaaS, fixed-fee, and hybrid contracts.
Dunning Letter Generator (Multi-Stage)
Multi-stage dunning workflow for AR collections.
Credit Limit Review & Customer Risk Score
Workflow to review customer credit limits and assign a risk score during the annual / quarterly credit refresh cycle.
DSO Analysis & Aging Bucket Report
Workflow to compute DSO (Days Sales Outstanding) and produce an aging bucket report from the AR open invoice register.
Sales Commission Reconciliation
Reconcile sales commission statements from the field sales team / channel partners against the booked sales register.
Sales Quote → Order Extraction & Match
Workflow to convert outgoing sales quotes into sales orders once the customer's PO arrives.
Tally Sales Invoice Processing
Extract, validate, and approve Tally-style GST sales (tax) invoices — captures buyer/seller, GSTIN, HSN/SAC line items, CGST/SGST/IGST splits, and grand totals for accounts-receivable booking.
Financial Due Diligence
Financial due diligence workflow: classify, extract, validate, cross-reference financial documents (statements, tax returns, debt schedules, contracts), and generate due diligence verdicts (PASS/FAIL/NEEDS_REVIEW).
KYC Verification
KYC verification workflow: classify, extract, validate, cross-reference identity/banking/licensing documents, and generate verification verdicts (PASS/FAIL/NEEDS_REVIEW).
Balance Confirmation Letter Workflow
Year-end balance confirmation workflow for statutory audit (SA 505).
Customer Master KYC with PAN & GSTIN Verification
Customer onboarding KYC workflow.
Forensic Bank Statement Analyzer
Forensic analysis workflow for bank statements during fraud investigations, due diligence, and lender stress testing.
Inventory Stock Audit — Physical vs Book
Inventory stock audit workflow for year-end physical verification.
Petty Cash Voucher Audit
Petty cash voucher audit workflow.
ASC842 Lease Accounting
Lease classification and projection based on complex lease agreements for retail businesses.
Ind AS 116 Lease Accounting
Lease agreement management and right-of-use asset recognition for Indian accounting standards.
ESOP Accounting
Extract and validate ESOP grant letters — employee details, option grants, vesting schedules, and exercise prices.
Capex vs Opex Classifier
Workflow to classify vendor invoices and internal expense requests as Capex (capitalisable fixed asset) vs Opex (P&L expense).
Effective Interest Rate & Amortisation Schedule (Ind AS 109)
Workflow to compute the Effective Interest Rate (EIR) and amortised cost schedule for a financial liability under Ind AS 109.
Fixed Assets Capitalization & Depreciation
Workflow to process capex invoices and maintain the Fixed Asset Register (FAR) with auto-computed depreciation under Companies Act Schedule II.
Fixed Asset Physical Verification (Barcode/Photo)
Physical verification workflow for the Fixed Asset Register (FAR).
IFRS 16 Lease Accounting
Lease agreement management and right-of-use asset recognition under IFRS 16.
Project / Job Cost Tracking with WIP
Project and job cost tracking workflow for engineering, construction, and professional services firms.
Bank Reconciliation
Three-way bank reconciliation matching bank statement transactions against AP payment schedules and ERP (NetSuite) bill records to identify matched payments, missing ERP entries, and unreconciled items.
Bank Charge Reconciliation vs Schedule of Charges
Reconcile bank charges debited to the current account against the bank's published schedule of charges.
Cash Flow Statement Auto-Builder (Direct + Indirect)
Auto-build the Cash Flow Statement under AS-3 / Ind AS 7 from a trial balance and a movement schedule.
Cash Reconciliation
Bank reconciliation for matching bank statement transactions against cash book / GL entries
Consolidation: Intercompany Eliminations
Workflow to automate intercompany elimination entries during group consolidation.
Ledger & Voucher Scrutiny
Workflow to automate ledger scrutiny against supporting vouchers — a classic statutory and internal audit task.
Period Close Checklist with SLAs
Period close checklist tracker for the monthly book-close cycle.
Schedule III Financial Statement Mapping
Workflow to map a raw trial balance to Schedule III (Companies Act, 2013) financial statement line items.
Suspense Account Ageing Analysis
Workflow to analyse and age out entries sitting in the suspense account.
Trial Balance Anomaly Detection (Benford + Period-over-Period)
Trial balance scrutiny workflow for the monthly close.
13-Week Liquidity Forecast (AR/AP-driven)
Build a rolling 13-week liquidity forecast driven by the open AR and AP sub-ledgers plus a recurring fixed-cost calendar.
Bank Loan Covenant Tracker (DSCR, Leverage)
Workflow to track bank loan financial covenants on a quarterly basis.
Daily Cash Position Roll-Up (Multi-Bank)
Daily treasury cash position workflow.
FX Exposure Snapshot by Currency & Tenor
Treasury workflow to build a daily FX exposure snapshot.
Form 26AS vs TDS Books Reconciliation
Reconcile Form 26AS (downloaded from TRACES) against the TDS receivable ledger.
GST Certificate Extractor with Checksum Validation
Workflow to capture GST registration certificates (Form GST REG-06).
GSTR-1 vs Books Sales Reconciliation
Reconcile the GSTR-1 outward supplies return (filed on the GST portal) against the books sales register for the same tax period.
GSTR-2B vs Purchase Register Reconciliation
Reconcile the auto-drafted GSTR-2B (downloaded from the GST portal) against the purchase register maintained in books, to confirm input tax credit eligibility under §16 of the CGST Act.
GSTR-3B Auto-Prep from GSTR-1 + GSTR-2B
Auto-prepare the monthly GSTR-3B return by stitching together the outward supplies from GSTR-1 and the input tax credit from GSTR-2B.