AI bookkeeping & GST preparation for CA firms
Take on more clients without hiring more data-entry staff.
- Every entry prepared
- Every mismatch flagged
- Every filing yours to approve
Lakshmitva reads client invoices and bank statements, codes the entries, prepares GST returns for review, and shows your whole client list in one queue, so partners spend time on judgment, not typing.
Practice queue/September 2026Invoice read
Shree Traders
GSTIN 09ABCPT4471K1Z2
Coded entry
- Account
- Purchases - Raw Material97% match to past coding
- Party
- Shree Traders, Varanasi
- Taxable value
- ₹10,000.00
- CGST 9%
- ₹900.00
- SGST 9%
- ₹900.00
- Invoice total
- ₹11,800.00
Invoice GSTIN is not the one this supplier filed under in GSTR-2B. Held for your review, not corrected.
Firm queue
- 38 ready for review
- 3 need documents
- 1 has mismatches
- Vishwanath Fabricators2141 mismatch
- Kashi Handloom Exports388Ready
- Assi Ghat Cafe LLP1722 statements
- Durga Pharma Distributors603Ready
- Sarnath Dental Clinic96Ready
- Lahartara Motors451Ready
- 01 Intake
- 02 Coding
- 03 Review
- 04 Filing prep
The month-end, as it runs today
The same twenty days, every month, for every client.
Most practices do not struggle with difficult work. They struggle with volume: dozens of clients, each sending a pile of invoices and statements that has to be typed, checked and reconciled before the same two due dates.
- Day 1-5
Documents arrive in a different shape every time
Bills on WhatsApp, statements as locked PDFs, a sales register in a new column order. Every month, the same work gets typed in again.
- Day 11
GSTR-1 due
Sales are rushed together while purchases for the same month are still being keyed.
- Day 14-18
Mismatches surface late
GSTR-2B is compared with the books only when the 3B is being prepared, leaving days, not weeks, to chase suppliers.
- Day 20
GSTR-3B due
Partners review under pressure, and growth stops at the number of clients the junior team can keep pace with.
How Lakshmitva works
Collect, prepare, flag, approve. Once per client, in parallel for all of them.
- 01
Collect
Clients upload or forward documents into a portal carrying your firm’s name. Checklists track what each client owes you this month.
- 02
Prepare
Invoices and statements are read, coded into each client’s own chart of accounts, and matched against bank lines and GSTR-2B.
- 03
Flag
Mismatches, missing documents and low-confidence entries are raised early with the reason attached, never quietly fixed.
- 04
Approve
The CA reviews each client’s batch and the return drafts, approves or sends back, and files with the firm’s own process.
Where the CA stays in charge
The system prepares the work. The professional decides.
A clear line runs through the product. Everything on one side of it is preparation. Everything on the other side is judgment, and it stays with you.
Prepares What the AI does
- Reads invoices and codes them into your chart of accountsLearning each client’s patterns from the corrections your team makes.
- Reconciles purchase records against GSTR-2BListing every mismatch by type and by the credit at stake.
- Matches bank statement lines to ledger entriesIncluding split settlements and UPI, NEFT and cheque narrations.
- Drafts client follow-ups for missing documentsNaming the exact document and period, ready for staff to send.
Never What it will not do
- Give tax advice or decide whether credit should be claimed
- Correct a mismatch without showing it to a reviewer
- Sign off on books or approve a return
- File on the GST portal on your behalf
Lakshmitva is preparation software that assists a qualified professional. Review, decisions and filing remain with the CA.
Practice Engine
Five modules. One client record underneath.
Document Intake & Coding
Read invoices, code to your chart.
Explore Filing prepGST Preparation
Reconcile with GSTR-2B, prepare returns.
Explore CodingBank Reconciliation
Match statements to the ledger.
Explore IntakeClient Portal & Requests
Collect documents, chase what is missing.
Explore ReviewFirm Dashboard
Every client, every deadline, one view.
ExploreBuilt for two kinds of practice
Same engine, a different pressure on each.
Partner-level visibility across every client, without partner-level typing.
Grow the client list while every return still passes a partner. The firm dashboard shows who is ready, who is waiting and where the mismatches are.
For CA firms Bookkeeping PracticesHigher client load per team member, with less of the day spent keying.
Let the engine prepare the monthly books so your team spends its time on the exceptions, the client calls and the advisory work clients pay more for.
For bookkeeping practicesWhat changes in the month
Three words your team will use differently.
Entries, reconciliations and return drafts are waiting when the reviewer sits down, instead of being built in front of them.
Mismatches are raised as soon as GSTR-2B is in, weeks before the deadline, with the supplier and amount beside each one.
Per team member, because the work that scales with volume is the work the engine takes on.
Your month-end, at your scale
Enter your client count. See your firm queue.
- Ready for review
- 38
- Need documents
- 3
- Have mismatches
- 1
Purchase invoice of ₹23,600.00 is in the books, but the supplier has not reported it. Input tax credit of ₹3,600.00 is held until you decide.