AI tools for finance teams

We handle therepetitive work.You make the calls.

One tool for each job your team repeats every month. Raising payments, matching GST, working out TDS, agreeing the bank. They fill in the forms, do the arithmetic and pass the work to the right person, then you decide. One is live today and the rest are on the way.

Built and run by chartered accountants. Your data stays in Mumbai.

FI/CIO/25-26/0042

Bengaluru Chapter · Annual Summit

2nd approval
Basic value (A)₹1,84,000.00
IGST (B)₹33,120.00
Net total (A + B + C)₹2,17,120.00
(−) TDS 194C− ₹3,680.00
Grand total₹2,13,440.00
R. MenonRaised
A. Shah1st approval
Waiting2nd approval

R. Menon raised this voucher, so they cannot approve it. A. Shah has already given the first approval. The second has to come from somebody else.

Above: Voucher Desk, the one you can use today. Five more are on the way.

Works with what your team already uses

GSTINPANGSTR-2BTDS 26QFY Apr–MarTally exportsExcelNEFT / RTGS / UPI

The work

Every month, the same jobs. Here is who does what.

None of this is new work. It is the list your team already gets through between the 1st and the 31st. What changes is how much of it somebody has to do by hand, and how much of it is waiting for you when the date comes round.

1st31st

Those are the usual dates for a monthly filer. If you are on QRMP, or a date gets pushed back, yours will be different. The jobs without a date are the ones that run all month or land at a month, quarter or year end.

By the 7thOn the roadmap

Last month’s TDS has to be in the bank

How it goes now

Somebody goes back through every payment working out which section applied to it, after the money has already gone out. Getting it wrong now costs interest.

What we take on

The section and the rate are worked out while the voucher is still a draft. By the 7th the figure is already there, with the payments behind it listed.

Handled byTDS Compliance

How it works

One job, start to finish.

Four steps. The software does the first two, because they are only rules. A person does the third, because it is a decision. The fourth is the record, and after that nobody can change it.

The example below is a payment going through Voucher Desk, since that is the tool you can use today. Every one after it is built the same way, with different rules in step two.

01

Something needs paying

An invoice turns up, or an event finishes and there are bills to settle. Someone starts a voucher. If we can read the invoice, most of it is filled in for them.

Invoice intakeread from the invoice
PDF
SupplierMeridian Events Pvt Ltd
GSTIN29AABCM1234K1ZQ
Invoice no.MER/24-25/0881
Basic value (A)₹1,84,000.00

The GSTIN is valid and the PAN inside it matches the one on file. Both checked before you see the draft.

02

The software applies the rules

Which GST applies, which TDS section and rate, which chapter, which financial year, and what number the voucher gets. All of that is worked out before anyone has to look at it.

Rules appliedbefore anyone looks
Supplier in Karnataka · chapter in MaharashtraBetween states, so IGST

CGST and SGST stay empty. A voucher with both is refused before you can submit it.

Payment to an event contractor, and the payee is a companyTDS 194C at 2%

That is ₹3,680.00 deducted. You are told now, while the voucher is still a draft, not next quarter.

Chapter CIO · date 14 Aug 2025FY 25-26, number 0042

The database hands out the number when you submit. One run per chapter per year, and nobody types it by hand.

IssuedFI/CIO/25-26/0042

03

Two people sign off

The approver sees the whole voucher and the numbers behind it. Two different people have to approve it, and neither of them can be the person who raised it.

Approvalstwo people needed
Net total (A + B + C)₹2,17,120.00
(−) TDS 194C− ₹3,680.00
Grand total₹2,13,440.00
R. MenonRaised
A. Shah1st approval
Waiting2nd approval

R. Menon raised this one, so the database will not take their approval. A. Shah has already given the first, so it will not take theirs again. The second approval has to come from somebody else.

04

The record is closed

Once it is approved the voucher is locked. You can still print the PDF or pull the Excel, but the figures cannot be changed and the history cannot be edited.

The historynothing can be edited

Approved and locked

The amounts, the payee and the voucher number cannot be changed by anyone now.

  1. 14 Aug · 10:12R. MenonRaised the voucher
  2. 14 Aug · 10:14R. MenonSubmitted. Given number FI/CIO/25-26/0042
  3. 14 Aug · 11:40A. ShahFirst approval
  4. 15 Aug · 09:05P. IyerSecond approval. Record locked

Nobody can edit or delete a line here, whatever their role, including the owner of the account. Putting something right adds a new line. It never changes an old one.

Have a go

Move the numbers. See what happens.

GST and TDS turn up in nearly every job on that list, so the working lives in one place and every tool calls it. The sums below run that code, the same code the voucher form uses, and the database checks the answer again when you save. This is not a pretend calculator. It is the actual working.

Basic value (A)₹1,84,000.00

Drag, or use the arrow keys.

Place of supply
GST rate
TDS section

Contractors. 2% when you are paying a company

Amount breakdown

Basic value (A)
₹1,84,000.00
CGST
₹0.00
SGST
₹0.00
IGST
₹33,120.00
Net total (A + B + C)
₹2,17,120.00
(−) TDS 194C
− ₹3,680.00
Grand total₹2,13,440.00

Between two states, only IGST applies. A voucher with IGST and CGST or SGST on it together is refused before you can submit it.

Inside Voucher Desk

No dashboard to work out.
Just a list you can get through.

This is the tool that is live. The others will arrive in the same window, in the same list, so there is nothing new to learn each time one lands.

financeintelligence.in/dashboard
Finance Intelligence
Dashboard
Vouchers
Approvals7
Admin
Settings

Good morning, Anita

Seven vouchers are waiting on you.

+ New voucher

Awaiting you

7

Raised this month

23

Approved value

₹28,47,500.00

Average to approve

1.4 days

Where everything sits

Draft61st approval42nd approval3Approved11Paid34
VoucherPaid toChapterGrand totalStatus
FI/CIO/25-26/0058Lumina Events Pvt LtdHyderabad₹61,800.001st approval
FI/CIO/25-26/0057Grid & Co PrintingBengaluru₹18,450.002nd approval
FI/CIO/25-26/0056Sarvodaya CaterersChennai₹1,42,000.00Approved
FI/CIO/25-26/0055Nirvana Travel DeskMumbai₹27,300.00Sent back
FI/CIO/25-26/0054Axis Sound SystemsBengaluru₹96,500.00Paid
  1. 01

    Your queue is only your work

    Vouchers you raised yourself never turn up in your own approval list, so the number on the badge is work you can actually get through.

  2. 02

    You can see where everything is

    One bar shows how far along every voucher is. If something is stuck, you spot it before anyone has to come and ask.

  3. 03

    Numbers you can rely on

    The database works out the totals, not the browser, so the figure you see on screen is the figure that is saved.

  4. 04

    Every row keeps its history

    Open any voucher and the whole story is there. Who did what, when, and why it was sent back. Nothing can be edited out.

The agents

Six jobs off your desk.
One is live. Five are coming.

Each one takes a job your team already does every month and carries it from the document arriving to the record closing. What goes in and what comes out is on every card, so you can tell straight away which one is worth a conversation.

All agents

One platform

Six tools.
One set of records.

Buy these from six different companies and you get six logins, six lists of who is allowed to approve things, and six copies of the same supplier that slowly stop agreeing. Ours sit on one foundation, so the GST match, the TDS working and the payment are all looking at the same invoice.

  • Voucher Desklive
  • Ledger Reconciliationlive
  • GST Reconciliation
  • TDS Compliance
  • Invoice Intake
  • Audit Copilot

One sign-in · one set of roles · one set of records · one history

01

One sign-in

The same account across every tool. Nobody keeps a second password, and nobody is left with access to something after they have moved on.

02

One list of who can do what

Four roles, set once. Being able to approve a payment means the same thing in every tool, and the database is what enforces it rather than each screen.

03

One set of records

The GST match, the TDS working and the payment all point at the same invoice and the same payee. Nothing has to be kept in step by hand.

04

One history

Every action anywhere lands in the same list, and nobody can edit or delete a line in it. One place to look when somebody asks what happened.

Start with the worst job on your desk.

Tell us which one it is. Give us half an hour and we will show you the tool that covers it, set up with your own people and your own approval steps. If it is not built yet we will say so, and tell you what is.