ClientsGroup & legal entities
01DeadlinesStatutory & internal SLAs
02BooksDouble-entry balancing
03Maker-CheckerAudited approvals
04Preparing Bodhi Practice OS
Bodhi orchestrates hundreds of clients across books, banking, GST, tax audit, and statutory deadlines with evidence-first rigor, automated statement parsing that reads the opening and closing balances, and integer-paise math locks.
ClientsGroup & legal entities
01DeadlinesStatutory & internal SLAs
02BooksDouble-entry balancing
03Maker-CheckerAudited approvals
04Firm-wide operational status across all clients, obligations, and exceptions.
| Client / Entity | Obligation | Statutory Due | Stage | Assigned Staff |
|---|
| Team Member | Role | Assigned | Overdue | Review |
|---|
Scalable multi-entity client directory with server-side pagination and filters.
| Client Group | Primary Legal Entity | Entity Type | PAN | Primary GSTIN | Partner / Manager | Deadlines | Next Due Date | Risk | Actions |
|---|
Primary Entity: — · PAN: —
Monitors GST, TDS, ITR, Advance Tax, and Audit obligations firm-wide.
| Compliance Form | Client Entity | Period | Statutory Due Date | Internal SLA | Stage | Assigned Staff |
|---|
Real-time review backlogs, overdue items, and task distributions.
| Staff Name | Firm Role | Active Work | Overdue | Review Backlog | Blocked |
|---|
Bank math failures, unclassified transactions, and missing compliance proofs.
| Severity | Source Module | Exception Details | Client Entity | Status | Timestamp |
|---|
Every posted voucher balances exactly to the paisa with integer precision.
| Date | Number | Type | Narration | Debit | Credit | Status |
|---|
| Ledger | Primary Group | GSTIN | Opening Balance |
|---|
Zero-paisa variance check: Opening + Credits − Debits = Closing.
Upload CSV or text PDF up to 25 MB. Bodhi reads opening/closing balances and enforces Gate 3 math locks.
| Date | Narration | Direction | Amount | Balance | Category |
|---|
Extract fields with line-item provenance before posting.
Reconcile Books, GSTR-1, GSTR-3B, Form 26AS and AIS with zero float errors.
AY 2025-26 Section 115BAC New vs Old Regime comparison, advance tax & CBDT ITR-1 to ITR-7 JSON compilation.
Comprehensive statutory audit evaluation, 20-sheet Excel workbook export, and notice classification.
Generates professional audit pack including Balance Sheet, P&L, Trial Balance, CARO 2020, Form 3CD, Section 43B(h) MSME, and Ratio Analysis.
Scans supplier outstandings and calculates disallowance and 3x RBI bank rate compounding interest u/s 16 of MSMED Act.
Automated verification of Property, Plant & Equipment, inventory verification, statutory dues, and whistle-blower complaints.
Fast billing, GST auto-calculation, 58mm/80mm thermal receipt generator, and NPCI dynamic UPI QR intent.
Thermal receipt output appears here upon billing.
Automated chase cadence (T-7, T-3, T-1, T-0), document request checklists, and immutable communication logs.
Timesheet entries, unbilled work-in-progress valuation, AR ageing buckets, and Partner realization KPIs.
AES-256-GCM envelope encryption status and SHA-256 append-only tamper-evident audit ledger verifier.
Verifies that all tenant audit events form an unbroken SHA-256 cryptographic chain with zero unauthorized alterations.
Zero plaintext storage for OAuth tokens, client credentials, and sensitive identifiers at rest.
Evidence-grounded accounting insights, voice transcription (English, Hindi, Code-Mixed, Marathi), and maker-checker draft preparation.
Ask a question about client books, GST reconciliation, Section 43B(h) MSME overdue, statutory notices, or practice workload. Every response cites verified database evidence.
The assistant prepared a draft voucher / action. Please review and explicitly confirm.
Real paired Tally agent monitor, Account Aggregator bank feeds, and GSTN/Income Tax sandbox status.
Local bridge communicating securely over loopback with strict SSRF protection.
Automated consented bank transaction feeds with 5-gate cryptographic verification.
IRN generation, e-Way bill issuance, and GSTR-2B automated IMS ingestion.