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CAVedaCore Ledger
Monthly close for 180 SME clients, on the fourth working day
Bank feeds, invoice capture and ledger classification run overnight so the team walks in to a close that is already 90% done.
An accounting outsourcing provider · Coimbatore, India
180
SME clients closed monthly
93%
Transactions auto-classified
2.2x
Clients per accountant
The challenge
- Manual classification of thousands of small transactions swallowed the first two weeks of every month.
- Tally and Zoho Books data had to be reconciled by hand across clients.
- Growth was capped by how many books one accountant could touch.
What we built
- Invoice and bank-statement capture with per-client chart-of-accounts learning.
- Two-way sync with Tally and Zoho Books, with conflicts raised as exceptions.
- A close checklist that tracks every client's status against the day-4 target.
The results
- Management accounts reach clients ten days earlier.
- Each accountant now carries more than twice the client load.
- Exceptions are the only manual work left in the cycle.
“We doubled the book without doubling the team.”