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    The pipeline

    Documents in. Decisions out.

    Four deliberate steps run on every client entity: Extract, Recon, Narrate and Chaser. Each one is visible, reviewable, and traceable back to its source.

    How it works

    Four steps, always in order.

    01

    Extract

    Documents classified, read and lifted into structured lines — amount, date, GSTIN, counterparty. Any PDF, scan or email attachment, no templates, no manual keying.

    02

    Recon

    Bank lines drift toward ledger lines and lock. What does not lock stays visible with a reason code — a step in the process, not a failure.

    03

    Narrate

    A narration writes itself out and clips its source document to the end. Deliberate, reviewable, and nothing ever sends itself — a partner always approves.

    04

    Chaser

    A quiet, polite nudge that sends and fades. If something is still missing, it asks once more. Your team stops chasing clients by phone.

    Use cases

    Where firms put it to work first.

    Month-end close, minus the chase

    Chaser collects pending statements before the close starts, and Recon leaves only genuine exceptions for review.

    ITC that survives scrutiny

    Every claimed rupee of input credit carries its GSTR-2B line and the original invoice behind it.

    Client reporting in your brand

    White-label MIS outputs go out with your firm's name, drafted by Narrate and approved by a partner.

    Onboarding a new client in days

    Extract reads the backlog of PDFs and scans, so a new entity is current within the first week.

    Collections without awkward calls

    Chaser nudges overdue clients politely, asks once more if needed, and escalates to you with full history.

    Practice visibility

    Per-client match rates, open exceptions and pending documents in one view for the whole firm.

    Ready when you are

    Watch the pipeline run on your own books.

    Thirty days free. Upload one client's documents and see Extract, Recon and Narrate work end to end.