Accounting Document Automation
From document chaos to completed return.
LedgerRelay automates PBC document collection, AI extraction, and mismatch detection — cutting average collection time from 4 weeks to 8 days.
Request a DemoSee plans- 8 days
- document collection, down from 4 weeks
- 87%
- clients complete on first request (vs 45% typical)
- 200+
- active clients on the live deployment
- 92%
- client satisfaction
What LedgerRelay delivers
In production
Proven at Juris Capital Advisory, four offices
Trichy, Chennai, Coimbatore and Madurai offices run document collection through LedgerRelay.
- Collection time from 4 weeks to 8 days
- 87% submit everything on first request
- Zero compliance errors in six months
- 92% client satisfaction
Features
Everything the platform does, by area
Collect
Clients upload without a password.
- Passwordless SMS and email links
- Checklists by business type
- WhatsApp-friendly reminders
Extract
AI reads the documents.
- Invoices, bank statements, GST, receipts
- Schema validation and confidence scores
- Low-confidence items routed for review
Reconcile
Issues, not piles of paper.
- GSTR-1 vs GSTR-3B mismatch flags
- Duplicate invoice detection
- Missing ITC support
Manage
Partners see everything.
- Received vs outstanding dashboard
- Multi-office unified view
- Audit trail of every upload
Clients upload without a password.
- Passwordless SMS and email links
- Checklists by business type
- WhatsApp-friendly reminders
- Escalating, personalised nudges
How it works
From first call to live in four steps
Send the checklist
Each client gets a tailored list for their entity type through a secure link.
Remind intelligently
Nudges escalate toward deadlines and adapt to each client’s history.
Extract and check
AI reads uploads, validates data and flags mismatches for review.
Hand off to your tools
Clean data flows into your accounting and tax software.
Connects with your stack
- Xero
- QuickBooks Online
- UltraTax
- CCH
- Drake
- TallyPrime
- Twilio
- Razorpay
- REST API
- Xero
- QuickBooks Online
- UltraTax
- CCH
- Drake
- TallyPrime
- Twilio
- Razorpay
- REST API
The challenge
Chasing documents consumes the season
Ten hours per client, mostly chasing
Reminders, follow-up calls and re-sent checklists crowd out the work accountants are paid for.
Errors surface late
Mismatched returns and duplicate invoices are found at filing time, when fixing them is most expensive.
No cross-office view
Partners cannot see who has submitted what across branches without asking around.
How we build
Engineering principles behind every engagement
Make it easy for the client
The best reminder is a request so simple it needs none.
- No password
- Mobile-first
- WhatsApp native
Technology we work with
- React
- Node.js
- Python
- PostgreSQL
- pgvector
- OCR and LLM extraction
- Twilio
- Razorpay
- React
- Node.js
- Python
- PostgreSQL
- pgvector
- OCR and LLM extraction
- Twilio
- Razorpay
Your first 90 days
What you can expect, phase by phase
Onboard
- Firm and entity templates
- Client list import
- Integration set-up
- Reminder rules
First cycle
- Checklists sent to clients
- Reminders running
- Extraction reviewed
- Issue queue in use
Tune and extend
- Reminder timing tuned
- Multi-office roll-out
- Reports for partners
- Additional entity types
Market comparison
How it compares with email chasing, shared drives and generic portals
| Criterion | VFACE This product | Email chasing, shared drives and generic portals |
|---|---|---|
| Client login | Passwordless | Not publicly stated |
| Reminders | Automatic and personalised | Not publicly stated |
| Data extraction | AI with confidence scores | Not publicly stated |
| Indian GST checks | GSTR-1 vs 3B, ITC support | US tax-practice focus; Indian GST not covered on its pricing page |
| Software fit | Xero, QuickBooks, UltraTax, CCH, Drake, Tally | Not publicly stated |
| Book a walkthrough |
Example: TaxDome (priced per seat on annual terms; Pro seasonal seats $100 per seat per month; taxdome.com/pricing, checked 2026-10-09). Based on public vendor information at the time of writing; capabilities and pricing change, so verify against current vendor pages.
Industry benchmark
Document collection: LedgerRelay vs manual chasing
First-request completion
Collection time
Lower is better
Hours chasing per client
Lower is better
Figures are indicative ranges from typical engagements compared with published industry surveys. Results vary by scope and starting point.
Plans
Per firm, per month
ProfessionalRecommended
₹14,999
per month
- Up to 250 clients
- Integrations and team access
- AI document processing
No setup fees. Implementation takes about a week. Typical payback is one to two months.
Client voices
What our clients say
document collection
“Clients stopped asking what they owed us. They open the link, tick the list and we get on with the work.”
Security and governance
Client data under professional duty
Audit trail
Every upload, view and edit is logged.
Role-based access
Partners, juniors and clients see only what they should.
Secure links
Expiring passwordless links with delivery tracking.
Data protection
Encryption in transit and at rest; retention controls.
Insights and news
What is happening in the industry, and what we think
Industry headlines, last 30 days
Headlines via Google News. Third-party content; VFACE does not endorse the linked articles.
Frequently Asked Questions
Ready to see LedgerRelay in action?
Our team will walk you through a live demo in your context — no sales pitch, just the product doing its job.