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Technology division

Technology and application development

An in-house development team building web, desktop and mobile applications to client requirements — specified by people who understand how a business actually runs its finances.

What this looks like in practice

Accountants who write the software

The difference is not that we can code. It is that the person specifying the logic already knows what a wrong answer looks like.

A developer given “reconcile these two files” will match on invoice number and call it done. Someone who has chased input tax credit knows the invoice number is the least reliable field in the comparison, and that a rupee of rounding is not a mismatch worth chasing.

That is the whole argument for having both disciplines in one firm.

reconcile_2b.py Python
 1def reconcile(purchases, gstr2b, tolerance=1.00):
 2    """Match the purchase register against what vendors actually filed."""
 3    filed = {(r.gstin, r.invoice_no): r for r in gstr2b}
 4    matched, missing, mismatched = [], [], []
 5
 6    for bill in purchases:
 7        entry = filed.get((bill.gstin, bill.invoice_no))
 8
 9        if entry is None:
10            missing.append(bill)          # vendor has not filed it
11        elif abs(entry.tax - bill.tax) > tolerance:
12            mismatched.append((bill, entry))  # value disagrees
13        else:
14            matched.append(bill)
15
16    return Reconciliation(matched, missing, mismatched)
Credit you have claimed is only safe if your vendor reported the same invoice. This routine compares the purchase register against GSTR-2B and separates what matched from what is missing or disagrees — the work that decides whether a return is correct before it is filed.

Where software fits

Four layers, and knowing which one your problem is in

How a custom application fits around the accounting system Four layers: the systems where transactions originate, an integration layer, the accounting ledger, and the reporting built on top. STEP 1 Your systems Billing, point of sale, CRM or spreadsheets — wherever transactions actually originate. STEP 2 Integration APIs and scheduled jobs move data across, with validation and an audit trail at each step. STEP 3 Accounting Zoho Books or your existing ledger, kept current rather than rebuilt at year end. STEP 4 Reporting Dashboards and MIS the owner can read without opening a ledger.
  1. Your systemsBilling, point of sale, CRM or spreadsheets — wherever transactions actually originate.
  2. IntegrationAPIs and scheduled jobs move data across, with validation and an audit trail at each step.
  3. AccountingZoho Books or your existing ledger, kept current rather than rebuilt at year end.
  4. ReportingDashboards and MIS the owner can read without opening a ledger.
Most requirements are not a missing product — they are a missing connection between systems that already exist. Knowing which layer a problem belongs to is usually most of the solution.

Built around the business, not around a demo

Most business software fails for unglamorous reasons. It was chosen from a feature list rather than a process map. It does one thing well and forces three workarounds. Or it holds the data but nobody can get a report out of it without exporting to a spreadsheet.

Our technology practice exists because we kept meeting that problem while doing accounting work. When a packaged product genuinely fits, we will tell you to buy it — configuring an existing tool is almost always cheaper than building one. When it does not fit, we build what does: a portal your clients log into, an internal system that enforces your approval rules, a dashboard that reads from your accounting data, or an integration that stops your team re-keying the same numbers twice.

Every engagement starts with written requirements. That document is what we build against and what you hold us to.

Typical builds

  • Client and customer portals
  • Internal business and operations systems
  • Approval and workflow applications
  • Management dashboards over live data
  • Accounting and business utilities
  • Field and workforce mobile applications
  • Integrations between existing systems
  • Modernisation of ageing internal software

Capabilities

What we build

Method

How a build runs

How a software build runs Four stages: requirements, design, build and review in increments, then deploy and support. STEP 1 Requirements What the software must do, who uses it, what it connects to, and what is explicitly out of scope. STEP 2 Design Screens, data model and architecture, reviewed with you before development starts. STEP 3 Build & review Development in reviewable increments, so you see working software early and can course-correct. STEP 4 Deploy & support Testing, deployment, handover documentation, user training and an agreed maintenance arrangement.
  1. RequirementsWhat the software must do, who uses it, what it connects to, and what is explicitly out of scope.
  2. DesignScreens, data model and architecture, reviewed with you before development starts.
  3. Build & reviewDevelopment in reviewable increments, so you see working software early and can course-correct.
  4. Deploy & supportTesting, deployment, handover documentation, user training and an agreed maintenance arrangement.
Changing a wireframe is cheap; changing a built system is not. The design stage exists so that the expensive disagreements happen while they are still drawings.

Technology decisions — languages, frameworks, hosting and infrastructure — are chosen per project against your requirements, existing systems and long-term maintenance. We will set out the proposed stack and the reasoning in writing before development begins.

Questions

Technology questions

Why does a CA firm develop software?

Because so many finance problems are process problems. Once you have redesigned a client's invoicing or approval workflow, the next constraint is usually the software. Having a development team in-house means we can build the missing piece instead of recommending a compromise — and the people writing the finance logic are Chartered Accountants.

Can custom software be developed for a business?

Yes. We build web, desktop and mobile applications to client requirements — client portals, internal business systems, dashboards, workflow tools, and integrations between existing systems. The starting point is a written requirements document, not a demo.

Do you work with businesses that are not accounting clients?

Yes. Technology engagements are independent of our accounting services, though clients who use both get the benefit of a team that already understands their processes.

How do projects get priced?

After a requirements phase, so both sides know what is being built. Fixed-scope projects are quoted as a fixed fee with a payment schedule tied to milestones. Ongoing work and maintenance are quoted separately. We do not quote a build price before the requirement is written down.

Who owns the code?

Ownership and licensing are set out in the engagement agreement before work begins, along with source code handover, documentation and any ongoing maintenance arrangement.

Have a requirement no product seems to fit?

Describe the process and where it breaks. We will tell you whether it needs configuration of something you already own, an integration, or a build — and roughly what each would involve.

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