Standardize your processes once. Scale forever.
Templates define exactly what data to collect and extract for each service you offer. Build once and reuse across every client engagement — with validation rules, repeat schedules, and pre-built options for common services.
80%
Faster job setup vs manual
0
Missed document requests
∞
Reuse across all clients
What's included
Start immediately with templates for GST filing, ITR, VISA applications, invoice processing, bank statements, and more.
Build your own templates for any service your firm offers. Define documents required, fields to extract, and validation rules.
Add custom fields with type validation: numbers, dates, PAN format, email, phone — prevent bad data at source.
Specify required documents and the structured data fields to extract from each one — all in a single template.
Attach a recurrence schedule to a template — monthly, quarterly, annually. Jobs auto-create on schedule.
Update templates without breaking existing jobs. Previous versions are preserved for audit purposes.
Real-world usage
One 'Monthly GSTR' template covers all 60 clients. Change a field once, it updates everywhere.
VISA application template requests all required documents and extracts applicant data automatically.
Monthly payroll template collects attendance, leaves, and reimbursements with field-level validation.
Full capability list
Pre-built service templates
Start immediately with templates for GST filing, ITR, VISA applications, invoice processing, bank statements, and more.
Custom service creation
Build your own templates for any service your firm offers. Define documents required, fields to extract, and validation rules.
Field configuration & validation
Add custom fields with type validation: numbers, dates, PAN format, email, phone — prevent bad data at source.
Document + data field configuration
Specify required documents and the structured data fields to extract from each one — all in a single template.
Repeat rules for recurring work
Attach a recurrence schedule to a template — monthly, quarterly, annually. Jobs auto-create on schedule.
Template versioning
Update templates without breaking existing jobs. Previous versions are preserved for audit purposes.
Start a 14-day free trial. No credit card required. Your team can be up and running in under 2 minutes.
14-day free trial · No credit card · Cancel anytime
Standardize your processes once. Scale forever.