Review and approve
Every draft shows its debit and credit lines, and who approved it.
Early access · Built for CA firms in India
Your clients answer on WhatsApp.
Your books close on time.
KevoBooks connects to Tally and Zoho Books, asks your clients about what's missing or unclear, and prepares entries for you to approve.
App screen shown with demo data. The WhatsApp conversation is illustrative.
- Works with Tally and Zoho Books
- Nothing is posted without your approval
- Clients never touch the books
- Every entry shows who answered and who approved
01 / The problem
Month-end shouldn't mean chasing clients.
Every month, accountants chase clients for missing bills and statements, and for answers about payments nobody can explain. Those payments sit in Suspense, the month closes late, and the work piles up before the GST deadlines on the 11th and 20th.
Suspense account · demo client
Unexplained lines, September
- Lines in Suspense
- 3
- Amount unexplained
- ₹44,260
- Waiting for client
- 2
- Overdue
- 1
| Date | Type | Amount | Party | Issue | Status |
|---|---|---|---|---|---|
| 14 Sep | UPI | ₹12,400 | Ramesh Kumar | Unexplained payment | Waiting for client |
| 02 Sep | Bill | ₹8,260 | Patel Packaging | New supplier | Waiting for client |
| 02 Sep | Bill | ₹23,600 | Gupta Hardware | Possible duplicate | Overdue |
GSTR-1 due on the 11th
GSTR-3B due on the 20th
Illustrative example.
02 / How it works
One month, from the first document to posted entries.
-
1
Your firm
Connect
Connect Tally once, or Zoho Books through its API. KevoBooks reads 12 months of each client's entries to learn how they book things.
-
2
Your client
Collect
Each client gets a monthly checklist on WhatsApp and sends statements and bills there. Every file is checked as it arrives.
-
3
KevoBooks
Ask
When something is missing or unclear, the client gets one question with tap-to-answer buttons. Each answer becomes a rule, so the same question does not come back.
-
4
Your firm
Review
You see every draft entry, with the reason it was made and where the answer came from.
-
5
Your firm
Post
Approve in bulk. Only then are entries posted to Tally or Zoho Books, with a record of who answered and who approved.
03 / Product
The month's chasing, in one place.
Clients answer facts. You decide the accounting, and nothing reaches Tally or Zoho Books until you approve it.
Duplicates caught on arrival
A bill that matches one already received is flagged before it becomes a second entry.
A checklist from their history
Each client is asked only for what they normally send.
A trail on every entry
See who answered, who approved, and when.
Answers become rules
A confirmed answer is used again next month, so the same question does not come back.
Posted only after you approve
Approve in bulk. Only then do entries go to Tally or Zoho Books.
04 / What we are aiming for
Less chasing, earlier closing.
This is our aim, not a measured result.
| Area | Before | With KevoBooks |
|---|---|---|
| Getting documents | Chase 20 to 50 clients by phone. | Checklists and questions go out automatically. |
| Getting answers | Track what's missing in Excel. | Answers come back in a tap. |
| Deadlines | Rush before every deadline. | Books are ready before the 11th and 20th. |
05 / Who it's for
Built for small CA firms, on the software they use.
CA firms
For firms that keep the books of small businesses in Tally or Zoho Books.
- Team
- 1 to 10 people
- Clients
- 20 to 50 small businesses
- Software
- Tally or Zoho Books
Their clients
The business owners and staff who send bills and statements.
- Channel
- One WhatsApp number
- Calls
- Fewer calls from the firm
- Status
- Always knows what's still missing
Works with
Tally through a small connector installed for the firm. Zoho Books through its API.
Tally
- Tally
- Small connector installed for the firm
- KevoBooks
Zoho Books
- Zoho Books
- API
- KevoBooks
06 / Data and privacy
How we handle your data.
We handle financial records, so we keep our data practices explicit. KevoBooks is in development; this is how we intend to handle data when firms begin piloting.
- D1Purpose
- Documents and entries will be used only to provide the service to your firm. We will not sell data or use it for advertising.
- D2Who can access it
- Authorised users from your firm. KevoBooks team members will access data only to provide support, with your firm's permission, and that access will be logged.
- D3Where it is stored
- On cloud infrastructure with access controls. Before your firm connects any client data, we will tell you in writing where it is hosted.
- D4How long we keep it
- Only as long as your firm uses KevoBooks. When you ask us to delete your data, or a pilot ends, we will delete it and confirm in writing.
- D5Your control
- Ask to access, correct or delete your data at any time by writing to info@kevobooks.com.
- D6This website
- This site uses no cookies and no tracking. It stores nothing you type into the contact form.
07 / Why we are building this
Built from conversations with accountants.
KevoBooks is shaped by conversations with accountants, CAs, finance leads, business owners and advisers. Each of them described the same monthly chasing.
- DoneConversationsTalking to people who close the books every month.
- NowEarly accessKevoBooks is live at app.kevobooks.com.
- NextSmall pilotWe are looking for CA firms to take part.
No. They use the WhatsApp they already have.
No. Entries are posted only after you approve them.
Tally and Zoho Books.
They can choose "Not sure" or tap a button to call you, and the item comes back to you.
Only authorised users from your firm. KevoBooks team members access data only to provide support, with your firm's permission. See the privacy notice.
We haven't set pricing yet. Firms in early access will help shape it.
Yes, in early access at app.kevobooks.com. You can try it with a test firm and demo data in a minute. To start with your own clients, write to us.
Contact
Interested? Write to us.
Tell us about your firm and which software you use.
- 01How many people work at your firm
- 02Tally, Zoho Books or both
- 03Roughly how many clients you manage