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Meet our Veda CFO

Compliance on Autopilot.
Judgement Stays Yours.

Our Veda CFO prepares every client’s GST, TDS, ROC and books, with a source for each figure. Nothing is filed, posted or paid until your team approves.

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Veda CFO never files, posts or pays on its own

Which clients haven’t filed GSTR-3B for September?

  1. 1. One number firstEvery answer leads with the figure that matters.
  2. 2. A source for each lineCited to the return, log or request it came from.
  3. 3. Your approvalNothing is sent, filed or paid until you say so.

Ask another

01

01 · The month-end race

Month-End Arrives for Every Client at Once

Bills land on WhatsApp after midnight, GSTR-2B rarely matches the books on the first pass, and every return waits for one partner’s signature. OneTrails keeps all of it in one workspace.

Moving from Tally, Zoho Books or Excel? Masters, vouchers and opening balances come with you, and nothing posts until the trial balance ties. Plan the move with us

02

02 · Meet Veda CFO

Our Veda CFO Does the Reading

Veda is the intelligence engine CoderTrails builds. In OneTrails it works as your firm’s CFO expert: it reads the books, the returns and the documents, then prepares the next step with its sources.

The same Veda works in AgentTrails and CloudTrails, each time with that product’s expertise.

Veda proposes. Your team approves. It never files, posts or pays on its own.

Proposed by Veda CFO · Extraction

Post purchase bill SGY/2026/1184

Kaveri Looms Pvt Ltd · 98% field confidence

Proposed journal
AccountDebitCredit
Raw material purchases₹1,11,250.00
Input CGST₹6,675.00
Input SGST₹6,675.00
Shree Ganesh Yarns₹1,24,600.00
Total₹1,24,600.00₹1,24,600.00

Vendor GSTIN 27AABCS4417P1ZZ matches Shree Ganesh Yarns in the vendor master.

  • Bill SGY/2026/1184 (PDF, page 1)
  • Vendor master
  • Ledger history

Sneha Kulkarni (Article) prepares · Rohan Mehta approves

03

03 · Your team approves

September, Closed by the People Who Sign

Six days in the month of Kaveri Looms Pvt Ltd. Veda CFO does the reading and the matching. A named person on your team approves each step.

  1. 01Thu · 1 Oct

    Bank Statements Arrive

    Kaveri Looms uploads September from the client portal on its phone. The month chip turns green and 214 bank lines are ready to post.

    Uploaded by Kaveri Looms · 09:12

    Bank statements · FY 2026-27

    Client portal

    HDFC Bank · Current ···· 4821

    Kaveri Looms Pvt Ltd

    • Apr
    • May
    • Jun
    • Jul
    • Aug
    • SepDue
    • Oct
    • Nov
    • Dec
    • Jan
    • Feb
    • Mar

    HDFC_Current_Sep2026.pdf

    214 lines

    Uploaded from a phone by Kaveri Looms1 Oct, 09:12

  2. 04Sun · 4 Oct

    40 Bills, Read Before Monday

    Document AI reads every bill overnight. 36 are filled and matched to vendors. 4 wait for a person because a GSTIN or a total looks wrong.

    Sneha Kulkarni fixed 4 bills · 5 Oct, 10:14

    Document AI · 40 bills

    Reading…

    Shree Ganesh Yarns

    98%

    27AABCS4417P1ZZ

    ₹1,24,600.00

    • Shree Ganesh Yarns

      SGY/2026/1184 · ₹1,24,600.00

      Filled

    • Deccan Dyes & Chemicals

      DDC-7731 · ₹48,210.00

      Filled

    • Indrayani Packaging

      IP/09/442 · ₹17,955.00

      Review

    • Pune Freight Carriers

      PFC-30981 · ₹9,440.00

      Filled

  3. 09Fri · 9 Oct

    2B and IMS, Reconciled

    The purchase register meets GSTR-2B. Matches clear on their own and every mismatch keeps its reason, so the call to the vendor takes a minute.

    Rohan Mehta accepted 3 reasons · 15:30

    GSTR-2B and IMS · Sep 2026

    27AAGCK4821M1Z8

    Matched lines

    0 of 436

    3 need a reason
    Books: 436 linesGSTR-2B: 433 lines

    • Indrayani Packaging

      ₹2,738.70

      Invoice in books, not in 2B

    • Deccan Dyes & Chemicals

      ₹216.00

      Taxable value differs by ₹1,200

    • Surya Engineering

      ₹0.00

      Filed under a different invoice date

  4. 11Sun · 11 Oct

    GSTR-1 Approved and Filed

    The client approves the summary in the portal. Your partner files with EVC and the ARN is stored against the return.

    Ananya Patil filed with EVC · 10:05

    GSTR-1 · Sep 2026

    Ready
    B2B invoices
    184
    Taxable value
    ₹38,62,400
    Tax
    ₹6,95,232

    1. Rohan Mehta sent the summary for approval

      10 Oct, 16:40

    2. Kaveri Looms approved in the client portal

      10 Oct, 18:22

    3. Ananya Patil filed with EVC

      11 Oct, 10:05

    ARN storedAA271026031947K

  5. 20Tue · 20 Oct

    GSTR-3B Computed, Paid, Filed

    Liability, ITC and cash payable come straight from the books. The challan is paid, the return is filed and the client gets a WhatsApp confirmation.

    Ananya Patil paid and filed · 15:46

    GSTR-3B · Sep 2026

    Computed
    Output tax liability
    ₹7,94,320
    ITC available (2B, matched)
    ₹4,82,190
    Cash payable
    ₹3,12,130
    Challan paid · CPIN 26102700041187ARN AA271026048213X

    GSTR-3B for Sep 2026 is filed for Kaveri Looms. Cash paid ₹3,12,130. WhatsApp · 20 Oct, 15:48

  6. 30Fri · 30 Oct

    Books Closed, Period Locked

    The trial balance ties and the balance sheet balances. September is locked, and any later change needs a reason and a reviewer.

    Ananya Patil locked September · 17:05

    Month-end · Sep 2026

    Open

    Assets

    ₹8,46,21,604.00

    Equity and liabilities

    ₹8,46,21,604.00

    • Trial balance ties
    • Bank reconciled
    • GST returns filed
    • Accruals booked

    Balance sheet ties. September is locked.

    Locked by Ananya Patil · 30 Oct, 17:05 · changes now need a reason

    Closed with Veda48 of 48 checks passed
04

04 · Trust

Built Like Your Clients’ Money Depends on It

What protects a firm’s data, in plain words.

  • Data residency

    Your firm’s data, documents and AI processing stay in AWS Mumbai (ap-south-1).

    Placeholder · to confirm

  • One firm cannot see another

    The database itself walls off each firm’s rows. A bug in a screen cannot show you a stranger’s client.

  • An audit trail nobody can edit

    Every change records who, when, before and after. Posted journals are reversed, never deleted (Rule 3(1)).

    Placeholder · to confirm

  • Support only with your consent

    Our team sees your data only in a time-boxed session your firm approves, and you can watch it.

  • Read how OneTrails is secured

Audit trail · Kaveri Looms

Append-only
Recent audit entries
When (IST)Who · what
30 Oct 17:05

Ananya Patil · Locked period

Sep 2026
30 Oct 16:59

Rohan Mehta · Posted journal

JV-2026-0930-15
30 Oct 16:58

Rohan Mehta · Reversed journal

JV-2026-0930-14
20 Oct 15:46

Ananya Patil · Filed return

GSTR-3B · Sep
09 Oct 15:30

Rohan Mehta · Approved Veda proposal

2B reasons · 3 lines

Corrections are new entries. Nothing in the trail is edited or deleted.

05

05 · Proof

Every Figure Here Can Be Checked

Four facts about the product that you can test in a demo.

  • 5

    Statutes in one workspace

    GST, TDS, income tax, ROC and the books, with payroll next.

  • 50

    Files per upload

    Drop a month of bills at once; Document AI reads each one.

  • 2

    Income-tax Acts, side by side

    TDS sections mapped across the 1961 and 2025 Acts.

  • 0

    Filings Veda CFO makes alone

    Veda CFO proposes. A person with the right role approves.

Customer figures join these once each has a named source:

  • Firms working on OneTrails
  • Returns filed through OneTrails
  • Hours back at month-end
Placeholder · to confirm
06

06 · Free tools

Useful Before You Ever Sign Up

Small tools for jobs every firm does each week, built from the same rule tables as the product.

All free tools

Questions

What Partners Ask Us First

Anything else, ask in the demo and we will answer with the product open.

  • Does Veda CFO file returns or post entries on its own?

    No. Veda CFO prepares drafts, matches and replies, and each one becomes a proposal. A person with the right role approves it before anything is posted, filed, sent or paid, and the approval is recorded with their name.

  • Where is our data stored?

    In AWS Mumbai (ap-south-1), including documents and AI processing.

    Placeholder · to confirm
  • Can we move from Tally, Zoho Books or Excel?

    Yes. Import masters, vouchers and opening balances, map ledgers and parties, and go live once the trial balance ties. Your history stays readable.

  • How do you keep up with rule changes, like the new Income-tax Act?

    Rates, thresholds, forms and due dates live in versioned rule tables keyed by effective date. TDS works under both the 1961 and the 2025 Acts, based on the payment date.

  • What happens if Veda CFO gets something wrong?

    You reject or edit the proposal before it changes anything. Every proposal shows its sources, so you can see where a number came from. Posted entries are corrected by reversal, with a reason, never by deleting them.

  • What does it cost?

    There are four plans for firms and two for businesses. Prices are published with our price books. Until then, we go through the plan that fits your firm in a demo.

Book a demo

Close the Month Before It Closes on You.

See one month of your firm’s work in OneTrails, with your own team approving every step.

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