Our Veda CFO
A CFO Expert That Proposes. Your Team Approves.
Veda is the intelligence engine CoderTrails builds; in OneTrails it works as your firm’s CFO expert. Veda CFO reads documents, matches returns to books, drafts replies and runs the month-end checklist. Every result is a proposal with its reasoning and sources, and nothing is posted, filed, sent or paid until a person with the right role approves it.
Hold ITC on Indrayani Packaging until it appears in 2B
Kaveri Looms Pvt Ltd · 3 lines need a person
- 1Invoice IP/09/442 is in the purchase register but not in GSTR-2B for September.
- 2The vendor filed its GSTR-1 for August on time, so a late upload is the likely reason.
- 3Holding the credit now avoids reversing it with interest later.
Mark ITC as deferred
₹2,738.70 on IP/09/442, kept out of the September GSTR-3B
Draft an email to the vendor
Asks for the invoice to be uploaded, for your review before sending
Re-check on the next 2B download
Moves the credit back automatically if the invoice appears
01 · What it does
Folio 01 of 04
Veda CFO, Line by Line
What each part does, and which plans include it. Plan lines come from the same entitlement registry the product enforces.
01
Document AI
Bills, invoices, bank statements, notices, Form 16 and AIS read into structured data.
All plans
02
Ask your books
Questions in plain words, answered from the ledger with links to the vouchers.
All plans
03
Reconciliation suggestions
Likely matches with an explanation for each, for 2B, the bank and ledgers.
Professional and up
04
Ledger and HSN coding
Suggested ledger and HSN or SAC for new transactions, learning your firm’s choices.
Professional and up
05
Regulation questions
Answers drawn from Acts, rules and circulars, with the citation and its date.
All plans
06
Notice replies
A draft reply with an evidence annexure for a partner to review and sign.
Professional and up
07
Month-end agent
Runs the close checklist and proposes accruals, depreciation and missing documents.
Professional and up
08
Anomaly checks
Duplicates, split invoices, unusual amounts and rate mismatches flagged for review.
Professional and up
02 · How it runs
Folio 02 of 04
How a Proposal Becomes an Entry
The same four steps for every agent, so trust is earned the same way each time.
- 1
Veda prepares
An agent reads the source and prepares the entry, the match or the draft.
Veda
- 2
It shows its work
Reasoning, sources and confidence sit next to the exact change it wants.
Veda
- 3
A person decides
Approve, edit or reject. The permission to approve depends on the role.
Manager or partner
- 4
The record remembers
The approval is logged with the person, and corrections are reversals.
Automatic
03 · Where Veda helps
Folio 03 of 04
One Proposal, Opened Up
This is what a reviewer sees before anything changes in the books.
- Reasoning in plain sentences
- Sources you can open
- Approve, edit or reject, with your name on the decision
- Veda proposes. A person with the right role approves.
Post purchase bill SGY/2026/1184
Kaveri Looms Pvt Ltd · 98% field confidence
- 1Vendor GSTIN 27AABCS4417P1ZZ matches Shree Ganesh Yarns in the vendor master.
- 2Same state as Kaveri Looms (27), so the tax splits into CGST and SGST.
- 3Yarn bills from this vendor have gone to Raw material purchases for 14 months.
| Account | Dr | Cr |
|---|---|---|
| Raw material purchases | ₹1,11,250.00 | |
| Input CGST | ₹6,675.00 | |
| Input SGST | ₹6,675.00 | |
| Shree Ganesh Yarns | ₹1,24,600.00 |
04 · Forms and neighbours
Folio 04 of 04
Covered Forms, and What It Works With
The forms and records this module prepares, and the modules it shares data with.
- Proposals
- Citations
- Approvals
- Credits
Accounting
Books
Schedule III books, vouchers, bank reconciliation, period locks, edit log, fixed assets and financial statements.
Explore BooksGST compliance
GST
A cockpit for every GSTIN, GSTR-1 and GSTR-3B from the books, IMS actions and 2B reconciliation, e-invoice and annual returns.
Explore GSTRunning the firm
Practice management
Recurring jobs from compliance obligations, kanban boards, maker-checker reviews, timesheets, capacity, request catalogue and firm billing.
Explore Practice management
Questions
Veda CFO Questions
Ask anything else in the demo, with the product open.
Does Veda file returns or post entries on its own?
No. Veda 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.
How is Veda priced?
In AI credits. Each task has a fixed credit cost, every plan includes a monthly allowance, and credit packs top it up. The pricing page has a calculator.
Is one firm’s data used to answer another firm’s questions?
No. Every question is answered from your firm’s own records, filtered by firm inside the database before anything is retrieved.
Veda CFO in a demo
See Veda CFO With Your Own Clients.
We set up a demo workspace with work like yours and walk through a real month, approvals included.