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AI BeeKeeperby IT Labs India
In developmentAI BeeKeeper by IT Labs India

Your client sends it once. AI drafts it. You approve it.

Accounting for CA firms and their clients, in the same books. Bills become draft entries, books and GST returns come from the same entries, and a person checks and posts every one.

VOUCHERS receipt payment sales DAY BOOK DrCr a person posts GSTR-1 GSTR-3B 2B match prepared, not filed

Why it matters

AI does the typing and the searching. People decide.

Accounting software is often built for one business keeping its own books, with the CA working from a copy. AI BeeKeeper is built for the CA and the client working in the same books, with AI taking the retyping, matching and chasing off both sides of the desk.

For the CA firm

TodayBills and statements arrive on WhatsApp, mail and pen drives, and staff type them in again.

With AI BeeKeeperThe client uploads them once, into the books. AI reads the bill into a draft entry; your staff check it instead of typing it. In testing

TodayThe client keeps one copy of the books, the firm another, and backups go back and forth.

With AI BeeKeeperOne set of books for both, with the access you choose for each client: view, upload, confirm, enter with your review, or full use. Roadmap

TodayGSTR-2B gaps and missing bills turn up in the week of the deadline.

With AI BeeKeeperGSTR-2B is matched against the books as soon as you import it, so the gaps show while there is time to fix them. In testing

TodayA partner checks staff work by opening entries one by one.

With AI BeeKeeperStaff prepare work in a batch. You preview the reports with it, see the unusual entries first, and approve all or part. Roadmap

TodayWhich client is behind lives in someone’s head or a spreadsheet.

With AI BeeKeeperA practice home shows each client’s open work, so nothing waits unseen. In testing

For the business

TodayYou learn where you stand when the CA has finished the month.

With AI BeeKeeperA short daily or weekly summary: cash, dues, an estimate of GST payable, and anything unusual. Roadmap

TodayA sale is entered in the books, again for the GST return, again for the e-invoice.

With AI BeeKeeperPost it once. The GST return, e-invoice and e-way bill come from that same entry. In testing

TodayA question for your CA waits for a call, and the answer is lost in a chat.

With AI BeeKeeperAsk beside the entry, in English or Hindi, and click any figure to see the entries behind it. Roadmap

For you, personally

TodayA pile of statements at tax time.

With AI BeeKeeperBank lines sorted into categories through the year, ready when your CA asks. In testing

Nothing posts without a person’s OK, and every AI suggestion is marked in the edit log. Clients on the plan without AI still get the rule checks and server jobs that do the routine work.

Where it stands

FIG. 1 · STATUS
A · VERSION 1Built and in testingRunning on our servers: Books, stock, GST returns, GSTR-2B matching, bank reconciliation, AI drafts, TDS, payroll, the CA workspace and Tally import.
B · NEXT VERSIONNew design, build startedWe changed the design: its own website and sign-in, client access chosen by the CA, and account types for CA firms, companies and individuals.
C · PILOTAfter a CA checks our ratesThe pilot starts once a CA has checked our tax and payroll rates.

Nothing is marked Available now yet: AI BeeKeeper is in development, and we give no dates.

What it does, by who uses it

For CA firms

Keep every client’s books in one place, and decide how much each client does.

  • All your clients in one workspace, with a practice home that shows each client’s open work.In testing
  • Client people upload bills and statements as drafts. They cannot post.In testing
  • Import a client from Tally, and move a client in or out with company export and import.In testing
  • Choose each client’s access: view only, upload, confirm or query your entries, enter with your review, or full use as their own accounting package.Roadmap
  • You keep period locks, year close and filings. The firm head sees every client; staff see only their own clients.Roadmap

For companies

Your books, stock, GST, bank, TDS and payroll in one place.

  • Books and stock, GST returns from the books, GSTR-2B matching, bank reconciliation, TDS and payroll.In testing
  • E-invoice and e-way bill through a licensed GST partner: in testing on the sandbox, live once the partner is chosen.In testing
  • Your staff with their own roles, and your own CA invited into your books.Roadmap

For individuals

Simple personal books, shared with your CA when you want.

  • Bank statement import with suggested categories.In testing
  • Personal books for income, expenses and investments, with simple screens. GST and payroll stay off unless you need them.In testing
  • An individual account type with its own sign-in, which you can share with your CA.Roadmap

Built and in testing. Anything that does not pass testing will be removed. Roadmap items are not built yet. The full list: AI BeeKeeper progress.

Two plans

Roadmap
Without AI

Every task by hand, plus automatic rule checks and server jobs.

With AI

Everything in Without AI, plus the AI help for each person listed below.

Automatic help in both plans, without AI

  • Bank rules: a narration goes to its ledger.
  • The party’s usual ledger, GST rate, HSN and TDS filled in.
  • Recurring entries prepared as drafts.
  • Bulk entry from Excel or CSV.
  • GSTR-2B gaps listed.
  • A list of what is due and when.
  • Missing statements and bills listed.
  • A month-end checklist.
  • Party reminders prepared as drafts.
  • Checks before review: duplicate bill, wrong GSTIN, not in 2B, locked period, missing TDS, negative stock.

Prepare and approve

Roadmap
A · PREPAREWork in a batchStaff and clients prepare their work in a batch, away from the final books.
B · PREVIEWSee the reports with itPreview the reports with the batch included before anything is final.
C · APPROVEThe CA approves all or partApproved work goes into the final books, re-checked at posting. Who prepared and who approved are kept.

Client access, set by the CA

  • Five levels: view, upload, confirm or query, enter with review, or full use.
  • Switch each area on or off for each client.
  • The CA keeps period locks, year close and filings.
  • The client’s admin adds their own staff within the CA’s limits.
  • Option: all work needs approval, staff’s too.

AI for each person, in the With AI plan

Roadmap
Person preparing entries

A bill photo, PDF or mail becomes a draft, filled from history and checked before sending.

Reviewer

Unusual entries come first and normal ones can be approved at once, with comments drafted and missing bills requested from the client.

CA partner

See which clients are behind, what is due and what is missing, with year-end adjustments suggested for approval and notes on results in plain words.

Business owner

A short daily or weekly summary: cash, dues, an estimate of GST payable and unusual items.

Individual

Categories, recurring payments, and what the CA needs at tax time.

Everyone

Ask in English or Hindi, and click a figure to see the entries behind it.

AI suggests; a person posts. AI BeeKeeper will have its own website and sign-in, so people never see another product’s screens (Roadmap).

How AI is used

AI removes typing. People keep the books.
Bills into draft entriesIn testing

AI reads purchase bills into draft entries and suggests the ledger for bank lines.

A person always postsIn testing

Nothing posts without a person’s OK. Doubtful items go to a review queue, and every AI suggestion is marked in the edit log.

Questions answered from your reportsRoadmap

Ask a question and the AI picks one of the built-in reports to answer it. It never changes the books.

Off until you switch it on

AI stays off until the business switches it on, and it runs on private models (NectarBox).

We publish no accuracy or time-saved figures: they have not been measured on real books yet.

How it is different

Books and returns from the same entries

GST returns are prepared from the vouchers you post, and filed returns are kept as filed.

Ledger rules inside the database

Every entry balances, corrections are made only by reversal, and the edit log cannot be switched off.

CA and client in the same placeRoadmap

Both work in the same books, with the access the CA chooses. The choice of access is on the roadmap.

AI drafts, people post

AI prepares entries on private models; a person checks and posts every one.

Keyboard-first entry

Familiar keys for fast entry, and import from Tally’s export files.

Encrypted books, with a live copy in IndiaRoadmap

Planned for production: books encrypted, with a live copy on servers in India.

AI BeeKeeper is pre-pilot software. It prepares returns and never files them without you. It has not been independently audited and we do not claim any certification.

Test results

Last run

Results of our own automated tests on our test servers. This is not a certification.

1077 of 1078 automated checks passing

First-time-user journeys

  • First day: sign up, company, receipt, payment, day book and trial balancePassing
  • Stock and GST on sales and purchasesPassing
  • GST returns from the books, filed and correctedPassing
  • Import from Tally, totals comparedPassing
  • E-invoice and e-way billPassing
  • Bank statement matching and a bill turned into a purchase entryPassing
  • TDS: deductions, challans and quarterly returnPassing
  • CA firm: staff and a client person working on one companyNot yet on the test server
  • Export a company and import it again with equal booksPassing
  • Payroll: employees, a month's salaries, postingPassing
  • Personal books with areas switched offNot yet on the test server