Financial & Professional

Accounting & Audit.

Close the books faster than the deadline.

Drema builds software for accounting and audit practices: client portals, document intelligence, ledger integrations and the workflow tooling that turns a month-end scramble into a tracked process. The recurring win is removing re-keying, which is where the hours and the errors both live.

See use cases
The problem

What this sector
actually deals with.

Client records arrive as scans, spreadsheets and emailed exports in no fixed format. Junior staff re-key them, partners review under deadline pressure, and the same clarification is requested three times because nobody can see what has already been asked.

The starting point for most accounting & audit engagements
What we build

Systems this sector
keeps needing.

The parts of a accounting & audit platform that carry the weight. Not everything at once — we build the one that unblocks you first.

01

Client document portals

Structured request lists with upload, status and chase automation instead of email threads.

02

Document extraction

Pulling line items from invoices, bank statements and receipts with confidence scoring.

03

Ledger integrations

Two-way sync with Tally, Zoho Books, QuickBooks or Xero.

04

Engagement workflow

Checklists, sign-offs and review states so a partner can see progress without asking.

05

Audit evidence trails

Every figure linked to the document it came from, retrievable years later.

Use cases

Where the work
pays for itself.

The problems accounting & audit teams bring us most often. If one of these is costing you money today, it is worth a conversation.

01

Bookkeeping automation

Extracting and coding transactions so staff review rather than type.

02

Faster month-end close

Tracked checklists that show exactly what is blocking the close.

03

Client self-service

Clients see what is outstanding without a phone call.

04

Practice reporting

Utilisation, recovery and job profitability across the firm.

Not on this list? Sector problems rarely fit a template — tell us yours.

Constraints

What shapes a build
in this sector.

These are the things a generalist team discovers late and prices badly. We design around them from the first week.

  • Books of account retention obligations under Indian law
  • Client confidentiality and access segregation
  • Traceability from reported figure to source document
  • GST and statutory filing formats
FAQ

Accounting & Audit
questions.

Straight answers, including where we are not the right team.

How accurate is automated document extraction?

For consistent formats such as bank statements, high enough to review rather than type. For messy scans, lower — which is why we ship confidence scoring and route anything uncertain to a person instead of quietly guessing.

Can you integrate with Tally?

Yes. Tally, Zoho Books, QuickBooks and Xero are all common in this work, and we build the sync to tolerate the reality that the ledger is edited by humans outside your system.

Is this a product or custom build?

Usually custom, because a practice's competitive advantage is its workflow. Where an off-the-shelf tool covers the need, we will tell you and integrate with it instead.

How do you protect client data?

Segregated access per client and per engagement, encryption, audit logging and defined retention. Confidentiality obligations in this sector are stricter than most, and the access model reflects that.

CTA Background

Building for accounting & audit?

Bring the problem as it actually is, constraints included.You will get a straight answer on whether we are the right team.

View Our Work
AI-First Engineering
Secure & Scalable
Built to Deliver Impact
Keep exploring

Related industries