Every workflow your firm runs every month — built into one operator.

The job: Post every entry — sales, purchase, expense, payroll, bank — into the right ledger with the right GST split and the right TDS section.

What BookFlow does

• Reads source documents from Google Drive (invoices, bank statements, payroll registers).
• Classifies each line: revenue ledger, expense ledger, party master, GST rate, TDS section.
• Posts to Tally Prime via the Tally Bridge connector, or to Zoho Books via the Zoho Books MCP.
• Runs the pre-bookkeeping reconciliation gate before posting — the previous period's books must tie out first.
• Reconciles bank statements line-by-line with the bank-balance invariant check.
• Flags every TDS-coded entry with its section + payee at the moment of posting (TDS-freeze rule).
• Runs the GSTR-1 outward completeness check on every sales invoice (customer GSTIN, place of supply, HSN/SAC, GST rate).
• Runs the ITC prep checklist on every inward supply.
• Emits a "books-complete" signal that releases TdsFlow and GstFlow to start their loops.

Why it matters: Bookkeeping is the bottleneck. Get this right and every downstream return becomes a 30-minute review instead of a two-day rebuild.

The job: Compute, validate, and prepare monthly TDS payments and quarterly returns.

What TdsFlow does

• Phase 0 pre-flight: reconciles last month's TDS working + challan + tracker row. Blocks the new computation until the prior period is clean.
• Validates BookFlow's TDS-coded entries on day 3–4.
• Generates the monthly TDS working in xlsx in the right 24Q / 26Q / 27Q format.
• Drafts the approval ping to the operator.
• Drafts the client email and reminder cascade (day 6, day 7 morning) if the challan hasn't arrived.
• Finalises the working with the challan reference once DocFlow files the ITNS-281.
• Prepares quarterly returns: 24Q, 26Q, 27Q, 27EQ.
• Prepares Form 16 and Form 16A workings.
• Reconciles 26AS and AIS.
• Computes Section 234E late fees and Section 201(1A) interest.
• Asks ItFlow when it needs a current rate, section, notification, or case law.

Always prepare-only — never logs into TRACES.

The job: Run the monthly GST loop end-to-end across both deadlines.

What GstFlow does (monthly regular taxpayers)

• Builds the GSTR-1 working in xlsx by day 4–5.
• Prompts the operator to download GSTR-2B around day 12–13.
• Runs ITC reconciliation by day 15.
• Finalises GSTR-3B working in xlsx by day 17.
• Drafts reminders on day 9 (GSTR-1) and day 19 (GSTR-3B).

What GstFlow does (composition dealers)

• Phase 2b: CMP-08 quarterly working (due 18th of month after quarter end).
• Phase 2c: GSTR-4 annual working (due 30 April).

Annual + advanced

• GSTR-9 and GSTR-9C workings.
• Section 17(5) blocked-credit checks.
• E-invoice and e-way bill rule validation.
• Section 47 late fee and Section 50 interest computation.

Always prepare-only — never logs into gst.gov.in.

The job: Select the right ITR, compute the right tax, prepare the right audit.

What ItFlow does

• ITR selection: 1 / 2 / 3 / 4 / 5 / 6 / 7 based on entity + income mix.
• Advance tax instalments on the 15/45/75/100% schedule.
• Section 44AB tax audit workings: Form 3CA / 3CB and 3CD.
• Trust audit workings: Form 10B / 10BB.
• Foreign remittance certification: Form 15CA / 15CB.
• Capital gains: LTCG, STCG, Section 111A, 112, 112A — classified and computed.
• Presumptive taxation: 44AD / 44ADA / 44AE.
• MAT and AMT.
• Schedule FA disclosures.
• New tax regime determination (Section 115BAC) including Form 10-IEA tracking and old-vs-new comparison.

Law oracle: TdsFlow, GstFlow, and BookFlow ask ItFlow when they need a current rate, section interpretation, notification, or case law. ItFlow answers from incometaxindia.gov.in, gst.gov.in, the Supreme Court of India, and IndianKanoon (with verify-against-official caveats).

Always prepare-only — never logs into the IT e-filing portal.

The job: Get every incoming client document into the right folder with the right name.

What DocFlow does

• Scans Gmail and WhatsApp for incoming client documents and attachments.
• Classifies document type (invoice, bank statement, challan, return, payroll, statutory notice).
• Renames with the firm's standard convention.
• Files into the correct Google Drive client folder and period-stamped sub-folder.
• Recognises TDS / GST / IT working files and challans (ITNS-281, ITNS-280, PMT-06) and routes them to the right sub-folder.
• Shares the destination folder link in chat so you can audit at a glance.

The job: Sequence the multi-step monthly, quarterly, and annual loops across all four flows.

What FlowMaster does

• Drives the monthly loop: BookFlow → TdsFlow → GstFlow.
• Drives the quarterly loop: advance tax + TDS quarterly return.
• Drives the annual loop: ITR + GSTR-9 / 9C + tax audit.
• Holds explicit phase gates so a downstream return can't start until the upstream is clean.
• Owns approval-ping checkpoints. Autopilot routes; FlowMaster sequences.

8. Integrations