How firms use Fyliio
Fyliio is in its first pilots, so these are the problems it is built to fix, not customer results. We will publish real case studies once pilot firms have run a few cycles.
The first request lists the sales register and purchase invoices, plus the bank statement for clients you reconcile. Clients reply on WhatsApp. The board tells the partner who is complete without opening a phone.
The problem we designed for
30–40%
Our estimate of article time spent on reminders, downloads, and renaming before each deadline, from how CA practices describe their deadline weeks. Not a measured result.
Audit trail
Partners need to reconstruct who was asked, who replied “kal bhejta hun”, and which PDF checked off July — without scrolling personal WhatsApp.
Review queue
AI matches each file to the items still open. Unclear files, the wrong month, or duplicates go to staff. Nobody should have to open IMG_2847.jpg to find out what it is.
The 15th to the 20th
Before every deadline, someone on the team sends the same reminders, opens every IMG_2847.jpg to see what it is, and updates a sheet of who sent what. The work is not hard. The documents are late. These are illustrative, not quotes from customers.
How Fyliio works
Pick the deadline. Fyliio messages each client on WhatsApp with the items you need, like the August sales register and purchase invoices, not a vague request to send documents.
Clients reply in the same chat with photos or PDFs. Fyliio matches each file to the list and checks the month. When it is unsure, a person on your team decides.
The board shows every client as Pending, Partial or Complete. Reminders stop when a client is done. Export the packet and file in the software you already use.
The board
The partner sees who is done without opening a phone. Try it on the home page, where five demo clients send their files and the board fills in.
Nothing received yet for this client. Kickoff and reminders follow the cadence.
Some items are in and others are still open. Only the missing items are asked for again.
Every item is received or waived. Reminders stop and the packet is ready to export.
FAQ
No. Fyliio is in its first pilots, so this page describes the problems it is built to fix, not customer results. We will publish real case studies once pilot firms have run a few cycles.
It is our own estimate of article time spent on reminders, downloads and renaming before a deadline, based on how CA practices describe their deadline weeks. It is not a measured result.
Yes. The home page has a live demo with sample data where five clients send files and the board fills in.
Request a pilot from the contact page. We set up your firm, import your clients and run the first GSTR-3B cycle together.
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