SWAPTIONSADVISORY

Automation Solutions

Software we built for our own work, now available to clients.

We use this automation inside the firm every day. The audit suite runs our audits. The tax engine runs our ITR season. We license the same tools to other CA firms and finance teams who want the same productivity.

50-70%

Cycle time saved

Audits, ITRs and monthly close packs delivered in a fraction of manual time.

Zero

Reconciliation errors

Rule-based engines remove the human error baseline from repetitive workflows.

Always-on

Audit trail

Every computation, exception and override is logged, ready for review or scrutiny.

01

Audit Automation Suite

Cuts our audit cycle time roughly in half. Workpapers, sampling, vouching, ratio analysis: all automated. Your audit team spends time on the judgement calls, not on copy-pasting.

What it does

  • Working paper generation across sampling, vouching, ratio analysis
  • GST 2A / 2B vs purchase register reconciliation
  • TDS reconciliation across 26AS / AIS / books
  • Ledger anomaly detection (round-tripping, dormant accounts, unusual entries)
  • Period-over-period variance with auto-commentary
  • Audit memo and observations drafted from rule library

Deliverables

Audit-ready working papers, exception logs, draft observations and review-ready PDFs.

Suited for

CA firms · Internal audit teams · Concurrent auditors · Group audits

02

Tax & ITR Automation

Handles the messy parts of Indian tax: old vs new regime, capital gains, F&O P&L, presumptive. ITRs come out filing-ready instead of needing three rounds of cleanup.

What it does

  • Multi-FY tax computation engine (FY 2024-25 onwards)
  • Old vs new regime auto-comparison with optimisation
  • Capital gains computation including STT-paid, F&O, intraday
  • Bulk ITR preparation for partner / firm / individual mandates
  • Schedule-wise data extraction from Form 26AS / AIS / TIS
  • Notice response drafting with rule citations

Deliverables

ITR-ready computation sheets, regime comparisons, Form 16/16A reconciliations and JSON uploads.

Suited for

CAs filing in volume · Tax practitioners · CFO offices · Family offices

03

MIS & Schedule III Financials

Monthly close in days, not weeks. Schedule III financials, board MIS and drill-down dashboards, all generated from your books and formatted ready to send.

What it does

  • Schedule III compliant financial statements (P&L, BS, cash flow, notes)
  • Monthly close pack covering revenue, margin, working capital, ratios
  • Drill-down dashboards: segment, product, geography, customer
  • Variance vs budget, vs prior period, vs forecast
  • Auto-generated commentary for management review
  • Audit-trail ready exports for statutory auditors

Deliverables

Board-ready financials within 5 working days of month-end, refreshed dashboards and exception reports.

Suited for

SMEs · Mid-market companies · Family businesses · CFO offices · Group reporting teams

04

Algo Trading & Market Intelligence

Now in Pilot

Our in-house trading stack. Currently in supervised paper-trading. We're letting a small number of clients participate before the wider rollout.

What it does

  • ARIA: autonomous algo trading system for NIFTY / BANKNIFTY F&O
  • Live trading console with real-time greeks, scanner and chain
  • Multi-broker smart order routing with failover
  • Backtesting engine with walk-forward and regime analysis
  • Position sizing, kill-switch and daily-loss circuit breakers
  • Telegram and email alerts for fills, exposures and breaches

Deliverables

Pilot reports, daily paper-trade P&L and exposure logs, structured live-readiness reviews ahead of capital deployment.

Suited for

HNI investors · Family offices · Prop desks · Treasury teams open to participating in the supervised pilot

How we deploy

Implementation, then subscription.

Each solution is configured to your data, your chart of accounts and your workflows. Implementation is a fixed-fee engagement; ongoing use is a predictable subscription.

Scope

2-week scoping engagement to map current workflow, data sources and target output.

Build

Configure the solution, integrate data sources, dry-run against a historical period, train the team.

Run

Live production use with quarterly reviews, version updates and ongoing support.

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