How Agrawal Roopali & Associates Closed Month End Faster and Unlocked Real Capacity for More Clients

About Agrawal Roopali & Associates

Agrawal Roopali & Associates is a chartered accountancy practice covering direct and indirect taxation, corporate compliance, project finance and accounting automation. The firm serves businesses, startups, MSMEs and entrepreneurs across India, with work spanning income tax and GST compliance, financial reporting and practical support for accounting software and financial workflows.

Key Results

• 7 days Saved Every Close — Time reclaimed across the client roster
• 5 hrs to 15 min Reconciliation Time Reduced — Per file, hours down to minutes

Close was not one bottleneck, it was four different ones

• Reconciliation held up the rest of close before it could even start. Matching a client's bank statement against the books by hand was taking four to five hours, time that came directly out of every stage after it.
• Trial balance couldn't be rushed without risking a redo downstream. Every ledger had to land in the correct head account before a financial statement could be built on it.
• TDS added a compliance deadline inside the close deadline. Thresholds, rates, and due dates under Indian tax law had to be right before the period could close, logic generic tools weren't built to apply.
• Financial statements were where it all had to come together. Correct figures still weren't client-ready if the format didn't match statutory requirements.

Every month-end close ran through the same sequence, reconciliation, trial balance, TDS, and financial statements, all before the same fixed deadline. A delay anywhere in that chain delayed everything after it.

Why the Firm Adopted OCTA, and What Changed

All Four Stages Moved Onto Configured Skills

Instead of fixing one stage and leaving the rest manual, the firm moved all four onto configured skills, so close ran as a reviewed process instead of four checkpoints each waiting on the last.

Reconciliation Cleared First, Freeing the Rest of Close

Bank reconciliation dropped from 5 hours to 15 minutes per file, freeing the largest block of time for every stage after it.

Trial Balance Moved Forward Without a Backlog

With reconciliation no longer eating the window, trial balance review parallely confirmed every ledger landed correctly on the first pass, a clean base for the rest of close to build on.

TDS Cleared Inside the Same Window, Not After It

Running alongside reconciliation rather than as a separate deadline, the firm built its own TDS logic, correctly handling section thresholds, rates and due dates most tools miss.

Financial Statements Closed the Cycle on Verified Ground

Confirmed reliable, statements carried correct figures through to the balance sheet and P&L, with statutory formatting now being resolved the same way every other stage was.

The Takeaway for CA and Audit Firms

For a firm like Agrawal Roopali & Associates, month-end was never one task, it was four connected stages that all had to clear on the same deadline. By moving reconciliation, trial balance, TDS, and financial statements onto configured skills together, the firm saves seven days on every close, freeing capacity for more client work within the same fixed season.

What Agrawal Roopali & Associates Says

Reconciliation alone used to take five hours per file, the biggest drag on month-end. Now it is less than fifteen minutes, trial balance and TDS run just as cleanly, and close moves fast enough that clients notice the difference.

— Roopali Agrawal, CEO, Agrawal Roopali & Associates