Industries / Financial Services
Financial Services
Workpapers that
show their work.
Policies, ledgers, workpapers and filings — answered with the source attached, access controlled by role.
A day with BodhAI
Follow a controller through close week.
09:15 · Close week
Controller
Vendor invoices above ₹5L missing PO matches this quarter?
BODHAI
Seven invoices totalling ₹63L — five are services vendors on rate-card contracts rather than POs. List with links attached.📊 AP_Ledger_Q1📄 Procurement_Policy §4
11:45 · Audit
Audit senior
Trace the revenue recognition policy for milestone contracts, with references.
BODHAI
Policy §3.2 applies percentage-of-completion per Ind AS 115; three engagement files apply it — workpaper refs included.📄 Policy_Manual §3.2📄 Engagement_WP_204
16:00 · Committee
CFO office
Draft the audit committee brief: open findings and management responses.
BODHAI
Brief drafted — four findings, aging, owner and response status per item.PDF
Audit_Committee_Brief.pdf
generated · 4 findings
Where BodhAI sits
The reconciliation loop, with memory.
Ledgers
Invoices
Policies
Workpapers
BodhAI
closes the loop
₹63L
surfaced in close
role-based
access built in
100%
on-premise
5 min
install