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Sheshi FR

Your practice serves dozens of clients.
Your process should not depend
on one person.

Multi-client financial statement preparation, governed workflow, complete audit trail, and a client portal — built for how CA practices actually operate.

Request a demonstrationSee the workflow
Multi-client · Multi-period · Audit trail · Client portal
Client workspace
8 active engagements
AC
Ashford Corp
Mar 2026 · Q4
Published
BV
Bravo Ventures
Mar 2026 · Annual
Client review
KE
Kestrel Exports
Mar 2026 · Annual
In progress
MM
Meridian Mfg
Mar 2026 · Annual
In progress
NP
Northfield Partners
Mar 2026 · Q4
Data pending
SR
Sunrise Retail
Mar 2026 · Annual
Not started
The reality of practice

Six things every CA firm partner
has already experienced.

The template
Your best working is one formula error from a serious problem
The Excel template your firm has refined over dozens of engagements works — until it does not. A formula error that surfaces during audit.
The knowledge
The article clerk who maintained the working is leaving
They know how this client's accounts are structured and which items are treated in a specific way. That knowledge leaves with them.
The versions
Draft accounts across twelve clients over email
Who has the latest version? During peak season — when the pressure is highest — version control is informal, imperfect, and stressful.
Peak season
Maximum load at exactly the moment when errors are most costly
A delivery with an error caught during audit. A version confusion that requires significant rework. The close call nobody talks about but everyone remembers.
The audit
The statutory auditor asks how an adjustment was made four months ago
The answer is in someone's memory and an email thread that may or may not be complete.
The client
Client communication runs through email, WhatsApp, and phone calls
Draft accounts go out by email. Feedback comes back by message. Managing this across fifty active clients simultaneously adds no value.
What Sheshi FR does

Governance built for
practice — not enterprise.

Multi-client workspace
Each client is a separate entity — separate chart of accounts, financial structure, and access permissions. Context switching is fluid, not complex.
Standardised workflow
The same governed process for every client — data import, mapping, preparation, review, client approval, publication. Any team member can work on any client.
Every adjustment documented
Who made it. What it was. When. The reason. Supporting documentation attached. Automatic. No additional effort from the team.
Client portal
Draft accounts published to the client's portal for review. Queries raised and responded to in the system. The email-and-attachment model replaced entirely.
Output in the correct format
Financial statements generated in the required format for every client — configured once, applied every period. No reformatting.
Tally and ERP integration
Data imported directly from Tally exports, other accounting software exports, or Excel uploads. Mapping configured once per client.
The workflow

Every engagement follows
the same governed process.

Seven steps. The same seven steps for every client, every period. The process is in the system — not in the most experienced person's head.

01
Data import
Tally export, Excel upload, or ERP data import — mapped to the client's configured chart of accounts. Original source data preserved.
02
Ledger mapping and classification
Transactions mapped to the client's financial structure. Configured once, applied automatically in subsequent periods.
03
Preparation and adjustments
Team performs the preparation — adjustments, reconciliations, accruals, reclassifications. Every adjustment documented with reason and evidence.
04
Senior review
Partner or senior manager reviews the prepared accounts. Queries raised and resolved within the system.
05
Client review via portal
Draft accounts published to the client's portal. Client reviews, raises queries, approves. All communication documented.
06
Final approval and publication
Accounts approved by the designated partner. Published to the client. Period locked — cannot be silently changed.
07
Audit support
When the statutory auditor reviews the accounts, the complete audit trail is immediately accessible — every adjustment, every approval. No evidence reconstruction required.
The capacity argument

Govern the process. Grow the practice.

When the process is standardised, junior staff complete more preparation work with confidence because the system enforces quality. Senior time shifts to review and client relationship — not reconstruction and version control.

More clients
Same team, governed process — capacity increases because waste decreases
Zero version confusion
One system, one version. The published accounts are the system's final version
Any team member
Standardised workflow means any qualified team member can work on any client engagement
Audit ready
Complete audit trail for every engagement from day one