Vaelo isn't a report tool. It's the operating system a CA's practice runs on.
Report generation was the wedge. The full platform brings every part of practice work into one place.
Client & Practice Management
Every client, every engagement, one record. We've consolidated your entire client roster into one workspace. Track engagement status, team assignments, and basic firmographic data without bouncing between Excel and email.
Document Collection
✓Built · in private testingStop chasing. Request once, track status, done. Vaelo generates upload links that clients can use to submit their financials directly into your workspace. The system automatically tracks what's received and what's missing.
Compliance Calendar
✓Built · in private testingGST, TDS, and ITR deadlines tracked automatically. Track each client's statutory deadlines in one calendar. It tracks the unique filing requirements of each client and alerts your team ahead of time.
Review & Approval
✓Built · in private testingEvery report routes through structured review before reaching a client. We've built maker-checker workflows directly into the platform. Staff can draft analysis, but partners must sign off before anything is finalized or shared.
Notice Management
✓Built · in private testingGST, Income-Tax, and TDS notices in one inbox, sorted by response deadline. Centralize all departmental notices, assign them to team members, and track the resolution workflow.
Client Timeline
✓Built · in private testingClients see what's outstanding and what's done via a link — no phone call required. Instead of fielding constant status checks, you can share a timeline that keeps clients updated automatically as work progresses.
Billing & Collections
✓Built · in private testingInvoicing tied directly to completed work. Generate invoices the moment an engagement is marked complete. Track outstanding balances and send automated reminders to ensure your practice gets paid on time.
Auditable Report Core
✓Built · in private testingCMA, Feasibility, and Financial Health, every figure traced to its formula. Our deterministic modeling engines ensure your advice is built on solid, auditable math, separating data from presentation so you never have to doubt the output.
AI-Assisted Automation
○PlannedDocument parsing, WhatsApp reminders, and notice triage, always human-confirmed before anything is sent or filed. We are building AI to draft and summarize, not to autonomously execute. Every action will require explicit CA approval.
AI stays assistive throughout — draft-and-confirm only, never autonomous filing or unsupervised client messaging.
Ready to elevate your advisory practice?
Join the waitlist today to secure your spot in our founding-CA cohort.
Join the waitlistNo setup fee · ₹4,999/year · Full platform access