Knowledge Manager
Knowledge Manager for Services

Institutionalizing Execution in Professional Firms

Projects • Tasks • Documents • Knowledge

The operating system that turns individual experience into institutional capability.

ERP Execution Model Diagram

Every Solution for
100% Digitalization & Growth

From the first client interaction to final financial reporting. A complete ecosystem designed for the modern professional firm.

CRM & Lead Management
Where execution begins. Centralized client database and automated intake. Outcome: No information loss between business development and execution.
Projects & Tasks
Where work gets executed. Projects are containers, tasks are units of work. Outcome: Execution becomes structured, predictable, and reviewable.
Document Management
Where work is evidenced. Centralized, version-controlled repository linked to tasks. Documents are contextually linked, not just stored.
Time & Billing
Timesheet entry by project/task (mobile/web) with hourly rates. Seamlessly entry-to-invoice or payroll conversion.
Accounting & Finance
General ledger, A/R-A/P, invoicing, retainer billing, and multi-currency accounting. Supports GST/VAT compliance.
HR & Payroll
Comprehensive employee management, recruitment, leave & attendance, payroll, taxation, and performance reviews.
Expenses & Reimbursements
Employee expense claims, advances, and multi-level approval workflows tied to projects. Fully integrated with accounting.
Quality & Compliance
Non-conformance tracking, audit checklists, and CAPA actions. Handles ISO standards and compliance documentation.
Asset Management
Track office and fixed assets (e.g., laptops, equipment) with depreciation schedules and maintenance logs.
Procurement & Inventory
Purchase requisitions and vendor management for office supplies and material inventory.
Support & Helpdesk
Ticketing system for internal issues or client requests with service SLAs.
Performance Management
Track employee goals, KPIs, and appraisals for high-performance teams.
Future-Proof Your Firm

AI Isn't Just a Feature.
It's Your New Associate.

Most firms struggle with AI because their data is messy. Our system structures your entire practice, making it instantly "AI-Ready" for powerful automation and insights.

Structured Data Foundation

AI is only as good as your data. Our rigid execution model creates the perfect structured dataset for Large Language Models to understand your firm's context.

Embedded Intelligence

Don't copy-paste into ChatGPT. AI is woven directly into your workflows—drafting emails, summarizing meetings, and spotting risks automatically.

Service Enablement

Deliver premium advisory services at scale. Use AI to analyze client financial data and generate strategic insights instantly.

Seamless Integration

Don't Change How You Work.
Just Work Faster.

We embed AI directly into the tools you use every day. Draft a client response in WhatsApp, generate a compilation report in one click, or query your entire firm's knowledge base instantly.

"Draft a response to the client regarding the GST notice based on our standard template and the attached case facts."
AI Processing Context & History...

Draft Generated:

"Dear [Client], regarding the notice received u/s... based on the facts..."

Seamless Connectivity

Client Management
On WhatsApp

Your clients live on WhatsApp. Your firm should too.
Zero apps to install. 100% automated.

The Core Idea

Professional firms do not fail due to lack of expertise.

They struggle because execution depends on individuals instead of systems.

Repeated

Work is repeated across years and clients, often reinventing the wheel.

Inconsistent

Executed differently by different teams and individuals.

Unstructured

Documented inconsistently without standard protocols.

Siloted

Stored in personal drives without institutional structure.

The Solution

End-to-End Digitalization

This platform institutionalizes execution by structuring how work, documents, and knowledge flow together—across the entire firm.

Layer 1

Projects (The Engagement)

Statutory Audit, Tax Filing, Due Diligence. Instantiated from templates, not created from scratch.

Layer 2

Tasks (The Work Units)

Structured checklists, auto-created workflows, dependencies. The system knows *what* needs to be done.

Layer 3

Documents (Evidence)

Contextually linked working papers, guidelines, and deliverables. No random uploads.

One-Click Intelligence

Create a new Audit engagement from a template. In one second, 100+ tasks, checklists, and document stubs are auto-created.

  • No blank page problem
  • Zero "memory dependency"

Taxonomy & Control

Eliminate naming chaos. The system enforces a standard taxonomy for projects and files, ensuring clean audits.

  • Search works instantly
  • Analytics-ready data

Strategic Outcomes

What a CFO Gains. Operational excellence is not just about tools, it's about outcomes.

Speed

New engagements setup in minutes, not hours. No blank-page problem.

Control

Every project follows approved structure. No deviation without visibility.

Risk Reduction

Mandatory tasks and documents cannot be skipped. Compliance is built-in.

Scalability

Works equally well for small teams, multi-location firms, and MNC practices.

Institutional Knowledge

Knowledge stays with the firm, not individuals. Attrition does not destroy quality.