Deployed AI / Industry
Accounting, bookkeeping and fractional-CFO firms
First three: client close and reconciliation, invoice extraction, monthly pack assembly.
[ 00 ] In short
Accounting, bookkeeping and fractional-CFO firms use AI agents to take client close and reconciliation, invoice extraction and monthly pack assembly off their teams, with a person approving every entry. Vikrama Studio builds the agents on each client’s books, keeps every client’s data apart, and offers pilots and run retainers under the firm’s own brand.
Key facts
- First workflow
- Client close and reconciliationSRC · Vikrama Studio method · 2026-09
- Starting price
- From $10,000 (Invoice and document extraction to ERP)SRC · Vikrama Studio price list · 2026-09
- Approval
- Your reviewers approve entries per client, inside the workflow your firm already signs off on.SRC · Vikrama Studio method · 2026-09
- Lead engineer on every build
- Sandeep Kumar, Co-founder and CTO.SRC · Vikrama Studio · 2026-09
The three workflows agents take first here
- Client close and reconciliationBank lines matched to invoices for each client, draft entries prepared, the close checklist worked through, exceptions queued for your reviewer.
- Invoice extractionClient invoices and statements read into structured records, low-confidence fields flagged, records posted after review.
- Monthly pack assemblyEach client’s monthly pack assembled in your template, with variance commentary drafted for your team to approve.
Proof
- Finance operating system, anonymisedThe finance agents on a real close.
- The live demoA synthetic company closed every night.
What changes in this industry
- Data. Many sets of books, each in a different state. The audit ranks clients by how clean their data is and starts with the cleanest.
- Compliance. Each client’s data stays separate, with its own credentials and its own audit log.
- Approval. Your reviewers approve entries per client, inside the workflow your firm already signs off on.
Starting prices
| Use case | From |
|---|---|
| Month-end close and reconciliation agent | $20,000 |
| Invoice and document extraction to ERP | $10,000 |
| Reporting and variance agents | $12,000 |
White-label terms for firms are on the pricing page.
Questions
- Can we sell this under our own brand?
- Yes. White-label pilots and run retainers are on the pricing page, at the same rates.
- Is each client’s data kept apart?
- Yes. Separate credentials, separate processing and a separate audit log per client.
- Which client should we start with?
- The one with the cleanest books and the most matching hours. The audit ranks them.
- Who is on the client call?
- Your team leads it. Our engineer joins if you want one there.
Talk
Talk to Sandeep, or message us.
- Hours
- IST 10:00 to 19:00, Monday to Saturday. Calls in ET, GST and AEST, arranged on WhatsApp.
- Where we work
- Gurugram, with call hours in ET, GST and AEST.
- Free written teardown
- No call. Delivered in writing in 48 hours.