For Indian CA firms and their teams
Certificates and bank reports, already drafted
OptiVida reads the client's books straight from Tally or the ITR, works through every schedule, and returns a finished document with the source behind every figure. Your team reviews and you sign.
- Read only Tally connection
- Word, Excel and PDF out
- On your firm letterhead
Layout
Documents produced by OptiVida: Net Worth Certificate, Visa Net Worth, Bank Loan Certificate, CMA Data, Operating Statement, MPBF Worksheet, DSCR, Ratio Annexure, Form 3CB, Form 3CD, Depreciation Annexure, Funds Flow, Cash Flow Statement, Balance Sheet Spread
01 / The problem
The most important documents in the practice are still assembled by hand
A certificate for an embassy. A CMA for a sanction. A Form 3CD before the September rush. Each one built by copying figures out of Tally into Word and Excel, checking them by eye, and hoping the template is the latest one.
(a)
Retyping is a risk
Every figure copied from the books into a Word table is a chance for a slipped digit. And the error surfaces in front of the worst possible reader: the banker, the embassy, the assessing officer.
(b)
Templates drift
Each bank wants its own format and every senior keeps their own copy. Before long the office is running on several versions of the truth, and nobody is sure which one is current.
(c)
Reviews leave no trail
When a partner asks where a number came from, the answer lives in somebody's memory. The file itself says nothing about who changed what, or why.
02 / How it works
From books to bank-ready in three moves
Step 01
Connect the books
A small desktop connector reads directly from Tally. Read only, paired to your account, one machine at a time. And when a client's books live elsewhere, every report can be entered by hand instead.
Step 02
Review a guided draft
Guided flows walk your team through every schedule and clause so nothing gets missed. Figures arrive pre-filled from the books, each tagged with its source, and the analytical parts come drafted with the reasoning attached.
Step 03
Deliver on your letterhead
Word, PDF and Excel out. A true A4 editor for the final touches, your firm name, FRN and UDIN in the signature block, and every generated version kept on file.
03 / The products
Two products, one connected practice
Both run on the same client book, the same Tally connection and the same firm identity, so work started in one flows into the other.
04 / Under the hood
Built like professional software, because it is
The parts you cannot see are engineered as carefully as the documents you can.
Tally, untouched
The connector only reads. It pairs to your account with a fingerprint check, refuses to fetch when the wrong company is open in Tally, and never writes a byte back to the books.
Your data stays yours
Sign in with Google. Every record is isolated to your account at the database layer, and generated files live in private storage behind expiring download links.
AI that shows its work
Statutory math runs in deterministic calculators, never in the model. Legal citations are quoted from the Income-tax Act and verified before they are saved. Nothing is filed without your review.
Documents that look right
Indian number formats throughout, layouts that mirror the official forms, your letterhead on every page and your firm identity in every signature block.
Try it now
See it working with your own eyes
The full product runs at demo.optivida.co.in. Open a sample file, generate a certificate, walk through a CMA. No sign-up call, no deck.