Milayn — Platform Walkthrough for Chartered Accountants

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For Chartered Accountants · 01 / 16

Overview

Welcome

Built for

Chartered Accountant firms

Milayn helps a CA firm reconcile vendor ledgers, TDS, and GST data across every client company it serves — from one workspace, with one audit trail.

✓ Multi-client workspace, one isolated environment per client

✓ Vendor self-service upload portal with automated validation

✓ Rule-based + fuzzy-matching reconciliation engine

✓ Open-point tracking with responsible-executive assignment

✓ AI column mapping, smart allocation, discrepancy drafting

✓ Role-based access — Admin / Client / Vendor / Auditor

Milayn, by Vischari Solutions

Platform walkthrough

27 Jul 2026

Version 1.0

20 Slides

~16 minute walkthrough

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For Chartered Accountants ·

Summary

What's new in this walkthrough

Eleven capabilities built for your practice

Everything below is part of Milayn

🔗

Tally & Zoho Books integration

Connects to books you already keep

🏛️

Three-way TDS verification (26AS)

Checked against government records

🧾

Three-way GST verification (GSTR-2B)

ITC checked against what's filed

🤝

Vendor confirmation requests

Confirm balances on your schedule

💬

WhatsApp communication channel

Reach vendors where they respond

🏆

Vendor scorecards & trend dashboard

See who needs attention early

🎯

AI confidence scoring

Know what's worth a second look

🏦

Bank-statement auto-match

Payments matched automatically

🧠

Self-improving matching

Gets sharper with every correction

🤖

Named AI assistants

Six assistants, each with one job

📄

Scan and extract

In evaluation

⚖️

Plus: how Milayn compares to what you use today

See slide 16

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For Chartered Accountants ·

Workspace

Your workspace — every client, one place

Meridian Textiles Pvt Ltd · FY 2025–26

Reconciliation on track

Open points

14

3 overdue > 7 days

Vendors onboarded

62

58 submitted this cycle

Matched entries

91%

of 1,240 line items

TDS mismatches

9

flagged this month

Vendor	Section	Books ₹	Status
Sundar Logistics	194C	2,84,500	Matched
Prime Packaging Sol.	194Q	1,12,900	Partial payment
Anand Electricals	194J	76,200	Duplicate entry

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For Chartered Accountants ·

Integration

Connect your accounting software

Meridian Textiles · Connected accounts

Client	System	Last synced	Records pulled	Status
Meridian Textiles	Tally Prime	Today, 09:14	1,240 ledger entries	Connected
Kavya Foods & Bev.	Zoho Books	Today, 06:02	842 invoices	Connected
Orion Auto Comp.	Tally Prime	2 days ago	—	Re-auth needed
Sundar Realty	CSV upload only	—	—	Not connected

Connect a client's accounting software

Client

System

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For Chartered Accountants ·

TDS Compliance

Three-way TDS verification

TDS reconciliation · Q2 FY 2025–26

Via TRACES · 26AS/AIS

Vendor	Section	Books ₹	Vendor-submitted ₹	26AS (Govt.) ₹	Match status
Sundar Logistics	194C	28,450	28,450	28,450	3-way matched
Prime Packaging Sol.	194Q	11,290	11,290	9,800	Govt. mismatch
Anand Electricals	194J	7,620	6,900	7,620	Vendor mismatch
Orion Facility Mgmt.	194C	15,000	15,000	Not yet filed	Awaiting govt. data

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For Chartered Accountants ·

GST Compliance

Three-way GST verification

ITC reconciliation · Q2 FY 2025–26

Via GSTN · GSTR-2B

Vendor	Invoice	ITC (Books) ₹	ITC (Vendor-submitted) ₹	ITC (GSTR-2B) ₹	Match status
Sundar Logistics	INV-2291	12,800	12,800	12,800	3-way matched
Prime Packaging Sol.	INV-2298	8,500	8,500	0 · not filed	ITC at risk
Anand Electricals	INV-2301	4,200	3,900	3,900	Vendor mismatch
Orion Facility Mgmt.	INV-2305	6,000	6,000	6,000	3-way matched

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For Chartered Accountants ·

Collaboration

Vendor balance-confirmation requests

Confirmation requests · Meridian Textiles

Vendor	Sent	Books balance ₹	Confirmed ₹	Status
Sundar Logistics	18 Jul	2,84,500	2,84,500	Confirmed
Prime Packaging Sol.	18 Jul	1,12,900	96,400	Disputed
Anand Electricals	21 Jul	76,200	—	Viewed, no response
Orion Facility Mgmt.	23 Jul	1,50,000	—	Sent

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For Chartered Accountants ·

Communication

WhatsApp communication channel

Message log · Meridian Textiles

Channel: Email + WhatsApp

Vendor	Channel	Message	Status
Anand Electricals	WhatsApp	TDS mismatch on Section 194J — please confirm ₹7,620	Read · 09:41
Prime Packaging Sol.	WhatsApp	Balance confirmation request for FY 2025–26	Delivered · 08:02
Orion Facility Mgmt.	Email	Document collection reminder — Nov invoices pending	Sent · Yesterday

Vendor communication preference

Default channel

WhatsApp number

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For Chartered Accountants ·

Insights

Vendor scorecards & trend dashboard

Vendor scorecards · Meridian Textiles

Last 6 reconciliation cycles

Vendor	Data quality	Timeliness	Responsiveness	Grade
Sundar Logistics	96%	94%	90%	A
Prime Packaging Sol.	78%	62%	55%	C
Anand Electricals	85%	80%	70%	B

Recurring mismatch categories · avoidable vs. unavoidable

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For Chartered Accountants ·

Confidence

AI confidence scoring

Matched entries · confidence view

2 items in manual review

Vendor	Invoice	Matched to	Confidence
Sundar Logistics	INV-2291	Payment #4471	High · 98%
Prime Packaging Sol.	INV-2298	Payment #4480 (partial)	Medium · 74%
Anand Electricals	INV-2301	No confident match	Low · 41%

Manual review queue

2 line items below the 75% confidence threshold are held for manual review instead of being auto-accepted.

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For Chartered Accountants ·

Bank Matching

Bank-statement auto-match

Bank transactions · sourced via Tally sync

HDFC Bank ×××4021

Date	Description	Ref.	Amount ₹	Matched invoice
22 Jul	NEFT-Sundar Logistics	N202207221	2,84,500	INV-2291
21 Jul	UPI-Anand Electricals	UPI88213X	76,200	INV-2301
19 Jul	IMPS-Prime Packaging	IM4471002	96,400	Partial · INV-2298

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For Chartered Accountants ·

Learning

Getting smarter with every correction

Match accuracy · Meridian Textiles

Last 6 months

Match accuracy

94%

up from 78% in Feb

Corrections logged

312

across 62 vendors

Manual review rate

6%

down from 15%

Vendors "learned"

18

pattern-specific rules

Match accuracy over time

Vendor	What changed	Before	After
Prime Packaging Sol.	Learned their invoice-number format	68%	91%
Anand Electricals	Learned typical partial-payment pattern	72%	88%
Sundar Logistics	No corrections needed	98%	98%

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For Chartered Accountants ·

AI Assistants

Meet Milayn's AI assistants

Six assistants, each with one job

🗂️

Mapper

Reads incoming files and maps columns to the right fields automatically.

🔍

Matcher

Reconciles entries across books, vendor submissions, and government filings.

💸

Allocator

Splits bulk payments across multiple invoices and credit notes.

✉️

Notify

Drafts and sends discrepancy emails and WhatsApp reminders.

📊

Analyst

Tracks vendor trends and flags recurring, avoidable mismatches.

💬

Ask Milayn

Answers questions in plain language — "Which vendor repeats TDS errors most often?"

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For Chartered Accountants ·

In Evaluation

Scan and extract — for vendors who don't use spreadsheets

Scanned invoice · auto-extracted

In evaluation

📄

Prime_Packaging_Invoice_0847.pdf

Scanned copy, uploaded by vendor

Extracted fields · draft, confirm before saving

Vendor	Prime Packaging Sol.
Invoice no.	INV-2298
Amount	₹96,400
Date	19 Jul 2026
TDS section	194Q

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For Chartered Accountants ·

Mobile

Vendor scorecard, on the go

Meridian Textiles

Open points

14

Overdue

3

Matched

91%

TDS flags

9

Lowest-graded vendors

Prime Packaging Sol.C

Anand ElectricalsB

Orion Facility Mgmt.B

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For Chartered Accountants ·

Comparison

How Milayn compares to what you use today

Milayn vs. the tools already in your stack

Capability	Milayn	Balance-confirmation tools	CA practice-workspace tools	GST/TDS filing tools
Multi-client CA workspace	Yes	—	Yes	Yes
Vendor confirmation requests	Yes	Yes	—	—
26AS/TRACES TDS verification	Yes	Varies	—	Yes
GSTR-2B ITC verification	Yes	Varies	—	Yes
Open-point / executive-assignment workflow	Yes	Varies	—	—
WhatsApp-native communication	Yes	—	Yes	—
Vendor scorecards / trend dashboard	Yes	—	—	—

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For Chartered Accountants ·

Impact

What this means for your practice

Capability → what changes for you

Capability	What changes for you
🔗 Tally & Zoho Books integration	No more manual exports between systems
🏛️ Three-way TDS verification	Catch TDS mismatches before a notice does
🧾 Three-way GST verification	Catch a non-compliant vendor before an ITC reversal does
🤝 Vendor confirmation requests	Confirmations happen on your schedule, not the vendor's
💬 WhatsApp channel	Faster vendor responses, fewer follow-up calls
🏆 Vendor scorecards & trends	Know which vendors need chasing before the cycle starts
🎯 AI confidence scoring	Trust the matches that are certain, review the ones that aren't
🏦 Bank-statement auto-match	Payments reconciled the moment they land
🧠 Self-improving matching	Fewer corrections needed each cycle, automatically
🤖 Named AI assistants	Always clear which assistant touched an entry, and why
📄 Scan and extract	In evaluation — for vendors who submit scans, not spreadsheets

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For Chartered Accountants ·

Getting Started

Getting started with Milayn

From first login to your first closed cycle

Typically live within 2 weeks

Pick one client engagement to pilot — usually the one with the most vendor back-and-forth today.
Connect that client's Tally or Zoho Books account — under 15 minutes, no data re-entry.
Onboard your vendors — Milayn sends each one a portal invite and their submission schedule.
Run one full reconciliation cycle alongside your current process, side by side.
Review the open points, scorecards, and audit trail together with our team.
Decide whether to extend Milayn to your other clients, at your own pace.

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For Chartered Accountants ·

Roadmap

How we roll this out together

Phase 01

Pilot

One client, one reconciliation cycle, full support from our team.

Phase 02

Review

Compare against your current process, tune the setup to how your practice works.

Phase 03

Expand

Bring your remaining clients onto Milayn, at your own pace.

Phase 04

Steady state

Reconciliation becomes routine, not a monthly scramble.

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For Chartered Accountants ·

Approval

Sign-off

Pilot agreement

By signing below, both parties confirm the pilot scope described in this walkthrough — one client engagement, connected via Tally or Zoho Books, run through a full reconciliation cycle on Milayn.

For your CA firm

Name

Designation

Date

For Vischari Solutions LLP

Name

Designation

Date