Use-case brief · Bookkeeping Preparation Assistant
How Khata helps a team move from intent to action.
Khata is a planned bookkeeping-preparation assistant for organizing business records, tax documents, and questions before a qualified accountant reviews them. It does not file, certify, or provide a statutory opinion.
Organize bookkeeping records
Group supplied invoices, receipts, payments, and notes into a review-ready record set.
Prepare a tax-document checklist
Track requested documents and open questions without claiming filing or compliance completion.
Create an accountant handoff
Summarize records, assumptions, gaps, and questions for a qualified accountant to review.
What to include in a brief
Start with the business situation, the audience, the desired result, the source material, the constraints, and how a human will review the outcome. Strong context gives Khata a better chance of producing useful work without inventing facts.
Frequently asked
What problem does Khata solve and what do I need to provide?+
Khata is a planned bookkeeping-preparation assistant for organizing business records, tax documents, and questions before a qualified accountant reviews them. If your invoices and receipts are scattered, your tax-document checklist is manual, or your accountant spends time organizing instead of advising, Khata groups records into a review-ready set. You provide invoices, receipts, payments, tax document lists, and any notes about assumptions or gaps. In return you get an organized record set grouped by category, a tax-document checklist with open questions, and an accountant handoff brief summarizing records, assumptions, gaps, and questions for a qualified accountant to review.
How does review work and what are the limitations?+
A qualified accountant reviews the output; Khata organizes and prepares but does not file, certify, or sign off. The accountant remains responsible for compliance and statutory decisions. Khata never files taxes, certifies accounts, provides audit sign-off, gives statutory opinions, guarantees compliance outcomes, or provides professional representation.
Is Khata available and how is my data handled?+
Khata is a coming-soon product preview with planned assets and no accounting backend. Your financial records stay in your workspace; no financial context is shared externally without your authorization.