For many CA firms, the bottleneck isn't a lack of expertise. It's the sheer volume of repetitive work needed to apply that expertise to every single transaction.

When Lastmin Advisor, led by CA Anuram Vajrapu, reviewed how its team handled invoices for a trading client, one pattern stood out. Every purchase invoice set off the same chain of tasks: create a vendor bill, apply the margin, calculate the selling price, prepare the sales invoice and then run checks before approval.

It was clear, predictable and time-consuming.

Lastmin Advisor partnered with Taxor to automate this workflow. Now, Taxor reads incoming purchase invoices, prepares the vendor bill, applies the firm's existing margin rules, calculates the selling price, drafts the sales invoice, and runs additional checks—leaving the team to focus on final review and approval.

The result? Roughly 50% less manual effort per invoice cycle. That's more time for review, exceptions, and higher-value client work.

CLIENT
Lastmin Advisor

INDUSTRY
Chartered accountancy

FEATURING
AI-powered automation, purchase-to-sales invoice processing, margin-based calculations, workflow automation, compliance checks

Situation:

For Lastmin Advisor, managing invoices for a trading client meant more than just recording a purchase. Each incoming purchase invoice triggered a connected chain of tasks:

Purchase invoice → Vendor bill → Margin application → Selling price calculation → Sales invoice → Review

The team had to read the purchase invoice, enter details, create the vendor bill, determine the applicable margin, calculate the selling price, and then create the corresponding sales invoice. The process itself was well understood. The firm's margin rules were already defined, and the team knew exactly how each step needed to be completed. The challenge was repeating the same process accurately and efficiently for every invoice. As invoice volumes grew, experienced accounting staff found themselves spending more time on data entry, calculations, invoice preparation, and routine checks.

Lastmin Advisor wanted to:

Taxor was brought in to automate the repetitive work between receiving the purchase invoice and having the completed transaction ready for review.

Solution:

With Taxor, the firm implemented an AI-powered workflow that:

Instead of multiple disconnected actions like data entry, margin lookup, calculation and invoice creation the team now works from a prepared draft and focuses on verification and approval. Taxor works with the firm's existing rules and logic, allowing the team to automate execution without changing how the business operates.

Result:

The impact for Lastmin Advisor was immediate and measurable.

Approximately 50% less manual effort
By automating data entry, vendor bill creation, margin application, selling price calculation, and sales invoice preparation, Taxor reduced manual effort per invoice cycle by approximately 50%.

More time for higher-value work
With repetitive processing handled automatically, the team can focus more on reviewing outputs, managing exceptions, and serving clients.

Consistent application of business rules
The firm's existing margin rules are applied systematically across transactions, reducing the need for repeated manual calculations.

Human control remains
Taxor automates preparation and processing, while the final review and approval remain with the accounting team.

For CA firms managing trading or distribution businesses, invoice processing can involve a chain of repetitive activities beyond basic data entry. When every purchase invoice requires a vendor bill, margin calculation, selling price determination, and corresponding sales invoice, the manual workload can quickly add up. Lastmin Advisor's experience shows how this workflow can be transformed without changing the underlying business rules or giving up human oversight.

Taxor helps CA firms and businesses automate repetitive invoice workflows, apply existing rules consistently, and keep their teams focused on review and higher-value work.