Timesheet and leave · chartered accountancy firms
Timesheet software for CA firms.
Time recorded against client, client group and assignment type. Weeks that lock on a date. Leave with approval. Reports a partner can open without asking anyone to consolidate a spreadsheet first.
Built to order and installed on your firm’s own server, under your own domain. In daily use at Vatsaraj & Co., Chartered Accountants, a firm of about 50 people, since 25 August 2026.
My week
28 Sep – 4 Oct 2026
10 drafts not yet submitted. This week locks at the end of 07 Oct 2026 · 4 days left. After that only an admin can reopen it.
DEMONSTRATION DATAA week, signed in as a member of staff. Invented firm, invented clients. See the real screen ↗
Where the Excel timesheet gives way
What I found inside one firm’s shared Excel timesheet.
These come from one firm’s template, not from a survey. If your sheet looks similar, the same things are probably happening in it.
Client and group do not agree
One dropdown of about 500 clients and a second, separate dropdown of client groups, with nothing linking them. Staff were asked to check by hand, on every row, that the two matched. Job costing by group is only as good as that check.
A closed fortnight can still change
Once a period is submitted, anybody with the file can edit a row in it, and afterwards nobody can tell that they did.
Everybody sees everything
A shared file has one level of access. An article, a manager and a partner all open the same sheet.
Every report starts with consolidation
Hours by client, by partner or by assignment type mean collecting files, pasting them together and fixing what does not line up, before any number can be read.
What the system does
Six things, each one a screen you can open in the demo.
Weekly time entry
A week at a time, against a client and an assignment type, with each day’s hours totalling as they are typed. Drafts are saved and submitted together.
Clients that carry their group
A client belongs to a group as part of its record. Choosing the client chooses the group. Nothing in master data is deleted; archiving hides a row and leaves past reports as they were.
Periods that lock
Entry for a week closes on a date worked out from the calendar. After that, only an administrator can reopen it, and reopening is a deliberate step.
Leave, start to finish
Apply, see the working days a request will use, approve or reject, withdraw or cancel. Sundays and declared holidays are handled openly.
Access by role
A person sees their own week. A manager sees the people who report to them. An administrator sees the firm. Screens a role cannot use are not shown to it.
Reports, and Excel when you want it
Hours by client, client group, month, assignment type, segment, person, reporting partner or reporting manager, with drill-down to the entries and an Excel export of what is on screen.
The totals are the demonstration database’s, not a client’s.
Read-only demo · invented firm and data
Sit in the seat you would use.
The demo is a read-only copy of the same software, filled with an invented firm. Pick a seat and click through every screen. Nothing you type is saved.
How it arrives
Built around your firm’s sheet, and installed where you control it.
This is not a subscription product with a sign-up page. I build it for one firm at a time, starting from the timesheet that firm already uses.
Your current template is read first
Segments, assignment types, client and group lists and the financial-year structure come from the sheet you already run, so your staff do not learn a new vocabulary.
Your history comes with you
Past entries are migrated and reconciled against the source. At Vatsaraj & Co. that was 9,178 entries, so the system opened with the firm’s own history in it.
It runs on your server
Your server, your domain, your backups, your credentials. Client names and staff hours stay inside the firm. The restore is tested before go-live.
Handover, with support agreed up front
Source code, a runbook and credentials are handed over. Support terms are part of the scope, not an open-ended promise.
Questions firms ask
Before you write to me.
Is this a product I can subscribe to?
No. It is built and installed for one firm at a time. One firm runs it today. I would rather say that plainly than present it as software with hundreds of users.
Where does our data live?
On a server you own or rent, under your domain. I do not host it and it is not shared with any other firm.
Can we still get everything out in Excel?
Yes. Every report exports to Excel with the filters that are on screen. Excel becomes an output, not the place the records are kept.
Does it raise invoices or do billing?
No. It records time and leave and reports on them. Billing from those hours would be a separate piece of work.
Is there payroll?
Yes, as a separate module with its own sign-in. Payroll for CA firms has the details and its own demo.
What does it cost?
It depends on how far your process differs from the one already built. I quote a fixed figure after seeing your current timesheet template.