CA Workspace gives chartered accountants and finance teams a single place to manage a whole portfolio of clients or entities. See who is compliant at a glance, reconcile across the book, stay ready for any audit, and keep every piece of signed evidence in one vault, all on the same engine that powers Bancify E-Invoicing.
Accountants and multi-entity finance teams do not manage one company, they manage many, each with its own invoices, deadlines, and audit exposure. CA Workspace is built for exactly that. Instead of logging into a different system for every client, you run the whole book from one place: monitor compliance, reconcile, and produce audit evidence on demand, all tied to the invoices already flowing through Bancify.
Everything a practice needs to keep a client book compliant and audit-ready.
Manage every client or entity from one place, each with its own invoicing and compliance status.
Track e-invoicing and compliance status across the whole book, and see who needs attention before it becomes a problem.
Stay ready for an audit at any time, with one-click auditor snapshots and a full lifecycle trail.
Reconcile invoices and their statuses across clients in one place, instead of client by client.
Keep signed transmissions, delivery responses, and audit trails safe and instantly retrievable.
One live view of every client's compliance status.
Instead of checking each client one by one, Compliance Monitor shows the whole book on a single screen: who is fully compliant, whose invoices need review, and who is approaching a deadline. You spend your time on the clients that need it, not on chasing a status.
Produce a signed compliance snapshot whenever the auditor asks.
Every invoice carries an immutable, timestamped trail, so when an audit comes, you are not reconstructing anything. Generate a signed snapshot of every invoice in a period, with its message IDs, submission times, and status transitions, and export it as a clean report. The evidence behind it stays in the Evidence Vault, ready to retrieve.
Bring each client or entity into the workspace with its own invoicing and compliance status.
Watch e-invoicing status across the whole book and catch issues before they become problems.
Match invoices and statuses across clients in the Recon Hub, not one client at a time.
Snapshot and export signed evidence whenever the auditor asks. The trail is already there.
Every client's compliance in one place, not one login at a time.
Signed snapshots and an immutable trail, on demand. No scrambling when the auditor calls.
Signed transmissions and trails, safe and retrievable. Not scattered across systems.
Tied to the invoices already flowing through Bancify E-Invoicing. Nothing re-imported, nothing out of sync.
Manage every client's e-invoicing compliance from one workspace. No separate system per client.
Keep clients compliant and audit-ready without juggling systems or rebuilding evidence each time.
Run several entities like a portfolio, with one consistent compliance trail across all of them.
Every invoice and its evidence sit in an immutable, timestamped audit trail, with signed transmissions and delivery responses retained in the Evidence Vault. When an auditor asks, the record is already there.
Every invoice carries a timestamped lifecycle trail that cannot be altered, ready for any audit.
Transmissions and delivery responses are signed and retained in the Evidence Vault, exactly as issued.
Evidence is stored and accessible instantly. No reconstruction required when the auditor arrives.
See how CA Workspace turns a whole book of clients into one monitored, audit-ready view. A short, no-pressure walkthrough with our team.