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Financial services · Case study

LIMA: a smart audit and compliance platform for a chartered accountant's practice

We turned scattered spreadsheets and manual approvals into LIMA, a web platform with dashboards, engagement workflows, financial statement reports and sign-off, built over eight months after eight weeks of process discovery.

  • UI/UX design
  • Dashboard design
  • Web application development
Client
Nadish Vyas
Timeline
Jan – Aug 2026 · Phase 1
Team
13 people
Platforms
Web
8 wkof audit process discovery with the client
13person cross-functional team
15core screens from login to sign-off

Project overview

LIMA is a smart financial audit and compliance platform that streamlines financial verification, risk assessment and reporting. It is being built in phases; this story covers Phase 1, which started life under the working name "Audit Tool."

The goal was to reduce manual processes, improve data accuracy and centralize audit workflows, so teams can work more efficiently, monitor compliance closely and make better-informed decisions.

About the client

Mr. Nadish Vyas is a chartered accountant and audit senior manager with more than 15 years in financial services, accounting advisory and auditing, working with firms across India, the United States, the South Pacific, the Middle East and Mongolia.

He focuses on modernizing audit and compliance through technology, process innovation and practical AI, and he creates risk matrices and templates that help audit professionals put structured compliance into practice.

The challenge

What needed solving

  1. 01

    Little visibility

    Hard to monitor audit progress, track assigned tasks and see across many audit activities at once.

  2. 02

    Manual approvals

    Approval steps created bottlenecks, slowed decisions and delayed audit completion.

  3. 03

    Heavy reporting effort

    Preparing, consolidating and reviewing audit reports took significant manual work.

  4. 04

    Scattered information

    Documents and activities lived across different tools, making consistency and access difficult.

  5. 05

    Disconnected teamwork

    Limited coordination led to miscommunication, late follow-ups and missed deadlines.

What the client asked for

  • Unified dashboardMonitor progress, pending tasks and critical updates from one modern interface.
  • AutomationReplace spreadsheets and repetitive data entry to cut errors and admin work.
  • Central repositoryOne home for audit records, supporting documents and compliance information.
  • Reporting and analysisFaster report generation, stronger risk assessment and compliance monitoring.
  • Structured workflowsClear task assignment, approvals and follow-ups across the team.
Our approach

How we built it

We spent nearly eight weeks with Mr. Vyas understanding his financial and audit processes through detailed discussions and workflow analysis, so we could find the root causes of inefficiency before writing any code.

Our technical architect designed a scalable foundation that integrates workflows and centralizes data, and the team chose technologies for performance, security and maintainability.

After implementation we gathered client feedback, refined workflows and improved usability, keeping the platform aligned with how audit teams actually work.

The Baap team 13 people

  • 7Developers
  • 2Business analysts
  • 2Quality analysts
  • 1UI/UX designer
  • 1Sales executive

Technology

  • AngularInteractive and responsive user interface
  • Node.jsServer-side operations and business logic
  • PostgreSQLSecure storage of audit records and structured data
  • AWSReliable cloud infrastructure and deployment
  • FigmaWireframes, dashboards and interface design
  • GitLabSource control and team collaboration
  • PostmanAPI development and integration testing

Timeline Jan – Aug 2026

  1. 1Initiation8 weeks · Jan – Mar

    Discussions, workflow analysis and requirement gathering.

  2. 2Planning4 weeks · Mar

    Project planning and system design.

  3. 3Development8 weeks · Apr – May

    Core development and module implementation.

  4. 4Testing8 weeks · Jun – Jul

    Quality assurance, debugging and revisions.

  5. 5Deployment2 weeks · Aug

    Final implementation and client handover.

What we built

Key deliverables

  • Delivered

    Administrative dashboard

    A central interface for system control, operational monitoring and data management.

  • Delivered

    UI/UX design and frontend

    A responsive, user-centric interface with consistent design across devices.

  • Delivered

    Technical documentation

    System architecture, core functions and implementation specs for maintenance and future phases.

  • Phase 1 delivered

    Core web application

    The essential audit functions and a scalable foundation for the next phases.

Inside LIMA

  1. Login
  2. Organization switch
  3. Dashboard
  4. Organizations
  5. Organization users
  6. Client's view
  7. Sub-organization dashboard
  8. Initial audit request
  9. Engagement evaluation
  10. Engagement
  11. Engagement profile
  12. My Engagement tools
  13. Financial statement conclusion reports
  14. Statement reports
  15. Sign-off
Impact

What changed

  • Better cross-team collaboration

    Audit and compliance teams share information and work through structured workflows.

  • Less manual work

    Fewer repetitive tasks and spreadsheets, more time for audit analysis.

  • Operational visibility

    Dashboards show audit progress, pending activities, approvals and updates.

  • A modern experience

    Organized workflows and a clean interface make daily work simpler.

  • Faster decisions

    Timely access to records, status tracking and structured reports speed up reviews.

  • Organized documentation

    Central document management ends fragmentation in audit recordkeeping.

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