A mid-size CA firm handles 200+ client filings, 50+ audits, and 500+ documents per month. Your team spends 60% of their time on data entry, document collection, and status follow-ups. AI does all of that in the background.
Fixed price ₹2L–₹15L · GST portal integration · Client portal included · 4–8 weeks delivery
40+ hours per week saved per team of 5
Auto-extracts data from sales invoices, matches with purchase register, flags mismatches, prepares GSTR-1 and GSTR-3B draft for review.
WhatsApp bot that asks clients for documents (bank statement, invoices, TDS certificates) with reminders. No more chasing on phone.
Extracts data from Form 16, AIS, bank statements, and capital gains statements. Prepares ITR draft for CA review.
Automated WhatsApp/SMS reminders for document submission, payment due, and filing deadlines — with escalation to partner.
Reads auditor's questionnaire, fetches relevant documents from client folder, organises them for audit trail. Reduces audit prep time by 60%.
Generates fee notes, sends to clients, tracks payment, follows up on overdue — all automated on WhatsApp.
Fetches client GSTR data from GST portal via API. Cross-checks purchase vs sales register automatically.
Reads AIS, TIS, Form 26AS, and ITR filed status via IT department API integration.
Fetches client Tally data for reconciliation, trial balance, and audit document preparation.
Client communication, document collection, deadline reminders — all on WhatsApp.
Exports to your existing trackers. No need to replace working systems immediately.
Optional: dedicated portal where clients upload documents, track filing status, and download certificates.
Document collection bot + GST filing assistant. WhatsApp integration. 4 weeks.
Full automation: GST + ITR + audit docs + client portal. 6–8 weeks.
Multi-branch firm AI: all modules + staff dashboard + partner reporting. 10–14 weeks.
Yes. Data is stored in encrypted databases on Indian servers (AWS Mumbai). Each client's data is isolated. We sign a data processing agreement. CA firms are bound by ICAI confidentiality rules — our system is built to enforce those.
Yes, using the client's own credentials or via GST Suvidha Provider (GSP) integration. We set up the API access during onboarding. No credentials are stored in plain text.
Yes. The ₹2L–₹4L starter tier is designed for smaller firms. ROI: if you save 20 hours/month on document chasing alone at ₹500/hour billing rate, payback is under 4 months.
Minimal change. AI works alongside your existing process — Tally stays, Excel stays. AI handles the repetitive parts (document collection, data extraction, reminders) that staff currently do manually.
Tell us your firm size and biggest time-drain. We demo the AI doing it in 48 hours. Free. No obligation.
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