CA / Accounting Firm AI

AI for CA Firms India

GST season: 300 client files, 3 partners, 15 staff, and infinite manual reconciliation. XPndAI builds AI that automates GST data extraction, bank reconciliation, and invoice processing — so your CA team does advisory, not data entry.

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80%Reconciliation time saved
500Invoices/day processed
0Manual data entry
3 wksBuild time

How XPndAI Builds This

Fixed price · 4-week delivery · You own all code

Step 1

Client Document Collection

WhatsApp bot reminds clients to submit bank statements, invoices, and GST data before deadlines — with automated follow-ups. No more chasing via email.

Step 2

GST Data Extraction

AI reads GSTR-2A, GSTR-2B, and purchase invoices — auto-reconciles mismatches, identifies missing invoices, and generates the reconciliation report.

Step 3

Invoice Processing

Client invoices read by AI — vendor, GSTIN, amount, HSN, tax — and posted to Tally or Zoho Books. 500 invoices/day with zero manual entry.

Step 4

Compliance Reminders

Automated WhatsApp reminders to clients 7 days, 3 days, and 1 day before GST, TDS, ROC, and ITR deadlines — with the specific document checklist.

Who Hires XPndAI for This

📊CA firms (10+ staff)
💼CS / legal advisory firms
🏪Accounting outsourcing firms
🏢CFO teams at mid-size companies

Pricing

Fixed price. No time-and-material billing. No surprises.

Starter
₹3L
Invoice processing, Tally integration, document collection
MOST POPULAR
Standard
₹7L
GST reconciliation AI, deadline reminders, multi-client
Enterprise
₹15L+
Full practice automation, custom workflows, analytics

Frequently Asked Questions

Does the AI integrate directly with the GST portal?

XPndAI integrates with GSTN API to fetch GSTR-2A/2B data automatically for each client — no manual download and upload. We use the official GSTN API with your CA firm's credentials.

Can the AI handle multiple clients simultaneously?

Yes. XPndAI builds multi-client architecture — each client's data is isolated and processed independently. You can run GST reconciliation for 50 clients simultaneously during peak season without performance issues.

Does this work with Tally Prime and ERP Next?

Yes — Tally Prime via TDL/REST API, ERP Next via native API, and Zoho Books via API. We post entries directly to your accounting system — no Excel import required.

How does the client document collection work?

Each client gets a personalised WhatsApp message with a checklist of required documents for the period. They upload directly on WhatsApp. The AI validates completeness, confirms receipt, and alerts your team if documents are missing 48 hours before the deadline.

Automate your CA firm's data work.

Free 30-min call. Especially useful during filing season. Fixed price.

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Invoice AutomationDocument AIAI AutomationGST Invoice OCR