What we see
Where time and money leak
- Deadlines for many clients are tracked in spreadsheets and memory.
- Chasing clients for documents takes staff hours every week.
- Time spent per client is unknown, so billing is guesswork.
- Client data arrives in many formats and needs re-entry.
Relevant services
Where we start
- AI agents and automationWhatsApp and voice assistants, document extraction and workflows that run themselves.
- ERP, CRM and business softwareSales, purchase, stock, production, accounts and HR in one system built around you.
- IntegrationsGST portal, Tally, WhatsApp, payments, marketplaces and hardware talking to each other.
What we build
For ca and cs firms
Practice management
Clients, tasks, deadlines, staff allocation, timesheets and billing in one system.
Document collection on WhatsApp
Automatic requests and reminders for documents, with files filed against the right client and period.
Invoice and bank statement extraction
AI reads client invoices and statements and prepares entries for review.
GSTR-2B reconciliation
Purchase register matched against GSTR-2B with mismatches highlighted for action.
Client portal
Clients upload documents, see filing status and download returns and invoices.
Questions
Common questions
What is practice management software for a CA firm?
Software that tracks every client, compliance deadline, assigned staff member, hours spent and invoice in one place, with reminders so filings are never missed and partners can see workload and billing across the firm.
Can AI help with accounting data entry?
Yes. AI document extraction reads invoices, receipts and bank statements and prepares ledger entries for a person to check and approve, which removes most of the typing while keeping the accountant in control.
Does it work alongside Tally?
Yes. Prepared entries can be pushed into Tally for each client, and Tally data can be pulled for reconciliation and reporting.
Contact
Tell us what to take off your plate.
A few taps, no typing. We reply on WhatsApp within one working day.