2B matching eats the month
2 to 3 hours per client every month, on invoices that mostly match perfectly.
For Chartered Accountant firms
AI automation for CA firms in India
A six-person office serving three hundred clients spends most of deadline week retyping, matching and chasing. We automate those three jobs so your staff review instead of type.
Clients send documents late
Bank statements and bills arrive on the 19th, as photos, on a partner’s personal WhatsApp.
Notices pile up
ASMT-10, DRC-01A and 143(1) intimations land in portal inboxes nobody checks daily.
What we automate
Four modules. Start with one.
GSTR-2B and IMS matchingEvery client, every month, with plain-language reasons for each mismatch and IMS actions proposed.Read more →Bank statement and bill to TallyAny bank PDF or bill photo becomes a reviewed Tally voucher with your ledger rules.Read more →Notice deskNotices pulled from the portals, classified, dated, with a first-draft reply for the partner.Read more →WhatsApp document chaserReminders at T-15, T-7 and T-1 under your firm’s name. Uploads file themselves.Read more →
- 20 min
- review per client per month instead of 2 to 3 hours of matching
- T-15
- first automatic client reminder, escalating to the partner
- 1 week
- to a working prototype on your own client data
Full module list and pricing model on the accounting automation page.
Guides for chartered accountant firms
AccountingGSTR-2B reconciliation in 2026: what changed, what breaks, and how to automate itAccountingThe CA office automation playbook: six workflows to automate first (and two to leave alone)AccountingGST IMS explained: accept, reject or pending, and what deemed acceptance costs youComparisonsBest software for CA offices in India (2026): practice, GST, ITR, TDS and automation tools compared
Questions
Straight answers.
Does this replace our staff?
No. It removes the typing and matching. Your staff review exceptions and your partners sign, exactly as today.
Can clients see it under our brand?
Yes. WhatsApp reminders and the client board carry your firm’s name. We stay invisible.
How is it priced?
A fixed-price prototype, then a flat monthly fee by number of clients or GSTINs. Never a share of your professional fees, in line with ICAI rules.
Bring one client’s 2B and purchase register. We match it live.
A free 45-minute session with whoever does reconciliation today.