Solution · CA Firm AI Employee
A four-tool AI employee installed on your firm's laptop — GSTR-2B reconciliation, WhatsApp vendor follow-up, invoice OCR into Tally, and an ITC risk dashboard. One unified CLI. 90-minute install. You stop doing data entry. Juniors stop chasing invoices. Partners get their evenings back.
First demo cycle (synthetic data)
Invoices processed
in the first demo cycle
Match rate
first pass, no corrections
ITC-at-risk caught
in the first run alone
REAL PILOT NUMBERS REPLACE THIS BLOCK ONCE WEEK 4 COMPLETES.
The dashboard
FastAPI + SQLite + Next.js, bundled in a Docker compose. Partners open localhost in a browser — no cloud, no accounts, no vendor lock-in.
ILLUSTRATIVE — real dashboard renders live Recharts, updates on every reconciliation run. Click to expand.
01 / The stack
Unified under a single ca-firm CLI. Each tool stands alone; together they replace one junior associate's worth of weekly work.
01 / Tool
GSTR-2B ↔ Tally purchase register in minutes.
Ingests GSTR-2B JSON from the GST portal and the purchase register from Tally, matches on GSTIN + invoice number + amount with tolerance, outputs a 5-sheet Excel: Summary, Matched, Mismatches, Only-in-Books, Vendor Follow-up. Every row tagged with the reason and the ITC-at-risk rupee amount.
What you get
One Excel file per filing cycle. Runs in 90 seconds on 5,000-invoice registers.
02 / Tool
Three templates, Meta-approved, one command to send.
Pulls the Vendor Follow-up sheet from the reconciliation output and generates personalized WhatsApp messages per vendor — missing invoice request, amount mismatch query, GSTIN correction ask. Templates are pre-approved by Meta. Every send is logged to a CSV audit trail.
What you get
Automated vendor outreach. CAs stop chasing invoices over email.
03 / Tool
Client sends a photo. You get a voucher draft.
Clients WhatsApp invoice images to a dedicated business number. Tesseract extracts the raw text; Claude Vision structures vendor, GSTIN, invoice number, HSN codes, line items, and taxes. A balanced double-entry Tally XML voucher is drafted and queued for CA review before posting. Accuracy: 92%+ on 25 real Indian invoices in sprint testing.
What you get
No more manual data entry. Clients contribute to bookkeeping without training.
04 / Tool
One screen. Real-time. Runs locally.
FastAPI backend + SQLite + Next.js frontend, installed on the CA's laptop. Shows monthly ITC claimed vs available vs at-risk, top-10 leaking vendors, trend chart across the last 12 months. No data leaves the firm — everything runs on localhost.
What you get
Partners get a morning dashboard. CFO clients can log in to their own slice.
02 / The 30-day pilot
Each week ends with a measurable output on your actual data. If week 2's reconciliation doesn't save you 8+ hours vs baseline, we don't charge for weeks 3–4.
Week 1
We come on-site (or remote via AnyDesk), run `install.sh` on your primary laptop, and map one full reconciliation cycle with your senior associate. First recon runs against last month's data within 90 minutes of install.
Week 2
We run the full reconciliation on this month's GSTR-2B + Tally data. You get the 5-sheet Excel. We sit together and go through mismatches. That's the moment the math clicks — 10 hours collapses to under 2.
Week 3
WhatsApp Business number configured and Meta templates approved. Invoice OCR webhook wired to your clients' WhatsApp. Junior associates stop doing data entry entirely.
Week 4
ITC risk dashboard live on your laptop. Operator manual handed over. Unified CLI (`ca-firm recon`, `ca-firm followup`, etc.) works. Monthly retainer begins.
03 / Pricing
Monthly retainer
per month
What's included
Installed on
Your firm's laptop
Install time
90 minutes, on-site or remote
Integration stack
Tally, GSTN portal, WhatsApp Business API
Data stays with
You — nothing leaves the firm
Get on the pilot list
First install in week one. First reconciliation in week two. If it doesn't save you 8+ hours the first month, we don't charge for the next three weeks.