We build AI agents and software for professional services firms: client documents chased and filed, proposals drafted from your past wins and scope creep flagged, with a partner or manager approving everything that goes out.
The agent does the legwork. A person makes the one decision that’s theirs.
September GST is due, and eight clients of Iyer & Associates, a CA firm, still owe documents. Each gets a personal list on WhatsApp or email, and what arrives is read and filed as the grid fills in: five clients complete, two reminded. Sharma Traders’ bank statement is a blurry photo, so the senior associate asks for a PDF from net banking.
We fix these one workflow at a time.
Then we tell you plainly what will work well, what needs a person, and what isn’t worth automating.
Sends each client a personal list of what’s pending on WhatsApp or email, then reads, files and follows up on what arrives. Anything it can’t read clearly goes to your staff, and staff confirm when everything for a job is in.
Drafts proposals, scopes and engagement letters from your past winning work, rate cards and the client’s brief. A partner sets the fee and approves.
Compares approved timesheets and scope changes with each engagement’s scope and fee, and flags over-servicing and work not yet billed for the manager to review. It never invents time.
TallyPrime, Zoho Books, BUSY and others you may run. We check what each allows first, and nothing gets ripped out.
Works with: TallyPrime, Zoho Books, BUSY, Winman, Saral, CompuOffice, WhatsApp Business, Zoho Recruit, Karbon, Xero Practice Manager, TaxDome, Canopy, CCH Axcess, QuickBooks Online Accountant, Xero, Dext, Ignition, CaseWare, HubSpot, Harvest, Deltek, Bullhorn.
Anything outside your rules waits for a person, and every step is on record.
Statements and bills proposed as entries, for an accountant to approve.
Proposes entries in TallyPrime, Zoho Books, QuickBooks or Xero from statements, bills and receipts, using each client’s past patterns, and flags new parties and odd amounts. An accountant approves each batch. It’s for clients whose books you keep, not your statutory audit clients.
Purchases, sales and TDS matched to the returns, mismatches listed.
Matches purchases to GSTR-2B, sales to GSTR-1 and e-invoices, and TDS to 26AS and AIS, lists mismatches by party, and drafts supplier follow-ups. The manager approves what is claimed.
Tax notices read and replies drafted, for a partner to approve.
Reads the GST and income-tax notices your team downloads or receives by email for the section, period, demand and deadline, pulls the matching reconciliations, and drafts a reply with every citation checked against its source and the version of the law. A partner approves, and your staff file the reply.
Your past deliverables and methods, found with their version and date.
Finds past deliverables, methods and working papers you’re allowed to see, with the version and date of each, so older advice is checked before it’s reused.
Applications and interview scheduling organised, for recruiters to decide.
Organises applications against the requirements you agree with the client, keeps candidates informed and schedules interviews. A recruiter reviews every shortlist, and people make every hiring decision.
Creatives and drawing sets checked against your checklist before sign-off.
Checks creatives against brand guidelines and mandatory text, and drawing sets against your checklist and register. The creative director or project architect signs off.
One workspace per client for requests, deliverables and status.
One secure workspace per client for document requests, deliverables, project status and messages.
Recurring jobs per client, each with a preparer, reviewer and date.
Monthly and quarterly jobs per client created automatically, each with a preparer, reviewer, due date and evidence.
Requirements, candidates, timesheets and invoices in one place.
Requirements, candidate pipeline, client submissions, timesheets and invoices in one place.
Alerts when retainers run low or work stays unbilled.
Managers hear when a retainer is nearly used up or work stays unbilled too long, with draft invoices ready in Tally, Zoho, QuickBooks or Xero.
Monthly client reports built from your data, checked before sending.
Figures from accounting systems, Google Ads and Meta flow into a branded report that goes out after a manager’s check.
Approved timesheets become invoices and payroll inputs.
For staffing firms, approved timesheets become client invoices and payroll inputs without retyping.
Yes. We start from the work every firm shares, such as chasing clients, proposals, reports and billing, and build around your own delivery process, tools and clients.
Usually, yes. We check what each tool allows first, then connect through its API or a file export. Where neither exists, we tell you plainly, and we build only where your current tools fall short.
Yes. The agent reads and files what arrives there, and your clients change nothing. Anything it can’t read clearly, like a blurry photo, goes to your staff.
No. It prepares, reconciles and drafts. A qualified person in your firm reviews, signs and files every return, report and certificate.
We agree with each firm, in writing, where client data is stored, which services may process it and how it may be used, and none of it trains an AI model without that agreement. Access is by client and team, with a full log, and we don’t claim certifications we don’t hold.
We set up its sources with your team and update them as the law changes, and every answer shows its source and the version of the law it relies on. Your team verifies before anything is relied on.
