Purpose-Built for Indian CA & Accounting Practices
AI that understands GST, ITR, ROC, and all Indian compliance requirements — working 24/7 so your team doesn't have to.
Compliance Deadline Automation
AI tracks all critical deadlines — GST filing, ITR, TDS, ROC, audit dates, advance tax — for every client. Sends WhatsApp + email reminders at 30, 15, 7, 3, and 1 day before due dates. Zero compliance misses, zero penalties for clients.
Document Collection AI
Automatically request, track, and follow up on missing documents — bank statements, invoices, Form 16, PAN, Aadhaar, purchase bills. Clients upload directly via secure WhatsApp link. Reminders escalate until documents arrive. Saves 3+ hours of follow-up calls per week per CA.
Client Query Bot (GST & Tax)
AI answers common client questions 24/7 — GST rate on a product, TDS applicability, ITR filing status, advance tax deadlines, PF/ESI calculations. Frees your team from repetitive calls and WhatsApp messages completely.
New Client Onboarding
AI guides new clients through onboarding — collects KYC documents, business details, existing compliance status, and service requirements. Generates client profile and engagement letter draft automatically. Onboarding time reduced from 3 hours to 30 minutes.
Billing & Fee Automation
Auto-generate invoices for recurring services (GST filing, payroll, audit), send payment reminders at 0, 7, 15, 30 days overdue. Professional fee recovery without awkward phone calls. Average collection cycle cut from 45 to 12 days.
Practice Management Dashboard
Real-time view of all client compliance statuses, pending documents, upcoming deadlines, outstanding invoices, and staff workload. Partner-level visibility without pulling reports manually.
GST Return Preparation Assist
AI pre-fills GST return data from uploaded purchase and sales invoices, flags mismatches with GSTR-2A, and generates a summary for CA review. Preparation time for a typical client reduced by 60%.
WhatsApp Business Hub
All client communication through a single WhatsApp Business number. AI handles routine queries, document requests, and reminders. CAs only get escalated conversations that genuinely need their expertise.
Secure Client Document Portal
Encrypted cloud storage for all client documents organised by client and year. AI auto-names and categorises uploaded files. Clients can check their own document status via WhatsApp.
Results for CA Firms Using MNB AI
Measured across MNB Research accounting firm clients after 6 months
Real Results, Real Businesses
See how businesses like yours transformed with MNB Research AI solutions
Document collection and compliance reminders were consuming 40% of staff time. After MNB automation, each CA moved from managing 45 clients to 140 clients with less stress and zero compliance penalties in 8 months.
Previously losing 2–3 clients per quarter due to missed GST filing reminders. MNB's automated deadline tracking and escalation system achieved 100% on-time filing for all 280 clients across an entire financial year.
Outstanding invoices averaging 52 days had created a ₹34L working capital gap. Automated billing and polite AI follow-up sequences reduced collection days to 8 and recovered all outstanding dues within 90 days.
Automate Your Practice, Grow Your Revenue
Book a free 30-minute demo call. We'll show you how MNB Research AI can eliminate document chasing, ensure zero compliance misses, and let you handle 3× more clients.
📅 Book Free Demo — It's Free💬 WhatsApp Now✅ No commitment • ✅ 30-min strategy call • ✅ Custom ROI report