AI Automation for CA Firms and Accounting Practices in India
Stop chasing clients for documents and reminding them about GST deadlines. MNB Research automates client communication, compliance tracking, and document collection for Indian CA firms — so your team focuses on high-value advisory work.
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GST and Compliance Deadline Tracker
Automated WhatsApp and email reminders to clients 7 days, 3 days, and 1 day before GSTR-1, GSTR-3B, ITR, TDS, and ROC deadlines. No more client blame games.
Document Collection Bot
WhatsApp bot that requests bank statements, invoices, and supporting documents from clients — follows up automatically until documents are received. Eliminates manual chasing.
New Client Onboarding Automation
Automatically send engagement letters, KYC forms, fee proposals, and onboarding checklists to new clients. Collect e-signatures and documents without staff involvement.
Fee Invoice and Collection
Auto-generate and send fee invoices, payment reminders, and receipts. Track outstanding dues across your client base. Reduce debtor days from 60 to under 15.
Client Portfolio Dashboard
Real-time view of all client compliance statuses — which clients have filed, which are pending, documents received vs pending, outstanding fees. Know your entire practice at a glance.
Client Query Chatbot
Handle routine client queries about GST rates, TDS provisions, ITR filing deadlines, and compliance requirements via WhatsApp. Free your team from repetitive answering.
Case Study: 3-Partner CA Firm, Delhi NCR (180 Clients)
A Noida-based CA firm with 180 clients spent 40% of staff time on document chasing and compliance reminders. After MNB Research deployed the compliance tracker and document bot, document collection time dropped from 2 weeks to 3 days, zero GST deadlines were missed in the first quarter, and the firm onboarded 40 new clients without adding any staff.
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