AI Automation for
Chartered Accountants & CA Firms
From GST reconciliation and client document collection to audit trail generation and billing — MNB Research helps CA firms across India eliminate manual drudgery and scale their practice.
Built for India's CA Professionals
GST Reconciliation Automation
Auto-fetch GSTR-2A from portal, reconcile with purchase register, identify mismatches, and generate exception reports — replacing 2–3 days of monthly manual work with 20 minutes.
Client Document Collection
Automated WhatsApp reminders for pending documents, digital collection portals, received-vs-pending dashboards, and escalation sequences for chronic late submitters.
Practice Billing Automation
Time-tracking integration, milestone-triggered invoicing, automated GST-compliant billing, and payment follow-up sequences — reducing your DSO by 15–20 days.
Compliance Calendar & Alerts
Automated deadline reminders for GST, ITR, TDS, ROC, and audit filings for every client — with escalating alerts ensuring zero missed deadlines across your entire portfolio.
Client Onboarding Automation
Digital PAN/Aadhaar verification, engagement letter generation, KYC document collection, and client master setup — reducing onboarding from 3 days to 3 hours.
Audit Trail & Documentation
Timestamped documentation of all client communications, decisions, and file accesses — generating complete audit trails automatically for every engagement.
Run a Modern, Profitable CA Practice
100+ CA firms across India have transformed their practices with MNB Research. Free 45-min audit for your firm.
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