AI Automation for Chartered Accountants in India
Stop chasing clients for documents. Stop missing deadlines. AI handles your workflow automation, client communication, and compliance reminders — so you can focus on advisory work.
AI Built for CA Firms and Accounting Practices
Document Collection Automation
AI sends automated WhatsApp reminders to clients for pending documents — with specific lists, due dates, and easy upload links. Reduces document chasing calls by 80%.
Compliance Deadline Alerts
Automated alerts to both your team and clients before GST, ITR, TDS, ROC, and other filing deadlines — so nothing falls through the cracks during busy season.
Client Onboarding Workflow
AI guides new clients through your onboarding process — collecting KYC documents, signing engagement letters, and setting up their profile — reducing 3-week onboarding to 2 days.
Invoice & Fee Recovery
Automated professional fee reminders sent at invoice, 7 days, and 15 days — maintaining client relationships while recovering outstanding dues without awkward calls.
Client MIS Report Automation
AI compiles and sends monthly financial summary reports to clients automatically — adding visible value, improving retention, and reducing inbound "how is my business doing?" calls.
Lead Enquiry & Proposal Bot
AI handles initial enquiries from prospective clients — qualifying their requirements, sharing your service menu and fee ranges, and scheduling discovery calls with partners.
Run Your CA Firm Like a Well-Oiled Machine
Book a free consultation and see how MNB Research automates the administrative burden of running a CA practice — so partners can focus on high-value advisory work.
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