For CAs & Accountants

AI consulting for chartered accountants.

CA firms, solo CAs, finance heads, tax practitioners. Most of your week is reconciliation, GST returns, audit prep, schedules. None of it is the advisory work clients actually pay you for. We install AI to do the rote. You focus on advice, planning, audit signoff.

CAs & Accountants
AM

"My team closes month-end in three days now. We took on twenty more clients without hiring."

Anuj M. · Managing Partner, CA firm, Mumbai
What's eating your week

The four hours you keep losing.

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Bank reconciliations and ledger matches eat junior team hours every month.

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GST returns and TDS filings are deadline-driven panic. Small errors cost penalties.

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Audit prep is 80% chasing schedules from the client. 20% actual audit thinking.

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MIS and financial reports are slow. By the time leadership sees them, the month is gone.

What we install for cas & accountants

AI does the grind.
You stay on the work that matters.

AI bookkeeping & reconciliation

Matches bank statements to GL, flags exceptions only. Closes the month in days, not weeks.

GST/TDS return engine

Pulls invoice data, generates returns, validates against rules, surfaces mismatches before you file.

Audit schedule chaser

Auto-pings clients for missing schedules, tracks status, summarises what's still pending.

Financial report writer

Monthly MIS, board pack, variance commentary, drafted in your firm's voice.

Tax notice triage

Reads notices, classifies them, drafts response template, flags critical ones.

Client portal AI

Clients ask 'what's my advance tax due this quarter?', get instant answer from their data.

40%
Faster month-end close
3-5h
Daily admin saved
0
Compliance corners cut
21 days
Live system
How AI Crew works for accounting

21 days.
Founder → Company → Employees.

We don't sell AI from a deck. We sit with you. We learn how you make money. Then we install AI as a system, working from you outward to your company and finally to every person on your team.

1
Days 1-3 · The partners

Your universe.

You're managing partner AND advisor AND closer. Reconciliations and GST returns eat your firm's capacity. We map your monthly cycle.

2
Days 4-10 · The firm

Your company.

Month-end is a 9-day panic. Audit chasers pile up. MIS reports are slow. We pick the AI plays that recover the most hours per CA.

3
Days 11-21 · Juniors and staff

Your team.

Juniors stuck on bank matching, schedule chasing, return drafting. AI matches, drafts, and chases. They graduate to advisory work.

The tools we install

Best-in-class. In your accounts. You own it.

Every tool we install lives inside accounts you own. Your OpenAI, your Anthropic, your CRM, your ERP. You can run the stack without us after handover.

  • checkOpenAI / Anthropic Claude for reasoning and drafting
  • checkTally / Zoho Books / QuickBooks integrations
  • checkBank API connectors for reconciliation
  • checkn8n for automation orchestration
  • checkNotion / Airtable for client and matter dashboards

"My team closes month-end in three days now. We took on twenty more clients without hiring."

AM
Anuj M. · Managing Partner, CA firm, Mumbai
Frequently asked

Questions cas & accountants ask us.

add Can AI handle Indian GST returns end-to-end?

Yes, in supervised mode. AI pulls invoice data, generates GSTR-1 / 3B drafts, validates against rules, and flags mismatches. A CA always reviews and files.

add Will AI replace my junior team?

No. It removes the manual matching and chasing. Juniors graduate faster to advisory work. Most firms add 15-30% more clients without hiring.

add Is client financial data safe?

Yes. Data stays in your accounts. No third-party training. Full audit trail of every AI action.

add How fast does month-end close speed up?

From 7-10 days to 2-3 days for most mid-sized firms within 60 days of going live.

add Does the AI work with our existing accounting software?

Yes. We integrate with Tally, Zoho Books, QuickBooks, BUSY, Marg, SAP, and most major Indian and global stacks via API or file sync.

Honesty block

What AI Crew does NOT do.

  • closeWe don't sign off on returns or audits. That's still your CA.
  • closeWe don't replace your accounting software.
  • closeWe don't auto-file anything without a partner click.
Strategy call · Free · No pitch

Let us understand
your universe first.

Come on a call. We map where you spend your time, where you waste it, and where AI fits. Then we tell you straight whether AI Crew is the right fit. No deck. No pitch. No follow-up sales loop.

45-minute walk-through Map your time leaks Score every workflow by AI fit Walk away with a 90-day plan Free, always
AI Hardware for Accounting Firms

Office security that runs itself.
Compliance out of the box.

AI cameras handle the parts of office security that compliance demands but no one has time to manage · access logs, document handling checks, peak-season staffing visibility.

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Secure Zone Access Logging

Track who enters server rooms, filing areas, and client document zones with camera AI · no biometrics, no keycard upgrades. Auto-generated access logs ready for regulatory review.

Regulatory-grade access logs · automated
groups

Peak Season Staffing Insights

During tax season, AI tracks team occupancy, meeting room load, and zone utilisation. Know exactly when to bring in extra staff based on real data · not gut feel.

Staff allocation matched to actual demand
description

Document Handling Compliance

AI flags when sensitive client documents are left unattended on desks within view of visitors. Policy compliance without spot-checks. Auto-log for partners who need an evidence trail.

Document compliance · without the chase