CA Firms · India · AI Agent

CA AI Agent
for Chartered
Accountants

Custom AI agent built for Indian CA practice — reads GST invoices, reconciles TDS, pre-fills ITR, tracks ROC deadlines, and answers client queries on WhatsApp. Built on ICAI-compatible workflows where you stay in control.

GST Filing AITDS ReconciliationITR ProcessingROC ComplianceAudit SupportWhatsApp Client Bot
Get CA AI Demo All Modules

CA AI Agent Demo — Free

Tell us your practice size and biggest time sink. We'll demo the AI on a real GST or TDS file.

60%
Reduction in Compliance Manual Work
99%+
Invoice Extraction Accuracy
ICAI
Compatible — CA reviews every output
AWS Mumbai
ap-south-1 data residency
CA AI Modules

Every Compliance Workflow, Automated

Six AI modules covering the full CA practice cycle — each respects your sign-off requirement and maintains a full audit trail.

📊

GST Compliance AI

Reads purchase/sale invoices, matches GSTR-2B with books, identifies ITC mismatches, flags RCM entries, and drafts GSTR-1 and GSTR-3B data — ready for CA review before filing.

  • GSTR-2B auto-reconciliation
  • ITC eligibility check
  • GSTR-1 data extraction from invoices
  • HSN/SAC validation
📋

TDS Reconciliation AI

Matches Form 26AS / AIS with client books, identifies unclaimed TDS credits, flags mismatches between deductor-filed vs client books, and generates 26QB/24Q reconciliation statements.

  • Form 26AS vs GL matching
  • AIS import + anomaly detection
  • Unclaimed TDS credit flag
  • Quarterly TDS return data prep
📄

ITR Processing AI

Extracts data from Form 16, salary slips, bank statements, capital gains statements (CAMS/Karvy), 26AS, and AIS. Pre-fills ITR schedule data for CA review — cuts form-filling time by 70%.

  • Form 16 + salary slip extraction
  • Capital gains auto-computation
  • Bank statement interest extraction
  • Pre-filled ITR schedule output
🏢

ROC / MCA Compliance AI

Tracks annual filing deadlines for all company clients — MGT-7, AOC-4, DIR-3 KYC, ADT-1, MGT-14. Sends automated reminders to clients and staff, pre-fills forms from company master data in CRM.

  • Deadline calendar per company
  • WhatsApp/email reminders
  • MGT-7, AOC-4 data pre-fill
  • DIR-3 KYC tracking
🔍

Audit Support AI

Reads trial balance, cross-checks schedules, flags statistical anomalies (unusual debit/credit ratios, missing vouchers, round-sum entries), and generates draft audit observations for CA review.

  • Trial balance anomaly detection
  • Schedule cross-checking
  • Round-sum and unusual entry flags
  • Draft audit observation generation
💬

WhatsApp Client Bot

AI answers client queries on WhatsApp 24/7 — ITR status, GST filing dates, TDS credit status, document submission reminders. Pulls from client-specific data. Escalates to CA when it can't answer.

  • Client-specific query answering
  • Document submission reminders
  • Filing status updates
  • Human escalation on complex queries
Compliance Coverage

Every Major Indian Compliance Form Covered

GSTR-1
Outward supply return
GSTR-3B
Monthly summary return
GSTR-2B
ITC reconciliation
Form 26AS
TDS credit matching
AIS
Annual Info Statement
ITR-1→6
Income tax returns
24Q / 26Q
TDS quarterly returns
MGT-7
Annual return (ROC)
AOC-4
Financial statements
DIR-3 KYC
Director KYC annual
Form 16
Salary TDS certificate
HSN/SAC
GST code validation
Related Services

Full Finance AI Stack

AI for Accounting FirmsPractice management → AI Finance AutomationFinance cluster hub → AI Invoice ProcessingAP automation → AI Financial ReconciliationBank-to-GL → Bank Statement AIAny bank format → AI Collections AgentRecovery calls →
Pricing

CA AI Agent Pricing

Fixed scope. Demo on your actual GST or TDS files before build commitment.

Single Module
₹8L – ₹20L
One compliance workflow automated
Get Single Module Quote
Most Popular
CA Practice Platform
₹25L – ₹60L
Full compliance + client communication AI
Start CA Practice Platform →
CA Network / Group
₹60L – ₹1.5Cr
Multi-branch CA network or large firm
Request CA Network Quote
FAQ

Common Questions

What does a CA AI agent automate for chartered accountants in India?
Six categories: (1) GST compliance — GSTR-2B matching, ITC reconciliation, GSTR-1/3B data drafting; (2) TDS reconciliation — Form 26AS/AIS vs books matching, unclaimed credit identification; (3) ITR processing — Form 16/bank statement/capital gains extraction, pre-filled ITR schedules; (4) ROC compliance — MGT-7, AOC-4, DIR-3 KYC deadline tracking and reminders; (5) Audit support — trial balance anomaly detection, draft observations; (6) Client communication — WhatsApp bot for 24/7 query answering and document reminders.
Is XPndAI's CA AI agent compliant with ICAI guidelines?
Yes. The AI prepares drafts and flags issues — but every filing, report, and compliance document requires CA sign-off before submission. A full audit trail records what the AI processed vs what the CA reviewed and approved. Data is stored in India (AWS Mumbai, ap-south-1) with per-firm client data isolation. The AI identifies itself as an AI when handling client queries on WhatsApp.
Which accounting software does the CA AI agent integrate with?
Tally ERP 9 and TallyPrime (ODBC + XML export), Busy Accounting (direct DB), Zoho Books (API), QuickBooks India (API), Marg ERP, and custom accounting systems via CSV/Excel export. For GST data, the AI reads directly from GSTIN portal exports (GSTR-2B JSON, AIS PDF) without needing any additional software.

More Clients. Same Team. No Missed Deadlines.

Demo the AI on a real GSTR-2B or Form 26AS file from your practice — free, before any commitment.

Get CA AI Demo →