Chartered accountancy firms.
Deadlines move, and clients still send everything in the last week.
Where we would start: Client paper collector. Asks each client for their documents on WhatsApp and mail in their language, reads what arrives, checks the period and completeness, files it and lists what's missing.
Client papers are collected by WhatsApp reminders, read and filed, with a list of what's still missing.
Safe to say yes, in writing.
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“I'll pay and nothing will work.”It has to pass on your old work before it touches today's.20 of your past jobs, then live18 of 20 approved without changesFive working days of approved live workYour sponsor's written yes
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“The price will creep.”One fixed price, in writing, before any work.Your proposalThe plan: one priceEach build: one priceThe run: a monthly fee
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“I'll be locked in.”Stop any month and keep everything.JanFebMarAprstopMayJunThe month you stop, you keepEvery account, in your company's nameEvery line of codePlain files and a runbook
Your week, as it runs today.
CA firms earn fees for audit, tax, GST, company law work and advice, by the engagement or on monthly retainers, so profit depends on how many clients each person can handle when every deadline lands at once. India has 4.08 lakh chartered accountants and 98,967 firms, 69% of them run by a single proprietor (ICAI data, February 2025). About 4.02 lakh tax audit reports had been uploaded by 24 September 2025, 60,000 of them that day, and the deadline still moved twice.
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01
Clients send bank statements as phone photos two days before the due date.
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02
An article assistant matches GST purchase data to the books for the fourth client this week.
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03
Three notices arrive from the tax portal, each with a short reply window.
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04
The partner reviews working papers until midnight.
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05
Fees from last year's audit are still unpaid.
What it costs.
Our own sumOur articles spend days matching GST data to the books.
And the rest of the week
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No number yet
Deadlines move, and clients still send everything in the last week.
No figure we can stand behind yet, so we print none.
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No number yet
Notices keep coming, and every one needs a reply in days.
No figure we can stand behind yet, so we print none.
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A study, 2019
Good juniors leave for bigger firms in the middle of the season.
Replacing someone who leaves costs half to twice their annual salary (Gallup, 2019).
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No number yet
Client files go into free AI tools.
No figure we can stand behind yet, so we print none.
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A study, 2024
We file in September and get paid in January.
Delayed payments owed to Indian MSMEs stood at an inflation-adjusted Rs 7.34 lakh crore in March 2024 (GAME, FISME and C2FO, reported in November 2025).
Ten systems for CA firms, under the six offers.
We plan the whole company, then build the first three. The usual first build here is marked, and the window beside the cards shows the one you are reading.
Get paidYou did the work. The money shouldn't take 90 days.
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The usual first buildAgents
Client paper collector
Asks each client for their documents on WhatsApp and mail in their language, reads what arrives, checks the period and completeness, files it and lists what's missing.
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Documents
Overnight reconciliation
Bank statements, GST returns and the books in Tally or your ERP read into one view and matched overnight, with only the mismatches left for a person.
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Conversations
Fee follow-up
Polite reminders with the invoice and a summary of the work, sent on WhatsApp and mail with a payment link.
Win customersLeads wait until Monday. The buyer doesn't.
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Apps
Client portal
Clients upload papers, see the status of each filing and pay invoices in one place.
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Growth
Advisory leads from client data
Spots clients with tax planning, cash flow or compliance needs from their own numbers, so the partner can offer advice they'll pay for.
Get the work doneEverything comes to you. Most of it shouldn't.
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Agents
Notice reply desk
Reads each notice from the tax and GST portals, pulls the client's data and drafts the reply with supporting papers, for the partner to sign.
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Documents
Audit working papers
Working papers filled from the client's data, with the standard checks done and the exceptions marked for review.
Know your companyOnly one person knows how pricing works.
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Knowledge
Firm knowledge
Standards, circulars and the firm's past opinions searchable in plain words, with the source beside each answer.
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Intelligence
Virtual CFO pack
Monthly numbers, cash and commentary for each advisory client, drafted from their books for the partner to review.
Stay in controlYour staff already use AI. Your files go with them.
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Operations
Compliance calendar for every client
Every due date for every client, who owns it and where it stands, in one place.
AI that runs in your own cloud account, never a public tool.
The same week, with them running.
The five moments from the top of this page, once the first systems do their part. Flip back to see how it runs today.
An example week. It shows how the work changes, never a measured result from a client.
- 01
Client papers are collected by WhatsApp reminders, read and filed, with a list of what's still missing.
- 02
GST and the books are matched overnight, and only the mismatches reach a person.
- 03
Each notice is read and the reply is drafted with the supporting papers, for the partner to sign.
- 04
Working papers are filled from the client's data, with the checks the partner cares about already done.
- 05
Fee reminders go out politely, with the invoice and a summary of the work attached.
- 01
Clients send bank statements as phone photos two days before the due date.
- 02
An article assistant matches GST purchase data to the books for the fourth client this week.
- 03
Three notices arrive from the tax portal, each with a short reply window.
- 04
The partner reviews working papers until midnight.
- 05
Fees from last year's audit are still unpaid.
The nearest work we have built.
Each piece names the kind of company it was built for. None of them is in your trade yet, and we say so. Ask to see it running.
- Relocation and global mobility · Agents An AI agent in the team chat An AI agent sits in the team's group chat, answers from the company's own knowledge and takes on requests. Built for a relocation company with teams across India. Built
- Relocation and global mobility · Operating systems Relocation operating system Built so a relocation company can run on one system, with every case, vendor, payment, visa and home in it. Built for a relocation company with teams across India. Live behind a sign in
- Events and conferences · Apps and portals Conference apps in two languages Delegates carry the whole day on their phone, in Japanese or English at a tap: every session, live captions, and a written recap of every session the same day. Built for an industry body in Asia Pacific, for its leadership meetings. Live
Signs it is time.
- Due dates are met by working through the night.
- Notices are piling up across clients.
- Article assistants leave in the middle of the season.
- Client documents are collected over WhatsApp.
- They plan to add advisory or virtual CFO services.
Who decides.
The managing partner or founding partner.
Why this time is different.
AI that was bought and changed nothing.
A tool was bought and nobody owned the job. We take the whole job, test it on your past work, and stay to run it.
What partners ask first.
Who says yes before anything goes out?
The person who owns that job at your company today. You name them when we write the rules with you. Inside those rules the agent acts at once. Anything outside them waits for one tap from the person named, on their phone, ready to approve or to change.
Do we have to change the software we use?
No. We build around the systems you already run, in accounts in your company's name, and we confirm each one before we start.
What does it cost?
There is no price on this page, because it depends on the work. After the session you get a written proposal with the scope, the test it has to pass, who works on it and one fixed price, before any work.
You did the work. The money shouldn't take 90 days.
The invoice goes out the day the job is done, and it is followed up politely until it is paid or your person takes over.
What changes. The bill goes the day the proof arrives, the follow up happens without you, and no supplier bill is paid unchecked.
What we measure, before and after. Days from work done to invoice, days from invoice to money in and supplier bills paid without a check.
The old way keeps running until the new one has passed on your own work.
What costs your firm most? Bring us that.
45 minutes on a video call with our founder and the people who live with the problem. Nothing to sign. You leave knowing what we would build first, and why.
Or write to us.hello@agentec.cloudAgentec on LinkedIn