AI-Powered Operations Platform

Your Virtual CFO team, running on autopilot

Five AI agents manage bookkeeping, compliance, MIS reporting, and client communications — while your team focuses on the exceptions that actually need human judgment.

Ingest Agent
Accounting Agent
Compliance Agent
MIS Agent
Comms Agent
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AI Agents
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Audit Trail
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Realtime Updates
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User Roles

Everything your firm needs to scale

Purpose-built for accounting firms managing 10 to 10,000 clients with lean teams.

AI Agent Pipeline

Five specialized agents handle ingestion, accounting, compliance, MIS reporting, and client communications autonomously.

Exception-Driven Workflow

Agents flag anomalies for human review. Your team only intervenes when it matters — no busywork.

Real-Time Command Center

Live KPIs, client health tracking, and pipeline progress across your entire portfolio at a glance.

Compliance Automation

GST, TDS, payroll, and VAT filings tracked with due dates, statuses, and automatic overdue alerts.

Multi-Tenant RBAC

Admins, CAs, associates, and clients each see exactly what they need — nothing more, nothing less.

Month-Close Pipeline

Track every client through ingest → accounting → compliance → MIS → close with visual stage tracking.

The month-close pipeline, automated

Every client progresses through a structured pipeline, each stage handled by a dedicated AI agent.

01

Ingest

Documents & bank feeds ingested and parsed automatically

02

Accounting

Journal entries generated, categorized, and staged for review

03

Compliance

GST, TDS, payroll returns prepared with due-date tracking

04

MIS

Management reports drafted and queued for delivery

05

Close

Month finalized with full audit trail and exception log

10x

Ready to 10x your practice?

Join accounting firms that have automated their month-close workflow and reclaimed hours of manual work every week.