Live on QuickBooks Online & Xero · Pakistan & GCC

Monthly Close in
Under 2 Minutes

8 specialist AI agents automate your monthly close, audit readiness, and tax compliance. Connect your accounting software and get a CA-grade report — instantly.

2 min
Monthly close that used to take 3 days
8
Specialist AI agents working in sequence
3
Predefined workflows — one click to launch
100%
CA-reviewed output required before client issue

How Much of Your Time is Actually CA Work?

📋

Pulling trial balances from ERP

Not CA work. A junior could do it — but it still eats 2–3 hours of a senior's morning.

📊

Formatting the P&L and reconciling ledgers

Not CA work. Mechanical, repetitive, and error-prone under deadline pressure.

📝

Writing the boilerplate audit memo

Not CA work. The same structure every month, for every client, from scratch.

⚖️

Judging whether a variance is material

This is CA work. Your expertise, your judgment, your signature.

💡

Advising the client on the implications

This is CA work. The reason clients pay for a CA, not a bookkeeper.

🔍

Catching the variance that matters

This is CA work. The ₹93,000 gap a busy senior misses at 11pm.

FinCA Agent

handles the first three. You focus on the last three.
That is the right division of labour between AI and a qualified CA.

From Request to Report in 5 Steps

No setup required. Connect once, run whenever you need.

01

Your Request

Type what you need — or click a one-click workflow button

02

ERP Data Pulled

Live P&L, Balance Sheet, AR aging, and bank transactions from QBO or Xero

03

8 Agents Run

Specialist agents analyse — Financial Accounting, Auditing, Taxation, and more

04

QA Gate

Dedicated QA agent checks for estimated figures and statutory sign-off items

05

Report Ready

Download formatted Word report and Excel extract — ready for CA review

Everything a CA Firm Needs

📅

Monthly Close Package

P&L, Balance Sheet, MRR waterfall, AR aging with ECL provisioning, GST computation, deferred revenue roll-forward, and compliance calendar — in one run.

🔍

Audit Readiness Assessment

ISA-compliant numbered findings register with P1/P2/P3 risk ratings, IFRS 15 revenue recognition check, SOC 2 indicators, and remediation plan.

🚀

Fundraising Data Room

3-year financial model, LTV/CAC/NRR unit economics, scenario analysis (base/best/worst), tax structure notes, and risk register for investor disclosure.

🏢

Multi-Client Workspaces

Each client is a fully isolated workspace with its own ERP connection, run history, and deliverables. Switch between clients in one click.

Automated QA Gate

Every report is checked for estimated figures [E], statutory sign-off requirements, and output completeness before download is available.

📄

Professional Deliverables

Formatted Word report (.docx) with headings, tables, and findings register. Excel extract (.xlsx) with QA summary, MRR metrics, and full report text.

🏦

Live Bank Feeds

Bank transaction data pulled directly from QBO and Xero. Agents cross-reference cash receipts against P&L revenue and flag material reconciling gaps.

📂

File Upload

No cloud accounting software? Upload your Excel trial balance, CSV bank statement, or PDF financial statement. Agents receive actual figures — no estimates.

📋

Full Audit Trail

Every agent action is timestamped and recorded — a permanent, immutable evidence log for quality control and regulatory inspection.

Three Predefined Workflows — Launch in One Click

Each workflow runs a validated sequence of specialist agents. No configuration required.

📅 Monthly Close

~2 minutes · Financial Accounting → Auditing → Taxation
  • Monthly close checklist
  • P&L with ratio analysis
  • MRR / ARR waterfall
  • AR aging with ECL provision
  • GST computation & ITC schedule
  • Compliance calendar
  • Bank reconciliation cross-check

🔎 Audit Readiness

~3 minutes · Auditing → Financial Accounting → Risk → Tech
  • Audit scope memo
  • IFRS 15 five-step revenue check
  • Numbered findings register (P1/P2/P3)
  • SOC 2 trust criteria indicators
  • Control gap assessment
  • Remediation plan with owners & dates

🚀 Fundraising Pack

~4 minutes · Strategic → Financial → Taxation → Risk
  • 3-year financial model
  • LTV / CAC / Payback / NRR
  • Scenario analysis (base/best/worst)
  • Tax structure notes
  • Risk register for investor disclosure
  • Series A data room package

97 Seconds. Real QuickBooks Data.

Here is what FinCA Agent produced in a live monthly close run on actual QBO data.

📊

Full P&L with ratio analysis vs SaaS benchmarks — gross margin, operating margin, burn rate

⚖️

Balance sheet reconciliation — flagged a ₹93,000 unattributed variance between P&L revenue and bank deposits

📋

IFRS 15 five-step model check across 4 customers — revenue recognition compliance verified

🏦

AR aging with ECL provision under IFRS 9 — staging assessment for each outstanding debtor

💸

GST output liability + ITC schedule + net payable — ready to file

🔍

Numbered audit findings register — P1/P2/P3 risk ratings with recommended owners and due dates

Statutory sign-off flags on every item requiring CA review before external issue

📄

Formatted Word report + Excel extract — downloaded and ready for partner review

The AI caught a ₹93,000 revenue gap between the ERP and bank statement — exactly the kind a busy senior misses under time pressure. That is the point.

Connect Your Accounting System

Live ERP connections — or upload directly if you prefer.

☁️

QuickBooks Online

LIVE

One-click OAuth connection. Pulls P&L, Balance Sheet, AR aging, bank transactions, and revenue by customer.

📗

Xero

LIVE

Same seamless OAuth flow. Equivalent reports pulled in real time including live bank statement lines.

🖥️

Tally / TallyPrime

BRIDGE

Pakistan & India market. Tally Bridge script runs locally, pulls data from Tally, and pushes to FinCA Agent.

📁

File Upload

LIVE

Upload Excel trial balance, CSV bank statement, or PDF financial statement — agents receive actual figures.

Your Financial Data is Protected at Every Layer

Financial data is among the most sensitive information a firm handles. Security is a first principle here, not an afterthought.

🔐

Encrypted Credentials

ERP tokens encrypted using AES-128-CBC before storage. Keys held separately from data. Tokens auto-refreshed silently.

👤

Role-Based Access

CA (full), Finance Lead (own org), Auditor (read-only). Complete tenant isolation — no data cross-over between organisations.

🗑️

Files Not Retained

Uploaded trial balances and PDFs are processed in memory and discarded after each run. Not written to disk.

🔒

TLS Encryption in Transit

All traffic encrypted with TLS 1.2+. JWT access tokens expire in 60 minutes. Refresh tokens in 30 days.

🤖

AI Output Guardrails

Estimated figures marked [E]. Statutory sign-off items flagged. QA gate required before files are available for download.

📋

Immutable Audit Trail

Every agent action is timestamped and logged permanently — a defensible evidence log for quality control and regulatory review.

Built for Four Distinct Professionals

Each with a different problem — and the same solution.

👨‍💼

Chartered Accountant (CA Firm)

Pain: 2–3 days per client on monthly close preparation

Run monthly close, audit readiness, and tax workflows across all client engagements. White-label Word reports ready to review and issue to clients.

💼

Finance Lead / CFO (FinTech / IT)

Pain: No CA retainer but needs CA-grade reporting for investors

Access SaaS metrics, IFRS 15 revenue recognition, GST compliance, and investor-ready packages on demand — without a full CA retainer.

🔍

Internal Auditor

Pain: Audit readiness packages take weeks to prepare manually

Generate audit scope memos, control testing reports, and numbered findings registers ahead of statutory audit — findings pre-classified by risk level.

🚀

Startup Founder

Pain: Fundraising data room takes weeks with expensive consultants

Produce a complete Series A data room — financial model, unit economics, scenario analysis, due diligence pack — in a single workflow run.

Simple, Transparent Pricing

Cancel anytime. No contracts. Billed monthly.

Starter
Solo CA / Individual Practitioner
$9/mo
PKR 2,500 / month
  • 1 user
  • 10 workflow runs / month
  • QuickBooks Online & Xero
  • File upload (Excel / CSV / PDF)
  • DOCX + XLSX deliverables
  • 1 client workspace
  • Full audit trail
Get Started
Enterprise
Mid-Size CA Firm / FinTech Company
$79/mo
PKR 22,000 / month
  • Unlimited seats
  • 150 runs / month
  • All ERP connectors incl. Tally
  • Unlimited client workspaces
  • Custom knowledge base
  • Priority support
  • PKR 60 / $0.22 per extra run
Get Enterprise
Pay Per Run — $3.99
No subscription. Buy a single workflow run — Monthly Close, Audit Readiness, or Fundraising Pack. Full Word report + Excel extract. One-time payment, no commitment.
Buy a Run — $3.99

Secure checkout via Lemon Squeezy · Cancel anytime · Billed monthly

What used to take 2–3 days
now takes under 2 minutes.

Join CA firms and FinTech finance teams across Pakistan and GCC already using FinCA Agent.