8 specialist AI agents automate your monthly close, audit readiness, and tax compliance. Connect your accounting software and get a CA-grade report — instantly.
Not CA work. A junior could do it — but it still eats 2–3 hours of a senior's morning.
Not CA work. Mechanical, repetitive, and error-prone under deadline pressure.
Not CA work. The same structure every month, for every client, from scratch.
This is CA work. Your expertise, your judgment, your signature.
This is CA work. The reason clients pay for a CA, not a bookkeeper.
This is CA work. The ₹93,000 gap a busy senior misses at 11pm.
handles the first three. You focus on the last three.
That is the right division of labour between AI and a qualified CA.
No setup required. Connect once, run whenever you need.
Type what you need — or click a one-click workflow button
Live P&L, Balance Sheet, AR aging, and bank transactions from QBO or Xero
Specialist agents analyse — Financial Accounting, Auditing, Taxation, and more
Dedicated QA agent checks for estimated figures and statutory sign-off items
Download formatted Word report and Excel extract — ready for CA review
P&L, Balance Sheet, MRR waterfall, AR aging with ECL provisioning, GST computation, deferred revenue roll-forward, and compliance calendar — in one run.
ISA-compliant numbered findings register with P1/P2/P3 risk ratings, IFRS 15 revenue recognition check, SOC 2 indicators, and remediation plan.
3-year financial model, LTV/CAC/NRR unit economics, scenario analysis (base/best/worst), tax structure notes, and risk register for investor disclosure.
Each client is a fully isolated workspace with its own ERP connection, run history, and deliverables. Switch between clients in one click.
Every report is checked for estimated figures [E], statutory sign-off requirements, and output completeness before download is available.
Formatted Word report (.docx) with headings, tables, and findings register. Excel extract (.xlsx) with QA summary, MRR metrics, and full report text.
Bank transaction data pulled directly from QBO and Xero. Agents cross-reference cash receipts against P&L revenue and flag material reconciling gaps.
No cloud accounting software? Upload your Excel trial balance, CSV bank statement, or PDF financial statement. Agents receive actual figures — no estimates.
Every agent action is timestamped and recorded — a permanent, immutable evidence log for quality control and regulatory inspection.
Each workflow runs a validated sequence of specialist agents. No configuration required.
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.
Live ERP connections — or upload directly if you prefer.
One-click OAuth connection. Pulls P&L, Balance Sheet, AR aging, bank transactions, and revenue by customer.
Same seamless OAuth flow. Equivalent reports pulled in real time including live bank statement lines.
Pakistan & India market. Tally Bridge script runs locally, pulls data from Tally, and pushes to FinCA Agent.
Upload Excel trial balance, CSV bank statement, or PDF financial statement — agents receive actual figures.
Financial data is among the most sensitive information a firm handles. Security is a first principle here, not an afterthought.
ERP tokens encrypted using AES-128-CBC before storage. Keys held separately from data. Tokens auto-refreshed silently.
CA (full), Finance Lead (own org), Auditor (read-only). Complete tenant isolation — no data cross-over between organisations.
Uploaded trial balances and PDFs are processed in memory and discarded after each run. Not written to disk.
All traffic encrypted with TLS 1.2+. JWT access tokens expire in 60 minutes. Refresh tokens in 30 days.
Estimated figures marked [E]. Statutory sign-off items flagged. QA gate required before files are available for download.
Every agent action is timestamped and logged permanently — a defensible evidence log for quality control and regulatory review.
Each with a different problem — and the same solution.
Run monthly close, audit readiness, and tax workflows across all client engagements. White-label Word reports ready to review and issue to clients.
Access SaaS metrics, IFRS 15 revenue recognition, GST compliance, and investor-ready packages on demand — without a full CA retainer.
Generate audit scope memos, control testing reports, and numbered findings registers ahead of statutory audit — findings pre-classified by risk level.
Produce a complete Series A data room — financial model, unit economics, scenario analysis, due diligence pack — in a single workflow run.
Cancel anytime. No contracts. Billed monthly.
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