An AI employee for ca firms
It chases clients for documents, tracks every deadline, and answers routine questions on WhatsApp, and shows you a receipt for everything it does.
Work diary
What it did today
An example day, not a live account.
Half your firm’s week goes to chasing clients for bank statements and invoices, remembering whose filing is due when, and answering “has my return gone in yet?” for the tenth time. None of it needs a chartered accountant. All of it eats one.
The same week, once there is an employee who never drops the ball.
Before
Juniors spend the morning calling clients for bank statements.
After
Documents are requested, tracked, and chased without anyone lifting a phone.
Before
The filing tracker lives in one person's head, and three spreadsheets.
After
One live tracker, updated by itself, that anyone on the team can ask.
Before
Clients call the partner to ask about their filing status.
After
The answer is written the moment they ask, and goes out on your OK.
Before
Deadlines survive on memory and panic.
After
Every due date is tracked, with reminders before anything slips.
Teach it your filing cycleonce. Say “start this month’s run” and it drives every client through the stages: chasing what is missing, preparing what is ready, and pausing only where it needs your OK.
Swipe to see all four stages.
One process, every client, receipts throughout. You watch the board; it does the driving.
What it does for ca firms
GST, TDS, and ITR cycles tracked per client. It knows who is ready, who is stuck, and flags what needs you.
Bank statements, invoices, and data: requested, tracked, and politely chased over email until they arrive.
Send a PHOTO of an invoice or a statement and it reads it, pulls the figures, and files it to the right client. A scanned PDF it will tell you it cannot read yet.
Real spreadsheets and trackers, built and updated. Receivables digests every Monday, without asking.
Its work waits for the person you name to sign off. Accountability stays exactly where it is today.
Filing status, document lists, and routine questions answered from what you taught it, in seconds, day or night. Every reply waits for a partner to say yes, until you decide it can send the routine ones itself.
One central intelligence
Every conversation, correction, and document lands in one shared memory your whole team draws on.
Your whole team uses it
Everyone talks to the same colleague, and you control what each person can see and do.
Every channel, one employee
WhatsApp, Telegram, Slack, and email. Connect the ones your people already use; it gets its own number and inbox.
Speaks your languages
Hindi, Gujarati, Tamil, English, and more. Send a voice note in your language and it replies in writing, in that language.
Meetings become notes
Connect your Zoom and recordings turn into minutes and tasks, filed to the right client. Joining live calls is an add-on.
Reports from your booksAdd-on
Connect Zoho Books, QuickBooks, or Xero and it reads profit, receivables, and runway straight from your books.
Your sheets become tools
Upload a costing or quoting sheet and it computes on your own Excel formulas, never guessed.
Researches with sources
Searches the web, reads the pages, and writes a brief with citations.
Teach it once
Your procedures become playbooks it runs every time, checked by a person you name.
Works on its own
A morning brief, follow-ups it drafts on schedule, and flags for what needs you, without being asked. Routines beyond those are set up with you.
Add a second employee
A sales one beside the ops one, any time, sharing the same memory.
Missing a tool? We build itBuilt for you
Custom integrations and software, built for you, with nothing new for the team to learn.
Real jobs it does today. Not answers to questions, but work done and logged for you.
Ask it to collect bank statements, invoices, or GST data from a list of clients. It messages each one with the deadline, ticks off what comes in, and nudges the stragglers on a schedule, politely, never more than needed.
It tracks due dates and reminds you well ahead of each one, at the lead time you set. Your statutory calendar stops living in your head.
A real spreadsheet of who owes what and what is still pending, from your tracker and what you have taught it, waiting for you when the week starts, not built at 11pm on Sunday.
Send it a client’s statement, sheet, or scanned receipt and it reads the contents straight away, pulling the figures you asked for, so “log everything on this” actually happens.
A friendly first reminder, a firmer one a few days later, each cleared by you before it goes, and an escalation if it stays unpaid, the follow-up ladder you never have time to run yourself.
Hand it the notes or a call recording and it files a clean summary, pulls out every action item with an owner and a date, and creates the tasks, so nothing agreed in the room gets lost.
You are the partner, the reviewer, and the follow-up department. It takes the chasing and the status calls so you keep the judgment work.
Five to fifteen people, three spreadsheets, one busy season. It becomes the one tracker everyone can ask.
Every partner sees the same picture, every client question has its reply written the minute it arrives, and nothing reaches a client without a partner's OK.
Give it a name, a face, and a personality. Minutes, not weeks.
Point it at your website, drop in documents, tell it its role in chat.
Your WhatsApp, email, Drive, and calendar. Add your team so it knows who is who.
It answers from day one. Within two weeks it is chasing and keeping records too. You approve anything sensitive.
You talk to it like a colleague, on the apps you already use. For example:
A polite chase goes out, the tracker updates, and it follows up until the file lands.
The exact missing documents, read from the live tracker, in seconds.
Drafted for your OK, then sent to each client by name.
You decide, down to a checkbox
Set once from your dashboard, changed any time.
What it does not do
It prepares, chases, and organises. It does not file on the income-tax or GST portal, and it never gives tax advice or commits to a fee without your approval. A person still signs off; the busywork just disappears.
No. Our support team cannot read your conversations. If you ever need help, you grant time-boxed access from Settings, and every single view is written into your own diary where you can see it. This is built for exactly the confidentiality a practice needs.
Everything it learns is yours and exportable as plain files at any time. Nothing it learns about your firm goes live until you approve it.
No, it removes the chasing and remembering, so your people do the work only a person can. Most firms point it at the jobs nobody wanted to do anyway.
Beyond the day-one jobs, these can be added as your employee grows into the role.
See for yourself
Pick something from your day. Watch how it works, what waits for you, and the receipt it leaves behind.
Pick a job above. Mira takes it from there.
Work diary
Your receipts will appear here.
A demonstration with sample data. The real one works in your WhatsApp, Telegram, Slack, and email.
Who else we help