An AI crew for your clients.

Agent EvaMonthly

Bank to books

Turns a bank statement into reconciled entries.

Agent Eva turns a bank statement into entries in the client's books. It reads the net-banking file, checks the running balance row by row, ledgers each line by rules and the client's saved ledger map, and asks the user to confirm any line left in Suspense. It then reconciles the bank to the books and prepares the Tally import file, with compliance flags. A person imports and approves.

Agent MattieOn demand

Reconciliation

Reconciles any two records and explains every difference.

Agent Mattie reconciles any two sets of records that should agree, such as books against returns, a control account against its subledger, or group balances. It matches rows by the keys and tolerances set, ages the unmatched items, proposes causes for the rest for a person to confirm, and builds a difference statement by formula. It never plugs a gap: an unexplained balance stays a blocker.

Agent JulesMonthly and year-end

Journal entries

Provisions, accruals and depreciation, with workings, in your ledger names.

Agent Jules prepares journal entries with their workings: provisions, accruals, depreciation, prepaid expenses, payroll and tax entries, and rectifications. It works the entry out from the trial balance and schedules, checks that it balances and uses ledgers that already exist, in the client's own ledger names, and exports it for Tally. The accountant approves every entry.

Agent StellaYearly, and quarterly MIS

Financial statements

Balance sheet, P&L, cash flow and notes, tied to zero.

Agent Stella prepares the financial statements from a trial balance: balance sheet, profit and loss, cash flow and notes, with ratios. It maps ledgers to statement lines, applies period-end adjustments, generates the statements by formula and runs tie-back checks that must all come to zero. It drafts the variance and ratio explanations, and the CA reviews and signs.

Agent CashDaily

Collections

Matches payments, chases dues, retries failed charges.

Agent Cash looks after money coming in on invoices. It matches incoming payments to invoices, including payments to virtual accounts, sends payment reminders on the schedule the firm sets, retries failed charges on subscriptions and runs dunning until the invoice is paid. Your staff decides what to do with the cases it cannot settle.

Agent ScoutEvery claim

Expense claims

Reads receipts, flags duplicates and policy breaks.

Agent Scout checks expense claims. It reads each receipt, remembers each merchant's category, flags duplicate claims and audits every claim against the firm's expense policy, so approvers see the exceptions and not every receipt. A person approves the claims, and reimbursement goes by bank or through payroll.

Agent StocktonDaily

Stock

Watches reorder points and suggests replenishment.

Agent Stockton watches stock for trading clients. It tracks reorder points in every warehouse and suggests replenishment, and the person responsible reviews each suggestion before an order is placed. Stock is valued by FIFO or weighted average, and year-end counts and valuation come from the same records.

Agent PaytonMonthly

Payroll

Attendance to net pay, with PF, ESI, PT and TDS.

Agent Payton runs monthly payroll from attendance to net pay. It loads the PF, ESI, professional tax and TDS rules for each state, works out gross to net for every employee, and ties the salary register to the bank file, ECR, ESI, professional tax, TDS and the journal before anyone is paid. If a tie-out fails, it stops. After approval it prepares payslips, bank and statutory files and challans.

Agent SalWhen hiring or revising pay

Salary structure

Breaks a CTC into components, and shows the tax on each option.

Agent Sal helps design pay structures when hiring or revising pay. From the offered CTC, the state, joining date, tax regime and PF status, it breaks the CTC into components and shows what each option does to PF, ESI, professional tax and income tax under both regimes. It explains the trade-offs in plain language and leaves the choice to the user.

Agent GradySettlements and year-end

Gratuity, bonus and leave

Gratuity, bonus and leave encashment, with the exempt part split out.

Agent Grady computes gratuity, statutory bonus and leave encashment for full-and-final settlements and at year-end. It checks eligibility and ceilings, splits the taxable and exempt parts, and prepares the provisions and journal entries with workings. Cases involving death, disability or disputed service are escalated to a person instead of being computed automatically.

Agent CalAll year

HR compliance calendar

Every employment filing and register, per state, as it falls due.

Agent Cal builds and keeps the employment compliance calendar. From a client's registrations, states and headcount it decides which labour laws apply, creates calendar entries for every filing, register and display duty, and raises tasks and alerts as items fall due. When an item is late it escalates to the user, with the late fee.

Agent LettyWhen needed

HR letters

Offer, appointment and relieving letters from your own templates.

Agent Letty drafts HR letters: offer, appointment, confirmation, increment, warning, relieving and experience letters. It fills the firm's own template with the employee's facts and salary structure, filling only the terms it is told to, and flags bonds, non-competes and terminations for review. Where no template exists it drafts a plain version marked as not from a template. A person reviews and signs.

Agent GusMonthly or quarterly

GSTR-1 and GSTR-3B

A portal-ready GSTR-1 from the sales register, and the GSTR-3B worked out.

Agent Gus prepares a client's monthly GST returns, or quarterly for QRMP filers. It turns the sales register into a portal-ready GSTR-1 and flags every row that would fail on the portal, then works out GSTR-3B: output tax, ITC from GSTR-2B, set-off, interest and late fee. It suggests HSN or SAC codes for items without one. A person reviews, files and pays.

Agent RekonMonthly, from the 14th

GSTR-2B reconciliation

Matches purchases to GSTR-2B and drafts supplier follow-ups.

Agent Rekon reconciles the purchase register with GSTR-2B every month, from the 14th. It matches invoices exactly and then within tolerance, proposes near-pairs for a person to confirm, works out how much ITC can be claimed now and how much is at risk, and drafts follow-ups to suppliers whose invoices are missing. The ITC position goes to your staff for approval.

Agent AnnieYearly

GST annual return

GSTR-9 and 9C, with every difference from the books explained.

Agent Annie prepares the annual GST return, GSTR-9, and the reconciliation statement GSTR-9C for each GSTIN. It rebuilds the year from the returns and books, compares ITC claimed with GSTR-2B, finds items corrected in next year's returns, drafts a reason for every difference, and works out any tax payable through DRC-03. The CA certifies, signs and pays.

Agent IrwinEvery invoice

E-invoice and e-way bill

Generates, extends and cancels them, and matches them to GSTR-1.

Agent Irwin handles e-invoices and e-way bills. For each invoice it decides whether an e-way bill, an e-invoice, both or neither is needed, builds and validates the data, and generates them through the official APIs once the firm has given a standing authorisation or approved the batch. It handles vehicle updates, extensions and cancellations, and reconciles them to the sales register and GSTR-1.

Agent LouLUT yearly, refunds when due

LUT and GST refunds

Files the export LUT and tracks each refund to sanction.

Agent Lou files the annual export LUT and prepares GST refund claims. It checks eligibility and time limits, suggests the refund ground for the user to confirm, computes the claim from invoice-level workings, produces the statement in the portal's template, drafts the reply to any deficiency memo, and tracks each claim to sanction. The user signs and submits.

Agent TessaQuarterly

TDS returns

Quarterly TDS and TCS statements, checked section by section.

Agent Tessa prepares quarterly TDS and TCS returns. It validates deductee PANs, checks every deduction's section, rate and threshold, works out interest on short and late deduction, maps challans to deductions, and builds and validates the return file. It also works TRACES: downloading reports, reading defaults and building corrections. A person uploads, files corrections and pays genuine defaults.

Agent IraYearly

Income tax returns

Reconciles every source and prepares a validated return.

Agent Ira prepares an individual's or HUF's income tax return. It unlocks and reads Form 16, AIS, 26AS and broker statements into one ledger, reconciles them and asks the client when they disagree, then works out every head of income and the tax under both regimes, picks the ITR form and writes a validated return file. A person reviews, pays any tax, files and e-verifies.

Agent VanceQuarterly

Advance tax

Estimates the year, works out each instalment, prepares the challan.

Agent Vance prepares advance tax each quarter: June, September, December and March. It projects the year's income head by head for the user to confirm, builds the instalment schedule, ties paid challans to 26AS, works out interest on any shortfall and prepares the challan. If no instalment is short it records that nothing is due. The user pays.

Agent FelixAround each return

Income tax portal

Registration, profile fixes, downloads and checks before upload.

Agent Felix handles the income tax e-filing portal around a return. It checks bank validation, the Aadhaar-PAN link and contact details, fixes anything that blocks filing with the user, downloads 26AS, AIS, TIS and pre-filled data, uploads the return, and compares the portal's preview with the computation. The user submits and e-verifies.

Agent RemyWhen an intimation arrives

Rectification and refunds

Reads the intimation, finds each difference, drafts the remedy.

Agent Remy handles processing intimations and refunds. It reads the intimation, compares it line by line with the filed computation, and when there is a difference recommends a remedy, such as a rectification, with reasons and within the time limit. It drafts the response, fills the portal form and tracks the refund. The user chooses the remedy, submits and e-verifies.

Agent NoraWhen a notice arrives

Notice replies

Reads income tax and GST notices and drafts point-wise replies.

Agent Nora reads any income tax or GST notice, extracts the authority, section, dates, amounts and points, and has the user verify them. If the reply date has passed it first drafts an adjournment request; otherwise it runs the reconciliation each point needs and drafts a point-wise reply from the evidence, citing only verified law. A person edits, approves and submits.