Finance & Accounting

Next-Gen Financial Ops with Intelligent Workflow

Simplify Accounting. Automate Compliance. Forecast Smarter

Finance & Accounting AI Agents

From books to compliance—your finance co-worker

Invoice Reconciliation Agent

Filing Agent

Approval Agent

Proactive Insights Agent

Conversational Analytics

Context-Based OCR Agent

Benefits

Why it matters ? Reconcile, Report, and Comply—Intelligently
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40-60%

Increased Productivity

with AI-powered conversational tool for the right information and expediting task completion
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10x

Reduction in managing multiple software systems

and post-customer support challenges hampering efficiency with fragmented workflows.
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3x

Regain lost efficiency

and missed opportunities across multiple departments.

Our Features

Simplify financial ops—AI agents automate purchases, sales, GL, e-invoicing, and tax filings at scale

01

General Ledger & Chart of Accounts

02

Purchases

03

Sales

04

Multi-Currency Management

05

Tax & Compliance Management

06

Expense Management & Budgeting

07

Bank Reconciliation

08

Fixed Asset & Depreciation Management

09

Financial Reporting & Analytics

10

Audit & Compliance Tracking

11

e-Invoicing & Digital Compliance

12

GST Summary & Automated Filing

13

e-Way Bill Management

General Ledger & Chart of Accounts
Account ledger table showing companies with columns for total order value, discount, tax, amount, paid amount, and outstanding balance in Indian Rupees.
Maintain a centralized financial repository with automated journal entries, account mapping, and real-time financial tracking.
Purchases
Table showing purchase invoices with columns for invoice number, invoice status, PO status, payment terms, payment due date, and actions; various statuses include Cancelled, Payment Pending, Committed, Active, and Delivered.
Automate invoice processing, vendor payments, and approval workflows to optimize cash flow and avoid late penalties.
Sales
Screenshot of a goods sales table showing invoice numbers, invoice status, sales order status, payment terms, payment due dates, and action icons for multiple entries.
Automate invoice processing, vendor payments, and approval workflows to optimize cash flow and avoid late penalties.
Multi-Currency Management
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Handle global transactions with real-time currency conversion, exchange rate updates, and compliance with international accounting standards.
Tax & Compliance Management
Invoice table showing invoice numbers, statuses, sales order statuses, payment terms, due dates, and action icons, with a GST calculations tooltip displaying IGST, CGST, and SGST percentages and amounts in Indian Rupees.
Automate tax calculations, generate GST/VAT reports, and ensure compliance with country-specific financial regulations.
Expense Management & Budgeting
Expense management dashboard showing a table with expense numbers, status text, status labels, expense dates, and currency. The table includes expenses marked as Cancelled, Invoice - Awaiting Approval, and Expense - Rejected, with date and currency details in USD and INR.
Monitor business expenses, enforce policy controls, and set budget thresholds with AI-driven forecasting.
Bank Reconciliation
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Automatically match financial transactions with bank statements to detect discrepancies and prevent fraud.
Fixed Asset & Depreciation Management
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Track asset value, automate depreciation calculations, and manage end-of-life asset disposal.
Financial Reporting & Analytics
Dashboard showing goods and service purchase invoice status and capital and operational expenditure in INR, USD, and EUR with bar charts and summary counts.
Generate real-time profit & loss statements, balance sheets, and cash flow reports with AI-powered insights.
Audit & Compliance Tracking
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Maintain a digital audit trail of all transactions, approvals, and changes for transparency and regulatory compliance.
e-Invoicing & Digital Compliance
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Generate, validate, and store e-invoices with automated compliance checks and direct integration with tax authorities.
GST Summary & Automated Filing
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Auto-generate GST summaries and file returns seamlessly, ensuring compliance with government regulations and minimizing errors.
e-Way Bill Management
Eway Bill management interface showing a table with columns: Ewb No, Doc Date, From Gstin, From Trade Name, To Gstin, To, and Actions; several entries with e-way bill numbers, dates from March 2025, GSTIN codes, trade names like Krafton Papers India Pvt. Ltd, ROZEE STRAP INDUSTRIES, and I WILL PAPER PRODUCTS-2024-25, and options to cancel or view details under Actions.
Generate, validate, and track e-Way Bills in real-time, ensuring seamless logistics compliance and reducing manual paperwork.

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