CRM for CA Firms
One place for every client relationship.
- Manage all client communication in one shared inbox
- Track payment collection and outstanding dues
- Log services offered and delivered, per client
AI agents for Chartered Accountant firms
Serve more clients without adding headcount.
MyAIFirm builds AI agents that automate the document-heavy workflows inside your practice — GST reconciliation, invoice extraction, and client document collection — so your team spends its hours on judgment, not data entry.
GSTR-2 reconciliation
Audit invoice sampling
Document collection
Payment tracking
The products
A focused toolkit for the work that fills your week.
Each agent handles one document-heavy workflow end to end. Start with the two free tools and add the invoice processor when you're ready — or talk to us about a custom automation built around your firm's exact workflow.
Invoice Processor
Hundreds of PDF invoices into one clean Excel — in minutes.
- Auto-extracts item, description, units, amount, HSN code, GST & total
- Built for GSTR-2 reconciliation
- Speeds up audit invoice sampling
- Streamlines vendor invoice management
Document Collection Workflow
Collect every client document without the chase.
- Auto-generated submission forms per engagement
- Resumable client sessions — they pick up where they left off
- Automated email + WhatsApp reminders, including for payments
- USPClients can connect their own Google Drive instead of our storage
Book a demo
See your firm's workflows running on autopilot.
A 30-minute walkthrough tailored to how your practice handles GST, audit, and client documents. No prep needed.
- Set up in days, not quarters
- Two products are free to start
- Your client data stays yours
Book your demo
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