A CA firm in Mumbai was manually categorizing 500+ bank transactions daily. We built an AI system that reads bank statements, auto-categorizes expenses, and generates GST-ready reports.
| Date | Description | Amount | Category | Confidence |
|---|---|---|---|---|
| 03/01 | IRCTC Train Booking | ₹2,450 | Travel🤖 AI | 99% |
| 03/03 | Amazon Business - Printer Cartridge | ₹1,800 | Office Supplies🤖 AI | 97% |
| 03/05 | Salary Transfer - Priya M | ₹35,000 | Salary🤖 AI | 99% |
| 03/07 | Regus Coworking March | ₹15,000 | Rent🤖 AI | 95% |
| 03/10 | Swiggy Corporate | ₹3,200 | Food & Bev🤖 AI | 88% |
Analyzed 6 months of manually categorized data (50,000+ transactions). Built a custom classification model trained on Indian business expense patterns. Added PDF/CSV parser for all major Indian banks.
Built vendor memory — once a vendor is categorized, AI remembers it forever. Added GST category mapping, TDS detection, and inter-account transfer identification.
Built a simple web dashboard where accountants upload statements and review AI categorizations. Added one-click export to Tally XML and Zoho Books format. Flagging system for low-confidence items.
Tested with 3 months of real client data. Achieved 96% accuracy out of the box. Trained the CA team on the dashboard. Deployed on AWS for reliability.
"We were drowning in data entry. My juniors hated it, I couldn't scale. Now the AI does in 10 minutes what took us 4 hours. We've taken on 5 new clients without hiring anyone. This paid for itself in the first month."
— CA Rajesh Mehta, Partner, Mehta & Associates, Mumbai
We build custom automation for accounting firms. Expense categorization, invoice processing, GST reconciliation — all powered by AI.