⚡ AI-Powered Compliance Automation

How Suvidha AI Works

The most advanced agentic AI platform for Chartered Accountants, tax professionals, and lawyers in India. Automate GST, income tax, audit, certificates, and more — in minutes, not hours.

🏛️ Built for CAs
⚖️ Lawyers & Legal
📊 Tax Professionals
🏢 CA Firms
🇮🇳 Made for India
🚀 How It Works

3 Steps. That's It.

No training needed. Your team can start using it in under 5 minutes.

1

Add Your Clients

Sign up free. Add clients with their GSTIN and PAN — takes 30 seconds each.

2

Pick a Service

Choose GST Filing, Data Entry, or Certificates. Upload your data or connect Tally.

3

AI Does the Work

Reconciliation, voucher matching, certificate generation — done in seconds. You just review and download.

⚡ Core Services

What You Can Do

Three powerful services that cover 90% of a CA's daily work.

Most Used

🧾 GST Filing

Reconciliation & Compliance

Upload GSTR returns, and AI reconciles everything — GSTR-1 vs 3B, 2B vs 3B, ITC analysis, refund tracking. What took hours now takes minutes.

  • GSTR-1 vs 3B reconciliation
  • GSTR-2B vs 3B matching
  • ITC & block credit analysis
  • Refund tracking with ARN
Tally Sync

⌨️ Data Entry

Accounting & Tally Integration

Enter bank, sales, purchase, and journal vouchers. Connect Tally Prime and sync everything with one click. OCR reads invoices automatically.

  • All voucher types supported
  • One-click Tally sync
  • OCR invoice scanning
  • Ledger management
Templates

📃 CA Certificates

Professional Documents

Pick a template, fill in the details, and download a professionally formatted certificate — GST, Net Worth, FEMA, Bank, Tax, and more.

  • 20+ certificate templates
  • Auto-filled from client data
  • Download as Word or PDF
  • Legally compliant formats
🤖 AI Agents

Autonomous AI Agents That Work For You

Deploy specialized AI agents that run 24/7 — reading emails, extracting data, generating reports, and more.

📧

Auto Email Agent

Automatically send compliance reminders, filing confirmations, and status updates to clients on schedule.

📎

Email Attachment Reader

Scan incoming client emails, extract file attachments (invoices, FIRCs, shipping bills), and auto-file to the right client folder.

📖

Document Reader Agent

AI-powered OCR reads PDFs, images, and Excel files — extracting structured data from CSB, BRC, invoices, and more.

📊

Smart Data Entry Agent

Automatically fill data entry forms with AI-extracted values, confidence scoring, and anomaly detection.

⚖️

Reconciliation Agent

Autonomously match GSTR-2B with purchase registers, GSTR-1 with sales, and flag every mismatch for review.

🔧

Custom AI Agents

Tell us your workflow and we'll build a custom AI agent tailored to your firm's unique processes. Request one →

👥 Client Management

Firm-Level Client Management

Manage hundreds of clients with organized portfolios, per-client settings, and role-based access.

🏢

Multi-Client Dashboard

View all clients in one place with status indicators, service progress, and deadline tracking at a glance.

⚙️

Per-Client Settings

Configure AI agents, services, and workflows individually for each client. Enable or disable features at client level.

👤

Team & Role Management

Assign team members to clients. Set roles — admin, manager, or staff — with granular access permissions.

🔗

Tally Integration

One-click sync with Tally Prime/ERP 9. Pull trial balance, ledgers, and GST data directly without manual export.

📁

Document Drive

Client-specific cloud storage for all documents — invoices, returns, certificates, and correspondence in one place.

📋

Service Tracking

Track 12+ compliance services per client — GST, Income Tax, Audit, Payroll, Company Law, and more — with completion status.

🔒 Security & Privacy

Enterprise-Grade Data Security

Your clients' financial data deserves the highest level of protection. We deliver it.

🔐

AES-256 Encryption

All data encrypted at rest and in transit using industry-standard AES-256 encryption.

🛡️

Role-Based Access

Granular permissions ensure team members see only the data they need — nothing more.

🇮🇳

India Data Residency

All data stored on servers located in India, compliant with local data protection regulations.

📋

Audit Trails

Complete activity logs — every action tracked, timestamped, and attributable for compliance audits.

🎯 Who It's For

Built for Every Professional

Whether you're a solo CA or a 50-member firm, Suvidha AI adapts to your needs.

🏛️

Chartered Accountants

Automate GST filing, income tax, audit compliance, and CA certificate generation for your entire client base.

⚖️

Lawyers & Legal Professionals

Draft agreements, manage FEMA compliance, generate company law documents, and analyze legal documents with AI.

📊

Tax Consultants

Handle multi-client GST returns, reconciliation, ITR filing, and refund tracking with intelligent automation.

🏢

Accounting Firms

Scale your practice with team management, document workflows, and AI-powered data entry across 100s of clients.

Ready to Transform Your Practice?

Join thousands of CAs, lawyers, and tax professionals already saving 10+ hours per week with Suvidha AI Expert.

Create Free Account →