I specialize in building AI-powered automation solutions for Chartered Accountant (CA) firms.
Through my research and real-world discussions with CAs, I identified that invoice and document collection is mostly handled through WhatsApp and email, which often becomes unorganized and time-consuming.
To solve this, I developed a customized AI integration agent that automatically reads emails, identifies invoices and client documents, organizes them into structured folders in Google Drive, and extracts key data into spreadsheets.
The system also structures invoice data required for GST returns, reducing manual work and improving accuracy.
My focus is on helping CA firms streamline operations, save time, and move towards a more automated and efficient workflow.
DT & Audit (Exam Oriented Fastrack Batch) - For May 26 Exams and onwards Full English
Shyam Joshi & Associates
Pune
B.Com
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