AI-Powered Practice Management
for CA's, CA Firms & SMEs
AutoFinance brings customer management, billing, DPDP-compliant documents, and 75+ standardized service formats under one roof — so your practice runs faster and stays compliant.
See AutoFinance in action
Every section of your practice, organised in one place.
CA practices are drowning in manual work
Growing your firm shouldn't mean growing your admin burden. Here's what's holding most practices back.
Documents, invoices, and compliance records spread across emails, drives, and paper — impossible to track.
Manual invoicing, chasing payments, and reconciling accounts consumes hours that should be spent on client work.
Storing client data in unstructured ways creates compliance risk under India's Digital Personal Data Protection Act.
Every engagement restarts from scratch. No standardisation, no templates, no automation — just lost time.
One workspace for your entire practice
AutoFinance replaces spreadsheets, scattered files, and manual billing with a single intelligent workspace.
Customer Management & Billing
Maintain a complete 360° view of every client — contact details, engagement history, outstanding invoices, and payment status — all in one place.
- Client onboarding with KYC
- Service engagement tracking
- Invoice generation & payment follow-up
- Billing history and receipts
Complete Service Management
Deliver financial compliance services — GST filing, ITR, MCA, audit — faster with structured service formats built for CA firms and SMEs.
- 75+ standardized service formats
- Task assignment & status tracking
- Deadline and reminder management
- Multi-client service dashboard
DPDP-Compliant Document Vault
Store, manage and share sensitive client documents — PAN, Aadhaar, ICAI certificates, financials — with full compliance to India's DPDP Act.
- Encrypted document storage
- Consent-based data access
- DPDP audit trail
- Expiry alerts for compliance docs
Smart Workflows
Automate repetitive tasks across your practice with smart triggers — from document requests to service reminders to payment follow-ups.
- Automated client reminders
- Document collection workflows
- Service template library
- AI-generated summaries & reports
Everything included, out of the box
Simple pricing. No surprises.
Start free and upgrade as your practice grows.
Essential tools for solo CA practitioners.
- Up to 100 transactions/month
- UPI & bank account linking
- Basic transfer reports
- Email support
Documents, compliance & client management.
- Up to 500 transactions/month
- Document vault
- WhatsApp notifications
- Customer management
AI automation for growing CA firms.
- Unlimited transactions
- AI financial summaries
- Smart invoice generation
- Advanced analytics
- Priority support
Full-suite for enterprise practices.
- Everything in AI Pro
- Multi-team management
- Custom branded portal
- API access
- Dedicated account manager
Ready to transform your practice?
Join hundreds of CA firms using AutoFinance to cut admin time, stay DPDP-compliant, and deliver faster service to their clients.