Professional Services

Monthly client MIS in minutes, straight from the books.

A CA firm turned its Tally books into an intelligence layer — generating monthly MIS in minutes instead of hours, answering client finance questions with source-backed citations, and catching issues before clients asked.

Headline outcome

~2–3×

advisory capacity per analyst

The challenge

Where the business was losing.

The firm's data already lived in Tally, but every monthly MIS, cash-flow view, receivables report and GST reconciliation was assembled by hand. Analysts spent their time on extraction and formatting rather than advisory, and owners waited days for answers to basic financial questions.

The audit · 2 weeks

What the audit surfaced.

Before building anything, we mapped the operation. These are the findings that shaped what we built.

F01

Monthly MIS for each client took hours of manual extraction, formatting and reconciliation.

F02

Owners depended on the accountant even for basic questions like cash position or overdue receivables.

F03

GST ITC mismatches and worsening receivables ageing surfaced late, if at all.

What we built

The architecture, and the agents in it.

The data foundation, and the AI agents that turn it into decisions and action.

STEP 01

Ask-anything finance agent

A read-only connector reads Tally (the books are never modified), and an agent converts natural-language questions into ledger queries — answering in plain language with every number traceable to its voucher, ledger or invoice.

STEP 02

Auto-MIS agent

An agent drafts the monthly MIS, cash-flow, receivables/DSO and payables pack for the firm to review and send — with drill-through to customer-wise breakups and voucher references.

STEP 03

Proactive-alert agents

Alert agents surface issues before anyone asks — GST ITC mismatches, worsening receivables ageing, abnormal expense heads and cash-flow pressure — over web and WhatsApp.

Implementation

Weeks 1–2Read-only Tally connector + source-backed finance Q&A

Weeks 3–4Auto-MIS + receivables/DSO and cash-flow reporting

Weeks 5–6Proactive alerts (ITC mismatch, ageing, anomalies) + WhatsApp access

Results

Before → after.

Measured against the baseline the audit established — before and after, on the metrics that move the P&L.

Monthly MIS prep

Hours per clientMinutes

Client answers

Wait for accountantSource-backed, on demand

Receivables ageing

Reviewed lateLive + alerted

Clients per analyst

BaselineMaterially higher

The value created

~2–3× advisory capacity per analyst

Value comes from analyst time redeployed from report-making to advisory, and from serving more clients without proportional headcount.

Analyst capacityHours → minutesMIS and reporting drafted automatically, reviewed rather than built

Clients servedMore per analystRoutine reporting scaled without proportional hiring

AdvisoryPremium upsellAI-CFO-style advisory offered on top of compliance work

Illustrative engagement. The client is anonymised and the figures are representative of the outcomes we target in this sector — but the capability described is real and deployed. Named, verified case studies replace these as clients approve publication.

Start here

Could this be your operation?

Start with a Business Transformation Audit — a structured working session where we map where AI changes your P&L, prioritised by impact.

See more case studies