Complieo — AI Operating System for CA Firms
One AI-powered platform covering client KYC, compliance calendars, document extraction, task management, automated billing, and a WhatsApp client bot. CA firms run dozens of clients and hundreds of deadlines on Excel, WhatsApp, and verbal handoffs — Complieo replaces that with AI-assisted structured workflows across 10+ modules.
The Challenge
CA firms manage dozens of clients, hundreds of deadlines, and mountains of documents using Excel, WhatsApp, and verbal handoffs. Deadlines slip, documents go missing, and clients are invoiced weeks late.
- Compliance tracking via shared Excel sheets and WhatsApp groups
- Manual invoice creation in Word; document collection entirely via WhatsApp
- Partners had no real-time view of article workload
- Tax notices handled reactively without structured workflows
- Every status query required the CA to stop and respond manually
Our Solution
A comprehensive compliance OS replacing manual processes with AI-assisted, structured workflows across 10+ modules, delivered in 4 phases from MVP through advanced features.
- Auto-generated compliance calendars with India-specific templates
- Claude API document extraction from invoices and statements
- Recurring auto-invoicing with Razorpay payment links
- WhatsApp client bot answering status queries automatically
Key Features & Capabilities
What we designed, built, and shipped.
Client Master & KYC
Auto-fetch PAN, GSTIN, CIN from government APIs; DSC expiry tracking.
Compliance Calendar
India-specific templates (GSTR-1/3B, TDS, ITR, ROC) with configurable alerts.
AI Document Reader
Claude API extracts vendor names, amounts, and dates from invoices/statements.
Task & Team Management
SOP-driven task creation, time tracking, and workload dashboards.
Billing & Invoicing
Recurring auto-invoicing, Razorpay integration, and payment reminders.
AI Assistant + WhatsApp Bot
Natural-language queries and client-facing automation.
AI Notice Reader
Parses IT/GST/TDS notices and drafts responses.
GST Auto-Reconciliation
GSTR-2B validation with mismatch flagging.
White-Label Client Portal
Self-service deadlines, invoices, and documents.
Delivery Roadmap
Phase 0 · MVP
5 users, 4 weeks.
Phase 1 · Core
50 users, +8 weeks.
Phase 2 · Scale
150–200 users, +3 months.
Phase 3 · Advanced
300+ users.
Technology Stack
Running a Practice on Excel and WhatsApp?
We build India-specific compliance software — not generic practice-management tools. Tell us about your firm and we'll scope a phased rollout that earns revenue from week 4.