ACCOUNTING & CA FIRMS

Automated Invoice Processing & GST Compliance

A mid-sized CA firm processes 800+ invoices per month across 40 clients. Staff spend 3 full days per week on data entry, categorisation, and GST reconciliation.

~12 hrs

Saved per week

98%

Extraction accuracy

70%

Faster GST filing

90%

Less manual entry

Automated Workflow

How the automation handles the entire process end-to-end

EmailWhatsAppScannerTally UploadOCR / ParseAI AgentVendor NameLine ItemsGST NumberAmount + TaxCategoriseMATCH?YESUpdate LedgerGST ReportCA ReviewFile GST ✓NOFlag MismatchManual Fixloop backDuplicate CheckDUP?YESBlock EntryNOMain PathSuccess PathMismatch LoopDuplicate CheckHuman-in-the-LoopDecision Point

This workflow is for demonstration purposes only. We custom-build automation architectures tailored to each client's specific requirements, tools, and processes.

How It Works

Each step in the automation pipeline

01

Multi-Channel Document Capture

Invoices arrive via email attachments, WhatsApp photos, scanner uploads, and Tally exports.

02

OCR & Intelligent Parsing

AI extracts vendor name, line items, GST number, and amount with tax breakdown.

03

Duplicate Detection

Cross-references invoice numbers, dates, and amounts to catch duplicate submissions.

04

Expense Categorisation

Automatically categorises expenses based on vendor history and line item descriptions.

05

Ledger Matching & Validation

Matches extracted data against existing ledger entries and flags mismatches.

06

GST Report Generation

Compiles validated invoices into GSTR-ready reports with proper HSN codes.

07

CA Review & Sign-Off

Flagged items and final reports are sent to the CA for human review and approval.

08

Exception Handling

Mismatches and flagged entries are routed to manual correction with context.

Before & After

The measurable impact of automation

Before Automation
Entry time per invoice4-5 minutes
Monthly capacity800 invoices
Error rate8-12%
GST prep time3 days
Duplicates caught60%
Staff required3 full-time
After Automation
Entry time per invoice10 seconds
Monthly capacityUnlimited
Error rate2%
GST prep timeSame day
Duplicates caught100%
Staff required0 (CA review only)

Tech Stack

Tools and technologies powering this automation

ClaudeMake.comOCR EngineTally IntegrationGST Portal APIPostgreSQLWhatsApp Business APIMCP ServersPDF Parser

Want this for your accounting practice?

Let's discuss how we can automate your workflows and save your team hours every week.

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