Built for Indian CA Firms

Stop hunting for files. Start finding them in 30 seconds.

Automatically capture documents from WhatsApp & Email. Our AI reads them, tags the client, and saves them securely. No more renaming "IMG_2023.jpg" to "PAN" and saving them in the client's folders.

No credit card required. DPDP Compliant.

Review Queue

3 Pending

GSTR-3B

Rahul Sharma Pvt Ltd

Matched 98%

Bank Statement

Verma & Sons

Via WhatsApp

Form 16

Priya Kapoor

Via Email

15 GB

Free Storage on Signup

< 30s

Document Retrieval Time

100%

DPDP Act Compliant

24/7

WhatsApp & Email Capture

The old way is broken.

Your staff wastes hours downloading, renaming, and manually filing documents that arrive with random names like "Scan_001.pdf", coming from multiple different sources and personnel.

Messy Filenames

Clients send "IMG_2023.jpg" or "Untitled(3).pdf". Your team has to manually open it, read it, and figure out who it belongs to.

Audit Nightmares

During an income tax scrutiny, you need a specific document from 8 months ago. Your staff wastes 20 minutes digging through old WhatsApp chats, email threads, and scattered local folders. The auditor is waiting, and the delay makes your firm look disorganized.

Scattered Sources

Files are scattered across personal WhatsApp chats, individual staff emails, and client portals. Nothing is centralized, nothing is searchable, and your firm's data is completely insecure.

The AI-Powered Solution.

A centralized document brain for your entire firm. Capture, understand, and retrieve files instantly.

1. Auto-Capture Without Changing Habits

Connect your firm's WhatsApp Business number and email inbox. We capture every document that arrives, in parallel, without changing how your clients send them. Nothing is ever lost waiting on AI.

  • WhatsApp Cloud API (Coexistence mode)
  • Gmail & other Email integrations
  • Auto-grouping of multi-page WhatsApp images
WA

+91 98xxx xxx42 sent a document

@

client@email.com sent a document

Captured. Sending to AI...

2. AI Reads & Tags Documents

We never trust the filename or the sender. Our AI reads the actual document content, identifies the type (GSTR, ITR, Bank Statement), extracts the details, and matches it to the right client in your roster automatically.

  • Reads content, not filenames
  • Extracts PAN, GSTIN, and Period
  • Smart matching to existing clients
Original Filename: gstr3.pdf

GSTR-1

Client: Verma & Sons

Period: Aug 2023

PAN: ABCDE1234F

98% Confidence Match

3. Find Any Document in 30 Seconds

Stop digging through folders. Search by client name, document type, or period. Anyone in your office can find any document instantly, from any computer. Increase the output of your team.

  • Full-text search across all fields
  • One-click filters (Type, Source, Date)
  • Bulk download for audits

ITR-1 (A.Y. 2022-23)

Rahul Sharma

15 Oct 2022

Form 16

Rahul Sharma

12 Jun 2022

Security & DPDP Compliance First.

We handle sensitive financial data (PAN, ITR, Bank Statements). We treat it with the highest level of security, built to comply with India's Digital Personal Data Protection (DPDP) Act, 2023.

Row-Level Security

Strict tenant isolation at database level. No cross-firm data leaks.

Encrypted Storage

Signed URLs, no public access. Files are safe at rest and in transit.

Aadhaar Masking

Only last 4 digits are stored. Fully UIDAI compliant.

Indian Servers

Data hosted locally in India. Jurisdictional compliance.

Ready to modernize your CA practice?

Join the future of document management. Get 15GB free storage on signup.

No credit card required. Cancel anytime.