WhatsApp payment reminders
Overdue invoices trigger polite WhatsApp reminders with a UPI link. Follow-ups repeat on their own and stop once the payment arrives.
- Invoice overdue
- Reminder + UPI link
- Stops when paid
Business Automation
CA firm compliance tracker
What is a compliance tracker for CA firms?
A CA firm compliance tracker lists every client’s GST, TDS and ITR deadlines on one board, sends clients WhatsApp requests for the documents each filing needs, and shows which filings are waiting on documents, in progress or done. Partners see the whole firm’s status without asking each staff member.
CA firm compliance trackerAutomated
- Client deadlines
- Docs on WhatsApp
- Status board
How it works
- 1
Client deadlines
Each client’s registrations set up their recurring deadlines automatically, with the staff member responsible.
- 2
Docs on WhatsApp
Before each deadline, clients get a WhatsApp checklist of documents to send, and reminders until they arrive.
- 3
Status board
One board shows every filing by status and due date, so nothing is missed in the last week.
Who it’s for
- CA and tax practices with many clients
- Accounting outsourcing firms
- In-house compliance teams in groups of companies
What it connects to
WhatsApp Cloud APIYour client listEmail for document intake
Questions people ask.
Not necessarily. It can sit beside it and focus on deadlines and document collection, which is where most delays happen.
Yes. Documents sent on WhatsApp are saved against the client and the filing they belong to.
Access is role-based, documents are stored privately, and staff see only the clients assigned to them.
More in Business Automation
Purchase approvals on WhatsApp
Purchase orders and expenses are approved with one tap on WhatsApp, and approved ones post straight into accounts.
- PO raised
- One-tap approval
- Posted to accounts
GST reconciliation
GSTR-2B is matched against the purchase register, mismatches are listed per supplier, and a reminder goes to each supplier.
- GSTR-2B + purchases
- Matched line by line
- Supplier reminders
Related case studies
Rows read1,284
Balance ✓1,284
Narrations read96%
For review41
| Date | Narration | Balance | |
|---|---|---|---|
| 02 Sep | UPI/SWIGGY/4218… | 4,82,116.40 | ✓ |
| 02 Sep | NEFT/MEHTA TRADERS | 5,68,616.40 | ✓ |
| 03 Sep | IMPS/OWN A/C ICICI | 4,18,616.40 | ✓ |
| 04 Sep | ACH/AWS INDIA | 4,00,214.29 | ✓ |
| 05 Sep | UPI/RAKESH KUMAR | 3,98,214.29 | ✓ |
| 05 Sep | RTGS/SUNRISE DIST. | 6,38,214.29 | ✓ |
Swiggy · 14 rows→ Staff welfare
AWS India · 3 rows→ Software expenses
Own a/c ICICI · 6 rows→ Contra
Business AutomationAccounting & bookkeeping
Bank Statement to Tally
Bank statement PDFs turned into verified, Tally-ready books in minutes.
SupplierKalvani Packaging Co.
GSTIN27AAKFK••••1Z5
Invoice no.KPC/25-26/0417
Line items23 items · HSN 4819
Taxable value₹1,84,200.00
CGST 9% + SGST 9%₹33,156.00
Freight₹2,400.00
Total₹2,19,756.00
Ledger: Purchase @18% · Vendor mapped✓ Voucher #1182 posted
Business AutomationAccounting & finance
Invoice AI for Tally
Upload a purchase invoice, review what the AI read, and post it into Tally in one click.
Want this set up for your business?
A free 30-minute call. You walk me through the process; I tell you what can be automated, roughly how, and what it would take.