Stop doing manually what a machine can do instantly. CA OMS brings intelligent automation to every corner of your practice — from bank reconciliation to GST notices to payroll audits.
These features are not included in the base plan. They are available only as part of a custom solution, and this page is a showcase of what is possible with CA OMS.
10 categories. 40+ intelligent automations. Every one built around actual CA firm workflows.
Eliminate manual journal entries, voucher creation, and ledger updates
Upload any bank statement — PDF, Excel, CSV. AI reads every transaction, matches it to the right ledger head, and creates entries automatically. Handles all major Indian banks.
AI analyses your uploaded invoices, receipts, and bank data and creates accurate double-entry bookkeeping records automatically — no manual voucher entry needed.
Automatically matches Purchase Orders, Goods Receipt Notes, and Supplier Invoices. Flags any discrepancy in quantity, rate, or GST before payment is processed.
Auto-reconcile bank, GST, TDS, and ledgers in minutes instead of days
Automatically compares your purchase register with GSTR-2A/2B data from the GST portal. Finds missing invoices, mismatched amounts, and ITC you might be losing.
Upload bank statement and books data. AI matches every entry, identifies timing differences, outstanding cheques, and uncleared deposits — generates the BRS automatically.
Compares Form 26AS with books to ensure TDS credits match. Identifies mismatches that would cause ITR processing issues before you file.
For clients with multiple entities, auto-reconciles inter-company transactions to ensure books balance across subsidiaries, HO, and branches.
Turn scanned documents, PDFs, and images into structured, usable data instantly
Upload any invoice or receipt — photo, scanned PDF, WhatsApp image. AI extracts vendor name, GSTIN, invoice number, date, amounts, and GST breakup automatically.
Client uploads any GST department notice. AI reads it, classifies the notice type, extracts key dates and demand amounts, and writes a plain-English summary for you and the client.
New client onboarding? Upload Aadhaar, PAN, GST certificate, bank letter. AI extracts all key fields and pre-fills the client record in CA OMS — zero manual typing.
Upload a client's old balance sheet or P&L. AI extracts figures and maps them to standard chart of accounts — useful for year-on-year comparison or new client onboarding.
Catch payroll errors, compliance gaps, and anomalies before they become problems
Runs a complete audit of your client's payroll — checks for PF/ESI compliance, TDS on salary, minimum wage adherence, and flags anomalies like ghost employees or unusual salary changes.
Before generating Form 16 or filing TDS returns, AI validates all figures — employee-wise salary, tax deducted, challans paid — and flags discrepancies that would cause notices.
AI identifies unusual salary patterns — sudden hikes, backdated entries, outlier compensation — across all employees. Useful for both internal and client payroll management.
Reduce filing errors, missed deadlines, and compliance gaps across your client portfolio
Every Indian statutory deadline — GST, TDS, ITR, ROC, FEMA, PF, ESI — mapped to each client automatically. When government extends deadlines, your task calendar updates instantly.
Before you file GSTR-1, 3B, or 9, AI scans the return data for common errors — mismatched figures, missing HSN, unusual ratios — and flags them with suggested corrections.
Each client gets a live compliance risk score based on filing history, open notices, pending tasks, and payment defaults. Partners see which clients need urgent attention at a glance.
Write better messages faster — and send them at the right moment automatically
Type a brief note — "remind Sharma Traders about GST filing due Friday, they still haven't sent purchase data" — and AI writes a polished, professional WhatsApp message in seconds.
Paste your notes from a client call or meeting. AI extracts all action items, assigns them to the right team member, and creates tasks in the daybook — automatically.
At month-end, AI generates a professional summary report for each client — work completed, pending items, upcoming deadlines, invoice status — and delivers it via email or portal.
Get instant answers to compliance questions without spending hours reading circulars
Ask specific compliance questions — "Is RCM applicable on freight charges from unregistered dealer?" — and get a precise, citation-backed answer in seconds instead of minutes of research.
Client sends a question about their tax liability, TDS deduction, or GST applicability. AI drafts a professional response for your review — you approve and send in one click.
Every week, AI scans CBDT, CBIC, MCA, and RBI circulars and sends your team a digest of what changed and which of your clients it affects — so nothing gets missed.
Ask your data questions in plain English — no SQL, no filters, instant answers
Type "show me all clients with overdue balances above ₹25,000 this quarter" and get the report instantly — no filters, no SQL, no waiting for a developer.
Every client gets an auto-calculated health score — based on payment history, document submission, filing compliance, and communication responsiveness. See who needs attention at a glance.
Scans all invoices and flags patterns that look unusual — duplicate invoices, sudden amount spikes, missing GST calculations, or long-overdue receivables — before they become problems.
Onboard a new client in 10 minutes instead of 2 hours
New client fills a single intake form. AI classifies their service needs, creates the full client record, sets up all recurring compliance tasks, and sends a welcome WhatsApp — automatically.
Based on client type and registration status, AI builds a complete annual compliance calendar — every GST, TDS, ROC, and income tax deadline mapped and added as recurring tasks.
AI generates a personalised document checklist for each client based on their entity type, services enrolled, and current year. Sent automatically via WhatsApp or portal.
Automate the groundwork that takes your staff days every audit season
AI generates standard audit working papers from client data — lead schedules, bank confirmations, debtor/creditor ageing, fixed asset registers — reducing prep time from days to hours.
AI calculates all standard financial ratios, compares current year to prior year, and flags significant variances that need explanation — guiding your audit focus automatically.
AI selects audit samples using statistical sampling methods — systematic, random, and judgement-based — and generates the sampling rationale documentation required by SA standards.
Upload bank statements, invoices, GST data, or connect directly to portals
AI reads, classifies, matches, and validates your data automatically
You see flagged items and smart suggestions — you stay in control
Export reports, create tasks, send client messages, or file — one click
Join 500+ CA firms across India already saving 50+ hours every month with CA OMS.