I will automate your ca firm repetitive tasks using ai


About this gig
Does your CA firm waste hours on manual reminders, document chasing, and data entry every week?
I build AI automations that eliminate these tasks permanently.
WHAT I AUTOMATE:
=> GST & ITR deadline reminders to all clients automatically
=> Document collection workflows with auto follow-ups
=> Client onboarding welcome email, checklist, intake form
=> Data extraction from documents into Google Sheets
=> Payment reminder sequences at day 7, 14, and 30
=> WhatsApp follow-ups for non-responsive clients
=> Weekly status reports generated automatically
TOOLS: Make.com, Zapier, ChatGPT, Claude, Gmail, WhatsApp Business API, Google Sheets, Notion
THE ROI: A 5-person CA firm saves 40-60 hours monthly. At 200/hour that is 12,000 recovered every month. The automation pays for itself in week one.
WHAT YOU GET: Fully tested system, plain-English documentation your staff can follow, complete walkthrough on delivery. You own everything no ongoing fees to me.
MESSAGE ME FIRST with your task, current tools, and desired outcome. I confirm the approach before any order is placed.
No surprises. No wasted orders.
Get to know Suryaa
I automate repetitive tasks for small businesses using AI And Makecom
- FromIndia
- Member sinceMar 2026
- Avg. response time1 hour
Languages
Hindi, English
FAQ
Does my staff need technical knowledge to use this?
No. Every delivery comes with a plain-English guide designed for non-technical users.
Is this compliant with client data privacy?
Yes. All automations are built within your existing tools and accounts. No client data passes through third-party systems without your explicit setup and control.
Can you automate WhatsApp messages to clients?
Yes, via WhatsApp Business API integration. Message me with the details of what you need.
What if I need changes after delivery?
Changes within the original agreed scope are covered under the revision policy. Additional features are a separate order.
