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Built for modern CA firms

The work does itself.

CA Saathi is your office assistant. Upload files. Give instructions. Review exceptions. Approve actions. It handles the rest.

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30-day free trial · No setup fee · 30-day money-back guarantee · Cancel anytime

casaathi.clipster.co.in/dashboard
Dashboard
Reconciliation
Clients
Follow-ups
Documents
Collections
Compliance
Good morning. Here's what's pending today.
Reconciliations
14
Outstanding
₹84.5K
Recovered
₹22.3K
✓ GSTR-2B matched for Sharma Enterprises 42 invoices · 0 mismatches
! 3 invoices missing in GSTR-2B for Patel Traders ITC at risk: ₹4,500
→ Follow-up sent to Verma & Co. Payment reminder via WhatsApp
Everything your CA firm needs — in one place
📊 GSTR-2B Matching
💬 WhatsApp Follow-ups
📁 Document Vault
📅 Compliance Calendar
💰 Invoice Chaser
👥 Client Portal
📈 Collections Dashboard
🔔 Deadline Reminders
🔒 Secure Storage
📱 Mobile Access
📊 GSTR-2B Matching
💬 WhatsApp Follow-ups
📁 Document Vault
📅 Compliance Calendar
💰 Invoice Chaser
👥 Client Portal
📈 Collections Dashboard
🔔 Deadline Reminders
🔒 Secure Storage
📱 Mobile Access
The Problem

CA firms waste hours every month.

Manual reconciliation. Client follow-ups. Document chasing. Deadline tracking. It all adds up.

⏱️

10–15 hours per client

Spent every month on GSTR-2B matching, invoice reconciliation, and manual data entry.

📄

Documents everywhere

Client files scattered across WhatsApp, email, and paper. No single source of truth.

📞

Constant client calls

"Did you file my return?" "When is my refund coming?" Every call eats billable time.

💰

Unpaid invoices

Money you have already earned but never chased because it feels awkward.

The Solution

One assistant. Everything done.

CA Saathi is not another dashboard. It is an assistant that does the work. You review. You approve. It executes.

01

Automatic Reconciliation

Upload your purchase register and GSTR-2B file. It matches invoices, finds mismatches, identifies missing entries, and prepares a reconciliation report.

02

Client Follow-Ups

Say "Remind Sharma Enterprises." It finds the client, checks pending documents, drafts the message, sends it via WhatsApp, and records the communication.

03

Document Tracking

Every client gets a folder. Documents are organized automatically. Ask "Where is last year's return?" and it finds it in seconds.

04

Compliance Calendar

All due dates for GST, TDS, and ITR tracked automatically. Reminders sent to you and your clients before deadlines.

05

Collections Dashboard

Ask "Who has not paid me?" and get a clear list. Total outstanding, overdue days, and follow-up status for every client.

06

Client Portal

Clients can check their filing status, pending documents, and payment history without calling you. Reduces routine calls by 80%.

Feature Detail

Everything your firm needs.

Every feature built for the way Indian CA firms actually work. Here is the full list.

📊 Core Reconciliation
Core

GSTR-2B Reconciliation

Upload purchase register + GSTR-2B. Auto-match by GSTIN and invoice number.

Core

Mismatch Detection

Flag mismatched invoices with exact taxable value differences.

Core

Missing Invoice Finder

Find invoices in your books not in GSTR-2B, and vice versa.

Core

ITC at Risk Calculator

Instantly see how much Input Tax Credit is at risk.

New

AI Explanations

Plain-language explanations for every mismatch. No jargon.

Core

PDF Reconciliation Report

Download a client-ready reconciliation report in one click.

New

Multi-Format Upload

Excel, CSV, JSON, PDF, and AI Vision for scanned documents.

Core

Manual Data Entry

No file? Type the data directly. Perfect fallback.

Core

Reconciliation History

Every run saved and searchable forever.

💬 Client Follow-Ups & Communication
Core

WhatsApp Follow-Ups

Send payment reminders, document requests, and filing confirmations.

New

In-App Client Chat

Direct messaging with clients who have portal access. Real-time.

New

Bulk WhatsApp Send

Send the same message to many clients at once. `{name}` placeholder.

Core

6 Message Templates

Payment, documents, confirmation, receipt, fee reminder, custom.

Core

Follow-Up Log

Every message recorded with timestamp, category, and channel.

Core

UPI Payment Links

Include your UPI ID in every reminder. Clients pay instantly.

📁 Documents & Client Portal
Core

Document Vault

Every client gets a secure folder. Organized by category.

New

Client Document Upload

Clients upload directly from their portal. No WhatsApp back-and-forth.

New

Document Requests

Request specific documents. Quick templates. Auto-WhatsApp notification.

Core

Expiry Tracking

Track document expiry dates. Reminders 30 days before.

New

Client Portal

Clients log in to see filings, documents, deadlines, payments, and chat.

Core

Signed URL Downloads

Secure, time-limited download links. No public file access.

💰 Collections & Invoicing
Core

Invoice Management

Create, edit, and track invoices per client. Partial payments supported.

Core

Invoice Chaser

Automated WhatsApp reminders for unpaid invoices.

New

Collections Dashboard

Total outstanding, overdue clients, and collection trends in one view.

New

Recurring Invoices

Auto-generate monthly/quarterly/yearly fee invoices for retainer clients.

Core

Payment Recording

Record payments with method (UPI, cash, cheque), date, and notes.

New

PDF Invoices

Professional GST invoices with your firm's details and UPI QR.

📅 Compliance & UDIN
Core

Compliance Calendar

GST, TDS, ITR, ROC due dates tracked per client. Auto-generated.

Core

Deadline Reminders

7 days, 3 days, and 1 day before every due date.

Core

Mark as Filed

Record filing date, acknowledgment number, and notes.

New

UDIN Tracker

Track every UDIN generated. 22-character validation. FY-wise.

New

UDIN Expiry Alerts

Reminders before UDIN lapse. Never scramble again.

New

ICAI Verify Link

One-click verify any UDIN on the ICAI portal.

📈 Reports & Analytics
New

Revenue Trend Chart

12-month revenue trend with monthly breakdown.

New

Outstanding by Client

Top 10 clients who owe you the most.

New

Activity Heatmap

90-day heatmap of all firm activity.

New

Client-Wise Fee Report

Detailed invoice breakdown per client. Filter by FY.

Core

Excel Exports

Export clients, invoices, compliance, UDINs, reports to Excel.

New

PDF Firm Report

Full analytics report for your firm. Download and share.

👨‍💼 Team & Security
Core

Client Management (CRM)

Full client profiles. GSTIN, PAN, contacts, notes, documents.

New

Team Management

Add staff with login credentials. Role-based access control.

New

Role-Based Permissions

Owner, Admin, Manager, Staff, Viewer. Different access levels.

New

Audit Log

Every action logged. Filter by action and entity type.

Core

Encrypted Storage

TLS 1.3 in transit. AES-256 at rest. Supabase SOC 2 compliant.

New

DPDP Compliant

Built for the Digital Personal Data Protection Act, 2023.

Core

Global Search

Search across clients, invoices, docs, UDINs, follow-ups in one bar.

Core

Cloud-Based

No installation. Works in any browser. Nothing to maintain.

How It Works

Four steps. No training.

From upload to done, CA Saathi handles the entire workflow.

1

Upload

Upload your purchase register and GSTR-2B file. We handle Excel, CSV, and JSON.

2

Review

See matched, mismatched, and missing entries with clear explanations. No jargon.

3

Approve

Approve follow-up messages, document requests, and client communications. One tap.

4

Done

It sends, tracks, and updates. You only see exceptions. The work does itself.

We are in early access.

CA Saathi is built by Axxoraa Private Limited, a small team from Jharkhand. We are onboarding our first 50 CA firms. If you join now, you get 30 days free, direct access to the founder, and a say in what we build next. No setup fee. 30-day money-back guarantee.

Pricing

Simple pricing.

All plans include unlimited clients, unlimited storage, and every feature. 30-day free trial on every plan.

Solo

₹149/month
  • 1 user
  • Unlimited clients
  • All 48 features
  • AI reconciliation
  • WhatsApp integration
  • 30-day free trial
Choose Solo

Team

₹299/month
  • Up to 10 users
  • Unlimited clients
  • All 48 features
  • AI reconciliation
  • Team roles & permissions
  • 30-day free trial
Choose Team

Firm

₹499/month
  • Up to 50 users
  • Unlimited clients
  • All 48 features
  • AI reconciliation
  • Team roles & permissions
  • Priority support
  • 30-day free trial
Choose Firm

Enterprise

₹999/month
  • 50+ users
  • Unlimited clients
  • All 48 features
  • AI reconciliation
  • Team roles & permissions
  • Priority support
  • Dedicated account manager
  • 30-day free trial
Choose Enterprise

All prices exclusive of 18% GST. Billed monthly or yearly. 30-day money-back guarantee. Cancel anytime.

See All Plans & Start Free Trial →
FAQ

Questions, answered.

Everything you need to know before starting your free trial.

How does the free trial work?
30 days free. No setup fee. Full access to every feature. If it does not save you time, cancel within 30 days for a full refund. No questions asked.
Can I cancel anytime?
Yes. Cancel from your dashboard in under a minute. If you cancel within the first 30 days, you get a full refund. After 30 days, you keep access until the end of your billing period and no further charges apply.
How long does a refund take?
Refunds are processed via Razorpay and typically reach your account within 5–7 business days, depending on your bank or UPI provider.
Is my client data secure?
Yes. All data is encrypted in transit and at rest. We follow DPDP Act compliance. Your client data is never shared with third parties.
Do I need to install anything?
No. CA Saathi works in your browser. Nothing to install. Nothing to maintain.
Does it integrate with WhatsApp?
Yes. Follow-ups, reminders, and document requests go out through WhatsApp Business API. You approve the message before it sends.
What if I need help setting up?
Onboarding is free. We help you import clients, upload your first file, and send your first follow-up. Most firms are up and running in under an hour.
Is there a per-client charge?
No. Every plan includes unlimited clients. Whether you have 10 clients or 1,000, the price is the same.
Do I need to pay extra for WhatsApp messages?
No. WhatsApp messages are sent via WhatsApp Web links (wa.me) at no additional cost to you or us. You compose and send the message from your own WhatsApp — there is no API charge.
What is the difference between the plans?
Only the number of users. Every plan gets every single feature — reconciliation, follow-ups, documents, compliance, collections, reports, AI, everything. Solo is for 1 user, Team is for up to 10, Firm is for up to 50, and Enterprise is for 50+.

Start your free trial today.

30 days free. 30-day money-back guarantee. See the work do itself.

Start Free Trial