All clients, one place
One Tally plugin per machine. Each client is a workspace inside your firm account.
For CA firms
The reporting work, without the late nights.
Multi-client workspace. Ledger ageing, GST input credit and party-wise outstanding, generated in seconds across all your Tally companies.
The grind
If your firm is mid-sized, this is your week
- Monday: every client wants their MIS. Articles export 12 Excels.
- Wednesday: GST week. Input credit, output liability, party-wise GSTIN.
- Thursday: the owner of Client A messages asking for "just one number". 20 minutes gone.
- Friday: ageing reports, follow-up calls, late nights.
What changes
With AnalytAI in your firm
Standard CA reports
Ledger ageing, party outstanding, GST input credit and output liability, all pre-built templates.
Ask anything in chat
'Top 10 overdue parties for Client A', answered in seconds, ready to share.
Scheduled to inboxes
Monthly client MIS and weekly ageing, scheduled per client and sent automatically.
Share with the owner
Give the owner a read-only dashboard of their own numbers. They stop calling for 'just one number'.
Workspace-level access
Articles see only the clients they handle. Partners see all. Audit trail included.
Pilot story
“Our MIS round used to take three full days every month across articles. Now it takes one afternoon. The owners get the dashboards directly, so half the WhatsApp questions stop too.”
FAQ
Common questions from CA firms
Can I manage many client companies?
Yes. Each client is a workspace. Switch between them in two clicks. Group dashboards by client or by report type.
What about GST and ageing?
Standard reports (input credit, output liability, party-wise outstanding and ledger ageing) are pre-built. Edit by re-asking in plain English.
Do my clients see anything?
Only if you invite them. You can share a single dashboard, a whole workspace, or nothing at all.
Does it replace my CA software?
No. AnalytAI sits next to your CA software and saves time on reporting, MIS and client follow-ups. Books still live in Tally / your CA suite.