NEWAI CFO Assistant — Ask your finances anything

India's financesfinally have an OS.

AgentBooks is the accounting platform built from the ground up for Indian businesses and CA firms — with real GST, TDS, ITR, and compliance intelligence that no global tool will ever have.

50,000+ businesses live2,800+ CA firms4.9 ★ average ratingSOC 2 Type II certified
🔒digital.agentbooks.in/dashboard
AgentBooks
Good morning, Rahul Gupta — March 18, 2026
FY 2025–26 · Q4
GSTR-3B due in 5 days · ₹1,24,500 net payable · Computed automatically from your transactions
File Now →
Revenue
₹18.4L
↑ 12.4% vs last month
Net Profit
₹4.8L
↑ 8.2%
Receivables
₹6.2L
↓ 3.1%
GST Liability
₹1.24L
Due Mar 20
Cash Flow — March 2026 ● Live
Overdue Invoices
Mehta Traders₹84,00032d
TechSoft Solutions₹1,20,0008d
Sharma & Co₹36,500
Blue Star Ltd₹2,08,00015d
Trusted by businesses across India
Reliance Partners
HDFC Bank SMEs
Shiprocket Merchants
Amazon Sellers India
Flipkart Sellers
Zepto Vendors
The Numbers

India's most trusted
compliance platform

0
Active businesses and CA firms filing through AgentBooks every month
0
Worth of GST returns filed accurately through our platform
0
GST filing accuracy rate — highest among all Indian accounting platforms
0
Average time saved per week per business. Every week. Forever.
ROI Calculator

See exactly how much
AgentBooks saves you.

Every Indian business is losing money to missed ITC claims, late fees, and manual compliance work. Calculate your exact savings in 30 seconds.

Based on actual data from 50,000+ businesses on the platform. Average saving: ₹1.8L per year.

Your Savings Estimate
Monthly Revenue₹10L
Employees10
GST Vendors per month20
ITC Recovered / yr
₹0
Hours Saved / yr
0 hrs
Late Fee Avoided
₹0
Net Annual Saving
₹0
The Platform

Built for the complexity
of real India.

Every feature purpose-built for Indian compliance, Indian banks, Indian tax laws, and Indian business reality.

GST Intelligence

Complete GST compliance,
zero manual work.

Every GST return auto-computed from your transactions. GSTR-2B reconciliation to protect your ITC. Vendor compliance health scores flag risk before you pay. E-invoicing with IRN + QR in one click.

GSTR-1, GSTR-3B, GSTR-9 auto-filing
GSTR-2B reconciliation — never lose ITC again
E-invoicing IRN + QR code generation
GST vendor health scores & ITC risk alerts
Explore GST features →
GST Returns — March 2026
FY 2025–26 · Q4
✓ 3 of 4 Filed
📄
GSTR-1
Filed 12 Mar 2026
₹18.4L
Filed
GSTR-3B
Due: 20 Mar · 5 days left
₹1.24L
Due Soon
📊
GSTR-2B Reconciliation
Auto-reconciled · Feb 2026
₹18.5K ITC
Done
ITC Summary — Q4
Gross ITC Available₹3,42,000
ITC at Risk (3 vendors)−₹18,500
Ineligible ITC−₹8,200
Net Claimable ITC₹3,15,300
AI CFO Assistant

Your smartest advisor.
On demand.

Ask anything about your finances in plain language. The AI CFO has real-time access to your books — surfaces insights you didn't know to look for, and alerts you before problems become expensive.

Natural language queries over live financial data
ITC risk alerts before you pay vendors
30/60/90-day cash flow forecasts
Loan readiness assessment with NBFC connect
Meet the AI CFO →
🤖
AgentBooks AI CFO
● Connected to live books
What's my cash flow situation this month?
Your position is healthy. Here's the full breakdown:
Inflow
₹18.4L
Outflow
₹13.6L
Net Cash
₹4.8L
GST Due
₹1.24L
Which vendors are putting my ITC at risk?
3 vendors missed GSTR-1 filings. ₹18,500 ITC at risk. Worst: Sharma Traders (2 of last 3 months). Want me to flag this to your CA?
Ask your finances anything...
Professional Suite — CA & CS

Every client. Every deadline.
One screen.

The Professional Suite gives CA and CS firms a unified command center to manage unlimited clients, bulk-file GST & ITR, track every statutory deadline, and never miss a billing moment.

Unlimited clients — one unified dashboard
Bulk GSTR-1, GSTR-3B, GSTR-9, ITR-1 to ITR-6
Compliance calendar across entire portfolio
Client health scores, portal & e-sign
Explore Professional Suite →
Client Portfolio
28 clients · 4 deadlines this week
MT
Mehta Traders Pvt Ltd
Manufacturing · GST + TDS + ITR
92
All Filed ✓
SK
Sharma & Kumar LLP
Services · GST + ITR
74
ITR · 5d left
BD
Blue Dart Logistics
Transport · GST + Payroll
88
All Filed ✓
NE
NovaTech Exports
Export · IGST + FEMA
61
TDS Overdue!
""
Built for Bharat

Features global tools
will never build for you.

The things that make Indian compliance genuinely hard — every one of them solved. Not as an afterthought. As the foundation.
01
GST Native
E-Invoicing with IRN + QR
Automatic IRN generation via IRP. QR code on every invoice. E-way bills with NIC portal. For businesses above the threshold — or preparing for it.
02
Payments
UPI QR on Every Invoice
Embed UPI QR codes on all invoices. Payments tracked automatically. WhatsApp delivery. Get notified the moment payment hits.
03
Income Tax
Form 26AS & AIS Recon
Import from the IT portal directly. Every TDS credit matched. Mismatches flagged before assessment. 234B/234C interest prevention built in.
04
MSME
MSME Compliance Tracking
45-day MSME payment rule monitored. Section 43B(h) tax impact calculated automatically. Udyam status checked for all vendors.
05
Language
₹ Indian Numbering, Always
₹1,00,000 not ₹100,000. April–March financial year. Lakh and crore everywhere. Hindi, Tamil, Telugu, Kannada UI and documents.
06
Migration
Switch from Tally in Hours
Tally XML parser. Zoho Books CSV & API. Excel import wizard. Full chart of accounts mapping, historical transactions, validation before commit.
What India Says

Trusted by the people who
run India's money.

★★★★★
"We switched from Tally 14 months ago. GST filing that used to take 2 days now takes 20 minutes. The GSTR-2B reconciliation alone recovered ₹3 lakh in missed ITC claims."
RV
Rajesh Verma
Director, Verma Electronics · Delhi
✓ Verified · 14 months on AgentBooks
★★★★★
"As a CA managing 40+ clients, the compliance calendar changed everything. I can see every GST, TDS, and ITR deadline across all clients in one view. Haven't missed a single date since."
PS
Priya Sharma, CA
Partner, Sharma & Associates · Mumbai
✓ Verified · Professional Suite
★★★★★
"The AI CFO identified 3 vendors putting ₹80,000 of ITC at risk before I even thought to check. That kind of intelligence pays for the subscription 10 times over."
MK
Mohit Kumar
CFO, TechStart Solutions · Bengaluru
✓ Verified · Business Plan
★★★★★
"P&L reports that took our team 2 days now generate instantly. Our Board gets live financial data every Monday morning. AgentBooks fundamentally changed how we operate."
AT
Ananya Trivedi
Founder, Trivedi D2C · Ahmedabad
✓ Verified · 9 months on AgentBooks
★★★★★
"The MSME 45-day payment tracking saved us from a Section 43B(h) disallowance of ₹12 lakhs. Our CA literally said this feature alone justifies more than the entire annual subscription."
SP
Suresh Patel
MD, Patel Textiles · Surat
✓ Verified · Enterprise Plan
★★★★★
"We switched from Tally 14 months ago. GST filing that used to take 2 days now takes 20 minutes. The GSTR-2B reconciliation alone recovered ₹3 lakh in missed ITC claims."
RV
Rajesh Verma
Director, Verma Electronics · Delhi
✓ Verified
★★★★★
"As a CA managing 40+ clients, the compliance calendar changed everything. I can see every GST, TDS, and ITR deadline across all clients in one view. Haven't missed a single date since."
PS
Priya Sharma, CA
Partner, Sharma & Associates · Mumbai
✓ Verified
★★★★★
"The AI CFO identified 3 vendors putting ₹80,000 of ITC at risk before I even thought to check. That kind of intelligence pays for the subscription 10 times over."
MK
Mohit Kumar
CFO, TechStart Solutions · Bengaluru
✓ Verified
★★★★★
"P&L reports that took our team 2 days now generate instantly. Our Board gets live financial data every Monday morning. AgentBooks fundamentally changed how we operate."
AT
Ananya Trivedi
Founder, Trivedi D2C · Ahmedabad
✓ Verified
★★★★★
"The MSME 45-day payment tracking saved us from a Section 43B(h) disallowance of ₹12 lakhs. Our CA literally said this feature alone justifies more than the entire annual subscription."
SP
Suresh Patel
MD, Patel Textiles · Surat
✓ Verified
🏢 For Businesses
🚀

Run your entire business
from one screen.

From invoicing to GST to payroll to cash flow — everything connected, everything automated. Built for founders who want to focus on growth, not compliance.

Auto-computed GST returns every month
AI CFO alerts before problems get expensive
UPI payments on every invoice
Tally migration in hours, not weeks
Bank reconciliation in one click
Start free — no card needed →
⚖️ For CAs & CS Firms
📋

Every client. Every deadline.
One command center.

The Professional Suite gives CA and CS firms a unified platform to manage unlimited clients, bulk-file returns, and never miss a statutory deadline again.

Unlimited clients — one dashboard
Bulk GSTR-1, GSTR-3B, GSTR-9, ITR filing
Compliance calendar across entire portfolio
Client health scores & risk alerts
Secure client portal & e-sign
Explore Professional Suite →
CA
Pricing

Simple pricing.
No surprises.

All plans include GST filing, invoicing, and bank reconciliation. Upgrade anytime.

Starter
₹999/mo

For freelancers and small businesses just getting started.

GST returns (GSTR-1, GSTR-3B)
Unlimited invoices & expenses
Bank reconciliation
UPI QR on invoices
Mobile app
Get started free
CA Pro
₹5,999/mo

For CA and CS firms managing multiple clients.

Everything in Business
Unlimited clients
Bulk GST & ITR filing
Compliance calendar
Client health scores
Secure client portal
Priority support + dedicated CA
Contact sales
Get Started Today

Your finances.
Finally sorted.

Join 50,000+ Indian businesses and CA firms who've made the switch. Setup takes 15 minutes. GST filing takes 20. Everything else takes care of itself.

🔒 SOC 2 Type II
🇮🇳 India-first
⚡ 15-min setup
💬 24/7 support
↩ Free migration