Accounting & Tax Firms
A practice runs on deadlines and billable time — across dozens of clients, each with their own compliance calendar. Autroid tracks every client's filings, captures billable hours, and bills retainers and one-offs cleanly, so nothing is missed or unbilled.
What accounting firms businesses struggle with.
And how Autroid solves each one — with the module that does it.
The modules built for accounting firms.
Every module sits on one single ledger — one source of truth, no integrations, no sync lag.
Projects & Tasks
Plan projects, assign tasks, track stages and deadlines — with live profitability per project.
Timesheets & Billing
Track billable hours by person and project, then turn approved time into an invoice automatically.
Accounting & Compliance
GST, TDS and Schedule-III books on one immutable ledger — close periods in hours, not weeks.
GST Invoicing & Payments
GST-computed invoices, WhatsApp payment links, partial payments and auto-reconciliation.
CRM & Lead Pipeline
Multi-channel capture, stage-based pipeline, 5-signal lead scoring and full marketing attribution.
Real-Time Analytics
P&L that updates within 30s of every event — revenue, labour, parts by branch, by day.
Every corner of the business.
From the first customer touch to the year-end audit — here's what Autroid covers for this industry.
Compliance calendar
Every client filing tracked and reminded.
Billable timesheets
Capture time per client and matter.
Document workflow
Client docs organised per engagement.
Retainer billing
Retainers and one-offs, automated.
GST & TDS
Computed natively, posted to the ledger.
Practice P&L
Realisation and profitability per client.
What changes when you run on Autroid.
How Autroid AI behaves for accounting firms.
The same intelligence engine, tuned to your industry's language and catalog — grounded in your real data, never hallucinated.
WhatsApp · client intake
A prospect enquires about GST filing. The AI scopes the engagement, books a consultation, and captures the client details.
More in Professional Services.
Built for accounting firms.
Ready when you are.
See Autroid configured for accounting & tax firms in a 20-minute demo.