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AI Digital Employees for
professional services firms.

Retainer billing, client reporting, GST on services, TDS management, and team utilisation — all running from your Tally, so you focus on delivering value to clients.

What Digital Employees Do

The operational problems they solve.

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Retainer & Project Billing

Automate retainer invoicing schedules, milestone billing, GST on services, and overdue chasing — so no client invoice is ever delayed or missed.

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Client Reporting

Generate project status reports, budget-vs-actual summaries, and monthly performance packs — customised per client and delivered on schedule.

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GST on Services

Manage GST on consulting, professional fees, and mixed supply arrangements. GSTR-1, GSTR-3B, and RCM on legal and professional services handled automatically.

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TDS Management

Track TDS deducted by clients, reconcile 26AS, flag mismatches, and generate TDS certificates — eliminating one of the most time-consuming reconciliation tasks.

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Team Utilisation

Track billable vs non-billable hours, team productivity by project, and utilisation rates per consultant — giving management visibility without manual timesheets.

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Receivables & Collections

Client-wise outstanding aging, overdue alerts, and automated follow-up sequences — ensuring collections don't slip through gaps between project delivery and finance teams.

Digital Employees Deployed

Which employees do professional services firms deploy?

FN
Finance Digital Employee
Manages billing, collections, TDS reconciliation, GST on services, and financial reporting — freeing senior staff from routine finance tasks.
CR
CRM Digital Employee
Tracks client relationships, project renewal cycles, proposal follow-ups, and client satisfaction touchpoints across the portfolio.
ST
Strategy & Analytics Employee
Produces partner-level dashboards, practice P&L by service line, and pipeline-to-revenue conversion analysis for firm leadership.
ROI for Professional Services

Typical professional services savings.

A consulting or CA firm with Finance + CRM Digital Employees typically saves ₹80K–1.2 Lakh per month — while gaining client billing accuracy, TDS reconciliation, and partner-level reporting that previously required dedicated resources.

Calculate your numbers →
₹80K+Typical monthly saving (2 DEs)
2–3 weeksTypical deployment timeline
ZeroMissed invoices after deployment
Ready to start?

Talk to our professional services specialist.