Free your senior team from administrative busywork. Trigger automated task assignments, client reminders, and status transitions based on smart rules.
Set it once, let ERPCA execute. From auto-generating compliance jobs each month to triggering client WhatsApp reminders for missing documents, automation keeps your firm running 24/7.
System auto-initiates GST, TDS, and advance tax assignments 15 days before government due dates.
Automated courteous follow-ups via WhatsApp and Email when client bank statements are pending.
Auto-generate draft fee invoices the moment a partner marks an audit or appeal completed.
When a client e-signs a tax computation, system automatically notifies the filing team to submit JSON.
Instant escalation to senior partners if an automation trigger fails or encounters blocked documents.
✓“ 120 GSTR Tasks Created
✓“ WhatsApp Reminders Sent
✓“ Partner Capacity Forecasted
How trigger-based workflows eliminate hours of repetitive firm administrative overhead.
Choose a trigger event: statutory calendar date, client upload, task completion, or e-signature.
Apply filters: e.g. 'Only for Private Limited clients with turnover exceeding ₹5 Crores'.
Assign tasks, dispatch WhatsApp messages, generate draft invoices, or change job statuses.
Review automated execution logs with 100% auditable proof and instant failure alerts.
A no-code automation builder tailored specifically for the cadence of accounting practices.
Auto-generate assignments based on CBDT, CBIC, and MCA statutory compliance calendars.
Schedule 3-stage polite WhatsApp reminders for missing documents without staff manual texting.
Trigger a draft fee invoice the moment a partner certifies an audit or appeal deliverable.
Move jobs to the next workflow stage automatically when client e-sign or payment is completed.
Immediate escalation if a high-value client filing is stuck due to unsubmitted records.
Create custom practice automation rules with simple visual 'If This, Then That' logic.