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Workflow

How it works

See how AI Accountant takes you from workspace setup to automated billing, reminders, and payroll.

Upload documents
Upload documents
Automate recurring work
Automate recurring work
Run 24 × 7
Run 24 × 7

From document upload to recurring invoices, reminders, payroll, and renewals — AI Accountant prepares the work automatically for businesses of every size.

Workflow

How AI Accountant works

From document upload to recurring invoices, reminders, payroll, and renewals — AI prepares the work automatically for businesses of every size.

AI Accountant is built for Indian businesses that want clean books without a full-time data-entry team. Whether you are a solo founder, a growing SME, a CA firm, or a multi-location company, the platform adapts to your volume: get your AI Accountant at just ₹1/hour, then choose monthly or yearly billing when you go live. Upload a client purchase order and AI creates the client master. Upload a purchase invoice and it creates the vendor. Recurring invoices and bills are remembered and generated on due date, then emailed to your client. Payment reminders and follow-ups continue until money is received. GST-ready workflows help you stay compliance-ready, while IT Monteur HRMS handles attendance, tasks, and payroll. A client portal lets customers see orders, invoices, dues, renewals, and support queries. The result is fewer missed renewals, faster collections, and books that stay current — so leadership spends time on decisions, not chasing paperwork.

What you get

  • Upload PO to create clients automatically
  • Upload purchase invoices to create vendors
  • Recurring invoices & bills on due date
  • Payment reminders at due date + follow-ups
  • Renewal alerts 15 days and 1 week before expiry
  • GST & ITC reconciliation workflows
  • Client portal for orders, invoices & support
  • HR, attendance & payroll via IT Monteur HRMS
  • Works for startups, SMEs, CA firms & enterprises
  • Monthly & yearly billing with GST 18% extra
Create your workspace

Create your workspace

Open a company workspace with live dashboards for books, collections, people, and client activity — ready from day one.

Upload client PO

Upload client PO

Drop a customer purchase order. AI reads party details and creates the client master so you can invoice without retyping.

Upload purchase invoices

Upload purchase invoices

Upload supplier bills. AI extracts vendor details, maps GST where available, and prepares expense entries.

Bank & bill automation

Bank & bill automation

Upload bank statements and vendor bills. AI categorises lines, suggests ledgers, and posts approved entries to your books.

Recurring invoices & bills

Recurring invoices & bills

Save recurring schedules. On due date, AI creates the document and emails it to the client automatically.

Payment reminders

Payment reminders

Send due-date reminders and follow-up emails until payment is received — without manual chasing.

GST & ITC workflows

GST & ITC workflows

Reconcile GSTR-2B, match ITC, flag mismatches, and keep compliance-ready books for Indian GST.

Renewal memory & alerts

Renewal memory & alerts

Remember every client renewal date. Alert 15 days and 1 week before expiry so services stay online.

Client portal access

Client portal access

Clients log in to view orders, invoices, dues, renewals, pay online, and raise support queries.

HR & attendance

HR & attendance

Manage employees, attendance, and leave via IT Monteur HRMS so payroll starts from accurate time data.

Time tracker & tasks

Time tracker & tasks

Track time against tasks and projects. Give managers visibility without spreadsheet chaos.

Salary / payroll

Salary / payroll

Process salaries from attendance and approved time through IT Monteur HRMS — hr.itmonteur.net.

Coverage

Built for Indian accounting, collections & HR

Client PO upload Vendor bill upload Recurring invoices Payment reminders Client portal GSTR workflows HR / Payroll

Get started today

AI Accountant works for you 24 × 7

Get your AI Accountant at just ₹1/hour — or bill monthly ₹720 / yearly ₹8,640. GST 18% extra. Call IT Monteur to onboard.

₹1 per hour · 24×7
₹720 per month
₹8,640 per year
+18% GST extra
IT Monteur Private Limited +91 95 8290 7788 sales@itmonteur.net