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Case Study
Reducing Manual Workload with AIAccountant at CAlculators – The Tax People
Firm: CAlculators – The Tax People
Industry: Accounting and Compliance
Website: https://calculators.work
Primary Challenge: Manual journal entry creation from bank statements
Background
CAlculators – The Tax People is a growing tax consulting firm in India, managing a mix of monthly and annual bookkeeping clients. While a portion of the clientele receives ongoing accounting services, most follow a year-end accounting model, leading to a surge in data processing requirements during filing periods.
The team faced a recurring challenge: many clients had minimal supporting documentation such as bills or invoices, making it difficult to create accurate books without relying heavily on bank statements.
The Challenge
The team at CAlculators spent considerable time manually reviewing bank transactions, creating journal entries, and tagging them into appropriate accounting categories. This manual approach not only slowed down delivery timelines but also limited the bandwidth available for higher-value work.
Why They Chose AI Accountant
After a demo of AI Accountant’s capabilities, the team at CAlculators recognized a strong fit for their needs:
● Automated bank statement processing
● Smart transaction categorization
● Auto-generation of journal entries
These features addressed the firm’s most time-intensive workflow, especially for clients with limited financial documentation.
Possible Impact Observed
● Significant reduction in manual data entry
● Faster turnaround for annual accounting clients
● Greater operational efficiency without increasing headcount
What This Signals
CAlculators – The Tax People is part of a growing movement of CA firms adopting automation to reduce friction in bookkeeping workflows. By addressing core bottlenecks like manual bank statement processing, AI Accountant is helping firms shift from time-consuming tasks to more strategic work, all while maintaining accuracy and control
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