The Problem Statement

Chartered Accountants work across multiple government portals every day — Income Tax, GST, TRACES, AIS, and others.

Almost every compliance workflow begins with repetitive tasks:

1. Logging into each portal manually
2. Entering user IDs, passwords
3. Navigating multiple menus
4. Downloading forms one by one for every client
5. Storing files in client folders
6. Analysing the downloaded data manually/Performing tedious reconciliations

For firms handling 20–50+ clients, these tasks consume hours daily and significantly during peak filing seasons.

This entire process is: Repetitive, Time-consuming, Error-prone, Dependent on manual effort & Lacking standardization

The absence of a centralized automation layer forces teams to repeat the same steps across clients and portals, every single time.

This is the inefficiency the project aims to eliminate.

The Solution

A unified automation platform that completely transforms the way CAs interact with compliance portals:

Automated Portal Login (Income Tax & GST)

Playwright-powered automation logs into portals, handles navigation, retries, error handling, and executes workflows end-to-end.

Automatic Downloading of Forms

1. Income Tax: Form 26AS, AIS, or both in a single run
2. GST: GSTR-2B for any month or full quarter (multi-month automation)

Smart Folder Structuring

Downloaded files are saved in a standardized format.

AIS Automatic Decryption

The system extracts the client’s Date of Birth directly from the Income Tax portal UI, constructs the password (PAN + DOB), and automatically decrypts the AIS file before saving.

Reconciliation Engine (GST 2B ↔ Books)

Uploads of GSTR-2B and Books trigger instant reconciliation with unmatched items, summaries, and downloadable Excel output.

AI-Powered Document Question Answering

Using Gemini API, users can ask any question on uploaded 26AS/AIS/GSTR-2B/Books including:

1. Income summary
2. TDS breakup
3. Mismatch explanations
4. Tax impact
5. Invoice-level clarifications

Natural Language Automation (WOW Factor)

Instead of clicking through the UI, users can type:

“Login GST for Praveen Kadiyala and download GSTR-2B for Q3 2025”

The system interprets the prompt → identifies client → detects form → triggers backend automation.

Multi-Client Parallel Processing

Every job runs in its own process, enabling concurrent automation for multiple clients.

Together, this results in an end-to-end platform that handles: Access → Download → Analyse → Answer

AI Implementation & Technologies Used

AI Components

1. Gemini 2.5 Flash
2. File parsing (PDFs, spreadsheets, text)
3. Intelligent Q&A over reconciled datasets

Core Technologies

1. Python 3.12 – Core engine
2. Playwright – Browser automation & portal navigation
3. Streamlit – UI framework
4. pandas/openpyxl – Excel processing
5. PyPDF2 / pikepdf – PDF decryption & handling
6. Multiprocessing – Parallel client execution
7. Windows Environment Variables – Secure Gemini API key management
8. Modular folder architecture – Persistent structured file storage

Impact, Efficiency Gains, and Scalability

Impact

The system dramatically reduces manual portal work, prevents human error, and ensures consistency in every operation.

Every download, reconciliation, and analysis is executed the same way — reliably.

Efficiency Gains

For CA firms with 20–50 clients, this saves hours every week and hundreds of hours every year.

Scalability

The architecture is built to scale:

1. Add unlimited clients
2. Run multiple jobs simultaneously
3. Expand to more portals with reusable login modules
4. Add more reconciliations (TDS–AIS, 26AS–AIS, GST–Books)
5. Integrate into enterprise workflows

The automation modules can be extended to any government portal with a similar login–download structure.

Key Benefits:

1. Complete end-to-end compliance automation
2. Zero manual navigation across portals
3. Standardized, structured file storage
4. AI-driven insights for decision-making
5. Multi-client reliability with error handling & retry logic

This solution converts repetitive manual workflows into a centralized, intelligent automation ecosystem.

Vision

To build India’s first unified automation hub for Chartered Accountants - a single platform that:

1. Logs into every government portal
2. Downloads every required form
3. Reconciles all financial data
4. Analyses documents using AI
5. And answers questions across clients instantly

The long-term goal is to eliminate repetitive compliance work entirely, enabling CAs to focus on analysis, advisory, and client value rather than manual processes.

Current Website Overview: