1. Introduction

In today’s financial and compliance environment, Chartered Accountants manage large volumes of client documents such as 26AS, AIS, TIS, Salary Slips, GST reports, and business statements. Manually analyzing these documents is time-consuming, repetitive, and prone to human error.

To solve this, I developed an AI-based Client Document Analysis System, where OpenAI helps CAs instantly analyze documents, extract insights, and automate routine tasks

2. Objective of the Project

· To automate the analysis of financial documents using AI.

· To reduce the manual workload of Chartered Accountants.

· To provide a secure platform for uploading, storing, and analyzing client documents

To deliver quick, accurate insights such as GST turnover, AIS/TIS summaries, and notice risk predictions.

· To offer a personal chatbot for answering tax or finance-related queries

3. Problem Statement

CAs deal with:

· Multiple complex documents

· Repetitive analysis work

· Limited time for each client

· Human error during manual reading

· Delayed insights due to the volume of cases

The project solves these through automation and smart AI analysis.

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4. Target Users

· Chartered Accountants

· Tax Consultants

· Financial Advisors

· Small CA firms handling bulk clients

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5. System Workflow

Step 1: Login

Secure authentication to protect client data.

Step 2: Select Client Type

· Salaried

· Self-Employed / Business

This selection customizes the type of documents required.

Step 3: Upload Documents

· Files uploaded and file details saved in an offline/local database

· Supports PDF. Files redacted using PDF Redactors to maintain privacy.

Step 4: Document Selection

User selects uploaded documents from a list.

Step 5: AI-Based Commands

Created predefined one-click prompts such as:

· Analyse Document

· Find GST Turnover

· Analyze 26AS

· AIS/TIS Summary

· Risk of Tax Notice

OpenAI reads the document and returns a structured, detailed result.

Step 6: Personal Chatbot

User can ask any tax/finance/general question—powered by AI.

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6. OpenAI API (for analysis & chatbot)

AI

* OpenAI GPT models for: Document analysis

* Generating summaries

* Providing CA-level insights

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7. Impact & Benefits

For CAs

· Saves 60–80% of analysis time

· Tax notices probability reduces by 15%

· Eliminates manual errors

· Provides instant summaries and insights

· Improves client handling capacity

· More accuracy and transparency

For Clients

· Faster processing

· Clearer financial insights

· Reduced errors in returns

· Higher compliance and safety

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8. Conclusion

This AI-powered platform transforms the way Chartered Accountants analyze financial documents.

It turns traditional manual work into a smart, AI-driven workflow, enabling CAs to focus more on advisory rather than repetitive ana