Expertise

1. Systems strengthening, MIS, internal audits from indent to book closure.
2. Consultancy
3. FEMA compliance, GST, direct taxes, SAP and ERP implementation support.
4. Focus
5. Enhancing financial reporting and control systems using technology.

AI Query Response Bot Overview

1. Reliable Info from Verified Docs
2. Responses based only on your uploaded, verified documents for accuracy.
3. Client Advisory Support
4. Instant, tailored answers on accounts, finance, taxation, and compliance.
5. Ledger-Based Queries
6. Upload ledgers and get real-time answers to specific account questions.
7. Office Assistant Support
8. Internal team fetches reliable info fast to support clients efficiently.

Benefits of the AI Query Response Bot

1. High Accuracy
2. Answers sourced only from trusted uploaded documents.
3. Increased Client Confidence
4. Clients trust advice based on curated, reliable sources.
5. Time-Saving
6. Eliminates manual searching; instant smart query results.
7. Customizable
8. Easy to update with new rules, circulars, and ledger data.
9. Professional Edge
10. Positions CA as tech-savvy, client-centric professional.

How the Bot Works

1. Document Upload
2. Legal circulars, accounting standards, ledgers, manuals added.
3. Bot Training
4. Trained exclusively on uploaded, verified documents.
5. Query Input
6. Assistant or client types finance or compliance-related questions.
7. Instant Reply
8. Bot instantly provides reliable, document-backed answers.

Step 1: Botpress Setup

1. Account Creation
2. Signed up on Botpress Cloud platform.
3. Workspace & Bot
4. Created workspace and sample bot – FEMA ECB Query Bot.
5. Plan Selection
6. Selected Free Plan supporting 1 bot and 500 messages/month.

Step 2: Upload Documents

Created knowledge base named “FEMA ECB Act”. Uploaded FEMA ECB Master Direction PDF.

Step 3: Build Conversation Flow

1. Start Node (Welcome Message)

• Ask Subject Node (Capture User Query)

• AutonomousNode (Search Knowledge)

• End Node

Step 4 – Connect Knowledge Base

1. Selected “FEMA ECB Act” Knowledge Base.
2. The autonomous node is linked with the “FEMA ECB Act” knowledge base.
3. Instructions set to answer only from this verified document for strict accuracy.

1. Step – 5 Demo Working
2. Client query: What is minimum maturity for ECB?
3. Bot reply: Correct answer from FEMA document.

Finally , Constructed nodes for user interaction: Welcome, Query Capture, Knowledge Search, and End node for response delivery.

Step 6 – Publish Bot

1. Then after testing, we can publish the bot and get the link to share with clients for instant replies on FEMA compliance related to ECB.
2. Copy displayed link and share with our client or use to get reply from this Customised link.