Practical, no-code AI training built exclusively for CAs — covering GST reconciliation, audit prep, client communication, and financial reporting automation. No IT background needed.
Every task below can be automated or accelerated with AI — without replacing your professional judgement.
That is 10–15 hours every week that AI can give back to you — to do higher-value CA work.
Six practical modules — each one targets a real pain point in your CA practice. Live demos, hands-on builds, real outputs.
Automate GSTR reconciliation, generate tax summaries from raw data, and set up compliance deadline alerts — without touching Tally manually.
ChatGPT · Make.com · Google Sheets AI
Use AI to scan large datasets for anomalies, flag unusual transactions, draft audit observations, and generate management letter drafts in minutes.
Claude AI · ChatGPT · Julius AI
Build automated P&L summaries, balance sheet narratives, cash flow dashboards, and client financial health reports — from raw Excel data in minutes.
Julius AI · ChatGPT · Google Sheets AI
Set up automated document request sequences, deadline reminders, query responses, and status update emails — so follow-ups happen without manual effort.
Make.com · Zapier · Gmail AI
Draft due diligence reports, representation letters, client advisory notes, and compliance opinions 5× faster using structured AI prompts built for accounting language.
Claude AI · ChatGPT · Grammarly AI
Automate your entire client onboarding — engagement letters, KYC document collection, folder creation, and first-meeting summaries — with a single no-code workflow.
Make.com · n8n · Google Drive AI
Compact and focused. Designed to fit inside a single working day with no disruption to your practice schedule.
| Session | Topic | What You Build / Take Away | Format |
|---|---|---|---|
| Morning 9:30 – 11:00 |
AI Foundations for Finance Professionals Understanding AI tools relevant to accounting, prompt engineering basics, and where AI fits inside a CA practice — without replacing your professional judgement |
Your first AI prompt that writes a complete client advisory note in under 3 minutes | Live Demo |
| Mid-Morning 11:15 – 1:00 |
GST, TDS & Tax Reconciliation AI Automate GSTR-2A matching, TDS cross-checks, deadline alert systems, and generate exception reports from raw data files |
A working GST reconciliation workflow using Google Sheets + AI | Hands-on |
| Afternoon 2:00 – 3:30 |
Audit Review & Financial Reporting Automation Use AI to scan datasets for anomalies, draft audit observations, and generate automated financial narratives from P&L and balance sheet data |
An AI-generated financial summary report from a sample client dataset | Hands-on |
| Late PM 3:45 – 5:30 |
Client Communication & Practice Automation Lab Build an automated client follow-up system, document request sequence, and onboarding workflow — plus a live Q&A with Deepak Kaushik |
Live automation running for your own practice + 30 prompt templates to keep | Live Project |
📦 Every CA takes home:
Based on average India CA billing rates and practice data. Results from AI Workflow India alumni.
Upload your purchase register and GSTR-2A in Google Sheets. An AI formula set highlights mismatches, calculates ITC at risk, and generates an exception report — work that used to take a day now takes 20 minutes.
Time saved: 6–8 hours per client per month 🕐
A Make.com workflow sends personalised reminder emails to each client asking for specific documents — bank statements, invoices, TDS certificates — at the right time each month. Your team stops chasing manually.
Eliminates 3–4 hours of follow-up calls per week 📞
Paste your client’s P&L numbers into a structured Claude AI prompt. Get a complete management commentary, key ratio analysis, and year-on-year variance explanation — ready to send to your client in 5 minutes.
5× faster report writing ✍️
An AI WhatsApp bot answers standard client queries — GST due dates, TDS rates, ITR filing status, appointment bookings — without your team picking up the phone. Available 24/7.
60% fewer routine client calls 📲
All no-code. All covered in the workshop. All immediately applicable to Indian accounting practice.
Note for CAs: Everything we teach is compatible with your existing Tally, Zoho Books, QuickBooks, or SAP environment. We do not replace your accounting software — we connect AI around it to eliminate manual work that sits outside those systems.
Learn to delegate repetitive compliance work to AI and focus on advisory services — the high-value work your clients actually pay premium fees for.
Scale your firm without proportionally scaling headcount. AI lets your existing team handle 2× the client base with the same quality of work.
Get ahead of your peers before you even qualify. CAs with AI skills are commanding 30–40% higher starting salaries in 2025–26.
Automate MIS reporting, budget tracking, and board pack preparation — so your finance team spends time on analysis rather than data compilation.
Build AI workflows for GST, ITR, and TDS compliance that run automatically each month — so deadline season stops feeling like a crisis.
Add practical AI skills to your profile before entering the finance job market. Companies are actively looking for finance professionals who understand AI.
Deepak Kaushik speaks with you directly to understand your practice size, client base, current tools (Tally, Zoho, etc.), and biggest time drains. This call alone gives you 3 quick-win AI ideas you can act on immediately.
We tailor the workshop specifically for your firm — whether you focus on GST, audit, tax advisory, or all three. No generic content — every example uses accounting scenarios your team recognises.
Online via Google Meet or on-site at your office. Individual CAs join our next open cohort. CA firms get a dedicated batch. Deepak personally delivers every session — not a junior trainer.
You leave with 40+ prompt templates, working automation workflows, and 30 days of WhatsApp support to help you implement everything in your real practice. You are never left figuring it out alone.
“I was sceptical — I thought AI was for tech companies, not CA firms. After one day with Deepak, my team had a working GSTR-2A reconciliation tool running inside Google Sheets. What used to take us 2 days per client now takes 40 minutes. The ROI was immediate.”
“The AI writing module alone was worth attending. I now draft client advisory notes, representation letters, and due diligence summaries in 15 minutes using Claude AI prompts. My billings increased by ₹80,000 in the first month because I had more time for advisory work.”
“We sent three of our senior articleship trainees to this programme. Within two weeks, they had set up an automated document collection system for our 60+ GST clients. The document chase time dropped from 3 days to 4 hours. Remarkable for a one-day workshop.”
“As a finance controller managing 12 entities, my biggest problem was month-end MIS consolidation. The AI reporting workflow I built during the workshop now auto-generates our group MIS and sends it to the board every Monday at 8 AM. Game changer.”
All packages include templates, certificate, and 30-day support. Contact us for exact team pricing.
Start with a free 30-minute assessment. We will show you exactly which workflows will save your team the most time — with a live demo, no commitment required.
Join 1,000+ finance professionals across India already using AI to work smarter every day.
AI Workflow India · Saraj Systems (OPC) Pvt Ltd · +91 987 3816 607 · Info@aiworkflowindia.com