AssureAI’s Customer Success Commitment is a set of promises for you from us.
You will be able to get what you need and when you need it.
50% off
on the 1st year
&
40% off
from 2nd year
50% off
on the 1st year
&
40% off
from 2nd year
✓ Automate audit and compliance tasks extensively
✓ Experience a drastic reduction in audit cycle time
✓ Save 70%+ time & effort in annual audit assignments
✓ Single-click import of entire books of accounts into the cloud platform
✓ Built-in validation checks for data accuracy
✓ Seamless, tamper-proof transfer of data from source to destination
✓ Reduce the risk of errors and omissions in statutory and tax audits using AssureAI's template-driven framework
✓ Optimize audit documentation for accuracy and compliance
✓ Automate mundane tasks to free up time for addressing clients' pain points and delivering value
✓ Liberate your team from endless hours of manual tasks in procedures, emails, and spreadsheets
✓ Gain clear visibility of ongoing tasks and assignments through the "Task and Team Management" dashboard specially designed for Practicing CAs
✓ Efficiently manage target dates, and due dates, and monitor team performance
✓ Stay connected with clients in real-time via a dedicated "Client User Interface"
✓ Go paperless – capture client interactions and documents in the secure cloud
Testimonials
550
Users across India
60000
Financial Statements Generated
25
Ledgers Analyzed
3
Vouchers Imported
3500
Multi Division Consolidated
20000
Documents Exchanged
Features
Revised Schedule III Financial Statements
Generate statutorily compliant IGAAP Schedule III and Non-Corporate financial statements seamlessly in a fraction of the time with single-click automated Ageing and Ratio Analysis required by RS III.
Comments and Disclosures
Easy generation of Comments and Disclosures like Significant Accounting Policies and additional Notes with built-in templates.
Auto-mapping
A ‘rule-based’ auto-mapping feature assisted by a Machine Learning Algorithm that automates ledger mapping of up to 80% of the ledgers on a single click, saving substantial time year after year.
Automated Ledger Scrutiny
A rule-based framework for automated scanning of the entire books of accounts and categorising them into High, Medium, and Low-risk items – ability to configure your own custom Ledger Scrutiny rules.
Audit Workflow
A template-driven ‘engagement to sign off’ audit workflow module, with built-in checklists and templates – providing a user-friendly approach to generate audit documentation.
Multi-division Consolidation
Combines multiple divisions into a single financial statement with all necessary Notes.
Task & Team Management
Provides a comprehensive dashboard view of all ongoing audit and compliance assignments – absolute clarity to firm leadership as well as every team member to boost productivity and effectively allocate resources for meeting deadlines.
Client Communication
The ‘Issues’ module & Doc Request module facilitate efficient client communication – providing a seamless and paperless audit experience.
More Features
Single-click import from Tally, Zoho Books and Excel based TB import feature.
Automated Reconciliation of imported data and Version Control
SA 530 compliant sample selection for voucher verification
Final review snapshot – A snapshot view of assignment progress in a single dashboard
Seamless generation of important 3CD (Tax Audit) Annexures
Single-Click Ageing Analysis report for ITC reversal under Rule 37 of GST Rules
Expense Variance Analysis Report
Keyword Search across the entire books of account, including narration field
Built-in Audit checklists for audit tasks like Tax audits, Company Audits, preliminary checklists, etc. and the ability to configure customized checklists
Client User Interface – Stay connected with clients always – share login credentials to all the clients so that they can perform their side of the audit effortlessly
We are 100% committed to your success
Free Online training till all features are explored
Handholding until at least 3 clients are onboarded, and statements generated successfully
Periodic webinars on new features
12 x 6 Ticketing and Chat support
No servers, no additional system maintenance to use the software
Immediate access to the latest features with automatic updates
Frequently Answered Questions
What are the accounting tools integrated with AssureAI?
The tool is fully integrated with Tally accounting software, where we have a single click import of Books of accounts into the AssureAI platform.
We have also integrated with ZohoBooks, which is currently in Beta mode and we are continuously working on stabilizing it.
We have an excel-based TB import feature which can be used to bring the Trial Balance into the software from any other bookkeeping tool. Most features, barring a few which require transaction-level information, can be used for these clients.
If you have a specific requirement to integrate any other bookkeeping software with AssureAI and you have access to the technical team of the bookkeeping software, please reach out to us and we can share the format for data import.
How is data import from Tally done? Should we purchase any separate tool for this purpose?
AssureAI has developed a TDL plugin that will be tagged to all subscribers’ license numbers and provided for installation in their machines. Once done, the button for data export to AssureAI will be activated in the customer’s tally, through which the JSON file can be created in a single click for importing into AssureAI.
Does AssureAI support uploading the Tax Audit Report in Form 3CD?
AssureAI provides feature for automatic generation of Annexures for uploading Tax Audit Report in Form 3CD which covers areas like 40A(2)(b), 40A(3) & 40A(3A), 269SS & 269T, 43B & 36(1)(VA) and Ratios. Automatic generation of annexures eliminates the need for data entry, thereby minimising error changes.
Does AssureAI support the generation of Financial Statements only for companies? What about Partnerships and Proprietorship entities?
We support the generation of Financial Statements for all the business entities, including Partnerships, Proprietorships and Companies.
Does the tool support only Annual Audit – or is it possible to conduct Monthly or Periodic audits using the tool?
Though the tool is designed for Annual Statutory Audit, the features can be used to conduct monthly or internal audits of clients.
It is stated that the clients of CAs are connected through a dedicated Client User Interface (UI). Do my clients need to buy AssureAI Client Interface licenses?
No, the client user login is free, and there are no charges for that. Also, presently there are no restrictions on the number of clients/client users. The CA can have any number of client users, and it is absolutely free.
Is there any limitation on the number of ledgers or vouchers for a client file that AssureAI can handle?
There are no restrictions on the number of vouchers and ledgers for importing the data into AssureAI Cloud.