Nootus.CA
How It Works
The Nootus.CA workflow

From onboarding to compliance, one continuous workflow.

Nootus.CA is designed to feel like adding a full digital compliance team to your CA firm, one AI agent per client, working across all modules with context continuity.

01

Onboarding

Onboarding a client takes minutes: add the client profile, PAN/TAN/GSTIN, business details and staff assignments, with documents uploaded upfront or added later.

What you add
  • Add client profile
  • Add PAN/TAN/GSTIN
  • Add business details
  • Add staff assignments
  • Upload initial documents (optional)
Instantly activated
  • Books
  • GST
  • TDS
  • Income Tax
  • Payroll
  • Practice Management
02

AI agent setup

A dedicated AI agent is created for every client, becoming a client-specific intelligence layer inside your firm, and the foundation of the Nootus.CA Operating System.

Trained on
  • Books skills
  • Ledger skills
  • Bank statement skills
  • GST skills
  • TDS skills
  • Income Tax skills
  • Payroll skills
  • Document skills
  • Communication skills (WhatsApp + Email)
It learns
  • The client's documents
  • Their compliance history
  • Their transaction patterns
  • Their filing behavior
  • Their deadlines
  • Their notices
03

Document ingestion

AI reads every document like a CA, upload bank statements, invoices, registers, salary sheets, ledger exports, forms, notices, vouchers, PDFs and scanned documents.

Upload anything
  • Bank statements
  • Invoices
  • Purchase/sales registers
  • Salary sheets
  • Ledger exports
  • TDS/GST/ITR forms
  • Notices
  • Vouchers
  • PDFs & scanned documents
The agent then
  • Extracts data
  • Classifies entries
  • Maps to ledgers
  • Maps to GST/TDS/IT workflows
  • Detects mismatches
  • Prepares drafts

Document ingestion becomes automated, structured, and reusable across modules.

04

Workflow automation

Once documents are ingested, the AI agent automates end-to-end compliance across every module, client-specific, not generic.

Income Tax
  • Computations
  • Draft ITR
  • Document mapping
  • Notice responses
TDS (Forms 130, 131, 138, 140)
  • Ledger mapping
  • Salary-TDS
  • Vendor-TDS
  • Draft forms
GST (GSTR-1, 2, 3B, 9)
  • Register mapping
  • ITC validation
  • Mismatch detection
  • Draft returns
Books
  • Ledger classification
  • Journal entries
  • Bank reconciliation
  • Monthly closing
Payroll
  • Salary slips
  • PF/ESI
  • TDS on salary
  • Form 16
05

Staff collaboration

Nootus.CA is built for CA firms with multiple staff members, creating a cobot model where humans and AI work together.

Staff can
  • Assign tasks
  • Review drafts
  • Upload documents
  • Approve filings
  • Communicate with clients
  • Track deadlines
  • Manage notices
The AI agent
  • Prepares drafts
  • Suggests corrections
  • Tracks progress
  • Reminds staff
  • Shares documents
  • Maintains context
06

Compliance lifecycle

The AI agent manages the entire compliance lifecycle, monthly, quarterly, annual and event-based, this is the CA Operating System in action.

Monthly
  • GST
  • TDS
  • Books
  • Payroll
  • Bank reconciliation
Quarterly
  • TDS summaries
  • GST reconciliation
  • Books closing
Annual
  • ITR
  • GSTR-9
  • Form 16
  • Financial statements
  • Compliance reports
Event-based
  • Notices
  • Audits
  • Scrutiny
  • Reconciliation mismatches
No missed deadlinesNo repeated workNo manual data entryNo context lossNo compliance gaps
The result

A full digital compliance team, running inside your firm.

One AI agent per client. Every module connected. Every deadline tracked. Staff and AI working as a single cobot team from onboarding through to filing.

See how Nootus.CA works across your entire firm.

From onboarding to compliance, one continuous, AI-driven workflow.

No missed deadlines. No repeated work. No context loss.