Interact directly with AI (LLM – Large Language Model) inside CA Office Automation and get instant intelligent responses for document drafting, compliance research, and daily accounting work — purpose-built for accounting firms and their teams.
The AI Chat Agent in CAOA allows users to interact directly with AI (LLM) and receive instant intelligent responses for professional and daily office work — improving productivity, drafting, research, and compliance support.
Chat with AI directly inside CAOA and get intelligent, accurate responses to any professional question in seconds.
Save frequently used prompts in group-wise collections (Audit, GST, Compliance, Drafting) and reuse them with one click.
All conversations are stored for quick reference. Search past chats using keywords and resume any discussion instantly.
Start group chats for collaborative AI usage. Share conversations with your team and manage discussions efficiently.
PAN, GST, Aadhaar, bank details, and client info are automatically masked before sending to AI — ensuring complete privacy.
Connect to Google Gemini, ChatGPT, Meta AI, and more. Choose the AI model that best fits your firm's workflow.
The AI Chat Agent screen is divided into four key sections, each designed for seamless, professional AI interaction.
All your previous AI conversations are listed here. Use it to navigate, search, and manage your chat history.
The main chat area where AI responses appear. Context from previous messages is maintained throughout the session.
The input field at the bottom of the screen where you type any question and receive an instant AI-generated answer.
Save standard prompts for your firm and reuse them across teams — eliminating repetitive typing and improving consistency.
The Prompt Hub allows your entire firm to build a shared library of professional prompts — categorized, searchable, and instantly reusable across all team members.
All sensitive data is automatically detected and replaced with [MASKED] tokens before transmission. Your client data never leaves your secure CAOA environment unprotected.
CAOA protects sensitive client information while using AI. Automatic data masking ensures that confidential details are never exposed to external AI systems.
Everything your practice needs to work smarter — all built into the platform you already use.
Generate professional documents, notices, and reports in seconds.
Prompt Hub eliminates repetitive typing across your entire team.
AI handles research and drafting so you focus on high-value work.
One AI workspace inside CAOA — no switching between external tools.
Group chats and shared prompts make AI a team effort.
AI-drafted emails, replies, and notices with professional tone.
AI assistance for compliance, tax research, and audit preparation.
Data masking protects client information in every AI interaction.
Navigate to Setup → AI API in your CAOA account, select your provider, paste your key, and pick a model from the auto-loaded dropdown.
Add your own Google AI key so usage is billed to you with no CAOA credit limits. Free tier keys work with Flash models. Leave empty to use the shared platform key.
Your API key is stored securely in CAOA and is never shared. Data Masking ensures sensitive client information is stripped before any query reaches the AI model.
Start using the AI Chat Agent today — draft faster, answer compliance questions instantly, and build a smarter firm with CAOA.
Everything accounting firms need to know about CAOA's AI Chat Agent, Prompt Hub, and Data Masking.
All AI agents and modules are included in your CAOA subscription