Smarter Office Management with AI Chat Inside CAOA

AI Chat for Accountants | Secure, Free AI Tool | CAOA :

Empower your entire team with CAOA’s AI Chat. Securely automate drafting, query data, and boost productivity with our free, privacy-first AI tool for accounting firms.

Empower Your Entire Team: Smarter Office Management with AI Chat Inside CAOA

The future of accounting is intelligent, automated, and strategic. Artificial Intelligence (AI) is no longer a luxury but a vital tool, transforming how firms operate by taking over repetitive tasks and freeing up professionals for high-value advisory services. At CA Office Automation (CAOA), we are proud to lead this change with our integrated AI Chat feature—a powerful assistant designed exclusively for the accounting world.

Digital Transformation Strategy: Stay in Competitive Tech-Driven World

Why Integrated AI is a Game-Changer for Accounting Firms

AI integration directly translates to tangible business benefits:

Instant Document Drafting: Generate audit reports, certificates, and compliance checklists in seconds.
Conversational Data Insights: Ask complex questions about your firm’s data in plain language and get immediate answers.
Reclaim Billable Hours: Automate routine tasks and allow your team to focus on strategy and client growth.
Data Security: Your data remains private and protected at all times with smart data masking features.

Introducing CAOA’s AI Chat: Your Firm’s Digital Assistant

CAOA’s AI Chat is a sophisticated Large Language Model (LLM) built directly into your practice management software. It understands the context and terminology of accounting, allowing for natural, intuitive commands that get work done faster.

Our Core Promise: Privacy & Security First

We believe that powerful technology must be built on an unshakable foundation of trust and security. Client data is sacred, and its protection is our highest priority.

Automatic Data Masking: Sensitive client information, including PAN numbers and financial details, is automatically identified and masked before any query is processed by the AI. Your data remains private and protected at all times.
Empower Every Employee: We enable you to grant all your staff secure access to the AI LLM. This democratizes productivity, allowing everyone from junior associates to senior partners to leverage AI for their daily tasks.
Controlled & Secure Professional Environment: Despite broad access, your data is never at risk. Permissions are strictly governed through hierarchy-wise approval workflows and secure, role-based access control. Administrators have full control, ensuring that the powerful AI tool is used within a safe, compliant, and professional environment.

Digitalizing 90,000+ CA Office: A Transformative ICAI Partnership.

Unbeatable Value: Completely Free to Use

We are committed to making cutting-edge technology accessible to every accounting firm. That’s why our AI Chat feature comes with:

No Token Charges – Unlimited usage for all authorized users.
No Setup Fees – Immediate access with no hidden costs.

Step Into the Future of Accounting

CAOA’s AI Chat is more than a feature; it’s a strategic partner. It empowers your entire team to work smarter, faster, and with absolute confidence in your data security. This is the next generation of office automation, and it’s here today.

Ready to empower your team and transform your practice?

Book a Free Demo Today

CA Office Automation is one of the wonderful concepts designed by the Team Aequitas Infotech for Practicing Professionals like CA, CPA & Tax Consultants. We have been using it for the past 4 years, it’s been the most effective tool in digitizing and automating the work process of the firm. They have been very responsive every time we reached out with any query, and we are delighted with their services. We will definitely recommend them. Thanks for the Great work!”.

NCS & Co.

Mangalore, Karnataka

I am happy that somebody has taken pain to understand our business process and given such a good application. Our client feels they are dealing with a world-class service provider. This is the best solution for all our requirements.

CA Manish Chulawala

Mumbai, India.

Being a CA/CS/Accounting firm, we must keep tracks of the scheduling of recurring jobs, database management of clients through their profiles, allotting tasks to the team by dividing them into sub-tasks and that too by keeping the whole team in the loop for a status of tasks, alerting clients through SMS/Emails, managing Documents into various categories like Master/Working, etc, managing costing of work, Invoices/Receipts Management (without Late or Missing Invoicing!), appointment scheduling, File labeling with locations, keeping pace with technology by using Cloud, Sharing of Job Status, Billing/Receipts with clients, and many more…

CA Bhargav Bhatt

Ahmedabad, Gujarat.

CAOA software will be very helpful to those Professionals who want to scaleup their business to the next level. Literally, It Saves Time, Energy & Build Strong relationship with Clients. Had a great experience with CAOA.

BRIDGE ROBIN & JOHN LIU LLP

Hong Kong

For the last few months we are using CAOA’s White Label solution under Hongkong Government affiliate program, which has allowed me to make some personalization to their software. They have a very good support team that will work on your White label account and within a short span of time, you’ll be up and running.The user experience & security solutions of this software are in the major spotlight.I’m very much satisfied with their White label service and recommend it to other accounting professionals.

CPA Simon Cheung (Director, CPA Global)

Hongkong

CA office automation allows us to easily manage workflow throughout the organization while increasing accountability and security measures.

They also provided excellent training on how to get the most from our system.

Baker Tilly HEM LLP ,Manjit Kothari

Kampala, Uganda

We thank the CAOA team for the wonderful job they are doing in helping us develop our internal control system by implementing the CAOA Platform. Everyone has been professional, excellent and hard-working across all our interactions with the team. Thanks to them, we were able to achieve our goal on time, and we look forward to continuing working with them in the future.

CPA Pankaj Mankani

Partner RVG Accountants. Dubai, UAE.

Hearty congratulations to the team at CA Office Automation for an excellent job! We’ve been trying to put together a functional Office Automation system for the last three years. I am happy to say we finally hired the team at CA Office Automation, and they’ve worked closely with us throughout the process, staying on task, on target, and on budget. I also appreciate their quick and courteous responses. I highly recommend their service!