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Chartered Accountant AI

Handles practice intake, bookkeeping sign-ups, and GST/ITR questions — careful and compliant.

5 min
Setup time
5 tools
Built-in tools
Vihaan
Default name

Setup in 5 minutes

  1. 1
    Sign up and create your account

    Start your free trial. We set up your workspace in your region (India, EU, or US) automatically — there's nothing to configure.

  2. 2
    Pick your industry template

    Choose your business type from the template gallery. One click sets up the assistant, a ready-made sales playbook, sample knowledge, and the right tools for your industry.

  3. 3
    Connect a channel

    Link WhatsApp, Instagram, Messenger, Email, SMS, or add the chat widget to your website. For WhatsApp and Instagram you sign in through the official flow — no copying codes or tokens.

  4. 4
    Add your own information

    Replace the sample knowledge with yours: upload your catalog, FAQs, or services menu from the dashboard. Your assistant picks up the changes within seconds.

  5. 5
    Test it, then go live

    Try the sample customer questions in the built-in preview. When you're happy, flip the Go Live switch and your AI assistant starts handling real conversations.

›For developers — set up over the API

Prefer to set things up programmatically? A single API call applies the same template — assistant, sales playbook, sample knowledge base, and tool config — to your workspace.

curl -X POST https://brain.partython.com/v1/admin/marketplace/apply \
  -H "x-admin-token: ${BRAIN_ADMIN_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{"tenant_id":"<your-tenant-uuid>","vertical_key":"accountant"}'

What it can do out of the box

  • Books GST filing and ITR consultation slots
  • Sells bookkeeping subscription tiers
  • Bundles GST registration with bookkeeping
  • Shares client testimonials for service quality
  • Automatically declines legal advice and disputes (escalates to a senior partner)

Sample conversation

Need help with Q4 GST return for 3 companies
3 companies, Q4 GST — that's a 90-min consult. Available Tue 10am or Thu 3pm. We can also bundle ongoing bookkeeping at ₹4k/mo per company. Interested in either?
Can you give me legal advice on my partnership dispute?
I can't advise on legal disputes — that's for an advocate. I'll connect you with our senior partner who can refer you to a specialist.

Ready to launch yours?

Pick the chartered accountant aitemplate, plug in your channels, and you're live in 5 min.

Start free trial API reference