CA Pranali
A unified operations platform for Chartered Accountant firms — manage client onboarding, document collection, work delivery, billing, and client communication from one central place.
Every part of the practice, in one orbit.
Clients, documents, work, billing, compliance, communication — the moving parts of a busy firm, all revolving around a single platform.
Problems CA Pranali solves
Disconnected tracking
Client and engagement work spread across spreadsheets, email, and drives — with no single source of truth.
Manual document collection
Endless follow-ups and reminders, with incomplete visibility into what's still pending from each client.
Unclear ownership
Limited visibility into work progress and who owns which task across teams and reviewers.
Billing across separate tools
Proformas, invoices, and receivable follow-ups live in different places, making collections slower and harder to track.
Fragmented communication
Client conversations scattered across channels, with no consolidated history for context.
No client-side experience
Clients lack a structured, professional digital way to share documents and track their work.
Key features
- Role-based access & tenant separationUsers see only what their responsibilities require; each firm's data stays isolated.
- Client & engagement managementOrganize clients, contacts, KYC, and service engagements by period and scope.
- Quotation & price-list workflowsDraft, send, and track quotations with reusable service pricing.
- Checklist-driven document intakeRequest, upload, classify, and reconcile documents with follow-up rules.
- Work assignment, review & time trackingAssign tasks, move them through review stages, and log effort.
- Billing & collectionsProforma, tax invoice, receipt, and receivable follow-up in one workflow.
- Dedicated client portalClients upload documents and view quotations, invoices, and messages — scoped to their account.
- Dashboards & structured reportingTrack receivables, overdue invoices, and operational status at a glance.
- Compliance records & communication timelineStore challans and statutory records; keep a unified history of client interactions.
- AI-assisted cost analysisUpload workbooks and generate structured analysis outputs for advisory work.
Benefits
- Better operational controlStructured workflows reduce missed steps and inconsistent handling.
- Reduced manual coordinationLess time lost to chasing documents, files, and status updates.
- Stronger billing disciplineFormal billing stages and payment tracking improve collections.
- A more professional client experienceA clean portal makes every client interaction feel modern and organized.
Who it's for
See CA Pranali in action
Discover how CA Pranali can streamline your firm's operations across clients, documents, work, and billing.
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