480+
GST returns a year
For a company with 20 GSTINs: GSTR-1 and GSTR-3B, monthly, before annual returns.
Built on Claude by Anthropic
Compliance that runs itself.
Claude-powered AI agents that prepare, reconcile and file India's statutory compliance. Reviewed by Chartered Accountants, audit-ready by default.
See a live agent reconcile real-format GST data. No slides.
- TDS deposit
- 7th
- GSTR-1
- 11th
- GSTR-2B
- 14th
- GSTR-3B
- 20th
Every month, for every GSTIN and TAN. Our agents keep the clock.
agents / gst-reconciliation / run-0918
RUNNING
GSTR-2B ⇄ Purchase Register · Sep 2026 · 6 GSTINs
GST Reconciliation Agent
Matched
4,812
Exceptions
37
ITC at risk
₹18.4L
- ✓Read 2B JSON · 4,849 lines across 6 GSTINs
- ✓Fuzzy-matched supplier GSTIN + invoice no. + taxable value
- !29AAB…1Z5 · INV/2026/0447 · value differs by ₹12,400
- →37 exceptions sent to CA review queue
Works with
Tally PrimeSAPGST PortalTRACESE-invoice IRPE-way BillBank Statements
The problem
Indian compliance scales with every GSTIN. Your team doesn't.
16(2)(aa)
ITC depends on your supplier
Input tax credit needs the invoice to appear in GSTR-2B. Every month, every line must be matched.
18%
Interest on delayed GST
Plus ₹200 a day under Sec. 234E for late TDS returns. Errors cost money and notices.
Agent suite
Eight agents. One compliance desk.
GST Reconciliation Agent
GSTR-2B vs purchase register, GSTR-1 vs books, e-invoice and e-way bill matching.
2B ⇄ PR · exceptions only
GST Refund Agent
Inverted duty structure refunds: annexures, CA certificate and statement preparation.
Rule 89(5) · RFD-01 ready
GST Audit and Notice Agent
Audit workpapers, SCN and notice reply drafting with citations.
ADT-01 · DRC-01 replies
TDS Compliance Agent
Challan mapping, return data prep, TRACES default and demand tracking.
BSR · CIN · 26Q / 27Q
Receivables and Collections Agent
ERP and Tally-linked follow-ups with MSME Samadhaan escalation readiness.
Sec. 15–16 MSMED Act
Income and Revenue Audit Agent
Daily multi-unit revenue audit with exception dashboards.
PMS ⇄ POS ⇄ GL
Tender and Procurement Agent
GeM and government tender discovery and document preparation.
GeM · CPPP bid packs
Compliance Calendar and Practice Agent
Due-date tracking, task allocation and status dashboards.
Every GSTIN · TAN · CIN
How it works
From your ledgers to a filed return, with a human at the gate.
-
Step 1
Connect
ERP, Tally, SAP, GST portal exports and bank statements.
.xlsx.json.pdf.txt -
Step 2
Agents execute
Claude API agents run multi-step tool use: read, match, compute, draft.
read → match → compute → draft -
Step 3
CA review
A Chartered Accountant approves, edits or rejects every output.
ApproveReject -
Step 4
File and audit trail
Filing-ready output with every step logged for the auditor.
sha256 · timestamp · reviewer
Approval queue4 awaiting review
| Output | Agent | Status |
|---|---|---|
| GSTR-3B Sep · 33AAx…1Z2 | GST Recon | Review |
| RFD-01 Annexure B · Q2 | GST Refund | Review |
| 26Q Q2 deductee data | TDS | Approved |
| DRC-01 reply draft | Audit & Notice | Changes |
Audit trailimmutable log
16:02:11 agent.gst_recon read GSTR2B_092026.json 16:02:14 agent.gst_recon tool match_invoices(n=4849) 16:02:39 agent.gst_recon flag 37 exceptions · ITC ₹18.4L 16:05:52 ca.reviewer approve GSTR-3B draft · 33AAx…1Z2 16:05:52 system hash sha256:9f1c…e04a
Case studies
Running in real businesses today.
Clients anonymised. Status shown on every engagement.
- Compliance workflows automated
- 10
- Documents processed
- 700+
- Hours saved per month
- 350
- Clients served
- 3
DEPLOYED
Packaging manufacturer
GST inverted-duty refund prepared end to end by agent. Preparation time cut from 2 days to 15 minutes.
DEPLOYED
Consumer electronics retailer
WhatsApp AI support agent and a government tender automation pipeline.
DEPLOYED
Multi-property hospitality group
Automated daily income audit with exception reporting across properties.
DEPLOYED
Multi-client CA practice
GST summary, GST audit and TDS reconciliation agents across a client portfolio.
DEPLOYED
Trading and chemicals companies
AI-driven receivables recovery with ledger reconciliation and statutory escalation.
IN ROLLOUT
Enterprise collections and practice dashboard
Tally-integrated collections engine and compliance practice dashboard.
Book a 30-min Demo
See one of these agents run on real-format data.
Why Lodha CFO
Domain first. Model second. Audit always.
CA-led domain depth
Agents are designed by practitioners who sign compliance, not only by engineers.
Claude-native agent architecture
Built with Claude Code, run on the Claude API with tool use and document understanding.
Audit-ready outputs
Every figure traces back to a source line, a tool call and a reviewer.
Security and governance
Your ledgers stay yours.
Data minimisation
Agents receive only the fields a workflow needs.
Role-based access
Preparer, reviewer and approver roles, per entity.
Human approval before filing
No return is filed and no notice reply is sent without sign-off.
Encrypted storage
Encrypted at rest and in transit.
DPDP Act, 2023 alignment
Consent, purpose limitation and retention built into each workflow.
No training on client data
Under the Claude API commercial terms, your data is not used to train models.
Founder
CA Rohit Lodha
Chartered Accountant · Senior Partner, N K Lodha & Co, Chennai
From signing compliance for clients to building agents that do it.
Two decades of family-firm practice across GST, TDS, direct tax, audit and company law, now encoded into agents that do the preparation work.
LinkedIn profile ↗FAQ
Questions CFOs ask us.
What is a compliance AI agent?
A compliance AI agent is software that reads your financial data, performs a statutory task such as GST reconciliation, and hands a reviewed output to a professional. Our agents run on the Claude API and use tools step by step, the way a trained article assistant would, with every action logged.
Can AI automate GST reconciliation for large companies in India?
Yes. AI agents can match GSTR-2B to purchase registers and GSTR-1 to books across many GSTINs, then flag only the exceptions. Humans review the mismatches instead of every invoice, which is where most of the time goes today.
How do you keep financial data secure?
We collect only the data a workflow needs, restrict it by role, encrypt it at rest and in transit, and keep a full audit log. Under the Claude API commercial terms, client data is not used to train models, and our practices are aligned to India's DPDP Act, 2023.
Does a Chartered Accountant review AI outputs before filing?
Yes. Nothing is filed or sent without human approval. Agents prepare and reconcile; a Chartered Accountant or your authorised finance user reviews and approves every filing-ready output.
Which ERPs do your agents integrate with?
Our agents work with Tally Prime, SAP and other ERPs through exports or connectors, plus GST portal downloads, TRACES files and bank statements. If your system can export a register, an agent can read it.
How long does deployment take for a mid-size corporate?
A first agent typically goes live in a few weeks, starting with one workflow such as GSTR-2B reconciliation. The exact timeline depends on the number of GSTINs, data sources and approval levels, and we confirm it after the demo.
Why are your agents built on Claude?
Claude is strong at reading long, messy financial documents, following multi-step instructions, and calling tools reliably. We build with Claude Code and run production agents on the Claude API, which suits compliance work that needs care and traceability.
What does the demo cover?
In 30 minutes you watch a live agent reconcile real-format GST data, see the approval queue and audit trail, and map which of your compliance workflows to automate first. No slides.
Book a demo
Watch an agent close your month.
Demo slots: daily, 4:00–5:00 PM IST (30 min), bookable from 48 hours ahead.
Pick a slot
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