AI that does the accounting. Your team reviews it.
Pinnex AI builds practical tools for accounting and CA practices — compliance tracking, practice management, client notes, and an accounting agent trained specifically on Indian accounting that works directly in Tally, Zoho Books and Excel. Together they cover the whole month, end to end.
Suited to small and mid-size firms · Pricing announced soon
Trained on Indian accounting
Not a general-purpose assistant. The agent is trained on Indian accounting practice, and it shows.
Works in your software
Posts into Tally, Zoho Books and Excel — the books you already keep.
You stay in control
The agent prepares. Your team reviews and approves. Nothing posts on its own.
Sized for your firm
Made for small and mid-size practices, not for a 400-person enterprise.
One suite, six modules
Take one module or the whole set. Each one solves a specific part of the month, and they work better together.
Compliance Management
A single tracker for the statutory calendar across your whole client list — what is filed, what is pending, and what is at risk this week.
Learn more →Practice Management
Work allocation, progress and billing status for the whole team — so partners can see where every engagement stands without a status call.
Learn more →Client Notes Portal
A shared, permanent space for client queries, clarifications and supporting documents — so answers stay attached to the client, not to a staff member's phone.
Learn more →AI Bookkeeping, Accounting & Reconciliation
An AI agent trained on Indian accounting that posts entries directly into Tally, Zoho Books or Excel and reconciles as it goes — your team reviews instead of typing.
Learn more →TDS SoftwareComing soon
A dedicated AI-enabled module for TDS working, computation, agentic reconciliation and return preparation across every client — without needing any other tool alongside it.
Learn more →GST SoftwareComing soon
A dedicated AI-enabled GST module for monthly and quarterly working, agentic reconciliation against portal data, and return preparation — with no other tool required.
Learn more →What your team actually sees
Representative screens. Real data, your clients, your chart of accounts — but this is the shape of it.
Practice Management
Who is doing what, what is stuck with a client, and what is ready to bill.
Client Notes Portal
One thread per client. Queries and answers stay with the file, not on a phone.
Compliance Management
Overdue, today, this week, this month — the four numbers that decide your day.
Run — the accounting agent at work
It reads the documents, prepares the entries, reconciles, and stops for your review.
The work is not hard. Keeping track of it is.
A small firm runs on memory, spreadsheets and WhatsApp. It works until the client count doubles, or until the one person who knew the status is on leave in the last week of the month.
Pinnex AI puts that shared memory in one place — due dates, ownership, client queries and routine posting — so the firm keeps running when any single person steps away.
What changes in a month
- The compliance calendar stops living in a spreadsheet
- Partners can see status without asking anyone
- Client clarifications stay attached to the client
- Routine posting comes to you ready for review
- Nothing is filed or finalised without a person approving it
It does the entries. Your team reviews them.
The agent works directly in the software you already use — Tally, Zoho Books and Excel. It reads the source documents, prepares the entries against your chart of accounts, and performs the reconciliation itself. No export, no import, no separate reconciliation tool.
It is trained specifically on Indian accounting practice, which is why it performs significantly better than a general-purpose AI assistant on this work. It understands GST treatment, TDS implications, Indian ledger conventions and the way Indian books are actually kept.
The change for your staff is simple: they stop making entries and start reviewing them. That is faster work, on a shorter cycle, and it means client deliverables go out sooner.
Still your call
- Nothing posts without a person approving it
- Every exception is surfaced, not silently guessed
- Your chart of accounts and conventions, not ours
End to end
Compliance tracking, practice management, client communication, bookkeeping and reconciliation — and TDS and GST software on the way. Between them, the suite serves the full needs of a typical accounting practice.
See the full suiteChartered accountants and AI professionals, in the same room.
Pinnex AI is the result of an active collaboration between practising chartered accountants and AI professionals. The CAs decide what correct looks like; the engineers make the technology reach that standard.
That is a deliberate choice. Accounting software built only by technologists misses how the work is really done. Software built only by accountants rarely gets the technology right. Building it together is the only way to get the best of the knowledge, the experience and the technology at once.
Three steps, not a three-month rollout
A short walkthrough
We look at how your firm runs today and show you the modules that fit. No obligation, no long deck.
Set up your client list
We help you load clients and the obligations you handle for each, so the tracker is useful from day one.
Run one month with us
Your team uses it through a full cycle with support on hand, and you decide from there.
See it on your own client list
A short walkthrough on your data, not a generic demo. We will show you exactly what changes in your week.