AI that does the accounting. Your team reviews it.
Meet Eva — an accounting agent built for Indian practice. She reads the source documents, posts the entries inside your own Tally, Zoho Books or Excel, and reconciles as she goes. Your team stops keying and starts reviewing. Around her sits the rest of the suite: compliance tracking, practice management and client notes.
Suited to small and mid-size firms · Works with your existing Tally and Zoho Books · Pricing announced soon
Eva — Orbit Logistics, August
Working
Representative screen — in your firm it is your clients and your ledgers.
An agent, not a chatbot
Eva carries the work through — read, post, reconcile, flag — instead of answering questions about it.
Built for Indian accounting
GST treatment, TDS sections and Indian ledger conventions, not a foreign tool translated.
Works in your software
Posts inside Tally, Zoho Books and Excel — the books you already keep. No migration.
You stay in control
Eva prepares. Your team reviews and approves. Nothing is finalised on its own.
Meet Eva, the accountant who does the repetitive half
Most “AI for accountants” answers questions. Eva does the work — a full monthly run, start to finish, inside the books you already keep — and stops at exactly the points where a qualified person should decide.
Eva
Your firm’s accounting agent. She works one client at a time, shows every step as she takes it, and hands the file back to your team with the open questions gathered in one place.
The difference between an assistant and an agent is who is holding the work. An assistant waits for a prompt and gives you something to paste somewhere. An agent takes the engagement, works through it, and comes back when it needs a decision.
Eva opens the client’s documents, decides the accounting treatment against your chart of accounts, writes the entries into Tally, Zoho Books or Excel, matches the bank line by line, and separates what she is confident about from what she is not. Reconciliation is part of the same run, not a second exercise in a second tool.
A general AI assistant
- Waits to be asked, one question at a time
- Gives you text to copy somewhere else
- Guesses at Indian GST and TDS treatment
- Leaves the reconciliation to you
- No record of what it did or why
Eva, an accounting agent
- Takes the client’s month and works it through
- Writes entries into your actual books
- Built around Indian treatment and ledger conventions
- Reconciles the bank in the same run
- Every step logged, every exception named
What changes for your staff
- They review entries instead of typing them
- Exceptions arrive gathered, not discovered one by one at month end
- Junior time moves toward the judgement work clients pay for
- The same run can be repeated next month without rebuilding it
One run, end to end
1
Reads
Purchase bills, sales invoices, expense records and the bank statement — whatever the client sent.
2
Decides treatment
Ledger, GST treatment and TDS section, against your chart of accounts rather than a generic one.
3
Posts
Writes the entries into Tally, Zoho Books or the Excel workbook you already use.
4
Reconciles
Matches the bank line by line in the same pass, and holds what will not match.
5
Hands back
Stops, lists what needs a person, and waits. Your review is the last step, always.
One suite, six modules
Eva does the accounting. The rest of the suite keeps track of it — deadlines, work allocation and client queries. Take one module or the whole set.
Agentic Accounting & BookkeepingAvailable
Eva posts entries directly into Tally, Zoho Books or Excel and reconciles as she goes — your team reviews instead of typing.
Learn more →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 →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 — the shape of it, with placeholder client names. In your firm it is your clients and your chart of accounts.
Eva at work
She reads the documents, prepares the entries, reconciles, and stops for your review.
Eva — Orbit Logistics, August
Working
Compliance Management
Overdue, today, this week, this month — the four numbers that decide your day.
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.
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 hands the routine posting to Eva, 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
Three steps, not a three-month rollout
A short walkthrough
We look at how your firm runs today and show you Eva on a real client file. No obligation, no long deck.
Set up your client list
We help you load clients, their obligations and your chart of accounts, so it is useful from day one.
Run one month with us
Your team works a full cycle with support on hand, and you decide from there.
End to end
Agentic accounting and reconciliation, compliance tracking, practice management and client communication — with TDS and GST software on the way. Between them, the suite covers the recurring work of a typical accounting practice.
See the full suiteChartered accountants and AI engineers, in the same room.
Pinnex AI is built by practising chartered accountants working alongside AI engineers. The CAs decide what correct looks like — how a treatment should be taken, where a run must stop and ask. 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 knowledge, the experience and the technology at once.
Eva is tested against real Indian compliance work in a working practice before anything reaches a client firm.
Watch Eva run on your own client list
A short walkthrough on your data, not a generic demo. Pick a slot, or send us a line — we reply the same working day.