The AI accountant that runs your accounting & compliance.
ConsultBooks is the AI accountant for founders, consultants, fractional CXOs and freelancers. It sends invoices, chases payments, reconciles your books and keeps GST always compliant — across every client you handle, all by conversation.
You're a founder. Not an accountant.
Yet every quarter you're rebuilding invoices from chat history, second-guessing GST treatment, and paying a CA professional rates to clean up admin that should have been structured from day one.
Books live in WhatsApp threads
"Send me everything you billed — I'll sort the filing." Every quarter you reconstruct revenue from Gmail and chat. No structure, no system, just a scramble at the deadline.
One wrong GST call costs weeks
IGST or CGST+SGST? Guess wrong and you're issuing credit notes, delaying payment, and denting client trust. These rules shouldn't be your job to memorise.
You pay advisor rates for admin
A ₹15,000 CA bill, mostly for importing transactions and reconciling accounts. That's not advice — it's data entry at professional prices.
"I didn't know whether to charge IGST or CGST+SGST. I guessed. I guessed wrong. We issued a credit note and lost three weeks of payment trust."
Running in five minutes. Running itself after that.
No migration project. No template-wrangling. Configure once, then let your books run on autopilot.
Register your org
Add your company name, GSTIN, and state. The GST engine — IGST, CGST+SGST, reverse charge, exports — configures itself. You never touch it again.
3 minutesPick your AI
Use the built-in assistant on every plan, or paste one URL into Claude.ai to connect the MCP server. Either way, your finances are now conversation-driven.
2 minutesSpeak your first invoice
"Invoice Razorpay for 3 weeks of backend work." Client created, GST computed, PDF generated, reminder scheduled — from one sentence.
under 1 minuteIt runs in the background
Chases unpaid invoices, flags cashflow gaps 30 days out, runs monthly compliance checks, and watches TDS deadlines. You focus on the work.
always onIt doesn't wait to be asked.
Every other tool is reactive — you open it, you do things, you close it. ConsultBooks works in the background so nothing slips through the cracks.
Auto follow-up
Set a schedule once. The assistant drafts and sends payment reminders at day 7, 14, and 30 — personalised to each client, in your tone.
- Infosys reminder sent — ₹3.2L overdue, 8 days
- Meesho follow-up queued — due in 4 days
Cashflow intelligence
Receivables mapped against known outgoings and vendor bills. Gaps surface before they hit payroll — not after.
- Projected ₹4.2L gap in the week of Apr 14
- Two invoices due Apr 10 still unpaid
Always-on compliance
On the 1st of every month, every invoice, expense, and vendor bill is scanned for GST issues, missing PANs, and TDS obligations.
- March check complete — no issues
- Vendor X PAN missing — add before Apr 30
Profitability watch
Tracks margin by client, project, and period — and warns you when a client stops being profitable, before you over-commit.
Deadline intelligence
TDS due dates, GSTR filing deadlines, vendor bill due dates — surfaced as alerts before they're missed. Never pay a late fee again.
90-day cash forecast
Projects your cash position forward from your invoice pipeline, payment history, and recurring expenses. Know your runway early.
Not just invoicing. The complete financial record of your company.
Every invoice, expense, payment, and compliance event — structured, searchable, and AI-accessible. One authoritative source of truth.
GST that's always correct — automatically
Every invoice carries the right CGST+SGST or IGST, computed from your state versus the client's. Exports, SEZ, and reverse charge are handled without you thinking about it.
- IGST vs CGST+SGST auto-detected per client
- 19 IT-services SAC codes pre-loaded at 18%
- GSTR-1, 3B, and 9 filing tracker built in
- Monthly AI compliance check flags issues before notices
- Export / SEZ zero-rated and reverse charge supported
Full invoice lifecycle
Proforma → invoice → payment reminder, with complete receivables visibility. AI drafts invoices and follow-ups from a single sentence.
- Proforma, invoice & purchase-order flows
- Bills of Supply for reimbursable expenses
- AI-drafted reminder emails
- Client profitability & health scoring
Drop a receipt. Expense recorded.
Photograph a bill and AI extracts vendor, amount, GST rate, and category automatically — with TDS computation by section built in.
- AI receipt scanning
- Billable expense → Bill of Supply
- TDS by section (194C, 194J, 194H…)
- Unified vendor, reimbursement & asset view
Bank reconciliation, automated
Import a statement and AI maps every transaction to invoices and bills. Month-end becomes a review, not a reconstruction.
- CSV / Excel statement import
- Automatic AI transaction matching
- Manual override for edge cases
- 90-day cash-flow forecast
Give your CA read access. Let them advise — not reconstruct.
P&L, balance sheet, and GST summary generated instantly. Invite your CA as a read-only user and hand them clean, structured data instead of a chat export.
- ✓ Real-time P&L and balance sheet, exportable as PDF
- ✓ GSTR-1, 3B & 9 exports with ARN tracking
- ✓ Role-based access for CA, co-founder & finance team
Two ways to let AI run your books.
Every record, tool, and alert is AI-driven. Use the built-in assistant on any plan — or connect Claude in one step and give it 64 accounting tools.
No Claude subscription? Use the built-in assistant.
ConsultBooks ships a native AI assistant on every plan — including the free tier. Create invoices, check GST, analyse profitability, and draft reminders without leaving the app.
Priced for every stage of growth.
14-day free trial on every paid plan. No credit card. The built-in assistant and Claude MCP access are included on all plans.
Free
- 5 invoices / month
- 3 clients · 1 GB storage
- 10 AI calls / month
- Built-in AI assistant
- Claude MCP (1 connection)
- GST calculation + PDF invoices
Starter
- 50 invoices / month
- 25 clients · 5 GB storage
- 100 AI calls / month
- Built-in AI assistant
- Claude MCP (3 connections)
- Expense tracking + GST reports
Growth
- 200 invoices / month
- 100 clients · 20 GB storage
- 500 AI calls / month
- Bank reconciliation
- Claude MCP (10 connections)
- TDS computation · 5 users
Scale
- Unlimited invoices
- Unlimited clients · 100 GB
- 2,000 AI calls / month
- Cash-flow forecasts
- Unlimited MCP connections
- Client health scores · 10 users
Questions founders always ask.
Do I need a CA to use ConsultBooks?
No. ConsultBooks handles day-to-day accounting automatically — GST calculation, invoice generation, expense categorisation, and compliance checks. Most founders use ConsultBooks for operations and a CA only for annual filing and strategic advice, so your CA's time becomes productive rather than cleanup.
What if I don't have a Claude subscription?
ConsultBooks includes a built-in AI assistant on every plan, including the free tier. You can create invoices, check GST, analyse profitability, and run compliance checks entirely within the app. Claude MCP is an additional power layer for people who already use Claude.ai — it's never required.
My company was registered last month. Is it too early?
It's the ideal time. Starting from day one means no historical data to import, clean books from invoice number one, and GST compliance from the very first transaction. Founders who start six months in often spend weeks importing transactions and correcting GST mismatches.
How does ConsultBooks handle IGST vs CGST+SGST?
Automatically. When you add a client, ConsultBooks records their state. Every invoice compares your organisation's state code with the client's: if they differ, IGST applies at the full rate; if they match, CGST and SGST each apply at half. This happens on every invoice, every time — with no input from you.
How does the Claude MCP integration work?
MCP (Model Context Protocol) is an open standard that lets Claude call external services. You add the ConsultBooks server URL in Claude.ai settings and authenticate once. Claude then has 64 accounting tools — creating invoices, recording expenses, running reports, checking compliance — through natural conversation. No plugin installation, no UI switching.
Where is my data stored? Is it secure?
Your data is stored on Supabase PostgreSQL hosted in Mumbai (region ap-south-1), with row-level security ensuring complete isolation between organisations. The MCP server runs on Cloudflare's global network. You can export all your data at any time — even if your subscription expires — and we never share your financial data. See our Privacy Policy for details.
Your accounting runs itself — from day one.
14-day free trial. No credit card. Autonomous from minute one.