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Industry Solutions v3.1.0 MAK.U Engine

CAflow

AI-native practice management software for chartered accountants, tax consultants, audit teams, and compliance firms, unifying clients, compliance tasks, GST intelligence, income-tax review, audits, Document AI, billing, collections, and firm intelligence.

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Core Capabilities

Comprehensive features designed for CAflow.

01

Command Centre

Daily practice dashboard for active clients, pending compliances, revenue, collections, and work that needs attention.

Context
CORE
Rules
CORE
Automation
OPT
Approval
OPT
02

Client Portfolio

Track clients with PAN, GSTIN, services, market, fee value, work tags, next actions, and portfolio health.

Context
CORE
Rules
CORE
Automation
OPT
Approval
OPT
03

Compliance Desk

Plan statutory obligations with owners, due dates, priority, review status, collection stage, and task progress.

Context
CORE
Rules
CORE
Automation
OPT
Approval
OPT
04

GST Intelligence

Review GST exceptions, estimated tax impact, mismatches, reconciliation issues, and client follow-up briefs.

Context
CORE
Rules
CORE
Automation
OPT
Approval
OPT
05

Income-Tax Intelligence

Measure return readiness, review concentration, tax position support, and common exception categories.

Context
CORE
Rules
CORE
Automation
OPT
Approval
OPT
06

Audit Control Room

Run audits with section progress, evidence requests, client requests, exception tracking, and partner visibility.

Context
CORE
Rules
CORE
Automation
OPT
Approval
OPT
07

Document AI & Collections

Analyze uploaded documents, extract review material, create invoices, and monitor billing versus collections.

Context
CORE
Rules
CORE
Automation
OPT
Approval
OPT

Workflow Preview

Illustrative interface showing how CAflow can coordinate context, rules, actions, and approvals.

Concept visualization for implementation planning; not customer performance data.

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Integrations

Seamlessly connects with your existing stack.

API & SDK

Configured according to implementation scope.

CONFIGURABLE

Cloud Platforms

Configured according to implementation scope.

CONFIGURABLE

Data Sources

Configured according to implementation scope.

CONFIGURABLE

Analytics

Configured according to implementation scope.

CONFIGURABLE

Automation

Configured according to implementation scope.

CONFIGURABLE

Security

Configured according to implementation scope.

CONFIGURABLE

Implementation Paths

Commercial scope is confirmed after requirements, integrations, deployment model, and support needs are understood.

Discovery
Scopedfor your workflow
  • Workflow and data review
  • Integration mapping
  • AI activity design
  • Implementation brief
Discuss scope
Operational Rollout
Scopedfor your workflow
  • Multi-team deployment
  • Migration planning
  • Governance and controls
  • Ongoing improvement plan
Discuss scope

Ready to Design Your Workflow?

Discuss how CAflow could be configured around your team, systems, and operating requirements.

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