Consulting — AI Integration
88% of firms use AI. Only 6% see bottom-line impact. The difference is implementation — the invisible work of redesigning how tasks move, who makes decisions, and where the AI actually fits. That's what we do.
The integration gap
Adoption is near-universal. Measurable impact is not. Each step below is where companies drop out — and where the real work lives.
Source
Anthropic Economic Index · “Labor market impacts of AI” (Mar 2026). Theoretical exposure from GPT-4/BLS task mapping; observed exposure from Claude usage data across US occupations.
The integration gap isn't a technology problem. It's a workflow problem — which is why frontier-lab model releases don't close it.
01 / Flagship system
Our first fully-productized consulting engagement. Built for CA firms. Shipping in weeks, not quarters.
For CA Firms
100,138 registered CA firms in India. 72% solo practices. ₹15–25K/mo retainer.
The pain
40–60 hours/month manually matching purchase registers against GSTR-2B. Data-entry errors cause 40% of GST compliance issues. Reconciliation alone consumes 8+ hours per filing cycle.
Outcome
Demo data: 16 invoices processed, 81.2% match rate, ₹2,685 ITC-at-risk caught on first run. Target: 10+ hours/month reclaimed per filing cycle, validated against baseline.
Total invoices
1,284
Matched
94.3%
ITC at risk
₹2,41,380
ILLUSTRATIVE — Client names + GSTINs redacted. Amounts and structure reflect real engine output.
The stack — four tools, one install
Full product page →01
GSTR-2B JSON + Tally purchase register → 5-sheet Excel with matched, mismatched, and only-in-books rows, ITC-at-risk flagged.
02
Mismatch rows auto-generate personalized WhatsApp messages to vendors. Three Meta-approved templates cover missing invoice, amount mismatch, and GSTIN mismatch.
03
Client WhatsApps an invoice photo → Tesseract + Claude Vision extract fields → balanced double-entry Tally XML voucher draft queued for CA review.
04
Monthly MIS: ITC claimed vs available vs at-risk, top-10 leaking vendors, trend chart. Runs on the CA's laptop — no data leaves the firm.
02 / Engagement models
Most engagements start with an Audit or a single Automation build. The best ones become Retainers — because the systems we build keep paying back.
A workflow-first diagnostic — we map how work actually flows through your firm, find the 40-60 hour/month tasks, and show exactly where AI replaces labor without breaking the process.
Deliverable — Diagnostic report + prioritized automation roadmap + ROI model + 30-day pilot scope.
One workflow, shipped to production. Built in n8n + OpenAI/Claude APIs, integrated with your Tally/Zoho/banking stack. Most builds go live in under 14 days.
Deliverable — Live automation + ops documentation + handover or retainer option.
Multi-system infrastructure: GSTR-2B reconciliation, document processing, MIS dashboards, compliance tracking. Integrated and unified, not stitched together from point tools.
Deliverable — Production platform + API integrations + team training + 90-day hypercare.
Embedded AI partner. We run the systems we build, monitor them, iterate quarterly, and stay close enough to catch the next leverage point before you do.
Deliverable — Ongoing ops + monthly performance reviews + priority engineering + new automations as scope evolves.
03 / Who we work with
We lead with finance-adjacent verticals because that's where the team's domain expertise is deepest — and where the regulatory and workflow complexity creates the highest switching costs.
01
GST reconciliation, document processing, MIS automation.
02
Bank statement analysis, alternative credit scoring, compliance audit trails.
03
RBI FREE-AI compliance, KYC automation, regulatory reporting.
04
Messaging-first sales engines, CRM automation, attribution pipelines.
04 / How we deliver
Senior-led engagements
No bait-and-switch with junior staff. The people who scope the work are the people who ship it. You get senior engineers and strategists on every call.
Tool-agnostic stack
n8n, Claude, OpenAI, Python, Next.js. We pick the cleanest tool for the workflow — never the one with the biggest margin for us.
Speed as a feature
Most automations go live in 14 days. Audits in 2 weeks. Platform builds in 8–12 weeks. If we can't ship in that window, we won't take the engagement.
Reusable assets
Every engagement produces a template, connector, or dataset we keep — so the next similar client starts at 60% done, not zero.
Next step
Fixed scope. Fixed fee. Written diagnostic and roadmap at the end — whether or not you continue with PolyCloud. A good audit pays for itself in avoided mistakes alone.