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
Frontier-LLM × BLS occupation task maps, reconciled with live enterprise usage telemetry (Mar 2026 synthesis). Theoretical exposure from published task-mapping studies; observed exposure from aggregated production deployments 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 / 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 on our agent runtime with frontier-grade LLMs, 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.
02 / Who we work with
Finance is where our deepest work lives today. The same engagement shape — audit, automation, retainer — applies wherever the bottleneck is workflow.
01
ShippedCA firms, NBFCs, fintechs. GSTR-2B reconciliation, bank-statement analysis, KYC automation, compliance audit trails.
CA firm stack built · first pilots opening
See more →02
In designA dedicated 10-phase platform for Indian developers — market intel, land DD, sales, approvals, construction, handover.
Separate product · deck available for builders
See more →03
In pilotWhatsApp post-purchase engines, attribution pipelines, inventory + reorder automation, creative production at scale.
First pilot conversations open
See more →04
In designLead routing, CRM automation, messaging-first sales engines, onboarding flows, churn prediction.
Scoping conversations open
Manufacturing · Healthcare · Professional services · Legal ops — scope audit-first, same engagement shape.
03 / The moat
Every Indian operations workflow hits Tally, GSTN, WhatsApp, or a payments rail within the first week. We've built the ingest, reconciliation, and write-back layer for each — so you don't wait on a vendor for the adapter that unblocks your whole sprint.
Purchase register ingest, voucher draft via XML, ODBC live sync.
Used live in the CA firm reconciliation pipeline.
JSON ingest, fuzzy invoice matching, ITC-at-risk flagging.
5-sheet Excel output, reproducible via `python3 demo.py`.
Meta-approved templates, vendor follow-up send + audit log, inbound OCR webhook.
interakt.ai + msg91 dual-adapter, rate-limited.
Payment collection, subscription billing, reconciliation against bank statements.
Live in D2C checkout flows; reconciliation adapter in design.
AOC-4, MGT-7 filing status, director KYC lookups, LLP compliance tracker.
Scraper + ingest designed. Awaiting first engagement.
PF challan verification, contribution reconciliation, employee-level audit trails.
Portal access patterns mapped. Compliance review in progress.
Case tracking, hearing reminders, judgment search for professional services + legal ops.
Indexed dataset prepared. Agent layer on roadmap.
"Shipped" means running in production today. "In pilot" means active in a live engagement. "Ready to wire" means designed — first engagement turns the key.
04 / Live work
One fully built stack, installable on a CA's laptop today. The same engagement shape — audit, automation, retainer — ports to the other verticals below as we earn them.
For CA Firms
100,138 registered CA firms in India. 72% solo practices. Target retainer ₹15–25K/mo.
The pain
40–60 hours per month matching purchase registers against GSTR-2B. Reconciliation alone consumes 8+ hours per filing cycle. Data-entry errors account for a large share of GST compliance issues.
Outcome
Built and runnable today: 37 tools spanning the full Indian CA practice + SME finance workflow — GSTR-2B recon, bank → Tally, TDS 26Q FVU, Form 3CD, CARO + Schedule III, payroll + Form 16, UDIN, 15CA/CB, MCA21, GST litigation, FEMA, transfer pricing, peer review, CPE. Demo pass on synthetic 16-invoice dataset: 81.2% match, ₹2,685 ITC-at-risk surfaced. Two modes — Firm (your CA practice signs) or Managed (we sign as your in-house CA). Full spec at /solutions/ca-firm · live OS at polycloud.in/ca-firm/app · client dashboard at polycloud.in/ca-firm. First pilots opening in Hyderabad.
Total invoices
16
Matched
81.2%
ITC at risk
₹2,685
Numbers above are the actual output of the recon engine on synthetic data — reproducible at polycloud.in/ca-firm/app. No client data is shown.
The stack — 37 tools, 3 tiers, one install
See all 37 tools →Starter
GSTR-2B JSON + Tally purchase register → 5-sheet Excel, ITC-at-risk flagged. Mismatch vendors get Meta-approved WhatsApp nudges automatically. Invoice OCR + ITC dashboard round out the tier.
Growth
Bank PDFs (ICICI, HDFC, SBI, Axis, Kotak) classified + joined to GSTR-2B, Tally Prime XML out. TDS deductions computed, NSDL FVU file generated, late-deposit interest pre-calculated. Compliance calendar on WhatsApp across every client.
Pro
44-clause Form 3CD auto-fills 6 clauses — the ones that eat 70% of audit hours. Per-client MIS dashboard with 30/60/90-day cashflow forecast. Firm's own receivables chased on a 5-bucket aging cadence.
Building elsewhere
For real-estate developers we're shipping a dedicated 10-phase platform — separate product, separate motion, its own pitch deck.
05 / 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
Frontier LLMs, agent runtimes, Python, Next.js, and the workflow-automation primitives that actually ship. We pick the cleanest tool for the job — 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.
Every engagement produces a reusable asset. Every output is documented. Every result is measured.
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.