Stop chasing invoices, reminders and reconciling ledgers
CA Works keeps your books reconciled invoices, GST and ledgers and chases clients over WhatsApp for anything missing
One inbox for every client conversation
Every WhatsApp message from every client lands in a single thread — read, classified and matched to the right client and task, so your team never switches apps or loses context again.
Explore the inboxOne thread per client
Every WhatsApp message from a client, together in one place — no more scattered context.
Replies in your voice
CA Works drafts and sends accurate answers to routine questions the way your firm would.
Complete audit trail
Every message on every channel is logged and searchable — a full record for the firm.
How it works
One flow, start to finish — every document a client sends ends up matched, filed and reconciled without anyone chasing it by hand.
- One WhatsApp reminder triggers the entire flow — no separate portal
- Every document is picked up, matched and reconciled automatically
- Nothing falls through the cracks — missing items get a fresh reminder
Reminder goes out
CA Works sends a WhatsApp reminder with a secure upload link the moment a document is due.
- Sent automatically the moment a document is due — no manual follow-up
- Delivered straight to the client's WhatsApp, not another inbox to check
- Includes a secure, single-use upload link
Client uploads
They tap the link and upload the bank statement or invoice straight from their phone — no app, no login.
- Works from any phone, no app to install
- No login or portal account needed
- Accepts PDFs, photos and scanned statements
Worker picks it up
The moment the file lands, a background worker grabs it for processing.
- Picked up the moment the file lands, not on a schedule
- Extracts text from scanned and photographed documents
- Usually done in under a minute
Tied to the right client
The document is read and matched to the correct client and invoice automatically.
- Matched against the client's existing invoices and records
- No manual filing or renaming required
- Flags anything it can't confidently match for review
Reconciled against the statement
Every invoice is compared against the account statement line by line. Matches are filed; anything missing gets a fresh reminder.
- Compared against the bank statement line by line
- Matches are filed automatically
- Anything missing loops straight back into a fresh reminder
Everything client communication needs
Read, reply, collect and remind — across every channel, so your team doesn't have to.
WhatsApp for every client, in one thread.
Reminders for documents, deadlines and payments.
Uploads auto-named and filed against the right client.
Happy to keep chasing documents across a dozen chat groups? CA Works is not for you. Keep typing every reminder by hand.
Every invoice reconciled,
every mismatch flagged
CA Works compares every invoice and expense against your bank statement — anything missing gets an automatic reminder to upload it, so the data reconciles cleanly and the report writes itself.
Bank Reconciliation
Every invoice and expense is matched against your bank statement automatically; anything missing gets a reminder to upload it.
- Matches every invoice against the bank statement line by line
- Flags unidentified credits and debits the moment they land
- Sends an automatic reminder for anything still missing
GST Reconciliation
Sales and purchase registers are reconciled against GSTR-1 and GSTR-2B, so mismatches are caught before the return is filed.
- Checks purchase and sales registers against GSTR-1 and GSTR-2B
- Catches mismatches before the return is filed, not after
- Flags the exact discrepancy amount for review
Ledger Reconciliation
Every ledger entry is tied out against source documents and opening/closing balances, so your books stay audit-ready.
- Ties every ledger entry back to its source document
- Checks opening and closing balances on every account
- Keeps your books audit-ready all year round
What CA firms say
"Bank reconciliation used to take my team two full days every month. CA Works matches every invoice against the statement and flags what's missing — before I even ask."
"GST reconciliation used to eat up a full week every quarter. Now the mismatches between our books and GSTR-2B show up on their own."
"Every client's ledger reconciles against their bank statement automatically now. Our books close days faster at month-end."
"If an invoice goes missing, the client gets a WhatsApp reminder before I even notice it's gone. Reconciliation used to be our biggest bottleneck."
"Document collection went from a week of chasing to a day. Clients reply to the reminders faster than they ever replied to me."
"We got back 10+ hours a week per staff member — most of it used to go into manual reconciliation."
Everything you need to know
If you have anything else you'd like to ask, reach out to us.
What is CA Works?
CA Works reconciles invoices, expenses, GST and ledgers against your bank statements, and chases clients over WhatsApp for anything missing.
Which channels does it support?
WhatsApp Business today, unified into a single inbox and thread per client — with Email and more channels on the way.
Do my clients need to install anything?
No. Clients keep using the WhatsApp they already use — CA Works works behind your firm's existing channel.
Does the AI send replies on its own?
It drafts and sends accurate answers to routine questions in your voice. Anything sensitive is escalated to your team with full context.
Is my clients' data secure?
Yes. Every conversation is logged, access-controlled and searchable, giving your firm a complete, auditable trail.
How do I get started?
Book a demo, connect your WhatsApp Business number and inbox in a few minutes, and CA Works starts handling day-to-day communication.
Let CA Works handle the tedious work while your team focuses on what matters
Stop chasing documents and typing reminders. Book a demo and see it working on your own client conversations.
Let's talk about your firm
Questions about pricing, onboarding or a specific workflow? Reach out and we'll get back to you.
Come say hello at our office HQ.
Got ideas? We've got the skills. Let's team up.
Tell us a bit about your firm and what you're looking for — we'll reply by email.