Firmsap Technologies · AI automation for finance

Your finance team keys in bills, matches bank lines and rebuilds the same MIS every month. We build the systems that do it.

Led by a chartered accountant. Every entry is read by AI and approved by a person before it touches your books. Built first for our own group companies, now delivered to clients in India and abroad.

Tell us the manual task that hurts most   How it works

What we build

Two things first, six more alongside them. Fixed price for the build, a monthly fee to run and improve it.

Focus

Zoho setup and migration

Zoho Books, Creator and CRM set up properly: chart of accounts, GST, bank rules, approval workflows, migration from Tally or legacy systems with reconciled opening balances. Read more

Focus

Private AI on your own machines

Vision, text, data-query and speech models behind one gateway on your own hardware, plus AI agents for invoices, documents and WhatsApp. Data never leaves your office. Read more

Bills-to-books automation

Bills from WhatsApp, Telegram or e-mail read by AI, matched to purchase orders, GST-checked, approved by a person, posted to Zoho Books, Tally or Odoo with the attachment.

Bank statement and reconciliation automation

Statements parsed and classified, payments proposed and booked on a tap. Sales reconciled across Tally, Zoho and GST returns; payment-gateway settlements matched to the bank.

MIS and financial dashboards

Live from Zoho, Tally or Excel on a private web address that refreshes itself: P&L, cash, receivables and payables by party, drill-down to the entry.

Ask your accounts

Plain-English or Hinglish questions over your accounting data. The AI writes the query, the database computes the exact figure, and you see the chart, the table and the query.

WhatsApp and Telegram bots

Approvals, documents, finance questions and client document collection, in the chat your team already uses.

Speech and transcription

Hindi/Hinglish call and meeting transcription, live call suggestions, and call analytics over long recordings.

How every system works

The same four steps whether it is a bill, a bank line or a question.

Something arrives

A photo on WhatsApp, a PDF by e-mail, a statement, a question typed in chat.

AI reads it

Vision and text models extract the fields, match them to your masters and purchase orders, and check GST and duplicates.

A person approves

One tap in WhatsApp, Telegram or a review screen. Anything the model is unsure of is escalated, never guessed.

It lands in your books

Posted to Zoho Books, Tally or Odoo with the attachment, logged in an audit trail, visible on the dashboard.

Our written rule: nothing is posted to your books without a human yes. Every change is kept in an append-only log, so the audit trail is automatic.

Running in our own companies first

We automated our group's finance operations before selling any of it. These systems run today.

6

bills-to-books pipelines across four companies

17

live dashboards on private web addresses

15+

internal applications served by one private AI cluster

4

apps using our in-house Hindi/Hinglish speech models

Plus an ask-your-accounts product on live Zoho data, a document-collection bot for company incorporations, a warranty dashboard for a car dealership, revenue automation for a subscription app and a TDS working app for a client. Case studies, anonymised.

The founder

A chartered accountant who builds software for finance teams.

Mudit Goyal founded Firmsap Technologies, where the automation above was built over the last several years, and Firmsap Rentals LLP, an IT asset leasing business in Delhi NCR and Bangalore. He also advises a regulatory-technology startup. The accounting judgement and the engineering sit in the same room, which is why every system is designed around the approval and the audit trail rather than bolted on afterwards.

LinkedIn profile

What you get on every engagement

  • A written scope and a delivery date before work starts
  • A named lead and a status note twice a week
  • Error alerts, logs and a handover document as standard, so it does not break by month three
  • Your data stays in your Zoho, Tally or Odoo, or on your own server
  • CA review of opening balances, GST and TDS treatment where the work touches them

Tell us the manual task that hurts most

Your accounting system, the task, and roughly how many documents a month. We reply within one working day with a plan and a price.

Message on LinkedIn

Also on Upwork and the other freelancing platforms listed on the founder's LinkedIn profile.