Top CA Firms trust Precisa for Audit & Verification

Chartered accountant firms use our software to automate transaction categorization, verify client financials,
and handle more clients without expanding teams.

das associate
RSPC
L U KRISHNAN & CO

Why CA Firms Choose Precisa?

  • Handle 10x more clients without hiring. Automated categorization across 100+ tax categories eliminates manual sorting.
  • Complete audits in minutes, not days. Counterparty detection and cash flow analysis deliver insights clients expect instantly.
  • Verify client claims automatically. Balance checks, salary verification, and GST cross-analysis catch discrepancies before filing.
  • Generate tax-ready reports. Monthly summaries, category breakdowns, and audit trails meet ITR and GST filing requirements.
  • Reduce client onboarding friction. Instant financial health assessment qualifies prospects in minutes instead of lengthy meetings.

Testimonials

Bhupesh Morye CoFounder, Gromor Finance

We use Precisa’s Bank Statement Analysis as an input for our Credit policies wrt our Loan products. The Auto CAM generation feature has greatly reduced evaluation and decision time. The credit team is taking qualitative, data backed decisions.

Muthu Mohon Partner,Unmaze Consulting

Integration of Unmaze with Precisa’s APIs has smoothened+fastened our client F&A onboarding. We are able to use Precisa analytics to frequently share pertinent advice and intervention with our clients.
Deepak Kaushik CEO,FinAKS Advisory

Precisa’s addition to our process has led to great efficiency gains in our team. We are able to share deeper insights with our clients as well.

Deepak Kothari Co Founder, tcash

Precisa’s APIs allow us to parse large numbers of bank statements and quickly return easily consumable outputs. They provide key inputs which enable initial checks for application assessment and detailed analysis for application processing. This partnership has supported us as we scale our operations. The Precisa team has been extremely helpful and responsive whenever we needed them.
Sourav Chatterjee Co-founder & Director, Fintheon

Precisa has been our trusted partner for bank statement parsing since our very inception. The high quality output and a responsive support team gives us great execution comfort. We appreciate Precisa as a long term partner in our journey of reducing MSME credit friction.

Sanjay Poddar CEO, S.Poddar & Co

We are using Precisa bank analysis for forensic audit for banks and gov Institutions and find it reliable and efficient in providing output.