The AI Compliance OS for India’s CA & CS firms

Compliance deadlines, chased and answered by AI on WhatsApp.

Metiq builds every client’s compliance calendar, then its AI goes to work: document intake on WhatsApp that classifies and extracts what clients send, notices read and registered with their response deadlines, chasing that runs itself, and a research assistant that answers your team’s questions with cited sources. Your team gets ready-to-file packets — partner time goes to review, not reminders.

Clients need no new app and no login. Everything happens in the WhatsApp chat they already use.

4 railsGST · MCA/ROC · TDS · Income tax
2 assistantsAI research · client status
₹100/dayMCA late fee that keeps running

An illustrative conversation — the chasing, intake and status answers your clients will see.

The problem

The deadline is rarely the hard part. Getting the documents is.

Every month, the same three failures repeat across a firm’s client base — and each one is billed by the day.

₹

Penalties do not wait

MCA late fees run at ₹100 per day, per form, with no cap. GST filings carry their own late fees and interest. A client who replies a week late is not a small delay — it is a running meter, and it lands on the firm’s reputation.

↻

Chasing eats the team

The reminder work is manual and endless: who has sent what, who promised it by evening, who needs a call instead of a message. Skilled staff spend their best hours as a follow-up desk.

☰

Documents live everywhere

Invoices arrive as photos in one chat, PDFs in another, a few by email, some on paper at the office. By filing day, nobody can say with confidence what is actually in hand.

How it works

One AI loop, running for every client, every month.

1

The calendar builds itself

Client profiles drive a rules engine across GST, MCA/ROC and TDS: due dates, periods, extensions and penalty exposure are computed per client — and re-computed when a circular moves a date.

2

AI chasing on WhatsApp

Clients get a clear document list on WhatsApp, in English or Hindi, with reminders as the date approaches and a final escalation on the due day. Every send and reply is logged.

3

AI document intelligence, on arrival

Photos and PDFs sent in the chat are classified and read by AI — invoices, statements, financials, notices — with the key figures extracted and checked off against that filing’s checklist. Oversize files are held with clear options, never silently dropped.

4

Your team gets Ready-to-File

Workpapers and portal-ready files for supported forms, with every figure traceable to its source document. Your team reviews, and files on the portal with confidence.

Two assistants, strictly separated

Answers your team can cite. Status your clients can trust.

Both are Metiq: one serves your staff, the other serves your clients. They never mix data, and neither of them guesses.

For your team · QA-A Metiq, the assistant

Metiq, the AI research assistant

Ask about due dates, penalties, rule changes and what a new circular does to your client list — on WhatsApp or in the console.

  • Every answer carries its source — rule and version, or circular reference
  • “No source, no answer”: if the corpus does not cover it, it says so
  • Date-aware: the rule in force on the date you ask about
  • Impact answers join circulars to your live deadlines, client by client
  • Step-by-step how-to for the whole desk — including fetching missing reports into the vault and storing a client’s portal login
“What if GSTR-1 is filed 12 days late?”
Late fee for 12 days at ₹50/day = ₹600. Source: CGST Act, Section 37
For your clients · QA-B Metiq, the assistant

Metiq, the status concierge

Clients ask the questions they currently call your office for — and get instant, factual answers from live filing data.

  • “Is my GSTR-3B filed?” · “What is still pending from my side?”
  • Answers only from your firm’s live records — deterministic, with no AI guessing in between
  • Works only from the one WhatsApp number registered for that client
  • Advice questions are routed to your team, never answered by the bot
“What is the status of my GSTR-3B?”
All documents received; filing in preparation, due 20 Nov. Nothing pending from your side.

For CA firms

The GST & TDS practice, run as one system.

Everything a tax practice does every month — calendars, chasing, portal reports, notices, credentials and workpapers — in one console, with Metiq answering from cited sources. The full CA inventory →

Deadlines, chasing & the worklist

  • GST calendar for every client — GSTR-1, GSTR-3B and the annual returns on their statutory gates (GSTR-9 tracked above ₹2 crore turnover, GSTR-9C above ₹5 crore), with QRMP quarterly filers on their own cycle
  • TDS deadlines tracked and chased on the same calendar
  • WhatsApp chasing with follow-ups: document lists, reminders as the date approaches, escalation on the due day — every send logged
  • One risk-sorted worklist across the client book, with penalty exposure in rupees for everything overdue

Reports, the vault & workpapers

  • Report downloads — GSTR-2A, GSTR-2B, GSTR-1, GSTR-3B and GSTR-9 fetched into a per-client report vault; downloads auto-start once you tick what is missing
  • When a client’s login is stored in the vault, the portal login auto-fills — your team member still clicks Login
  • Fetched reports open and download in place, with Excel versions of the JSON reports
  • A coverage grid shows, per client and period, what is in hand and what is still missing
  • GSTR-1 summary and GSTR-3B workpapers, plus GSTR-1 offline-tool JSON for supported filings

Notices, credentials & onboarding

  • GST notices register — AI classifies uploaded notices (ASMT-10, DRC-01B, GSTR-3A) and tracks their response deadlines
  • Encrypted credential vault for client portal logins — instruction record optional, every save and reveal audit-logged
  • Client onboarding by CSV/XLSX import, with a duplicate guard and GSTIN checksum validation at capture
  • Add a client from just a GSTIN — name, constitution, status and address fill in from the GST registry; you confirm before anything is created
  • Per-client filing profiles — GSTIN, TAN and applicability captured once
  • NIL-return confirmation flow on WhatsApp

Metiq answers your team’s GST questions from the rules and the circular corpus — every answer cited — and your clients get status-only answers on WhatsApp, from live filing data. See everything for CA firms →

Tax counsel: the GST side also covers notices, appeals and drafting for litigation-led practices — see the CA page.

For CS firms

The secretarial practice, calendar to minutes.

The MCA deadline engine, filing packets, statutory registers, portal prefill and the Studio meeting-and-drafting layer — built for how a company secretary’s book actually runs. The full CS inventory →

MCA deadlines & filing packets

  • A deadline engine across 15 MCA rules — AGM-relative and event-driven dates, computed per company
  • DIR-3 KYC on the new triennial cycle — the annual scramble is over
  • Filing packets for AOC-4, MGT-7 / MGT-7A, DIR-3 KYC, ADT-1, MGT-14, DPT-3, DIR-12, PAS-3 and CHG-1
  • Fee and additional-fee computation on every packet — the ₹100/day meter, visible before it runs

Registers & portal prefill

  • Statutory registers — directors, members, transfers, charges and events — kept with the client record
  • Helper prefill for AOC-4, MGT-7 and MGT-7A: the packet’s figures typed into the portal form for you
  • An identity guard runs before anything is typed, and a human always reviews and submits — the helper never files
  • WhatsApp document chasing for the papers a filing or a meeting needs

Studio — meetings & drafting

  • The full meeting lifecycle: schedule → notice → meeting → minutes → close
  • Resolutions passed in a meeting spawn the filings they require
  • A drafting library of 50 templates — resolutions, notices, minutes skeletons — deterministic, no AI generation
  • Studio is an add-on on the Firm plan, for CS and Combo firms — see pricing

Metiq answers your team’s MCA questions citing the circulars themselves — the DIR-3 KYC triennial notification, the CCFS-2026 scheme — and clients get status-only answers on WhatsApp. See everything for CS firms →

The common platform

One platform under both practices.

CA, CS or Combo — the core is the same, and firms that do both run one book on it, not two subscriptions.

  • One calendar across every rail — GST, MCA/ROC, TDS and income tax
  • Per-client filing profiles — identifiers and applicability captured once, used everywhere
  • The firm console — clients, filings, documents and deadlines in one place
  • Metiq in the console and on WhatsApp — research for your team, status for your clients
  • Subscriptions invoiced with GST — priced per firm, every limit published
  • Per-firm isolation, encrypted storage — a firm’s data stays that firm’s data

About Metiq

What Metiq is.

Metiq is the AI compliance OS built for India’s chartered accountancy (CA) and company secretarial (CS) firms. It maintains every client’s compliance calendar across GST, MCA/ROC, TDS and income tax, chases documents on WhatsApp, fetches GST portal reports into a per-client vault, prepares workpapers and ready-to-file packets, and answers the firm’s questions — and its clients’ status questions — from live records and cited sources. Metiq prepares, checks and chases; the firm reviews and files on the government portals.

The vault

Your GST reports, downloaded for you and kept in one vault.

Filing starts with the portal’s own numbers. Metiq fetches them for you, keeps every report in a per-client vault, and — only when a client asks — holds their portal login the way a custodian should.

↓

Report downloads, done for you

On the Reports page, tick what is missing — GSTR-2A, GSTR-2B, GSTR-1, GSTR-3B, GSTR-9 — and the download helper, a small browser add-on, fetches the reports from the GST portal for you. It works through your own signed-in portal session, in your browser: no stored passwords, no one else’s login, nothing to hand over.

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One vault per client

Every fetched report — and any your team uploads by hand — lands in that client’s report vault: per registration, per period, with its version history kept. The Reports page reads as one coverage view across the whole client book, so “do we have March’s 2B?” is a glance, not a search through downloads folders and chat threads.

⚿

Client portal logins, held properly

Some clients ask their firm to keep their GST portal login. Those live in the credential vault: stored encrypted, with an optional record of the client’s instruction, and every save and reveal is audit-logged. A partner can delete a login at any time — or shred the whole vault, after which the stored logins are unrecoverable, by design. Downloads never touch it: the helper works through your login, not theirs.

Security & trust

Client financial data is not a shared inbox.

Metiq is designed so that a firm’s data stays that firm’s data — structurally, not by policy promises.

  • Per-firm isolation — every record is partitioned by firm; there is no cross-firm view in the product
  • One registered number per client — status answers go only to the WhatsApp number the firm registered for that client
  • Role-based console access — partner, staff and viewer roles, with sensitive actions restricted
  • Full audit trail — messages sent, documents received, filings completed and records amended are all logged
  • Encrypted storage — documents are stored encrypted, and access runs through authenticated sessions
  • DPDP-aware by design — the product is built with India’s DPDP Act in mind; see our privacy page

Pricing

Priced per firm. Not per client, not per seat-count games.

Every plan includes the AI calendar, WhatsApp chasing, AI document intake and Metiq in both assistant modes. Prices exclude GST; 18% GST is added on the invoice.

Trial
₹0

For evaluation · up to 5 clients

  • 50 WhatsApp messages/day
  • 100 document pages/month
  • 2 AI research-assistant numbers
Full details
Solo · Combo
₹999 /month + GST

For a single-practice firm · up to 30 clients

  • 100 WhatsApp messages/day
  • 200 document pages/month
  • 2 AI research-assistant numbers
See Solo

Single-practice suites cost less: CA-only or CS-only is ₹2,499/month (Firm) or ₹799/month (Solo) — Combo, both practices together, is the ₹2,999 / ₹999 above.

Compare all plans, limits and upfront terms →

FAQ

Questions firms ask us first.

What can we ask Metiq?

A lot — deadlines and workload, one client’s status and history, the documents you are chasing, GST report checks and invoice reconciliation, DSC expiry, penalties and extensions, 70+ how-to guides and cited circulars for your team; filing status, documents owed and filed reports for your clients on WhatsApp. The full, section-by-section list is on the Asking Metiq page.

Does Metiq file directly on the government portals?

In the current release, Metiq prepares workpapers and portal-ready files for supported forms, and your team reviews and submits on the portal. That review step is deliberate — a partner or article should never be surprised by what was filed in the firm’s name.

Do my clients need to install anything?

No. Clients receive document requests, reminders and status answers on WhatsApp, and reply in the same chat with photos or PDFs. There is no client app, login or password.

Which languages does it work in?

Client messages are available in English and Hindi. Metiq understands questions in English and Hinglish, and AI document intake reads documents across Indian languages.

Can a client see another client’s status?

No. Status answers are given only to the one WhatsApp number your firm registered for that client, and only ever show that client’s own filings.

What happens when we hit a plan limit?

The console shows usage against every limit (clients, WhatsApp messages, document pages). When a meter is exhausted, sends or processing on that meter pause until the next cycle or a plan change — nothing is silently dropped, and held documents stay visible to your team.

How do my GST reports get into Metiq?

Two doors, one vault. On the Reports page, tick the reports that are missing for a client and period — GSTR-2A, GSTR-2B, GSTR-1, GSTR-3B, GSTR-9 — and the download helper, a small browser add-on, fetches them from the GST portal through your own signed-in session and files them into that client’s report vault. Or upload the report files yourselves, the way you download them today; they land in the same vault. Either way, the Reports page shows coverage at a glance: which periods are in hand, and which are still missing.

Can I download a whole year of reports at once?

Yes. On a client’s Reports tab, choose “Download in bulk”, tick the report types you want — several at once, or “Select all” to tick every type in one click — and pick the months: the current financial year, the last 1 year, or any one financial year back to FY 2017–18. The helper fetches the whole set in one go through your signed-in portal session. Reports already in the vault are skipped, periods the client never filed are reported as “not filed” rather than failed, and if a run is interrupted you resume where it stopped — nothing is downloaded twice.

Can Metiq check whether a client’s GSTR-3B matches their GSTR-1 and GSTR-2B?

Yes. Open the client’s Reports tab and run the return checks for a month: Metiq compares the GSTR-1 against the GSTR-3B (sales and tax) and the ITC claimed in the 3B against the suppliers’ reported invoices in the GSTR-2B, using the reports already in the vault — the 3B as its portal data (JSON) download. Each check answers in plain words — matches, or the exact difference and what usually causes it — and you can export the check as a workpaper (Excel or PDF) for the client’s file. The checks are read-only and summary-level: they never change a filing. For invoice-by-invoice matching, use Invoice reconciliation on the same tab (next question).

Can Metiq reconcile the GSTR-2B against our purchase register, invoice by invoice?

Yes — Invoice reconciliation, on the client’s Reports tab under the return checks. Import the month’s purchase register (exported from Tally, BUSY or a spreadsheet, or our template): a dry run maps the columns and validates every row before anything is saved. Then run the reconciliation and read the buckets: invoices that matched, invoices with value differences (field by field), invoices in the 2B but not in your books (ITC not yet booked), invoices in your books but not in the 2B (ITC at risk until the supplier reports them), and possible matches that look like the same invoice with a typo. Clicking a number in the summary jumps to that bucket’s invoices. Export the reconciliation as an Excel or PDF workpaper, and export the at-risk invoices as a vendor follow-up list, grouped by supplier, ready to chase. It is read-only — it never changes a filing — and a month whose 2B is missing or only a summary PDF is named and excluded, never silently skipped.

Do you store my clients’ GST portal passwords?

Only if you ask us to — and report downloads never need them: the download helper works through your own portal login, so no stored password is involved in a download at all. Separately, when a client asks your firm to hold their portal login, you can keep it in the credential vault: stored encrypted, with an optional record of the client’s instruction, and every save and reveal is audit-logged. A login can be deleted at any time, and a partner can shred the entire vault — the stored logins are then unrecoverable, by design.

How much will I actually pay, including GST?

Every price is exclusive of GST; 18% GST is added on the invoice. On monthly billing, a single-practice Solo bills at ₹799 + ₹143.82 GST = ₹942.82/month, a single-practice Firm at ₹2,499 + ₹449.82 GST = ₹2,948.82/month, Combo on Solo at ₹999 + ₹179.82 GST = ₹1,178.82/month, and Combo on Firm at ₹2,999 + ₹539.82 GST = ₹3,538.82/month. On upfront terms (six months charged as five, twelve as ten), the first-term totals including GST are: single-suite Solo 6 months ₹4,714.10 · 12 months ₹9,428.20 · single-suite Firm 6 months ₹14,744.10 · 12 months ₹29,488.20 · Combo Solo 6 months ₹5,894.10 · 12 months ₹11,788.20 · Combo Firm 6 months ₹17,694.10 · 12 months ₹35,388.20. The Trial is ₹0 on every term. After the first term, renewals are at the standard price.

Can I cancel anytime?

Yes — monthly plans can be cancelled anytime and run to the end of the paid period. See the refund policy for upfront terms.

What is Secretarial Studio?

An add-on for firms with a secretarial practice. It turns the drafting and meeting work that eats a CS team’s week into deterministic, checklist-driven output — one person does the work of three.

What do I get — drafting?

Deterministic drafting from fixed templates: resolutions, notices and minutes skeletons. There is no AI generation — what you get is a complete, correctly-structured draft to review and sign, never a machine-written filing. The professional still reviews and signs everything.

What do I get — meetings?

The full meeting lifecycle: schedule → notice → held → minutes → close. Resolutions passed in a meeting automatically spawn the filings they require, and director changes are stamped for the next stage — nothing falls through the cracks between the meeting and the filing.

What about statutory registers and MCA filings?

Those come with the CS / Combo suite itself: statutory registers — including a firm-wide DSC register with expiry alerts — and MCA filing packets (AOC-4, MGT-7, ADT-1, MGT-14, DPT-3, DIR-3 KYC, DIR-12, PAS-3, CHG-1, INC-22). Studio is the drafting + meetings layer on top of them.

Who can use Studio?

Firms on the FIRM plan, in the CS or Combo suite only. It is a secretarial product, so it does not attach to the CA-only suite.

What does it cost?

₹4,999/month total — that already includes the FIRM plan — plus 18% GST. It is a flat bundle: no discount stacking, no per-client or per-meeting charges inside Studio.

Does Studio replace my CS?

No. It removes the repetitive production work — drafting skeletons, meeting paperwork, filing checklists — so one person produces what three did. Judgement, review and signing stay with the professional.

What is coming next?

Event bundles, register propagation and certificates arrive as a Studio update after launch.

How do I get Studio?

It is switched on by your operator — there is no self-serve checkout yet. Contact us and the operator enables it on your firm.

Stop spending partner hours on “sir, documents?”

Start with the free trial on a handful of clients and watch the first filing cycle run itself. Questions first? Write to us — a person replies.