When Growth Meets Growing Pains

For Sandesh & CO, tax season wasn’t just busy—it was a race against the clock. With every new client, the mountains of bookkeeping data and GST returns grew taller. Accountants spent endless hours correcting entry errors and combing through spreadsheets for GST reconciliation, line by line. Quality suffered, deadlines loomed, and the stress of last‑minute adjustments became all too familiar.

Turning a Recommendation Into Action

During a particularly hectic filing season, a trusted acquaintance in the industry mentioned NorbitAI’s reputation for transforming accounting workflows with AI agents. Intrigued by the possibilities, Sandesh & CO’s leadership saw an opportunity to finally break free from manual bottlenecks and elevate their compliance process. Rather than settle for incremental fixes, they decided to partner with NorbitAI and implement a solution built for accuracy, speed, and scale.

The Integrated Solution: AI Agents at Work

Working alongside NorbitAI’s experts, Sandesh & CO deployed a tailored AI agent stack designed for compliance and precision.

How it worked:

• AI‑Based Data Extraction and Processing
  Agents extracted and structured client data from Excel, PDFs, and documents—cleaner inputs, far less prep work.

• Smart GST Reconciliation Agent
  AI agents matched invoices, ledgers, and returns with GST portal data automatically, cutting down reconciliation time and reducing mismatches.

• Automated Quality Checks and Error Flagging
  Agents enforced built‑in rules to flag inconsistencies early, ensuring errors were resolved long before filing deadlines.

The Results: Compliance Without the Chaos

The results spoke for themselves. Cleanup and adjustment times plummeted, GST filing prep became swift and mostly hands‑free, and data errors nearly disappeared. Even during peak filing periods, the team could scale their client load with confidence.

Results at a Glance:

• Major reduction in cleanup and adjustment time
• Faster GST filing preparation with minimal manual work
• Significant drop in data errors
• Streamlined, consistent compliance workflow
• Scalable service delivery—no matter the season

The Bottom Line

Sandesh & CO’s story shows how timely innovation can redefine compliance. By embracing AI agents with NorbitAI, they’ve raised their standards, reduced stress, and built a foundation for confident growth.

If your firm is ready to leave manual bottlenecks behind and deliver compliance with confidence, NorbitAI can help design AI agents tailored to your workflow and ambitions.

Start your transformation with NorbitAI.