Insights
Multi-model AI and analytics woven into every workflow — from tax questions to firm-wide reporting.
Vidhi AI Assistant
Ask Vidhi anything about tax, compliance, or accounting — powered by GPT-4o and Claude with access to the Income-tax Act, GST Act, Companies Act, and professional standards.
- Natural language tax query resolution
- Citation of relevant Act sections and clauses
- Case law references and tribunal decisions
- Multi-turn conversations with context retention
- Provider switching — GPT-4o, Claude, or both
- Response quality scoring and feedback
Document Intelligence & Notices
Upload any notice, order, or document — AI extracts the key information, identifies the issue, and drafts a response. Azure Document Intelligence handles OCR for scanned documents.
- Notice analyser — identify issue, deadline, and response requirements
- AI response drafting with relevant case law citations
- Azure OCR for scanned and photographed documents
- Document classification and auto-tagging
- Bulk document processing for large engagements
- Structured data extraction from financial documents
Reports & Analytics
Custom report builder for client-facing and internal reports. Chart generation, team workload analytics, and compliance health dashboards — all exportable.
- Custom report builder with drag-and-drop sections
- Chart generation — bar, line, pie, and heat maps
- Team workload and productivity analytics
- Client-wise compliance health reports
- Revenue and billing analytics
- Compliance season progress dashboards
- Exportable reports in PDF and Excel
- Scheduled report delivery via email
AI Cost Management
Track AI token usage across providers, set firm-wide budgets, and switch between models based on cost and quality. Full transparency on AI spend.
- Per-query token usage tracking
- Provider cost comparison (OpenAI vs Anthropic)
- Monthly AI budget with alerts at thresholds
- Usage breakdown by user and module
- Automatic model fallback on budget exhaustion
- ROI tracking — time saved vs AI cost
What changes when you switch
Tax research requires digging through bare acts, circulars, and case law manually
Ask Vidhi — get answers with Act sections, circulars, and case citations in seconds
Notices analysed manually, response drafted from scratch in Word
Upload the notice, get AI-analysed summary with drafted response and citations
No visibility into team workload — some people overloaded, others underutilised
Real-time workload analytics with capacity view across the team
Client reports assembled from multiple sources into a PowerPoint presentation
Custom report builder pulls live data into exportable, branded reports
Ready to run your practice on one platform?
Start a 14-day trial or review the product pages on your own.