We are a forward-thinking finance and accounting services company supporting CA firms and businesses across accounting, taxation, finance, and investment domains. We focus on leveraging AI and automation to improve efficiency, accuracy, and customer experience across all operational departments.
Role Overview
We are seeking an
AI Generalist
with strong experience in workflow design and automation. In this role, you will build and implement intelligent automation solutions for Sales, Marketing, Customer Support, and core Accounting & Finance operations. You will improve daily business processes for CA practices and financial services workflows.
Key Responsibilities
Identify automation opportunities across departments and streamline workflows
Develop and deploy AI-powered systems for accounting, finance, and compliance operations
Build chatbots, RPA workflows, and intelligent dashboards to support customer support and business functions
Collaborate closely with Sales, Marketing, and Operations to integrate AI into routine tasks
Work with financial data to extract insights and support decision-making
Implement accounting process automations -- AR/AP, audits, taxation workflows, reconciliation, MIS reporting, etc.
Monitor AI performance and optimize processes based on results and business needs
Ensure compliance with finance and data security standards
Required Skills
Strong understanding of AI, ML, and automation technologies
Hands-on experience with workflow automation tools (e.g., UiPath, Power Automate, Zapier, Make, RPA frameworks)
Proficiency in Python and SQL; familiarity with cloud platforms (AWS/GCP/Azure)
Knowledge of accounting and financial data structures
Ability to map business processes and translate them into automation solutions
Excellent communication and cross-functional collaboration
Good to Have
Experience in CA firms, finance operations, ERP or accounting software (e.g., Tally, Zoho Books, QuickBooks, SAP, Oracle)
Exposure to LLM-based solutions and NLP automation
Understanding of regulatory compliance in finance
Who You Are
A problem-solver with strong analytical thinking
Passionate about cutting-edge AI technology and automation
Comfortable working in fast-paced, high-growth business environments
Curious, proactive, and always looking to improve how work gets done
Job Type: Full-time
Pay: ₹20,000.00 - ₹35,000.00 per month
Benefits:
Paid sick time
Paid time off
Work Location: In person
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