Tools for CA Firms / Audit Automation Software
AssureAI: Audit Automation Software for Practising CAs
AssureAI is a cloud audit tool from Bengaluru's Transform Automations India that covers an annual audit end to end: importing the books, generating Schedule III statements, scrutinising ledgers, documenting the work against auditing standards and collecting documents from the client. It says firms save "70 to 90% of the time and effort".[1][6]
Overview
One cloud workspace for the annual audit
AssureAI is "designed exclusively for practising Chartered Accountants who want to reduce audit time by 70–80% during peak season." The firm imports a client's books once, and the same data drives the financial statements, the scrutiny reports, the tax audit annexures and the audit file.[2]
The problem it addresses, in its own framing, is rising risk for audit practices: "with the emergence of more and more E-Governance in tax administration and the role of government in the regulatory and disciplinary framework for CAs, the risk of audit practice has substantially increased." Its answer is automation for the repetitive parts plus "a seamless template-driven framework for compliance with auditing standards."[1]
Every plan includes unlimited clients and engagements, unlimited financial statement downloads, weekly group training and a free client user interface.[2]
Plans and the ICAI offer
AssureAI pricing: list price, ICAI year one and renewal
AssureAI offers 50% off in year one and 40% off from year two to ICAI members who take the offer through the BSD Benefits Portal of ICAI. All plans are annual and exclude GST.[2]
| Plan | List price / year | ICAI offer, year 1 | Renews from year 2 | Users | Storage / hosting |
|---|---|---|---|---|---|
| Standard | ₹49,999 | ₹24,999 | ₹29,999 | 3 users | 50 GB |
| PremiumMarked most popular | ₹74,999 | ₹37,499 | ₹44,999 | 3 users | 100 GB |
| EnterpriseOne-time set-up fee | ₹2,00,000 | ₹1,25,000 | ₹1,40,000 | 30 users | Dedicated AWS hosting |
What each tier adds
| Feature | Standard | Premium | Enterprise |
|---|---|---|---|
| Financial statement generation | ✓ | ✓ | ✓ |
| Ledger scrutiny and voucher verification | ✓ | ✓ | ✓ |
| Tax audit (3CD) annexures | ✓ | ✓ | ✓ |
| ITR Excel download for Genius and CompuTax | ✓ | ✓ | ✓ |
| Client issues and document requests | ✓ | ✓ | ✓ |
| Audit checklist configuration | ✓ | ✓ | ✓ |
| Predefined checklists and templates (~150 focus areas) | — | ✓ | ✓ |
| Single-click workpaper generation | — | ✓ | ✓ |
| Task management for all assignment types | — | ✓ | ✓ |
| Maker–Checker–Approver–EQCR workflow | — | ✓ | ✓ |
| Checklists and letters for the client user | — | ✓ | ✓ |
| Dedicated AWS cloud (yours or AssureAI's) | — | — | ✓ |
Standard and Premium have no set-up fee; Enterprise has a one-time set-up fee. Payment is through Razorpay by card, net banking or UPI. Support is by ticket and chat, 12 hours a day, 6 days a week, with handholding until at least three clients are onboarded.[2]
Financial statements
Revised Schedule III, generated from the trial balance
AssureAI calls the Schedule III amendments a reason financial statements have become "an extremely complex task", and automates the parts that take the longest. Statements are produced for corporate and non-corporate entities.[3][2]
Revised Schedule III ageing
Multi-tier ageing for CWIP, intangibles, trade payables and receivables in one click, with MSME/non-MSME, disputed/undisputed and secured/unsecured flags carried into the statements.[3]
Ratios
The 11 ratios Revised Schedule III requires, and the four ratios Form 3CD asks for, computed in one click.[3]
Conditional disclosures
Comments and disclosures generated from rules: an accounting policy on inventories, for example, appears only if the balance sheet has inventory.[3]
Rule-based auto-mapping
Up to 80% of ledgers mapped to statement heads in one click, with the mapping carried forward to later imports and periods.[3]
Multi-division consolidation
Separate books for business verticals combined into one financial statement, with inter-division balances eliminated.[3]
Audit workflow
From import to audit binder
How an engagement moves through AssureAI, assembled from its features, pricing and FAQ pages.[3][2][4]
- 01
Import
Single-click import from Tally, Zoho Books (beta) or an Excel trial balance. AssureAI rebuilds its own trial balance from the imported ledgers and vouchers and reconciles it against the books before work starts.
- 02
Scrutinise
Rule-based ledger scrutiny scans the whole book and sorts risky balances and vouchers into high, medium and low risk; SA 530-compliant sampling selects vouchers for verification.
- 03
Plan and document
Template-driven workflow covering engagement to audit report, with materiality computed automatically, FSLI selection and a record of identified and corrected misstatements (Premium and above).
- 04
Review
Maker–Checker–Approver–EQCR sign-offs, version history and comparison, and a final review snapshot of the assignment.
- 05
Deliver
Financial statements in Excel, PDF or DOCX, 3CD annexures, one-click workpapers and a single-PDF audit binder for peer review.
Other listed features: keyword search across the books including narrations, expense variance analysis, Rule 37 GST ITC-reversal ageing, and task and team management for all assignment types.[3]
Client collaboration
A client login instead of email and chat
Each client can be given its own login. Through it, clients upload their books, answer audit queries raised in the "Issues" module, respond to "Document Requests", and receive engagement letters and management representation letters. AssureAI says this makes the audit "totally paper-less".[1][3]
"From someone who has seen quite a few automation tools over the past ten years, I find AssureAI as the most user friendly and quick to adapt automation tool…"
"The built-in template-driven audit workflow module makes the cumbersome and complex task of Auditing Standard compliance simple and doable."
Security
How AssureAI stores audit data
- Hosting
- Application and data on servers in India.
- Documents
- Audit evidence and confidential documents stored encrypted on AWS S3.
- Transit
- Data sent over SSL.
- Isolation
- A separate site and database for each CA firm.
- Continuity
- Business continuity plans using AWS backup and disaster recovery services.
From AssureAI's security page.[5]
Company
Transform Automations India
AssureAI is "a SaaS product from Transform Automations India Pvt Ltd", with its registered office at Shriram Chirping Woods, Haralur Road, Bengaluru 560102. Its terms are governed by Indian law, with Bengaluru courts having jurisdiction. The website does not name the company's founders.[5][6][7]
Contact: +91 80623 58905 or +91 90075 67009, marketing@assureai.in and support@assureai.in.[6]
Getting started with AssureAI
A 14-day free trial, without card details, covers all features for up to 5 clients and 5 firm users. It runs in a browser on Windows or Mac; Tally exports need a licensed Tally ERP 9 or TallyPrime.[2]
FAQs
AssureAI: frequently asked questions
What is AssureAI?
AssureAI is cloud-based audit automation software for practising Chartered Accountants in India, from Transform Automations India Pvt Ltd in Bengaluru. It generates Schedule III financial statements, automates ledger scrutiny, ageing and ratio analysis and 3CD annexures, and provides a template-driven audit workflow with client collaboration.
How much does AssureAI cost?
All plans are annual and exclude GST. List prices are ₹49,999 (Standard, 3 users), ₹74,999 (Premium, 3 users) and ₹2,00,000 (Enterprise, 30 users). Through ICAI's BSD benefits portal, members pay ₹24,999, ₹37,499 or ₹1,25,000 in year one and ₹29,999, ₹44,999 or ₹1,40,000 from year two. Prices are as published in October 2026.
What is the AssureAI ICAI offer?
AssureAI offers 50% off in year one and 40% off from year two to members who take up the offer through the BSD Benefits Portal of ICAI. All plans include unlimited clients and engagements.
Does AssureAI have a free trial?
Yes. A 14-day free trial without card details gives access to all features for up to 5 clients, and up to 5 firm users can try it on one sign-up. The trial account is pre-loaded with sample data.
Which accounting software does AssureAI import from?
Tally (single-click import, needing a licensed Tally ERP 9 or TallyPrime), Zoho Books (in beta) and an Excel trial balance import for other software. A few transaction-level features need voucher data, so they work only with Tally or Zoho imports.
Does AssureAI support auditing standards documentation?
Yes. Premium and Enterprise include predefined checklists and templates covering about 150 focus areas from engagement initiation to audit reporting, automatic materiality and FSLI selection, misstatement recording, single-click workpapers and a Maker–Checker–Approver–EQCR workflow. All plans include SA 530-compliant sample selection.
Who makes AssureAI?
Transform Automations India Private Limited, with its registered office on Haralur Road, Bengaluru, Karnataka. The website does not name the company's founders.
More in Tools for CA Firms
Sources
- [1] AssureAI: Official website
- [2] AssureAI: Pricing
- [3] AssureAI: Benefits and features
- [4] AssureAI: FAQs
- [5] AssureAI: Security
- [6] AssureAI: Contact
- [7] AssureAI: Terms of use
All sources checked on 29 October 2026.
This page is part of an independent directory of software used by CA firms. It is not affiliated with or endorsed by Transform Automations India Private Limited. Information is taken from AssureAI's public sources as of 29 October 2026; confirm details with AssureAI. Product names, logos and trademarks belong to their owners, including Tally Solutions and Zoho Corporation.