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Industry · Berri Practice

Kachnar, the cA and professional-firm assistant

In short

Kachnar is a Berri bot that works as a cA and professional-firm assistant. Kachnar sends each client a checklist of what is due, collects documents on WhatsApp, files them to the right client folder and tracks every filing deadline.

The problem it solves

CA and law firms chase clients on WhatsApp for documents every month and track filings in spreadsheets.

What it does

Kachnar sends each client a checklist of what is due, collects documents on WhatsApp, files them to the right client folder and tracks every filing deadline. Partners review the status board and approve what goes to clients.

Where it works

  • WhatsApp
  • Web
  • Email

Industries it serves

Common questions

How can a CA firm collect documents from clients without endless follow-ups?

Send each client a clear monthly checklist on WhatsApp, accept documents there, and file them automatically by client and period, with reminders for anything missing. Berri's Kachnar does this and tracks filing deadlines, while partners review the status board and approve client communication.

Updated . Written and checked by the Berri team. What each status label means, and every fact we stand behind, is on the facts page.

Tell us about one problem that costs you time.

A person reads every message. Call or WhatsApp +91 75062 45557, or write to sales@berri.tech.

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