Finance & AI · Orbit Core finance team

GST compliance with an AI co-pilot

How Orbit Billing replaced manual GST return preparation and bank reconciliation, with an AI assistant that never acts on its own.

Built forOur own finance team first, now offered to clients
WhereKarnataka, India
Used byFounders and finance staff
5kinds of compliance issue caught on the first run
0changes made by the AI without a person confirming
1place for invoices, returns and bank matching

Situation

  • GST returns were prepared by hand each quarter from sales invoices and purchase bills.
  • Customers deduct different TDS rates (2% for some, 10% for others), so bank receipts never matched invoice totals and had to be reconciled one by one.
  • Errors such as a wrong tax type or a gap in invoice numbers only surfaced at filing time, when interest and late fees start.

Task

  • One system that prepares GSTR-1 and GSTR-3B, tracks every deadline and reconciles the bank.
  • Warnings before an error reaches the GST portal, and an AI assistant that never changes anything on its own.

Action

  • Built a GST Returns workspace: filing calendar, GSTR-1 and GSTR-3B working papers and automatic compliance checks.
  • Added bank-statement import that matches receipts to invoices, allowing for each customer's TDS rate.
  • Added an AI assistant with 13 read tools and 8 action tools, where every action waits for a person to confirm.
  • Built in an Indian GST rules knowledge base, kept current with GST Council decisions.

Result

  • 5 kinds of compliance issue caught on the first run
  • 0 changes made by the AI without a person confirming
  • 1 place for invoices, returns and bank matching

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