Fiscally: Automating Compliance Workflows for Finance Professionals

Project Goal

Build a smart, centralized platform that helps financial professionals—especially CAs and CFOs—automate document management, stay on top of compliances, and reduce time spent on manual, repetitive tasks.

The Problem

Legal and financial teams juggle scattered records, manual summaries, and outdated tools. This leads to errors, missed deadlines, and time-intensive coordination. Our goal was to turn that into a seamless digital system—organized, searchable, and insightful.

The Solution

Fiscally is an AI-powered document management and compliance tracking tool. It classifies documents, provides automated summaries, updates on tax and legal changes, and offers a bird’s-eye view of organizational compliance performance.

My Contributions

• Conducted brainstorming and need-mapping sessions with product, CEO, and finance experts

• Defined user personas (CAs, CFOs, legal consultants, SMB owners)

• Mapped detailed needs like compliance calendars, document versioning, legal updates, and task tracking

• Created user flows, wireframes, and visual designs for MVP

• Collaborated on landing pages and early Facebook + Instagram ads for user acquisition

• Analyzed competitors like VComply, Lawrbit, and RazorCube for feature benchmarking
  
  

Key Features

• Compliance Dashboard
  Track deadlines, pending filings, and risk areas in a single view

• Auto-Summarization
  Key points from long documents distilled into readable insights

• Smart Search & Filters
  Instantly locate the right document, form, or regulation

• Compliance Calendar & Notifications
  Automated reminders for internal teams and external vendors

• Legal Updates Repository
  Stay aligned with central and state law changes

• Collaboration Tools
  Assign document tasks, tag statuses, and share with stakeholders
  
  

Personas Designed

Sakshi (CA)
35, Noida – Wants time-saving tools for filings, updates on new laws, and smooth period-end closures.

Binod (CFO)
45, Delhi – Needs a bird’s-eye view of compliance, organized data, and quick access for board meetings.

Revenue Potential

While still early-stage, similar competitors (like Quicko and CompliCheck) monetize at ₹7,200–₹2,00,000/year depending on service depth. Fiscally’s projected pricing strategy is subscription-based, with high LTV from CA firms and mid-sized organizations.

Outcome

Fiscally turned casual lunch-table ideation into a structured MVP. Early response was positive from legal consultants and CAs during prototype testing. The concept showed strong potential for scaling within India’s $3B+ compliance automation market.