CA SaaS — AI-Powered Tool for Chartered Accountants

A full-stack B2B SaaS application built for India's 400,000+ practicing Chartered Accountants.

Features

• Authentication — CA Register & Login with JWT tokens
• Client Management — Add, view, update, delete clients with PAN details
• Document Upload — Upload ITR and notice PDFs with automatic text extraction
• AI Assistant — Summarize documents, draft ITD notice replies, ask questions
• Anomaly Detection — Scan all clients and flag suspicious patterns
• Notice Tracker — Track ITD notices with deadlines and status
• React Frontend — Clean web interface for all features

Tech Stack

Backend

• Python 3.12
• FastAPI
• PostgreSQL
• SQLAlchemy
• JWT Authentication
• PyMuPDF (PDF text extraction)
• Groq AI (LLaMA 3.3)

Frontend

• React.js
• JavaScript

Setup & Installation

1. Clone the repository

git clone https://github.com/allen745/ca-saas.git
cd ca-saas

2. Create virtual environment

python -m venv venv
venv\Scripts\activate

3. Install dependencies

pip install -r requirements.txt

4. Create PostgreSQL database

psql -U postgres
CREATE DATABASE ca_saas;
\q

5. Create .env file

6. Run the backend

uvicorn main:app --reload

7. Run the frontend

cd ca-saas-frontend
npm install
npm start

API Endpoints

Auth

• POST /auth/register — Register a new CA
• POST /auth/login — Login and get JWT token

Clients

• POST /clients/ — Add client
• GET /clients/ — List all clients
• GET /clients/{id} — Get one client
• PUT /clients/{id} — Update client
• DELETE /clients/{id} — Delete client

Documents

• POST /documents/upload/{client_id} — Upload PDF
• GET /documents/{client_id} — List documents
• GET /documents/detail/{id} — Get document

AI

• POST /ai/summarize/{document_id} — Summarize document
• POST /ai/draft-reply/{document_id} — Draft ITD notice reply
• POST /ai/ask/{document_id} — Ask question about document

Anomaly Detection

• GET /anomaly/scan — Scan all clients for anomalies

Notice Tracker

• POST /notices/ — Add notice
• GET /notices/ — List all notices
• GET /notices/overdue — Get overdue notices
• GET /notices/due-soon — Get due soon notices
• PUT /notices/{id} — Update notice status
• DELETE /notices/{id} — Delete notice

Roadmap

• Block 1 — Authentication
• Block 2 — Client Management
• Block 3 — PDF Upload & Text Extraction
• Block 4 — AI Features
• Block 5 — Anomaly Detection
• Block 6 — Notice Tracker
• Block 7 — React Frontend
• Deploy to production
• Switch to Claude AI
• Mobile app

👨‍💻 Built By

Allen Christian — Building in public

• GitHub: github.com/allen745
• LinkedIn: linkedin.com/in/allen-stivanson-christian-74094237a

📄 License

MIT License