Agents
Start from an agent that already knows the job.
Each one is a starting point, built on the AksharAI platform. You fit it to your data, your rules and your approvals, and decide how much it may do on its own.
Finance copilot
Prepare the GSTR-2B reconciliation summary for September 2026.
Matched 412 of 438 purchase invoices. 26 need review: 14 missing in 2B (ITC INR 3.8 lakh), 9 with amount differences, 3 with a different GSTIN.
Largest gap: Supplier S-008, Rajkot, 5 invoices worth INR 1.6 lakh ITC not yet filed by the supplier. Their GSTR-1 for September is due on 11 Oct.
Draft a reminder to supplier S-008 and add the summary to the month end note.
Reminder draft and summary saved for review by Anjali Desai, CA. Nothing has been posted or filed.
In short
What is an AksharAI agent?
An agent is a starting point for one job, such as matching invoices to purchase orders, triaging support tickets or answering HR policy questions. AksharAI has 10 ready agents. Each is fitted to your data, rules and approvals before use, reads only what its task needs, and waits for a person before any action that matters.
- Ready agents
- 10
- Templates
- 12 for everyday tasks
- Two kinds
- Copilots and automation agents
- Approvals
- Set per action
Copilots · 5
Help a person do the work faster
A copilot works next to someone: it gathers, drafts and checks, and the person decides and sends.
- Sales copilotSales and channel teamsThe sales copilot pulls a customer's orders, open quotes and past notes into one short brief before a call or visit. It drafts follow up messages and proposals for the rep to check, edit and send.Zoho CRMSalesforce
- Legal copilotLegal and contractsThe legal copilot compares incoming contracts with your standard positions and flags clauses that differ. It drafts suggested redlines and notes, and your legal team decides what to accept.SharePointGoogle Drive
- HR copilotHuman resourcesThe HR copilot answers employee questions on leave, attendance, reimbursements and onboarding using your own policies and each person's records. Anything sensitive or unclear goes to the HR team.KekaZoho People
- Finance copilotFinance and accountsThe finance copilot compares your books with GST portal data and bank statements, and drafts reconciliation summaries and month end notes. Your accountants review the differences and decide what to post.Tally PrimeZoho Books
- Research assistantBids, strategy and analystsThe research assistant reads tender documents, reports and internal files, and writes summaries with a reference to the page each point came from. Your team checks the summary and decides what to act on.Google DriveSharePoint
Automation agents · 5
Take a task end to end, within limits
An automation agent runs a repeatable task on its own and stops for a person wherever you have set a checkpoint.
- Support agentCustomer supportThe support agent reads incoming WhatsApp and email messages, answers the routine ones from your order data and policies, and opens a ticket for everything else. Refunds, complaints and anything unclear go to a named person with the full conversation attached.WhatsApp Business APIShopify
- Document extraction agentOperations and back officeThe document extraction agent reads scanned KYC papers, claim forms, bills and certificates, pulls out the fields your process needs and checks them against each other. Anything it cannot read clearly, or that does not add up, goes to a named reviewer before it enters your system.Loan management systemGoogle Drive
- Invoice matching agentFinance and procurementThe invoice matching agent reads each supplier invoice, finds the purchase order and goods receipt it belongs to, and checks quantities, rates, GST and the supplier's GSTIN. Clean matches are prepared as purchase vouchers in Tally; differences go to your accounts team with the reason spelled out.Tally PrimeGmail
- IT helpdesk agentIT and internal operationsThe IT helpdesk agent takes requests from staff in chat, collects the details IT always needs, and walks people through common fixes from your own guides. Requests it cannot close become tickets with the right priority, assigned to a named engineer.Microsoft TeamsWhatsApp Business API
- Approval reminder agentProcurement and operationsThe approval reminder agent watches purchase requests, purchase orders and payments waiting for sign off, and sends each approver a short, clear reminder with what they need to decide. When something sits too long, it tells a named person so the work does not stall quietly.SAP Business OneZoho Creator
Templates
Smaller starting points
Ready templates for common internal tasks, each adapted to your data, rules and approvals in the studio.
Every agent
The same limits apply to all of them
Action boundaries
You decide what each agent may read, draft and do. Anything outside that is refused or handed to a person.
Approvals
Payments, customer commitments and legal wording can all be set to wait for a named approver.
Sources shown
Answers point to the document, record or policy they came from, so a person can check them.
Says when it does not know
When data is missing or unclear, the agent says so and asks a person to fill the gap.
Logged
Every run is recorded: what came in, what the agent did, who approved it.
Delivered where people work
Web, mobile, WhatsApp, email, voice or a widget inside your own app.
Before you choose
What would an agent save on your process, and when would it pay back?
See it on your work
Bring one slow, repetitive process. We will show you an agent doing it.
A working session with someone who builds these every week.
Or get a ballpark proposal in two minutesWhat happens next
- Step 1A short call about one process and the systems involved
- Step 2A demo of an agent working on a version of your task
- Step 3A clear view of fit, approvals and what it would take