Command every client engagement with AdminMatrix

One practice operating system that choreographs workflows, documents, billing, and AI copilots for compliance-first CA and consulting firms.

Explore the Platform

Why AdminMatrix

The growth command center for compliance-obsessed, revenue-hungry firms.

AdminMatrix unifies every engagement artifact—letters, checklists, approvals, and billing—inside one live workspace. Partners gain forecast clarity, teams follow battle-tested playbooks, and clients experience a seamless digital journey.

No-touch intake & KYC journeys that spin up entities, checklists, and ownership structures in minutes.
AI copilots that summarize emails, flag risks, and surface SOP answers instantly for every engagement.
Native billing & collections with payment nudges and Tally-ready exports that keep cash flow predictable.

Our Values

The guardrails that shape every workflow we ship

Single Source of Truth

Every letter, approval, document, and receivable sits in one encrypted workspace so nothing lives in inboxes.

Compliance-first Automation

Blueprints enforce SOPs, escalate reviews, and trigger reminders so teams focus on advice—not admin.

Client-grade Collaboration

Secure portals, guided checklists, and AI-crafted updates keep clients aligned and reduce back-and-forth.

Firms trust AdminMatrix

Recurring jobs automated

On-time compliance rate

Team hours reclaimed monthly

Platform Capabilities

Every part of your practice stays orchestrated—from intake to invoice—in one connected OS.

Unified intake & intelligent CRM

Drag-and-drop workflow studio

AI compliance copilots

Smart client workspaces

Resource & capacity heatmaps

Automated billing & AR

Live SLA & profitability boards

Intake & KYC Journeys

Digitize onboarding, gather docs securely, auto-create entities, and score risk with configurable playbooks.

Smart Job Templates

Deploy best-practice workflows with dependencies, review gates, and automatic assignments per service line.

Communication Cockpit

Centralize emails, chats, and comments so audit-ready context always lives beside the task.

Document Automation

Generate letters, share files, and collect e-signatures with retention policies and version control baked in.

Security & Governance

Granular permissions, field-level encryption, and automated backups keep sensitive data protected.

Open Integrations

Sync with Tally, GSTN, MCA, Google Workspace, Outlook, Slack, and custom APIs to eliminate rework.

Solutions

Purpose-built suites for every team across your practice.

Compliance Control Tower

Configurable workflows, SLA policies, and escalation paths orchestrate every statutory filing, audit, and advisory engagement.

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Client Experience Hub

Deliver branded portals for document exchange, approvals, e-signatures, and AI-authored status digests without juggling point tools.

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Revenue & Billing Ops

Automate proposal-to-payment flows, track WIP vs. billed time, and reconcile collections with Tally-ready exports.

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Automation Studio

Trigger reminders, move tasks, and sync data between tools using no-code recipes, APIs, and webhook connectors.

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Insights & Planning

Capacity heatmaps, profitability dashboards, and predictive revenue views help partners course-correct faster.

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Security & Governance

Role-based access, encryption, and audit trails satisfy enterprise procurement while keeping regulators at ease.

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Pricing

Simple, transparent plans with everything you need to scale securely.

Launch

^₹89 / user

Workflow templates & task automation
Client portal + document sharing
Time tracking & basic billing
Email support + knowledge base
Standard analytics

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Scale

^₹189 / user

Everything in Launch
AI compliance copilot & email sync
Resource planning & profitability dashboards
Advanced automation studio + APIs
Dedicated CSM & premium support

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F.A.Q

Frequently Asked Questions

How long does it take to implement AdminMatrix?

Most firms go live within 3–6 weeks. Our onboarding squad helps migrate data, templatize workflows, and train champions so you can adopt the platform without pausing billable work.

Can we integrate existing email, ERP, or filing systems?

Yes. AdminMatrix ships with connectors for Tally, GSTN, MCA, Google Workspace, Outlook, Slack, and Zapier, plus open APIs and webhooks for bespoke systems.

How secure is the platform?

Role-based controls, field-level encryption, SSO, audit logs, automated backups, and optional private cloud deployments help you meet SOC 2, ISO 27001, GDPR, and regional data residency mandates.

Can we customize workflows without code?

Yes. Drag-and-drop designers let you configure stages, owners, dependencies, forms, and automations. Power users can extend flows via APIs and scripting.

What support do we receive after go-live?

All customers receive onboarding assistance, product training, and in-app chat. Scale and above include a dedicated CSM plus quarterly business reviews; Enterprise adds 24x7 premium support.

How is pricing calculated?

Pricing is based on internal users plus optional add-ons such as automation packs or private deployments. Client portal users are unlimited on all plans.

Contact

Book a live walkthrough or talk to our product specialists.

Address

AdminMatrix HQ

91springboard, Koramangala, Bengaluru 560034

Call Us

+91 88611 41554

Email Us

connect@adminmatrix.in

Office Hours

Monday - Friday

09:00AM - 09:00PM IST