Talk to your CAOA business data in plain English. Ask about invoices, tasks, clients, or projects — and get structured, real-time results from your database instantly. No technical knowledge required.
An AI-powered conversational assistant that lets you interact with your CAOA business data through simple natural language questions — no technical knowledge required. Ask anything, get structured results instantly.
No SQL, no filters. Simply type questions like "Show unpaid invoices" or "Which clients have overdue payments?" and the AI understands and fetches the data.
Results are displayed in clean structured tables — invoice numbers, client names, amounts, dates, statuses and more — ready for review and analysis.
All AI conversations are automatically stored. Reopen past chats, search through discussions, continue previous queries, or share conversations with your team.
Queries run directly against your real CAOA database — invoices, clients, tasks, projects, employees, compliance records, and audit data — all in real time.
Save your most-used queries (GST, Audit, Outstanding Recovery, Compliance Reports) into the Prompt Hub and reuse them in one click — no retyping needed.
Confidential information — PAN, GST, Aadhaar, bank details, client names — is automatically masked before being sent to the AI engine, keeping your data private.
Navigate the Data Insights Agent with a clean three-panel layout designed for speed and clarity.
Type your natural language question and click Ask. Examples:
The AI understands context and fetches the exact data from your CAOA database.
The AI fetches and displays results from your CAOA database:
See how natural language questions instantly return structured data results.
| Invoice # | Client | Amount | Status |
|---|---|---|---|
| INV-1042 | •••••• | ₹18,500 | Unpaid |
| INV-1038 | •••••• | ₹32,000 | Unpaid |
| INV-1031 | •••••• | ₹9,750 | Unpaid |
Client names masked by Data Masking rules.
| Task | Due | Assigned | Status |
|---|---|---|---|
| GST Filing | Jun 5 | Rahul | Pending |
| Audit Report | Jun 8 | Priya | Pending |
| TDS Return | Jun 10 | Amit | Pending |
Includes task name, client, due date, assigned employee & status.
| Client | Due Date | Outstanding | Status |
|---|---|---|---|
| •••••• | May 15 | ₹45,000 | Overdue |
| •••••• | May 20 | ₹28,500 | Overdue |
| •••••• | May 28 | ₹12,000 | Unpaid |
Client names masked. Pending payments, due dates & amounts shown.
Stop retyping the same questions. Prompt Hub lets you save, categorize, and instantly reuse your most-used data queries — improving team-wide consistency and speed.
Save with a title, group, and prompt text for quick reuse.
Search saved prompts by group or title in seconds.
Organise prompts into Audit, GST, Compliance, and custom groups.
Employees reuse approved prompts, standardising reporting firm-wide.
Accessible via the Prompt Hub button at the top-right corner of the screen.
The Data Insights Agent includes built-in privacy protection. Sensitive information is automatically masked before being sent to the AI engine — the AI never sees the original confidential values.
Custom masking rules stay active for the current session only.
Rules stored permanently — applied automatically every session.
Accessible via Masking Rules button at the top-right corner.
Transform how your team interacts with business data — faster, smarter, and more securely.
Get answers in seconds — no manual report generation or filter setup required.
No technical skills needed. Ask in plain language, get structured results instantly.
Data is pulled live from CAOA — always up to date, always accurate.
Confidential data is masked before reaching AI — privacy guaranteed by design.
Reduce time spent on manual data searches and repetitive reporting tasks.
Access key metrics on demand — profitability, recovery, compliance — right when you need them.
Prompt Hub ensures teams use consistent, approved queries across the firm.
Simplifies the reporting workflow — no searching, no filters, no manual lookups.
Follow these tips for faster, more accurate data insights from the agent.
Use simple, specific language for the best results.
Save repetitive queries for one-click reuse.
Set masking rules for confidential data projects.
Specific queries return more precise results.
Check conversation history for past insights & reference.
The Data Insights Agent transforms how your firm accesses business information — faster reporting, smarter decisions, and a secure AI environment, all from a simple chat interface.
Go to: CAOA AI Agents → Data Insights Agent