AI that checks client documents, and never approves on its own
Most of the time spent collecting documents goes on small things: the wrong year, a missing page, a reminder nobody reads. GDesk AI handles those small things, so your team spends its time on the work clients pay for.
Eight jobs, done for you
Checks every upload
It compares each file with what you asked for: the right document, the right period (“the last three months, not last year”), readable pages and the client’s name. If something is wrong, the client is told at once and can upload again.
Reads the details
It picks out key details, such as tax numbers, dates and amounts, for your team to confirm, and you can save them to the client’s record.
Builds checklists
Type “Schengen visa for a family of four” or “Tax audit for a partnership firm” and get a draft list of documents with instructions.
Writes reminders that get read
Short, polite reminders that name only what’s missing, in English, Hindi, Malayalam, Tamil, Telugu, Kannada, Marathi, Gujarati, Bengali, Arabic or Urdu.
Finds what you already have
When a new request asks for a document you approved before, GDesk offers to reuse it.
Drafts replies
One click turns a client’s question into a draft answer you can edit.
Sends a morning digest
Each person gets a short email of what’s overdue, waiting for review and due this week.
Helps the CRM
With CRM Advanced, it suggests the next step for a quiet enquiry, drafts follow-ups, tidies call notes and shows which enquiries are most likely to win.
AI suggests. People decide.
GDesk AI works only as far as you allow it.
Never approves on its own
It never approves, rejects or deletes a document. Every decision is a click from your team.
Only what you switch on
Owners choose which AI features are on and who on the team sees the results.
Only for your firm
Documents are processed only to give your firm the result, under your firm’s settings.
Included in every paid plan
A document check uses 2 credits; a draft, a reminder or a suggestion uses 1. The morning digest is free.
- FreeNoneNo AI on this plan
- Starter300AI credits a month
- Growth1,500AI credits a month
- Pro6,000AI credits a month
- Resets monthlyCredits reset on the 1st of each month.
- Need more?Recharge any time: 300 credits for ₹299, valid for 12 months.
- If credits run outAI pauses and everything else carries on as normal.
Good questions
What does GDesk AI do?
It checks each upload against what you asked for, reads key details for your team to confirm, drafts checklists, writes reminders in the client’s language, finds documents you already have, drafts replies and sends each person a morning digest.
Does AI approve documents on its own?
Never. AI only suggests, and every approval is a click from your team.
Is AI extra?
No. Paid plans include monthly AI credits: 300 on Starter, 1,500 on Growth and 6,000 on Pro. A document check uses 2 credits and a draft or suggestion uses 1. If they run out, AI pauses until the 1st and everything else carries on, or the owner recharges any time: 300 credits for ₹299, valid for 12 months. The Free plan has no AI.
Can reminders go in Hindi or Malayalam?
Yes. Reminders can be written in English, Hindi, Malayalam, Tamil, Telugu, Kannada, Marathi, Gujarati, Bengali, Arabic or Urdu, following each contact’s preferred language.