Business Analyst - AI Native Bookkeeping Platform

Transform Automations India Pvt LTD.; United States; Remote; USD 8,400 - 13,000; Full time

Job summary

Transform Automations India Pvt LTD. is building an AI-native bookkeeping platform for Indian CA firms and MSMEs. The Financial/Accounting Consultant will translate accounting knowledge into actionable product requirements and guide the team through design, validation and eventual user support.

You will work closely with domain experts and engineers, define integration needs with Tally and GST, and contribute to training materials and user guides as the product matures.

Qualifications

• 5+ years of experience in accounting/fintech or ERP-finance
• At least one full finance implementation including requirements, configuration, migration, UAT and go-live
• Strong hands-on accounting: month-end/year-end close, GST, TDS
• Ability to read an API contract and spot missing fields
• Active AI user who uses tools in daily work and can show impact

Responsibilities

• Align product scope with domain expert on accounting rules and design decisions
• Write user stories, acceptance criteria and process flows
• Map accounting logic to system behavior (vouchers, ledgers, reconciliation)
• Define CA review, corrections and approvals of AI output
• Specify integration behavior with Tally, GST systems and banks
• Support sprint planning, backlog grooming and UAT with test scenarios
• Record assumptions, decisions and open questions clearly
• Use AI tools in work requirements, testing and documentation

Skills

Business analysis

Functional consulting

Requirement writing

Clear communicator

AI literacy

Education

CA Inter / articleship

B.Com / M.Com

Tools

Tally

Zoho Books

Odoo

SAP B1

Dynamics FI

Job description

Financial/Accounting Consultant for AI-Native Bookkeeping Platform

Company: Transform Automations India Pvt LTD.
Location: Remote India
Experience: 5+ years

About the role

We are building an AI-native bookkeeping and compliance platform for Indian Chartered Accountants and MSMEs.

You will work closely with our domain expert and engineering team. You will turn accounting knowledge into requirements engineers can build and be the team's go-to person for functional questions during development. Later, as the product matures, you will support end users directly.

This is a product definition role, not a configuration or support role. We build with AI, and we expect you to work the same way.

What you will do

Build phase

1. Work with our domain expert to align on product scope, design decisions and accounting rules.
2. Write user stories, acceptance criteria and process flows. Own requirement quality edge cases, error states, validation rules.
3. Map accounting logic to system behaviour: voucher types, ledger groups, ITC treatment, reconciliation rules.
4. Define how a CA reviews, corrects and approves AI output.
5. Specify integration behavior with Tally, GST systems, banks and Account Aggregator.
6. Support sprint planning, backlog grooming, and UAT. Design test scenarios from an accountant's view.
7. Record assumptions, decisions, and open questions clearly.
8. Use AI tools in your own work requirements, test cases, documentation, analysis and share what works with the team.

Single point of contact for functional queries

• Be available to developers and QA during the sprint for accounting and functional questions.
• Arrange clarifications via the domain expert when the answer is not certain.
• Maintain a functional knowledge base that stays current with the product.

Later phases

• Join CA firm discussions when needed, to validate requirements.
• Run end user training after launch.
• Support the team on functional issues. Mentor them on accounting logic.
• Build training material, user guides and functional troubleshooting notes.

What we need

1. 5+ years as a business analyst, functional consultant or implementation consultant in accounting, fintech or ERP-finance.
2. At least one full finance implementation requirement gathering, configuration, migration, UAT and go-live. Tally, Zoho Books, Odoo, SAP B1 or Dynamics FI.
3. Strong hands-on accounting month-end and year-end close, ledgers, trial balance, GST, TDS. You have done this, not read about it.
4. Requirement writing discipline user stories, acceptance criteria, process flows, edge cases. Able to read an API contract and spot a missing field.
5. Active AI user you already use AI tools in daily work and can show how it changed your output. You follow what is happening in AI and separate useful from hype.
6. Clear communicator explain accounting to non-accountants, say "let me confirm" instead of guessing, and call out a requirement that is not ready.

Good to have

1. AI product understanding how LLMs behave, why output varies, where they fail, why confidence scores matter.
2. CA Inter / articleship completed, or B.Com / M.Com.
3. Indian compliance depth GSTR-2B reconcilation, bank reconcilation, e-invoicing.
4. Data handling comfort — Tally to cloud migration or two-way sync; SQL basics or able to read JSON.
5. User-facing experience — functional SPOC in a product team, or end user training and UAT facilitation.

Not required

• Coding
• Large ERP background outside finance (SAP MM, SD, HR)

Compensation

• Salary: 8-12LPA, based on experience and domain depth