Balbir Finance & Accounting AI Platform

Canadian CPA operating platform combining a connected public marketing site, client portal, staff admin console, and native mobile apps with an AI Agent that drafts, verifies, and schedules practice content and automated client workflows.

AI, Web, Mobile, Finance

FlutterFlow, Firebase, Cloud Firestore, Google Gemini, Web, iOS, Android

ai · agents

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Balbir is a comprehensive personal Canadian CPA operating system: unified brand, centralized content brain, and authenticated client portal across web, admin, and mobile.

Core Modules

Public Marketing Platform: CPA service matrix (tax, bookkeeping, CRA audit, financial planning, due diligence) backed by live Firestore CMS without rebuilds.
Client Portal: Authenticated portal for tickets, appointment booking, secure staff messaging, and private notes.
Admin AI Agent: Staff-facing content engine that ingests, drafts, verifies, and schedules practice content with cost-aware model tiering (Gemini Flash vs. Pro).
Offline-Capable Mobile Apps: iOS and Android apps with full portal parity and push notifications.