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Balbir — Finance & Accounting AI Platform
Imad Dhin
Verified
Balbir: CPA Platform with AI
Concept (one line)
Balbir is a personal Canadian CPA operating system: one brand, one content brain, and one client portal across website, admin, and mobile — built as a product, not a page builder site.
Think of Kajabi / Webflow as the “nice marketing shell” layer many practices stop at. Balbir goes further: live CMS, staff console, client auth, chat, notes, push updates, and an AI Agent that drafts and schedules practice content — with a next stage as an AI Finance Agent for individuals and companies.
What is already live (showcase today)
Website (www.balbir.ca)
www.balbir.ca)Public marketing + service pages (tax, bookkeeping, CRA audit, planning, financing, due diligence)
Blog, team, projects, contact, privacy/terms, updates
Same Firestore CMS as admin/mobile — edits go live without a full site rebuild
Client portal: login, tickets, appointments/service requests, staff chat, private notes
Push-capable updates feed + WhatsApp / social / newsletter surfaces
Client pitch angle vs Kajabi/Webflow: not a static brochure or course funnel alone — a connected public site + authenticated portal on one backend.
Admin (admin.balbir.ca) — Balbir Admin
admin.balbir.ca) — Balbir AdminStaff roles (
admin / editor)Blog + CMS content (services, pages, media covers/galleries)
Inbox, client chat, notifications (all users or chosen clients)
Settings (theme, teammates)
Mobile-friendly admin shell (sidebar / tab bar)
Mobile (iOS/Android )
Same CMS offline-capable (cache + pull-to-refresh)
Portal parity: account, tickets, chat (attachments/voice), rich notes, saved articles, likes, theme, export/delete
Updates + staff presence patterns aligned with web
AI already built (Admin AI Agent) — showcase this hard
Staff-facing content AI, not consumer finance advice yet:
Mode What it does Generate Brief → draft blog post or service page (title, slug, excerpt, HTML body, highlights, rationale) grounded on live CMS context Ingest Generate and write unpublished drafts into Firestore, or paste full HTML and post Auto Scheduled suggestions queue (
aiSuggestions) — approve/dismiss/ingest; cadence, topics, batch size configurableOperator controls (product story):
Normal vs Deep thinking (cost-aware model pickers — Flash Lite / Flash / Pro)
Brand voice & guidance (simple text) + Simple vs Full HTML body mode
Daily request caps / token & context limits
Media attach on generate
Cloud Function schedule (
runAiAutoSuggest) for unattended idea batchesPositioning line for demos:
“The practice publishes like a media brand — AI drafts in Balbir voice, staff approve, website and app update together.”
Next stage — AI Finance Agent (customers & companies)
This is the roadmap story for website/admin/mobile decks (not fully built as a customer product yet):
For individuals (families, founders, professionals)
Guided Q&A on tax/bookkeeping/financing in Balbir’s advisory frame (briefings, not invented legal facts)
“Ask Balbir” in portal/mobile: summarize docs, prep checklists, explain CRA process language
Personal notes + chat + AI: turn a note or ticket into a structured request
Reminders tied to updates (deadlines, year-end moves) without replacing the CPA
For companies (CCPC / owner-managers / operators)
Company profile context (industry, year-end, payroll vs dividends themes)
Engagement packs: audit prep, financing file readiness, due-diligence questionnaires
Draft client-facing summaries staff can edit before send
Multi-user company portal later (owner + bookkeeper) with role-aware answers
Platform surfaces for that stage
Surface Role of AI Finance Agent Website Public “how it works” + gated demo CTA; optional chat teaser Admin Guardrails, prompts, approval of AI replies, cost/monitoring, handoff to human Mobile Always-on assistant beside chat/notes/tickets — voice-friendly briefs
Guardrail narrative (trust): AI drafts and educates; CPA reviews for advice; Canadian CRA context; no hallucinated rates as “fact.”
Pitch stack (attract clients who know Kajabi / Webflow)
Use this framing:
Layer Kajabi / Webflow world Balbir Marketing site Templates, funnels, landing pages Custom Assentt brand site (Astro) + live CMS Content Manual posts / courses AI Agent generate → ingest → auto-suggest into real CMS Members Membership / course login Client portal (web + Flutter) with tickets, chat, notes Ops Separate tools One admin console for content, alerts, AI, teammates Push / realtime Add-ons / Zapier Firebase Auth, Firestore, FCM, Cloud Functions
Main technologies to name in proposals:
Web: Astro + Vercel (
www.balbir.ca)Admin: Next.js + Vercel (
admin.balbir.ca)Mobile: Flutter (iOS/Android)
Backend: Firebase (Auth, Firestore, Storage, Cloud Functions, FCM, App Check)
AI: Firebase AI Logic / Gemini (Normal Flash family · Deep Pro), scheduled automation via Functions + Secret Manager for server jobs
Design system: Assentt Industrial (navy / safety yellow / canvas)
Closing line for clients:
Kajabi and Webflow sell you a beautiful front door. Balbir is the full building — site, app, staff console, and AI that writes and (next) advises inside a real CPA practice.
Like this project
What the client had to say
Professional and honest
Balbir Saini
Sep 6, 2026, Client
Posted Sep 7, 2026
Canadian CPA platform: live site, client portal, staff console, and AI content today—AI Finance Agent next for people and companies.
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Timeline
Aug 18, 2026 - Sep 6, 2026
