Case study · AI agent

An AI assistant that staff talk to in English and Roman Urdu

Staff wanted to say what they need in their own words, often in Roman Urdu, and have it done. We built Zara: everyday requests run instantly without any AI cost, and only the rest go to Claude. Zara always shows her plan and asks before acting.

The client

A tax and accounting practice whose staff spend much of the day in Excel, on FBR and SECP portals, and drafting letters. We do not name clients on this site; we are happy to talk about the work in detail on a call.

What needed to change

Repetitive Excel work: totals, cleaning statements, reformatting.
Time lost opening the same tax and company portals all day.
Drafting letters and replies from scratch.
No record of what was asked and done.

What we built

No.PartWhat it means in practice

01Local commands firstCommon requests in English and Roman Urdu, such as "IRIS kholo" or "debit aur credit ka total lagao", are recognised by pattern and run at once, with no AI call and no cost.

02Claude for the restAnything not recognised goes to a planner using Claude, which writes a plan before doing anything.

03Asks before actingZara shows the plan and waits for a yes. Excel changes are saved to a new file; the original is never touched.

04DraftingLetters, replies and proposals drafted for a person to check and send.

05Logged in OdooEvery request, what Zara knew and what she did is recorded in Odoo, so the practice can see how she is improving.

How it runs now

Staff use Zara for everyday Excel and portal work. The cheap, fast local commands handle most requests, which keeps the AI bill small.

Built with: Python, Claude (Anthropic API), Odoo 19, Excel automation, OCR.

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