Your AI Copilot for Accounting & GST Work

Works with 50+ Indian Banks

Upload bank statements as PDF, Excel or CSV. A parser handles most common layouts without AI; unusual or scanned files fall back to AI extraction.

• Supports PDF, Excel (.xlsx, .xls), and CSV bank statement formats
• Auto-detects format from 50+ Indian banks including SBI, HDFC, ICICI, Axis, Kotak, IndusInd
• Parser-first: extracts transactions without AI for most formats — fast and free
• Automatic fallback for scanned PDFs and unusual layouts — with quality check

GSTR-1, GSTR-2A & GSTR-2B

Import supported GST portal exports to create reviewable sales or purchase vouchers for Tally.

• Import supported GSTR-1 exports to create reviewable sales vouchers
• Import supported GSTR-2B exports to create reviewable purchase vouchers
• Import supported GSTR-2A exports to create reviewable purchase vouchers
• Review ledger and tax fields before approving any voucher for Tally

Invoice OCR

Drop hundreds of invoices and AI extracts the key fields for you to review — instead of typing them in.

• Upload hundreds of PDF invoices at once — purchase or sales
• AI extracts party name, GSTIN, invoice number, amounts, and tax breakup
• Works with digital and scanned invoices
• Review extracted data, correct if needed, then push as vouchers to Tally

Speedy Smart Recommendations

When the parser cannot determine a ledger, the matching engine analyzes narrations and provides a suggestion for review.

• Exact, case, alias, and fuzzy matching for unmatched transactions
• Suggests the right Tally ledger based on transaction narration and amount patterns
• Uses your saved corrections as inputs to future suggestions
• Bulk categorize all unmatched transactions at once

Smart Ledger Mapping

A 5-step resolution engine that finds the right ledger through exact, case-insensitive, alias, fuzzy, and AI matching — all group-aware.

• 5-step resolution: exact match → case-insensitive → alias → fuzzy → AI suggestion
• Group-aware checks help avoid incompatible account and tax-ledger suggestions
• Create reusable aliases: “Zomato” always maps to “Marketing Expenses”
• Blacklist bad suggestions — blocked mappings never appear again

Ask Client

No more back-and-forth WhatsApp messages. Send structured queries and get structured responses — everything stays in your dashboard.

• Send clarification requests for unidentified or suspense transactions
• Client receives a secure link — responds without installing any app
• Client Upload Portal: share a link, clients upload their own bank statements
• All responses and uploads auto-process in your dashboard

Team ManagementComing soon

Built for accounting firms with teams. The admin manages the plan while staff work on assigned clients.

Not available yet — this is on the roadmap and is not included in any plan you can buy today.

• Add article clerks and staff with role-based permissions
• Assign specific clients to specific team members
• Final reviewable vouchers created by staff use the admin account’s plan voucher credits
• Track individual staff productivity and usage from Settings

Pre-Push Validation

Every voucher passes through a validation gauntlet before reaching Tally. Catches errors that would otherwise require hours to fix.

• Catches missing ledgers, duplicate vouchers, period lock violations
• Flags arithmetic and tax-field inconsistencies within a draft voucher
• Auto-creates missing ledgers in Tally (blocked for Bank, Loan, Capital groups)
• Shows clear error descriptions with fix suggestions for each issue

One-Click Tally Push

The final step. One button pushes everything to Tally with real-time feedback. Made a mistake? Undo the entire push and re-do it.

• One click pushes all categorized transactions as clean vouchers to Tally
• Real-time progress bar shows each voucher being pushed
• Creates Payment, Receipt, Journal, Sales, Purchase vouchers automatically
• Full push history — undo any push to re-edit and re-push transactions