Your AI Copilot for Accounting & GST Work

Automate bank entries, Sales Invoices, Purchases Invoices, GSTR-1, GSTR-2A/2B, and push error-free vouchers to Tally.

FEATURE 01 — BANKS

Works with 50+ Indian Banks

Upload bank statements in any format. Our parser-first architecture processes most statements instantly without AI, keeping costs zero for standard formats.

  • 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
app.taxone.in/uploadsUpload Bank StatementDrag and drop your files or click to browseDrop PDF, Excel, or CSV files hereBrowse Files50+ banksPDFHDFC-Mar2026.pdf245 KB · 186 transactionsXLSSBI-Feb2026.xlsx89 KB · 92 transactionsCSVICICI-Jan2026.csvProcessing…Supported:SBIHDFCICICIAxisKotakPNBBOBIndusInd+42 more
FEATURE 02 — GST RETURNS

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

Import GST return data directly from the portal and push clean vouchers to Tally with correct tax treatment, eliminating manual data entry.

  • Upload GSTR-1 JSON from GST portal — push sales vouchers directly to Tally
  • Upload GSTR-2B Excel — auto-create purchase vouchers with correct tax treatment
  • Upload GSTR-2A Excel for purchase reconciliation and matching
  • All GST data categorized to correct ledgers with CGST/SGST/IGST intact
GST Portal → Tally · Automated FlowGSTGST PortalGSTR-1Sales dataJSONGSTR-2BPurchasesXLSXGSTR-2AMatching (Excel)XLSXUpload FilesYour AI Accountant• Auto-categorize• Map ledgers• Validate GSTSales mappedPurchases mappedMatching…Push ReadyTTally PrimeSales VouchersAuto-pushed42Purchase VouchersAuto-pushed38Credit NotesAuto-pushed5PushedMatchedAll PushedUpload once · push vouchers automatically
FEATURE 03 — INVOICES

Invoice OCR — Coming Soon

We're finalising accuracy on scanned and handwritten formats. Once ready, drop hundreds of invoices and AI will extract every detail automatically.

  • Upload hundreds of PDF invoices at once — purchase or sales
  • AI will extract party name, GSTIN, invoice number, amounts, and tax breakup
  • Designed to work with digital, scanned, and handwritten invoices
  • Review extracted data, correct if needed, then push as vouchers to Tally
INVOICEINVOICETAX INVOICEABC Traders Pvt LtdGSTIN: 36AABCT1234F1ZVInvoice: INV-2026-0042 · 15-Mar-2026ItemQtyAmountOffice Chairs1032,000Desk Lamps57,500Printer Ink205,700Subtotal:45,200CGST 9% + SGST 9%:8,136Total:₹53,336AI ExtractExtracted DataPARTY NAMEABC Traders Pvt LtdGSTIN36AABCT1234F1ZVINVOICE NO.INV-2026-0042DATE15-Mar-2026TAX BREAKUPTaxable₹45,200CGST 9% + SGST 9%₹8,136TOTAL₹53,33698%Push to Tally →
FEATURE 04 — MATCHING ENGINE

Speedy Smart Recommendations

When the parser cannot determine the right ledger, our matching engine analyzes narrations and suggests the perfect match in seconds — deterministic, no AI cost.

  • Exact, case, alias, and fuzzy matching for unmatched transactions
  • Suggests the right Tally ledger based on transaction narration and amount patterns
  • Learns from your corrections — accuracy improves with every use
  • Bulk categorize all unmatched transactions at once
Speedy Match4 of 5 auto-matched · 1 needs reviewLive matchingDATENARRATIONAMOUNTSUGGESTED LEDGERCONF.01-AprAmazon Web ServicesNEFT/AWS/INV-APR2026₹42,800Software Expenses98%03-AprSwiggy Food OrderUPI/Swiggy/245789012₹1,250Staff Welfare95%07-AprTransfer to RameshNEFT/RAMESH KUMAR/REF7892₹25,000Needs Review62%10-AprOffice Rent April 2026NEFT/RENT/APR26/LANDLORD₹35,000Rent Expense99%12-AprZomato OrderUPI/ZOMATO/8821₹620Staff Welfare93%Matched4 / 5Avg Confidence89%Accept AllMatch Again
FEATURE 05 — LEDGER RESOLUTION

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: never matches expenses to bank accounts, never confuses CGST/SGST/IGST
  • Create reusable aliases: “Zomato” always maps to “Marketing Expenses”
  • Blacklist bad suggestions — blocked mappings never appear again
5-Step Resolution PipeExact → Case → Alias → Fuzzy → AI · Group-awareINPUT NARRATIONZOMATO ONLINEUPI · ₹620ExactCaseAliasFuzzyskipAIskipMAPPED TOMarketing ExpensesIndirect ExpensesALIAS RULE (reusable)"Zomato" always maps to "Marketing"Created from a prior correction · applies to future txnsGroup-aware safetyNever confuses bank accounts with expenses · Never confuses CGST / SGST / IGSTBank ↔ ExpenseCapital ↔ IncomeCGST ↔ SGST ↔ IGSTLearns from every correction · accuracy improves with use
FEATURE 06 — CLIENT PORTAL

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
Ask Client · 3 unidentifiedUNIDENTIFIED TRANSACTIONS₹25,000 UPI Transfer07-Apr · UPI/892310/UNKNOWNSuspense₹4,800 Cash Withdrawal09-Apr · ATM/HDFC/CHNSuspense₹12,500 NEFT Out11-Apr · NEFT/RAJESH/REF445SuspenseMESSAGE TO CLIENTPlease confirm party + purposefor these 3 transactions.Client receives a secure link — no app needed.Send to Client →Sharma Trading Co. · contact@sharma.inClarification · SharmaQ1 · ₹25,000 · 07-AprWho did you pay?Sharma ElecOtherOffice AC purchaseUpload invoiceSend responseResolvedMapped → Sharma Elec
FEATURE 07 — TEAMS

Team Management

Built for accounting firms with teams. The admin handles billing while staff focus on work — no individual wallet setup needed.

  • Add article clerks and staff with role-based permissions
  • Assign specific clients to specific team members
  • Admin wallet pays for all team usage — staff don’t need their own wallet
  • Track individual staff productivity and usage from Settings
ADMIN · Prathyush KOwnerWALLET BALANCE₹4,250.00Pays for all team usageStaff don't need their own wallet — every push,upload, & AI call bills to admin wallet.Top upPSPriya SArticle ClerkCLIENTS5LASTactive nowActiveManageRMRahul MSeniorCLIENTS9LAST3 min agoActiveManageASAisha SArticle ClerkCLIENTS4LAST1 h agoActiveManageRole-based permissions · Assign clients · Track usage per staff₹ token = each action your staff takes bills to admin wallet
FEATURE 08 — VALIDATION

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
  • Detects GST mismatches before push
  • Auto-creates missing ledgers in Tally (blocked for Bank, Loan, Capital groups)
  • Shows clear error descriptions with fix suggestions for each issue
Pre-Push Validation Gauntlet47 vouchers ready6 of 6 checks complete · 1 auto-fix appliedAll ledgers exist in Tally47 / 47 verifiedPassNo duplicate vouchersChecked against existing Tally vouchersPassAccounting period unlockedApril 2026 · period is openPassGST math correctCGST + SGST + IGST tally with totalsPassAuto-fix · Missing ledgerCreating “Swiggy” under Indirect Expenses…Auto-fixVoucher type valid · Tally reachableBridge connection ping 12 msPassAll checks passed · safe to pushPush 47 vouchers to Tally →
FEATURE 09 — TALLY PUSH

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
One-Click PushLIVEPUSHING TO TALLY47 / 5094%ETA ~8s · Bridge onlineBY VOUCHER TYPEPayment12Receipt8Journal6Sales8Purchase16Undo last pushTally Prime · ABC TradingF1 HelpDateTypeParticularsAmount15-AprPaymentAmazon Web Services₹42,800Pushed · Voucher #204015-AprReceiptABC Trading Co.₹1,20,000Pushed · Voucher #204115-AprJournalTDS Provision · Mar₹4,280Pushed · Voucher #204215-AprSalesSharma Electronics₹38,500Pushed · Voucher #204315-AprPurchaseFlipkart Business₹85,000Writing voucher…Vouchers writing to Tally · undoable anytime

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