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.
Works with 50+ Indian Banks
Reads PDF, Excel, and CSV statements from 50+ Indian banks including SBI, HDFC, ICICI, Axis, and regional banks.
GSTR-1, GSTR-2A & GSTR-2B
Upload GST returns directly from the portal. GSTR-1 JSON for sales, GSTR-2B Excel for purchases, GSTR-2A for reconciliation.
Invoice OCR — Bulk Processing
Upload hundreds of purchase and sales PDF invoices. AI extracts party, GSTIN, amounts, tax breakup, and line items automatically.
Speedy AI Recommendations
On-demand GPT-powered categorization suggests the right ledger and GST treatment for every transaction in seconds.
Smart Ledger Mapping
Exact, case, alias, and fuzzy matching in order. Group-aware — never confuses expenses with bank accounts or mixes CGST/SGST.
Ask Client
Send clarification requests for suspense entries. Clients respond via a secure link — no app needed. Auto-processes in your dashboard.
Team Management
Add article clerks and staff with role-based permissions. Assign clients. Admin wallet pays for everyone’s usage.
Pre-Push Validation
Catches duplicate entries, missing ledgers, period locks, and GST mismatches before anything reaches Tally. Zero error push.
One-Click Tally Push
Push hundreds of vouchers directly into Tally Prime or ERP 9. Real-time progress. Full history with undo capability.
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
- GPT fallback for scanned PDFs and unusual layouts — automatic quality check
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
Invoice OCR — Bulk Processing
Drop hundreds of invoices and let AI extract every detail. Works with digital PDFs, scanned documents, and even handwritten invoices.
- Upload hundreds of PDF invoices at once — purchase or sales
- AI extracts party name, GSTIN, invoice number, amounts, tax breakup automatically
- Works with digital, scanned, and handwritten invoices
- Review extracted data, correct if needed, then push as vouchers to Tally
Speedy AI Recommendations
When the parser cannot determine the right ledger, GPT steps in on-demand to analyze narrations and suggest the perfect match in seconds.
- On-demand GPT-powered categorization 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: trigger AI for 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: 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
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 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
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
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
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