Home → Features
Features built for Indian CA firms
Pre-accounting and collaboration that makes your existing Winman/Tally stack faster.
AI Intake → Register
Turn PDFs, photos and handwritten bills into clean purchase/sales registers with GSTIN/HSN checks and duplicate detection.
GSTR-2B Reconciliation
Upload 2B JSON to see match/mismatch buckets with plain-English explainers and suggested next actions.
Secure Client Portal
Required lists, validation at source, reminders and threaded messages tied to documents. Less chasing, fewer reworks.
GSTR-1 Preparation
Section-wise compile with validations and ready-to-file exports aligned to Winman/Tally.
Sales & Purchase Registers
Clean registers built directly from invoices with duplicate checks and audit trail.
AI Invoice Scan
From images to structured registers — accuracy with auditability.
Multiformat intake
Mobile photos, PDFs, multipage scans and many handwritten layouts.
Validation first
GSTIN/HSN/tax math checks, vendor lookup and duplicate detection before data lands in the register.
Reviewer workflow
Flag, comment and lock entries. Full audit trail for every correction.
GSTR-2B Reconciliation & ITC
Practical reconciliation designed for busy teams.
Match buckets
View matched, value/HSN/GSTIN/date mismatch buckets with totals.
Explain & action
Plain-English explanations and one-click drafts for supplier corrections.
Risk visibility
Short-claim and late-filing risk surfaced by client and period.
GSTR‑1 Preparation
Build GSTR‑1 from the source — invoices — with smart validation and ready-to-export outputs.
Section-wise compile
Auto-bucket B2B, B2C, CDNR/CDNUR, exports, advances, and amendments based on invoice fields.
Inbuilt checks
GSTIN format, place-of-supply, reverse charge, HSN summary and tax math validations before export.
Exports for filing
Excel/CSV/JSON extracts aligned to typical Winman/Tally import formats — keep your current filing flow.
Sales & Purchase Registers — Direct from Invoices
Generate clean, reviewable registers straight from PDF/photos/handwritten invoices.
Sales Register
Invoice-wise outputs with GSTIN, POS, HSN, taxable value and tax breakup; duplicates flagged.
Purchase Register
Vendor-wise registers ready for 2B reconciliation with mismatch explanations.
Ledger-ready
Optional summary pivots to support Tally/Winman ledger posting with review & lock steps.
Debit Notes & Credit Notes — Auto-extracted
Identify and structure DN/CN from documents with correct linkage back to original invoices.
Auto-detection
Detect DN/CN layouts and capture references, reasons, and taxable/tax components.
Amendments handling
Track adjustments and route them to the right GSTR‑1/CDN buckets.
Governed workflow
Review, comments and audit trail — then export for filing tools.
Client Portal
A single secure door for documents and updates.
Required lists
Templates per client type and period drive what to collect.
At-source checks
Block wrong file types, invalid GSTINs and missing fields upfront.
Reminders & threads
Auto-nudges and conversations tied to each document for accountability.
Want a deeper dive? See Client Portal.
Exports & Interop
Excel/CSV/JSON
Download exactly what your filing engine expects.
Designed for Winman/Tally
No lock-in. We’re a pre-accounting layer to speed up your existing stack.
APIs (optional)
Programmatic access for custom workflows and dashboards.
Governance, Roles & Audit
Role-based access
Tenant-admin, staff, reviewer and client roles with least-privilege defaults.
Review & lock
Controlled state changes for period close with audit log exports.
Security by design
Presigned uploads, HTTPS-only and isolation. See Security for details.
Who it’s for
Partners and teams at Indian CA firms handling monthly GST close, high-volume vendor reconciliations, and notice responses without adding headcount.
- Trading & Services clients
- Multi-branch firms with shared teams
- Firms standardising client communication
Feature FAQs
Do you replace filing software like Winman?
Do you support handwritten bills?
How do you ensure accuracy?
Ready to explore CA Copilot?
Show us one client/period and we’ll map the fast wins.