AI Intake & AI Invoice Scan for faster GST workflows
Turn PDFs & WhatsApp bills into clean registers, compile GSTR-1, reconcile GSTR-2B, and collaborate via a secure Client Portal. Export to Winman/Tally with governance & audit.
Illustrative results based on early adopters; actual impact varies by client mix and process maturity.
How it works
Intake
Clients upload via portal with required lists, reminders & magic links.AI Invoice Scan
PDF/photos/handwritten → fields with GSTIN/HSN & tax math checks.Validate
Duplicates, POS/RCM, HSN summary & reviewer workflow.Registers
Sales/Purchase registers generated directly from documents.GSTR-1 / 2B Recon
Section-wise compile, mismatch explainers & action drafts.Export
Excel/CSV/JSON shaped for Winman/Tally with review & lock.Core capabilities
AI Invoice Scan → Register
Scans, photos, handwritten bills → structured registers with duplicate/HSN/tax math checks and GSTIN validation.
GSTR-1 Preparation
Auto-bucket B2B/B2C/CDNR/CDNUR/Exports/Advances/Amendments. POS/RCM/HSN validations and exports for Winman/Tally.
GSTR-2B Reconciliation & ITC
Upload the 2B JSON to see match/mismatch buckets with plain-English explanations and suggested actions.
Client Portal
Required lists, at-source validation, reminders and threaded messages tied to documents.
Drafts & Notices
Ready-to-edit client chasers, supplier corrections and reply scaffolds with annexures populated from your data.
Exports & Interop
Excel/CSV/JSON exports that fit Winman/Tally workflows with review & lock for governance.
Built for Indian CA firms
Terminology, exports and workflows match how Indian firms work monthly—no process shock.
Security by design
Role-based access scoped tenant→client, presigned uploads, HTTPS/TLS everywhere and audit logs. See Security.
No lock-in
Keep Winman/Tally. We’re the pre-accounting layer that accelerates your stack, not replaces it.
Ready to explore CA Copilot?
Show us one client/period and we’ll map the fast wins.