Bank statement to Tally
01Any bank PDF or scan, posted as Tally entries with your ledger rules. Doubtful lines go to a review queue.
Tally XMLZoho Books
Saves 6 to 12 hrs per client a month
For CA firms and finance teams
Your team should be reviewing books, not typing them.
Bills into Tally, GSTR-2B matched, suppliers reminded, notices drafted. Built around how your firm works, and run for you.
How it fits together
From a WhatsApp photo to a filed return.
Six steps. People touch only the exceptions. Start with any one.
- 01
Collect
Clients send bills and statements on WhatsApp or email. Nothing to install.
PDF · JPG · XLS · WhatsApp
- 02
Read
Every line item extracted, GSTIN verified, duplicates removed.
GSTIN check · HSN · tax split
- 03
Post
Clean entries land in Tally or Zoho. A person reviews only the doubtful ones.
Tally XML · Zoho API
- 04
Match
GSTR-2B and IMS matched with the books every month, each mismatch explained.
GSP · 2B · IMS
- 05
Remind
Suppliers who have not filed and clients who have not sent documents get polite, escalating nudges.
WhatsApp · Email
- 06
File
Workings ready for the CA to review and sign. Notices and due dates on one board.
GSTR-1/3B · TDS · ROC
What we automate
Six modules. Start with the one that hurts most.
Each one is priced on its own. Most firms start with 2B matching.
GSTR-2B and IMS matching
02Invoice-by-invoice matching every month, IMS actions proposed, Rule 37A risk flagged before the 20th.
GSP APIIMSRule 37A
2 to 3 hrs per client cut to 20 min
Supplier reminders
03Every bill missing from 2B triggers a WhatsApp nudge to the supplier, escalating until it appears.
WhatsApp APIEscalation rules
Recovers blocked ITC monthly
Notice desk
04GST and income-tax notices read, classified, dated and given a first-draft reply for the partner to review.
DRC-01ASMT-10143(1)
1 to 2 hrs per notice
Document chaser and firm board
05Reminders at T-15, T-7 and T-1 for every pending input. One screen shows which client is blocking what.
WhatsAppDriveFirm board
5 to 10 staff-hrs per partner a month
GST 2.0 transition clean-up
06One-time HSN and rate re-mapping, Tally master clean-up and form migration under the new rules.
HSN mappingMaster cleanup
Fixed-fee project
Who this is for
Three kinds of teams, one shape of problem.
1 to 5 partners, 50 to 300 clients
Small CA office
The pain. 60 to 90 staff hours a month go to 2B matching alone.
Where we start. Matching plus WhatsApp reminders. Live in three weeks.
5 to 25 partners
Mid-size CA firm
The pain. Hundreds of notices a year and no single view of what is pending.
Where we start. Notice desk, firm board, bank-to-Tally.
₹5 to 250 Cr turnover
SME finance team
The pain. A month-end that takes two weeks and ITC stuck with suppliers.
Where we start. Bill extraction, 2B matching and supplier reminders inside your Tally.
Payback calculator
What does reconciliation cost you today?
Move the sliders. Assumes 2B matching drops from 2 to 3 hours per client to about 20 minutes of review.
Hours recovered / month
—
Roughly — full-time equivalents.
Staff cost recovered / month
—
About — a year, before ITC you stop leaking.
Capacity unlocked
The same team could serve about — more clients.
Illustrative. We measure the real number in your prototype.
Questions
What CAs ask us first.
How accurate is the extraction?
Above 99% on clean PDFs, 95 to 98% on scans and photos. Every doubtful field goes to a human review queue, never posted blind.
Do you connect to the GST portal?
Through GSTN-authorised GSPs with OTP consent. We never store portal passwords or scrape the portal.
Will this work with our Tally?
Yes. TallyPrime and Tally.ERP 9 via XML, on-premise or cloud. Zoho Books, Busy and Excel books too.
Who is liable if a return is wrong?
The signing CA, exactly as today. Nothing is filed without a human approval step, and every action is logged with its source document.
Can we white-label it for our clients?
Yes. The WhatsApp reminders and client board can carry your firm’s name. We work on fixed fees, never a share of your professional fees.
What does it cost?
A fixed-price prototype, then a monthly fee that scales with clients or GSTINs. Hosting in India, monitoring and rule changes included.
Send one client's purchase register and 2B. We'll match it live on the call.
A free 45-minute session. You leave with a mismatch report and a prototype plan.