Platform

Six Modules. One Platform.

Everything Indian CAs need to transform bank statement analysis — from raw PDFs to actionable financial intelligence.

Module 01

Smart Data Extraction

Upload any bank statement PDF — scanned, digital, or image-based. Our AI engine extracts every transaction with 99.7% accuracy across 50+ Indian bank formats.

99.7% extraction accuracy
Handles scanned & handwritten PDFs
50+ Indian bank formats
Running balance verification
Smart Data Extraction
Module 02

AI Auto-Categorization

Every transaction is automatically classified into 40+ categories using our India-trained AI model — salaries, rent, GST payments, investments, EMIs, and more.

40+ transaction categories
India-specific classification
Custom category rules
Bulk re-categorization
AI Auto-Categorization
Module 03

Visual Dashboards

Interactive charts and graphs that make financial data instantly understandable. Cash flow trends, spending breakdowns, and monthly comparisons at a glance.

Cash flow visualizations
Spending trend charts
Monthly comparisons
Exportable PDF reports
Visual Dashboards
Module 04

Forensic Audit Engine

Detect circular transactions, round-tripping, cash structuring, and unusual patterns. Generate forensic scores and compliance-ready audit reports.

Circular transaction detection
Round-tripping alerts
Forensic health score
Audit-ready PDF reports
Forensic Audit Engine
Module 05

Tax Compliance Suite

Automated TDS tracking, GST reconciliation, advance tax estimation, and Section 26AS matching. Stay compliant without the spreadsheet headaches.

TDS auto-tracking
GST reconciliation
Advance tax estimates
26AS cross-matching
Tax Compliance Suite
Module 06

Client Collaboration Portal

Share interactive dashboards with clients through a branded portal. They can view reports, download PDFs, leave comments, and approve categorizations.

Branded client portal
Interactive report sharing
Client commenting
Role-based access control
Client Collaboration Portal

Experience all six modules

Start your free 14-day trial with full access to every module. No credit card needed.