01
Party & Client Master
Maintain complete records for all clients, vendors, and parties — GSTIN, PAN, addresses, bank details, and contact info — synced across all modules.
Features
Everything You Need to Run Finance Smoothly
Practical tools that save you time, reduce errors, and keep your business compliant — all in one platform.
Capabilities
Built for CAs and Businesses
Every feature designed to eliminate manual work and keep your finances on track.
Voice Accounting
Log entries and query books by speaking — English & Hindi.
AI Tasks
Create and assign tasks by typing or speaking.
Tally Intelligence
Smart search, calculator, and filters on Tally data.
Folder Management
Openclaw-style auto-filing for every client document.
Auto OTP Fetch
Collect GST OTP from clients via WhatsApp automatically.
Stock Master
HSN, units, tax rates, and inventory linked to GST.
Offline Mode
Work without internet; syncs when you're back online.
Audit Logs
Immutable logs for every employee and client action.
Encryption Layer
bcrypt passwords + application-layer token security.
Financial Dashboard
Revenue, expenses, cash flow - all in one view.
GST & Compliance
File GST R1 & 3B with one click.
Bank Reconciliation
Match transactions in minutes, not days.
WhatsApp Automation
Read documents, send reminders, collect OTPs.
Finance Assistant
Instant answers on GST, compliance, and tax.
Client Management
Track filings, deadlines, and docs per client.
Deadline Alerts
Never miss a filing or payment deadline.
AI-powered
Aalekh thinks, listens, and works for you
Four AI-powered capabilities that replace hours of manual work every day.
Try it
“Add ₹12,500 office rent to expenses”
Posted to ledger
Speak in English or Hindi. Aalekh understands accounting language and posts structured entries automatically.
01
Voice-Based AccountingNEW
Log entries, record expenses, and create invoices hands-free. Aalekh converts spoken words into structured accounting entries in real time.
02
Tasks by Typing or SpeakingNEW
Create, assign, and track tasks using plain language. Say or type what needs to be done — Aalekh handles the structure, deadlines, and reminders.
03
Tally Smart SearchNEW
Search any ledger, entry, or transaction by just entering a name or keyword — the way a Google search works, but inside your Tally data.
04
Tally Smart CalculatorNEW
Type a client name or account and instantly see calculated totals, balances, and values — no manual lookups, no formula writing.
Core features
Everything You Need to Run Finance Smoothly
Practical tools that save you time, reduce errors, and keep your business compliant.
Financial Dashboard
Know exactly where your business stands — anytime. Track revenue, expenses, cash flow, and profitability from a single dashboard.
Know more detailsGST & Compliance
Never miss filings. Stay penalty-free. Aalekh auto-generates GST returns, flags mismatches, and keeps you audit-ready — always.
Know more detailsBank Reconciliation
Match transactions instantly and detect errors early. Reconciliation that saves hours and eliminates manual mismatches.
Know more detailsFinance Assistant
Ask anything. Get instant answers. From profit margins to pending invoices — Aalekh knows your numbers inside out.
Know more detailsDeadline Alerts
Deadlines handled before they become problems. Get timely notifications for GST filings, payment dues, compliance deadlines, and more.
Know more detailsTally integration
Tally — but faster, smarter, and searchable
Aalekh adds a powerful intelligence layer on top of Tally so your team works 5× faster without changing how you use Tally.
Smart Search
Find any entry, ledger, or voucher by name instantly. No navigation, no scrolling — just search and land exactly where you need to be.
Smart Calculator
Type a party name to instantly surface their outstanding balance, total purchases, or pending invoices — calculated live, no manual math.
Advanced Filter
Filter entries by date, party, amount range, GST status, reconciliation status, or any combination — faster and cross-client.
Auto Bank Reconciliation
Upload your bank statement. Aalekh matches each transaction with the corresponding Tally entry and flags mismatches — reconciliation in minutes.
Two-Way Tally Sync
Data entered in Aalekh syncs to Tally. Data in Tally reflects in Aalekh dashboards. One source of truth, always.
Document management
Every document in its place — automatically
Inspired by how the best CA firms organize work. Aalekh gives you Openclaw-style folder structure with AI-powered auto-filing.
Smart Folder Segregation
Aalekh automatically creates and organizes client folders — by financial year, document type, filing status, and client name. Every invoice, statement, and return goes exactly where it belongs.
- Auto-creates folders by client, year, and document type
- Drag-and-drop upload with instant categorization
- WhatsApp documents auto-filed into correct client folder
- Folder-level access controls — control who sees what
- One-click folder sharing with clients (view-only)
Client: Mehta Textiles
FY 2025-26
GST Returns
Bank Statements
Invoices
ITR Documents
FY 2024-25
Client: BrightPath Logistics
FY 2025-26
GST Returns
Invoices
Master data
One master record for every party, item, and account
Set it once. Use it everywhere. Aalekh's master data engine keeps all your reference data clean, current, and conflict-free.
02
Stock & Inventory MasterNEW
Add and manage stock items with HSN codes, units, tax rates, and opening stock. Aalekh tracks stock movement and links it to invoices and GST returns automatically.
03
Ledger & Account Master
Create and manage chart of accounts, cost centers, and ledger groups. All entries across the platform post to the correct ledger automatically.
04
GST-Verified Master Data
Enter a GSTIN and Aalekh auto-fills the party's legal name, address, and registration type — verified directly from the GST portal.
Module by module
Every module, on both sides of the desk
One platform for the practice and a portal for every client — here is the complete list of what ships inside.
Everything your practice runs on
Client masters, filings, certificates, letters, billing and reporting — one workspace for the whole firm.
Client Management
- Client master — PAN, GSTIN, CIN, TAN, Udyam, PT, PF, ESI, LUT, share capital, contacts
- GSTIN auto-verification — status, type, and registration date filled in automatically
- CIN verification via MCA — authorised and paid-up capital filled in automatically
- Client directors — DIN, designation, shareholding
- Client password vault — encrypted GST/IRP/EWB credentials with DPDP consent
- DSC management
- Docs In/Out register
- Client notes, tags, groups, rate cards, and SLA
- Client portal invite over email — the client sets their own password
Certificates22
Prefilled from your database or Tally, exported as PDF and DOCX, with UDIN and Drive built in.
- Turnover
- Net Worth
- Income
- Profit
- Projected Income
- Capital Employed
- Working Capital
- Investment
- Source of Funds
- GST Turnover
- TDS Verification
- Form 15CB
- Stock Statement
- Book Debts
- Project Cost
- Means of Finance
- Subsidy Claim
- FCRA Utilisation
- No Dues
- Business Existence
- Utilization
- Create Your Own
Documents & Utilities
- Drive — files and folders with auto-save
- e-Sign — full workflow with audit trail
- PDF tools
- Global search (⌘K) across clients, tasks, to-dos, invoices, quotations, receipts, notes, drive, e-sign, register, and employees
- Notifications over email, WhatsApp and push, plus broadcasts
Tasks & Team
- Task management — service-wise, with sub-tasks, priority, due and target dates, assignees, tags
- Bulk actions — status, priority, due date, CSV export, delete
- Filters by client, service, tag, assignee, overdue, and invoiced/not-invoiced
- Invoiced-task delete protection
- Recurring tasks and to-dos
- Employees — roles and granular permissions, attendance, task reports
- Compliance calendar with filing reminders
Financial Statements & Reports
- Financial Statements — Schedule III balance sheet, P&L and notes across two FY columns, straight from Tally
- Project Report / CMA
- MIS report and dashboard analytics
- Depreciation under both the Companies Act and the IT Act
- Reconciliation — bank matching and BRS
TDS
- TDS compliance and calculator
- TDS certificate verification
Calculators21
Every day-to-day computation a practice needs, in one place.
- Income Tax
- GST
- Advance Tax
- Capital Gains
- Depreciation
- DTA/DTL
- EMI
- EPS
- FD
- Gratuity
- HRA
- ITC Reversal
- MAT/AMT
- MSME 43B
- NPS
- Partner Remuneration
- Presumptive
- SIP
- TDS
- TDS 194Q
- TDS Interest
Invoicing & Billing
- Auto-invoicing — task marked complete raises the invoice and sends the PDF over email and WhatsApp
- Invoices, credit notes, receipts, and quotations
- Payment tracking
GST Filing — Full Suite
- GSTR-1 and GSTR-3B — prepare from books, reconcile, and file
- GSTR-9 annual returns and QRMP
- IMS (ITC actions), e-Invoice (IRN), and E-Way Bill
- Ledgers with 2A/2B reconciliation
- GST filing history and tracker — ARN, dates, and filed tax figures pulled from the portal
- GST lookups, vendor scan, bulk GST jobs, and reminders
- GST Assistant (AI)
Letters, Reports & Sign-offs
- Engagement letters — statutory audit, tax audit 44AB, certification, with AI drafting
- MRL — statutory and tax audit, with AI drafting
- Sign-offs — ITR, GST return, certificate client declaration
- Confirmations — cash and bank, stock, debtors and creditors
- Board's Report — full 35-section and abridged OPC/small company
- Directors' Report, Sec 134, shareholders, allottees, minutes, auditor consent, resignation, notice reply
Tally & Imports
- Tally Connector — voucher sync and masters
- Invoice import — bulk extraction, ledger mapping, voucher posting
Product tour
See It in Action
A look inside the platform — built for how finance teams actually work.
Practice Dashboard
Revenue, outstanding fees, collection rate, and client mix — the state of the firm on one screen.
GST Filing Overview
Track pending filings, 12-month compliance rate, and the clients whose returns are past due.
Invoice OCR to Tally
Upload invoices in bulk. Aalekh extracts each one, scores its confidence, and posts approved vouchers to Tally.
Bank Reconciliation
Drop in a CSV, Excel, or PDF statement. Transactions are categorised automatically, then reviewed and posted.
Team Task Board
Every client job as a card — backlog to done, with assignees, priority, and due dates.
MIS & Reports
Billed versus collected, receivables ageing, and per-client revenue for any period.
21 Built-in Calculators
DTA/DTL, depreciation, capital gains, MAT/AMT, presumptive, TDS — with client data prefilled.
CMA / Project Reports
Five-year projections, DSCR, and profitability ratios for bank loan submissions, exported to Excel.
Compliance Tracker
Overdue and pending filings, on-time rate, late fees, and a DSC expiry tracker across every client.
Task List & Filters
Filter by client, service, tag, assignee, overdue, or invoiced status — then act on the whole selection at once.
Invoicing
Every invoice across every client, with status, due dates, and outstanding amounts in one register.
Quotations
Send quotations before work starts, then convert an accepted one straight into an invoice.
Credit Notes
Issue a credit note against any invoice, with the reason and linkage kept on record.
Service & Rate Card
Define each service once with its SAC code, GST rate, and default billing rate — invoices then price themselves.
GST Lookups
Verify a GSTIN, map PAN to GSTINs, and read filing history straight from the portal — no taxpayer login needed.
TDS / TCS Returns
Build the quarterly TDS/TCS TXT file for upload, and track each job through the filing workflow.
TDS / TCS Calculator
Live rates by nature of payment, with threshold, section, and due date worked out for you.
Depreciation Schedules
Asset-wise Schedule II and block-wise Income-tax Act depreciation, with assets pulled from Tally.
Document Drive
Client folders that organise themselves, with everything filed by year and document type.
Client Notifications
Payment reminders, filing reminders, and document requests — templated, personalised, and sent in bulk.
Personal To-dos
The small follow-ups that never make it onto a client task — tracked alongside the work that does.
Product FAQ
Aalekh.ai is an AI-powered GST filing and practice management platform built for Chartered Accountants in India. It automates GSTR-1 and GSTR-3B preparation, GSTR-2A/2B reconciliation, and ITC matching so CAs can file faster with fewer errors. Firms using Aalekh report up to 5× faster GST filing workflows compared to manual Excel-based processes. Learn more at https://www.aalekh.ai.
Aalekh.ai automatically reconciles GSTR-2A and GSTR-2B data against purchase records and books, flags invoice mismatches, missing entries, and ITC discrepancies before filing. The system cross-checks tax rates, amounts, and GSTIN-level data to reduce wrong credit claims and notices. CAs can resolve exceptions in minutes instead of manual spreadsheet matching. Details: https://www.aalekh.ai/page-features#tally-intelligence.
Yes. Aalekh.ai lets CA firms manage GST filings across many clients from a single dashboard, with one-click GSTR-1 and GSTR-3B workflows and automated GSTR-2A/2B reconciliation per GSTIN. The platform tracks filing status, due dates, and compliance risk by client. Auto OTP collection via WhatsApp/SMS further speeds portal filing during busy return periods. Explore at https://www.aalekh.ai.
Aalekh.ai includes ITR filing management with client-wise status tracking, document collection, and deadline alerts alongside GST modules. CAs can monitor pending, filed, and overdue returns from one dashboard rather than scattered spreadsheets. The platform is expanding AI-assisted tax workflows for Indian compliance use cases. Learn more at https://www.aalekh.ai/page-for-ca.
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