# CA Software Features – GST, Reconciliation & AI | Aalekh > AI-powered features for CAs and SMEs: financial dashboard, GST automation, bank reconciliation, invoice automation, deadline alerts, and WhatsApp client communication. Canonical URL: https://www.aalekh.ai/page-features 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. [Get Started](/page-pricing)Book Demo 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 details](/page-features#ca-dashboard) ### GST & Compliance Never miss filings. Stay penalty-free. Aalekh auto-generates GST returns, flags mismatches, and keeps you audit-ready — always. [Know more details](/page-features#gst-automation) ### Bank Reconciliation Match transactions instantly and detect errors early. Reconciliation that saves hours and eliminates manual mismatches. [Know more details](/page-features#bank-reconciliation) ### Finance Assistant Ask anything. Get instant answers. From profit margins to pending invoices — Aalekh knows your numbers inside out. [Know more details](/page-features#invoice-automation) ### Deadline Alerts Deadlines handled before they become problems. Get timely notifications for GST filings, payment dues, compliance deadlines, and more. [Know more details](/page-features#deadline-alerts) Tally 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. 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. 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. CA sideClient side ### 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. ![Aalekh practice dashboard showing revenue, outstanding fees and collection rate](/assets/images/product/dashboard.webp) ### Practice Dashboard Revenue, outstanding fees, collection rate, and client mix — the state of the firm on one screen. ![GST filing overview with compliance trend and clients needing attention](/assets/images/product/gst-filing.webp) ### GST Filing Overview Track pending filings, 12-month compliance rate, and the clients whose returns are past due. ![Invoice to sales voucher queue showing OCR extraction quality per document](/assets/images/product/invoice-ocr.webp) ### Invoice OCR to Tally Upload invoices in bulk. Aalekh extracts each one, scores its confidence, and posts approved vouchers to Tally. ![Bank statement upload and categorisation workflow](/assets/images/product/bank-reconciliation.webp) ### Bank Reconciliation Drop in a CSV, Excel, or PDF statement. Transactions are categorised automatically, then reviewed and posted. ![Task board with backlog, todo, in progress and done columns](/assets/images/product/tasks-board.webp) ### Team Task Board Every client job as a card — backlog to done, with assignees, priority, and due dates. ![Reports page showing billed versus collected and receivables ageing](/assets/images/product/reports.webp) ### MIS & Reports Billed versus collected, receivables ageing, and per-client revenue for any period. ![Advanced calculators with the DTA/DTL calculator open](/assets/images/product/calculators.webp) ### 21 Built-in Calculators DTA/DTL, depreciation, capital gains, MAT/AMT, presumptive, TDS — with client data prefilled. ![CMA report generator showing five-year projections and ratios](/assets/images/product/cma-report.webp) ### CMA / Project Reports Five-year projections, DSCR, and profitability ratios for bank loan submissions, exported to Excel. ![Compliance dashboard with overdue filings, DSC expiry tracker and e-sign pipeline](/assets/images/product/dashboard-compliance.webp) ### Compliance Tracker Overdue and pending filings, on-time rate, late fees, and a DSC expiry tracker across every client. ![Task list filtered by client, service, assignee and billing status](/assets/images/product/tasks-list.webp) ### Task List & Filters Filter by client, service, tag, assignee, overdue, or invoiced status — then act on the whole selection at once. ![Invoice register showing status, totals and amounts due per client](/assets/images/product/invoices.webp) ### Invoicing Every invoice across every client, with status, due dates, and outstanding amounts in one register. ![Quotations list with validity dates and totals](/assets/images/product/quotations.webp) ### Quotations Send quotations before work starts, then convert an accepted one straight into an invoice. ![Credit notes linked to their original invoices](/assets/images/product/credit-notes.webp) ### Credit Notes Issue a credit note against any invoice, with the reason and linkage kept on record. ![CA services with SAC codes, GST rates and default billing rates](/assets/images/product/ca-services.webp) ### Service & Rate Card Define each service once with its SAC code, GST rate, and default billing rate — invoices then price themselves. ![GST lookups panel verifying a GSTIN against the portal](/assets/images/product/gst-lookups.webp) ### GST Lookups Verify a GSTIN, map PAN to GSTINs, and read filing history straight from the portal — no taxpayer login needed. ![TDS and TCS return generator producing a quarterly TXT file](/assets/images/product/tds-returns.webp) ### TDS / TCS Returns Build the quarterly TDS/TCS TXT file for upload, and track each job through the filing workflow. ![TCS calculator showing section, rate, threshold and due date](/assets/images/product/tds-calculator.webp) ### TDS / TCS Calculator Live rates by nature of payment, with threshold, section, and due date worked out for you. ![Depreciation calculator under Companies Act and Income-tax Act](/assets/images/product/depreciation.webp) ### Depreciation Schedules Asset-wise Schedule II and block-wise Income-tax Act depreciation, with assets pulled from Tally. ![Drive showing client folders and uploaded documents](/assets/images/product/drive.webp) ### Document Drive Client folders that organise themselves, with everything filed by year and document type. ![Send notification screen with quick templates and client selection](/assets/images/product/send-notification.webp) ### Client Notifications Payment reminders, filing reminders, and document requests — templated, personalised, and sent in bulk. ![Todos list with priority, due dates and client tags](/assets/images/product/todos.webp) ### Personal To-dos The small follow-ups that never make it onto a client task — tracked alongside the work that does. ## Product FAQ GST & ComplianceCA PracticeProduct & PricingSecurity & Finance What is the best GST filing software for Chartered Accountants in India? 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. How does Aalekh help with GST reconciliation and ITC matching? 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. Can Aalekh file GST returns automatically for multiple clients? 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. Does Aalekh support ITR filing automation for CAs? 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. [View all FAQs](/page-faq) Get started today ## Stop managing finances manually. Start running your business with clarity. 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