PDF or Excel. Parses locally, classifies like a CA, highlights income, flags risk - then exports a Big-4-style Excel workbook.
PDF · XLSX · XLS · CSV - thousands of rows
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CA Summary
Income & Receipts
Risk Dashboard
ITR Checklist
All Transactions
Journal
Client Queries
Where to look first
Every entry has been classified, income highlighted, and risk scored. Use the tabs above to review income heads, red flags and the ITR checklist, then download the full Excel report.
Auto-answered from the statement. YES means indicators were detected - always reconcile with AIS / 26AS before filing.
#
Date
Description
Category
ITR Head
Debit
Credit
Balance
Conf.
Date
Entry
Account
Debit
Credit
Narration
Questions to raise with the client before filing, generated from the patterns detected in this statement.
16-sheet workbook · branded · Indian ₹ format · conditional colours
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