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Client papers collected, read and reconciled, so your staff review instead of type.
Most of the month is spent getting data into shape before any professional judgement is needed.
Reading bills, proposing entries and matching GSTR-2B is rule-based work we automate. Judging credit eligibility and unusual receipts stays with your team.
Ask any article assistant what they did this week and the answer is usually the same: chasing clients for purchase bills on WhatsApp, downloading bank statements, typing vouchers into Tally, and matching the purchase register against GSTR-2B line by line so input tax credit is not claimed on an invoice the supplier never filed.
The pattern repeats for every client, every month. Bills arrive as phone photos, forwarded emails and half-filled spreadsheets. Each one is read, coded to a ledger, checked for GSTIN and tax amount, and posted. At quarter end the same team prepares TDS returns, and in audit season they pull ledgers, confirmations and edit logs for the auditor.
This is where accounting automation for CA firms pays off, and it is the core of our GST and accounting automation service. Reading a bill, proposing the entry and matching it to the bank is repetitive and rule-based. Deciding whether the credit is eligible, or how to treat an unusual receipt, is not. We automate the first and leave the second with your team.
This is the sequence we usually build for a practice handling many small clients.
Clients send bills to one WhatsApp number or email, and each file is tagged to them.
Clients send bills and statements to a dedicated WhatsApp number or email address. Each file is tagged to the client automatically, and missing months trigger a polite reminder. Built with our WhatsApp CRM and n8n integrations.
OCR pulls GSTIN, invoice number, values and tax split, and flags fields it is unsure of.
An OCR pipeline extracts supplier name, GSTIN, invoice number, date, taxable value and tax split from each bill. Low-confidence fields are flagged rather than guessed. See OCR and document intelligence.
Each bill becomes a proposed entry with a suggested ledger, or a Tally import file.
Each bill becomes a proposed expense or purchase entry with a suggested ledger. In Fint these proposals wait in an Inbox; in Tally-based practices we generate an import file instead.
Purchases are matched to GSTR-2B and bank lines to invoices, with the reason for every mismatch.
Purchases are matched against the client's GSTR-2B, and bank lines are matched to invoices and deposits. Mismatches go to a list with the reason: missing in 2B, amount differs, GSTIN differs, or no bank line found.
Staff check proposals and raise client queries. Only confirmed entries reach the books.
A staff member reviews proposals and mismatches, raises queries to the client where needed, and confirms. Only confirmed entries reach the books, and every confirmation is logged.
GSTR-1 and GSTR-3B summaries and TDS registers are built from confirmed data for filing.
GSTR-1 and GSTR-3B summaries and TDS registers are produced from the confirmed data for the filing team to check and file on the portal.
Due dates as they stand for regular monthly filers. Check the GST and income tax portals for any extension.
| Return or task | Usual due date | What we prepare |
|---|---|---|
| GSTR-1 (monthly) | 11th of the next month | Outward supply summary from confirmed invoices |
| GSTR-3B (monthly) | 20th of the next month | Liability and input tax credit summary, with 2B mismatches listed |
| GSTR-3B (QRMP) | 22nd or 24th after the quarter, by state | Quarterly summary for clients in the QRMP scheme |
| Quarterly TDS returns | End of the month after each quarter; May for the last quarter | TDS register by deductee and section, ready for the return utility |
| E-invoicing | IRN on each B2B invoice, for turnover above ₹5 crore | Checks that each B2B invoice has an IRN before it is counted |
| Statutory audit | Year end | Ledgers, confirmations and the edit log for each change |
From 1 April 2026 the Income-tax Act, 2025 replaced the 1961 Act and the TDS return forms were renumbered. We map sections and forms for the period each transaction falls in.
Several sets of books sit under one Fint login, one for each client.
Fint holds several sets of books under one login, so a firm can work across clients without separate accounts for each.
Fint keeps an audit trail and reviewer queries, so every confirmation can be traced.
Companies keeping books in software must use one that logs every change and cannot have that log switched off, under the Companies (Accounts) Rules from 1 April 2023. Fint keeps an audit trail and lets reviewers raise queries against records, so a reviewer can see who confirmed what; ask your auditor whether your setup meets the Rules.
Reviewed entries go into Tally as an import file instead of being typed again.
Most practices will keep Tally. We build integrations with Tally so reviewed entries go in as an import file rather than being typed again.
For firms that want no outside AI service, the reading models run on your own machine.
Client books are covered by professional confidentiality and by the DPDP Act 2023. For firms that want no client data sent to an outside AI service, we run the reading models on your own machine through private AI deployment.
Desk works as a practice CRM: clients, open engagements, pending filings and who owns each. UK practices get the same reading and matching for VAT and Making Tax Digital.
Firms also ask us for a practice CRM: who the clients are, which engagements are open, which filings are pending this month and which staff member owns each one. That is what Desk does, with clients, tasks, projects and work logs in one login. For UK practices, the same document reading and bank matching applies to VAT and Making Tax Digital work, with UK GDPR in place of the DPDP Act.
No. In Fint, the AI agent proposes records and a person confirms them in the Inbox; money is never recorded without that confirmation. In Tally-based setups we produce import files for your team to review and load.
Yes. We load the 2B JSON downloaded from the GST portal, match it to the purchase register by GSTIN, invoice number, date and amount, and list every mismatch with the reason so your staff can follow up with the supplier or the client.
No. Many firms keep Tally as the ledger and use automation only for collection, reading and reconciliation. Fint is there for clients who want a simpler online set of books with GST and TDS summaries built in.
Transactions are mapped to the Act and form numbers that apply to their date. Entries dated up to 31 March 2026 stay under the 1961 Act, and later ones use the 2025 Act numbering. We update the mappings when the department issues changes.
Yes, that is usually the easiest channel for small business clients. Files sent to the firm's WhatsApp Business number are saved, tagged to the client and queued for reading, and the client gets an acknowledgement.
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