CAFirmHQ automates GSTR-2B reconciliation and replaces document chaos with a secure, structured Vault — so your team spends time on review, not on chasing files and matching rows.
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For every client. Every month. Your Articles open two Excel files side by side and start checking invoice numbers one by one. This is where their time goes — not on analysis, not on client advisory. On copy-paste and row matching.
The Journal entry trap. A purchase entered as a Journal in Tally stores Tally's own number — "52", "88" — not the supplier's invoice number. Naive matching flags all of them as Missing in 2B. Your team manually hunts each one. Three invoices. Forty-five minutes. Every month.
The pending ITC graveyard. Supplier didn't file last month. You note it down somewhere. Next month, in the rush, nobody checks. Six months later: ₹60,000 in ITC sitting unclaimed in a sheet nobody is looking at.
The 2B Reco summary. Six lines filled by hand after the matching is done. You've done the hard work — and then manually summarised it too. There is no reason this should take a person.
A typical month — without CAFirmHQ
CAFirmHQ's three-strategy matching engine processes your Tally Inwards Register and GSTR-2B in seconds — handling exact matches, Journal entry fallbacks, and timing differences automatically. Every invoice is classified. Your team only touches the ones that need review.
Strategy 1: exact invoice number. Strategy 2: supplier name + amount (Journal entry fallback). Strategy 3: Excess in 2B identification. 97%+ first-pass accuracy on real CA firm data.
Invoices missing in this month's 2B are tracked automatically and re-checked every subsequent month. When the supplier files, the status updates itself. No manual pending sheet. No forgotten ITC.
CA adds remarks directly in the grid. Remarks persist across re-uploads and are visible to the whole team. The 2B Reco summary generates itself.
Invite your client's accountant to do first-pass reconciliation. CA sees structured results immediately — no Excel attachment, no re-keying.
Every invoice gets one of 7 statuses
Validated on real CA firm data. 132 invoices. 100% match rate after three-strategy matching. ₹0 ITC at risk from Journal entry misclassification.
No folder structure. No version control. No record of what was sent, when, and by whom. And on your side — three email threads, two WhatsApp chats, and one Google Drive link that expired — for a single client's monthly documents.
The wrong file problem. Client sends "March invoices." You start reconciliation. Halfway through, you realise it's February's file renamed. Back to WhatsApp. Another 2 hours gone.
The "did you get it?" problem. You send the reconciliation report by email. Client says they never received it. You resend. They reply to the wrong email thread. Now there are two versions of the report in circulation and neither of you knows which is final.
The audit panic problem. GST notice arrives. You need the original purchase invoice for one supplier from 14 months ago. You search email. You search WhatsApp. You message the client. Three days later — maybe — it appears.
Document flow — without a Vault
The Document Vault gives your CA firm and each client company a shared, structured file exchange. Documents go in once — tagged with the period, labelled clearly — and stay there. No email threads. No expired links. No hunting.
Inward tab: client sends documents to the CA — purchase invoices, bank statements, Tally exports. Outward tab: CA sends documents to the client — reconciliation reports, notices, letters. Everyone knows where to look.
Every file is tagged with a period ("March 2026") and a description. No more filenames like "Final_v3_ACTUAL." You search for March. March appears.
CA and client can comment on any file — "Please recheck page 3" or "Corrected version uploaded above." Append-only thread. Complete audit trail.
Company accountants can only see their own company's vault. CA team members see only the clients assigned to them. Nothing leaks across firms.
File Exchange — Coretech Solutions
Available as an add-on to any GST Reconciliation plan. Vault Starter from ₹499/month for 10 GB. Activate from within the app.
Multi-client compliance teams managing 10 to 100+ company clients every month.
Finance teams who handle their own documents and do first-pass reconciliation before handing to their CA.
Independent accountants managing GST compliance for 1–3 companies on their own.
GST Reconciliation from ₹299/month. Document Vault from ₹499/month as an add-on. 90-day free trial on every plan — no credit card, no commitment.
Start your free 90-day trial today. No credit card, no setup fee. Run your first reconciliation in minutes on your own Tally data.