CAFirmHQ works with the files you already have — Tally exports and GSTR-2B downloads. No new data entry, no integration setup.
CAFirmHQ uses a three-strategy matching engine validated on real data. It correctly handles the cases that trip up simple invoice-number-only matching.
The primary strategy — matches Tally invoice numbers directly against GSTR-2B invoice numbers. Covers approximately 97% of normal Purchase voucher entries.
For Journal entries in Tally, the invoice number field contains Tally's own sequential voucher number (e.g. "52"), not the supplier's real invoice number. Strategy 2 matches on supplier name and taxable amount instead — correctly resolving entries that would otherwise be flagged as "Missing in 2B".
Invoices present in GSTR-2B but not yet in your Tally books are identified as Excess in 2B — potential unclaimed ITC that your team can verify and account for.
Whether you're a CA firm, a company accounts team, or a Solo Accountant — CAFirmHQ fits your workflow.
Who: CA Admin and their team members (Articles, Assistants). No company accountant involved.
CA Admin adds the company (GSTIN, name, state) to CAFirmHQ
Team member uploads Tally Inwards Register + GSTR-2B download
Engine runs — results appear in seconds. Exceptions highlighted.
CA reviews exceptions, adds remarks, exports to Excel for filing
Best for:
CA firms where the CA team handles all reconciliation internally. Company clients are not given platform access.
Plans: CA Starter and above
Who: CA Admin invites the company's own accountant. Company does first pass, CA reviews.
CA Admin adds company, enables "Company Login Access", invites company accountant by email
Company accountant logs in, uploads their Tally export + GSTR-2B, runs first-pass reconciliation
CA sees the results immediately — no email, no Excel attachment, no re-keying
CA reviews exceptions, adds final remarks, approves and exports
The collaboration advantage:
Company accountants know their own data best. They can resolve obvious mismatches before the CA even sees the file — saving CA firm time and improving accuracy.
Plans: CA Starter and above
Who: An independent accountant managing GST compliance for their own companies — no CA firm involved.
Self-register on CAFirmHQ, add up to 3 companies
Upload Tally Inwards Register + GSTR-2B each month
Review results, add remarks, track pending ITC
Export to Excel for filing reference — done
Best for:
A company's in-house accountant, or a freelance accountant managing a small number of entities independently without needing team features.
Plan: Solo Accountant — ₹299/month
Invoices not found in this month's GSTR-2B are automatically moved to the Pending ITC register. Every subsequent month, CAFirmHQ checks whether those pending invoices have now appeared in the new 2B — and automatically resolves them when they do.
This is the tab that doesn't exist in most CA firms' current workflow — but it's where lakhs of rupees in unclaimed ITC hide, month after month.
Invoice not found in current month's GSTR-2B → classified "Missing in 2B" → automatically added to Pending register
Next month, when you run reconciliation, pending invoices are re-checked against the new GSTR-2B automatically
When found → status changes to "Timing Difference" → ITC is claimable with a reversal note. Still missing → stays pending for next month.
Start your 90-day free trial and run your first reconciliation in minutes. No setup, no credit card.