WhatsApp invoices at midnight
Clients photograph invoices in poor light and send them at 11 PM. Your junior staff manually types each figure the next morning → and still makes errors. Invozen reads any image, any handwriting automatically.
For Chartered Accountants
GST invoice automation software for CA firms → your practice, on autopilot
Managing 50+ clients, chasing WhatsApp invoices, and reconciling GSTR-2B manually is eating your team alive. Invozen automates intake, extraction, and reconciliation so your staff focuses on advice, not data entry.
Human-in-the-loop · GST-native · Built for India
The CA firm problems Invozen solves
Every pain point below is something your team deals with every single month. Invozen eliminates each one.
GSTR-2B mismatches eat two full days
Your team downloads the GSTR-2B JSON, exports purchase invoices to Excel, and vlookup-reconciles them one by one. For a 300-invoice client this takes a full day. Invozen does it in minutes with colour-coded rows.
No visibility across 50 GSTINs
You're managing a different spreadsheet, folder, or Tally company for each client. There's no single dashboard that shows which clients are complete, which have missing invoices, and who is at risk of missing the deadline.
Junior staff data entry errors
A transposed GSTIN or a wrong tax amount can invalidate an ITC claim worth ₹lakhs. Manual entry creates errors that are discovered only during reconciliation → weeks after the invoice was received.
Tally entries done twice
Your team records each invoice in your practice management tool and again in the client's Tally. This double-entry is pure waste. Invozen pushes approved vouchers directly to Tally as XML → one action, both systems updated.
Chasing clients for missing invoices
You discover missing invoices only at month-end. WhatsApp reminders go unanswered. The client submits on the 10th and you're scrambling on the 11th. Invozen's real-time batch tracker shows exactly which clients haven't submitted.
How Invozen works for CA firms
A workflow built around how CA practices actually operate → not how software vendors think they do.
1
Clients submit via any channel
Clients forward invoices on WhatsApp, email, Google Drive, or Dropbox. Nothing changes for them. Everything changes for you.
2
AI extracts every field
Extracts all critical GST invoice information with high accuracy, including supplier details, tax breakdowns, invoice numbers, dates, and product codes, regardless of document format or quality.
3
CA reviews and approves
Your team reviews flagged invoices. Every approval is timestamped with the staff member's name so you always know who approved what.
4
Export GSTR-1 + push to Tally
One click exports GSTR-1 JSON for direct upload to the GST portal. Tally XML is pushed to the client's books simultaneously.
Features built for CA practice management
Multi-GSTIN client dashboard
- All clients in one view → invoice count, status, deadline
- Colour-coded deadline risk (green / amber / red)
- Assign staff to specific GSTINs with role-based access
- Missing invoice alerts before the deadline → not after
Automated GSTR-2B reconciliation
- Upload GSTR-2B JSON, Invozen matches in seconds
- Green = matched, Amber = partial, Red = missing
- ITC eligibility flagged automatically (blocked / eligible)
- Export reconciliation report to Excel with one click
Tally two-way sync
- Import ledger masters from Tally to auto-fill party names
- Export approved invoices as Tally XML vouchers
- Supports sales, purchase, debit note, credit note vouchers
- Eliminates double-entry entirely → zero manual Tally work
What CA firms report after switching
80%
Less manual data entry
Junior staff time freed from invoice typing → redirected to review and client communication.
30s
GSTR-2B reconciliation
What used to take 2 days of VLOOKUP work is now an automated match done in minutes.
0
Missed filing deadlines
Real-time completion tracker across all GSTINs means you never discover a missing invoice on the 11th.
Questions CA firms ask before switching
Can Invozen handle multiple clients with different GSTINs under one login?
Yes. Invozen is built for multi-GSTIN management. You can add unlimited client GSTINs to a single practice account. Staff members can be assigned to specific clients with restricted access → they see only their assigned clients. Partners and admins get a consolidated view across all GSTINs.
Does Invozen replace Tally or does it work alongside it?
Invozen works alongside Tally. It handles invoice intake, extraction, and GST compliance → and then pushes approved vouchers into Tally as XML. Your clients' books in Tally remain the single source of truth. Invozen eliminates the manual re-entry step, not Tally itself.
What happens if the AI extracts a wrong value? Is there a review step?
Every invoice requires human approval before it is used for any filing. The AI extraction is the first step → it creates a draft. Your staff reviews the draft alongside the original document, edits any errors, and approves. Nothing reaches GSTR-1 or Tally without an explicit approval. This is the human-in-the-loop guarantee.
How does the GSTR-2B reconciliation work? Do we need to do anything manually?
Upload the GSTR-2B JSON downloaded from the GST portal. Invozen matches each entry against your uploaded purchase invoices by invoice value and GST rate. Exact matches show green, probable matches show amber, and missing entries show red. The full reconciliation report can be exported to Excel. No VLOOKUP, no manual cross-checking.
Ready to give your practice back its evenings?
Join CA firms already using Invozen to process hundreds of invoices without a single manual entry.
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