Every client's books, one workspace.
Bookkeeping, reconciliations and working papers for every client — drafted by AI, checked by you.
The Practice workspace — click a client or a filter to try it
Good morning, CA Priya
Mehta & Associates · here's where your 5 clients stand today.
Active Clients
5
Filings Due This Week
4
2 drafted by AI
Documents To Review
7
Across 3 clients
Clients
Bookkeeping, reconciliations and working papers for every client — drafted by AI, checked by you.
For the accountants and article assistants who actually run a CA firm's client work. SmartLedger AI does the first pass on every client — bank statements categorised, GSTR drafts prepared, TDS workings matched to 26AS, working papers built on request — and gives you the exceptions and a review queue. Two-way Tally sync means clients don't move.
What an accountant in a CA firm uses daily
SmartAuditor
Ask for working papers — ageing, related parties, analytics — for any client. Every figure traced to its entry.
ExploreSmartUploads
Client bank statements, purchase registers and bulk invoices read and posted to the right client's books.
Explore
SmartReconciliation
Bank lines matched to invoices, bills and journals automatically. Only the exceptions come to you.
Explore
SmartIntegrations
Two-way Tally and Zoho Books sync per client. What you reconcile lands back in their Tally.
Explore
SmartAgents
Recurring work on a schedule — GST drafts, reminders, reconciliations — with approvals on WhatsApp, Slack or Teams.
ExploreReports
72 reports across 11 categories — statutory to management — always current, every figure drilling down to the entry.
ExploreBuilt for twenty clients at once
The work is the same across clients; the volume is the problem. Let the AI do the categorising and matching so your hours go to review and judgement.
All clients, one dashboard
Jump between client books without logging out. See what's due, what's drafted and what's waiting on a partner, per client.
ExploreReconciliation across clients
Bank statements categorised and matched for every client overnight. You work the exceptions list, not the statement.
ExploreReturns drafted, not assembled
GSTR-1, GSTR-3B and TDS workings prepared from each client's books ahead of the due date, with 2B mismatches listed for follow-up.
ExploreWorking papers on request
Ask SmartAuditor for creditor ageing, spend trends or related-party movements on any client and get the working paper with figures traced to entries.
ExploreStatements categorised before you open them
Upload a client's bank statement or let the Tally Connector pull it. AI categorises and posts entries against the client's chart of accounts, then matches them to the bank. You get the handful it couldn't decide.
- Bank statements and registers read by SmartUploads
- Entries categorised per client's ledger
- Bank lines matched; exceptions listed
- Recurring items recognised automatically
- Posts back to the client's Tally on sync
- 12 SepNEFT · Nandi Agro Exports+₹2,36,000Matching…
- 13 SepUPI · Rent — Prestige Tech Park–₹85,000Matching…
- 14 SepIMPS · Zenith Pharma–₹1,84,000Matching…
- 15 SepCard · AWS–₹12,430Matching…
3 matched automatically. 1 exception for you.
Every client's deadlines on one calendar
Statutory due dates for all clients on one compliance calendar, filtered by type and owner. Returns are drafted ahead, mismatches flagged, and the partner signs off before anything is filed.
- GSTR-1 / 3B drafts per client
- GSTR-2B reconciled; ITC mismatches listed
- TDS workings matched to 26AS
- Overdue, due-soon and upcoming at a glance
- Partner review gate before filing
My calendars
Compliance score
● At risk
2 filed · 2 missed
Working papers that write themselves
Ask SmartAuditor for any analytical test you'd normally build in Excel — ageing, ratio analysis, unusual movements, related parties. It returns the working paper with every figure linked to the underlying entries, ready to annotate and sign.
- Analytical working papers on request
- Anomalies and unusual movements flagged
- Figures traced to entries and documents
- Month-end audit log of every change
- Export to Excel for the audit file
Click a category, then a report. Every figure drills down to the entry.
Clients keep Tally. You keep your sanity.
The free Tally Connector syncs vouchers, ledgers and masters both ways. What you reconcile and correct in SmartLedger lands back in the client's Tally; what they enter shows up for you. Conflicts wait for a human.
- Two-way Tally and Zoho Books sync per client
- Vouchers, ledgers and masters on schedule
- Reconciled entries pushed back
- Conflicts flagged, never overwritten
- Sync log per client
Tally
Client / your books
SmartLedger.AI
AI workspace
- 214 vouchers pulledSynced
- 38 reconciled entries pushed backSynced
- 1 conflict · ledger renamed in TallyNeeds you
Who's it for?
Ready When You Are
Let AI run the books. You verify.
Start free on your own books or your clients' in minutes, with no card and no time limit — or book a demo walkthrough and we'll show you the full platform live, from AI bookkeeping to compliance and reports.
Free forever plan · No card required · Built for Indian GST, TDS and ITR