Centralize client data, empower your team, and run core workstreams in one place — AI-driven bank statement analysis, automated ledger creation, and GST reconciliation with IMS and GSTR-2B. The intelligent engine behind the modern CA practice.
Request a call back →A quick look at the application — intelligent bank statements analysis, automated ITR ready working papers and ledger creation, and GST: invoice data extraction plus purchase-register matching with IMS and GSTR-2B.
Enterprise-grade client and team management, powered by an intelligent document workbench.
Bank statements, accounting vouchers and GST invoices — all turned into standardized, audit-ready deliverables in minutes, in one workbench.
Assign roles, manage staff access, track task progress and maintain secure audit trails across your entire team.
Centralize clients, map entity relationships and organize multi-year documentation in an intuitive, ERP-aligned dashboard.
Standardize deliverable quality across your entire client book, ensuring error-free compliance even at peak season.
Purpose-built to save your team hours across income tax, accounting and GST, all year round.
Bank statements in PDF or Excel, capital-gains statements and AIS / 26AS, filed under the client and financial year.
Transactions sorted into tax heads, capital gains worked out and AIS / 26AS reconciled. Your team checks and adjusts.
ITR-ready working papers and the client tax report, once the analysis is approved.
Pick the client's approved bank statements to book.
Double-entry vouchers drafted with your ledger map, narrations written, self-transfers and unmapped entries flagged for you.
Confirm the batch and download Tally XML and Excel.
The client's purchase register as it comes from Tally, Excel or SAP, with the IMS or GSTR-2B file for the month.
Green, amber and red lines with the reason for each gap, including reverse charge, imports, credit notes and other months. Approve the ITC for this GSTR-3B.
Supplier invoices and Bills of Entry confirm the register holds what was claimed. Download the reconciliation.
CA-Legor is the ultimate practice ERP and smart workspace for Indian CA firms, built around core modules of equal depth: bank statement analysis into ITR-ready working papers, accounting ledger creation, and extracting the relevant data from physical invoices for GST processing. Clients, staff and financial years are shared across all of them.
CA-Legor automatically parses PDF and Excel statements from all major Indian banks, along with capital-gains and mutual-fund statements.
Yes. An approved bank statement analysis converts into balanced double-entry ledger postings using your firm's ledger map, with narrations written automatically and self-transfers flagged. You review and edit inline, then export an import file for your accounting software (including Tally) plus an Excel listing.
Upload individual supplier invoice PDFs or a whole folder. CA-Legor reads each invoice, repairs and validates GSTIN, HSN and tax amounts, and reconciles the totals. You review header and line-item data on screen, then download the extracted data as an Excel file ready for GST processing.
Yes. Client data is encrypted, every action is captured in an audit trail, and role-based access means partners, senior staff and articles each see only what they should.
Yes. Assign roles, manage staff access, track task progress and keep a firm-wide audit trail across every client and financial year.
Yes. MSMEs use CA-Legor to organise bank statements, GST and bookkeeping so their books stay filing- and audit-ready throughout the year.
Yes. Upload the client's purchase register as it comes from Tally, Excel or SAP, with the IMS or GSTR-2B file. CA-Legor matches them on GSTIN and invoice number, across months, including reverse charge, imports and credit notes, and records which ITC was claimed in which GSTR-3B month.
Book a walkthrough with our team — we will set up your firm, add your clients and get you working papers on day one.
Leave your details and we will call you back within 1 working day, or reach us directly.
Mon — Sat, 10:00 AM — 7:00 PM
We typically respond within 24 hours
+91 92267 75039