Centralize client data, empower your team, and run core workstreams in one place — AI-driven bank statement analysis, automated ledger creation, and smart GST invoice processing. The intelligent engine behind the modern CA practice.
Schedule a demo →A quick look at the application — intelligent bank statements analysis, automated ITR ready working papers and ledger creation, smart data extraction from invoices for GST processing.
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 you hours during ITR season and beyond.
Securely upload bank statements, capital-gains files or a folder of supplier invoices, mapped to the specific client and financial year.
CA-Legor categorizes transactions, drafts vouchers and reconciles invoice data, so your team can verify, adjust and track progress in one workspace.
Download ITR-ready working papers, accounting ledger postings or extracted invoice data — instantly, in the format each destination expects.
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.
Book a walkthrough with our team — we will set up your firm, add your clients and get you working papers on day one.
Have questions or want to schedule a demo? Reach out to us.