Accountants and CAs

Clean client records, ready to work with.

The best help you can give a client is a tidy record. SpendixAI gives them categorised transactions, GST settings and exports in the format you prefer.

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Accountants and CAs using SpendixAI
Sound familiar?

The problems this solves.

  • Clients send raw statements and photographs of receipts.
  • Categories and accounting codes are missing.
  • Reconciling and re-keying takes longer than the real work.
Accountants and CAs: SpendixAI in use
How SpendixAI helps

What you get.

Categories with tax details

GST rates, ITC eligibility, deductibility and accounting codes live on the category, and export with it.

Formats you already use

Templates for Tally, Zoho Books and QuickBooks, plus a standard CSV and a categories and tax codes file.

Checks built in

Duplicate and outlier reports help spot errors before they reach a return.

A typical month

How it fits into your routine.

Four small steps, once a month.

  1. 01

    Ask for monthly imports

    Clients import statements into SpendixAI each month instead of sending raw files.

  2. 02

    Check categories and tax settings

    Confirm GST rates, ITC flags and accounting codes on the categories in use.

  3. 03

    Run the checks

    Look at possible duplicates and outliers before anything is booked.

  4. 04

    Take the export

    Download the file for Tally, Zoho Books or QuickBooks, plus the category list.

Questions it answers

Ask your money a question.

Each one is answered by a report in the Report library, built from your own transactions.

Which categories carry GST rates and ITC flags?

Open the “GST and ITC-eligible spend” report.

What is deductible, by category?

Open the “Tax-deductible expenses” report.

Are there duplicate payments?

Open the “Possible duplicate charges” report.

Which expenses look unusual?

Open the “Outlier transactions” report.

How is spend split between business and personal?

Open the “Business vs personal” report.

Features

Parts of the product that matter most.

ReportsA clearer story in every report.
CategoriesSee what your spending means.
TransactionsMake sense of every transaction.
Questions

Questions from accountants and CAs

Can an accountant have access to a client’s workspace?

Workspace owners can invite people and give each a role that limits what they can see and change. Ask your client to set that up.

Which export formats are available?

Tally ledger, Zoho Books, QuickBooks, a standard all-transactions file and a categories and tax codes file.

Are the GST figures final?

No. They are estimates built from the categories and rates set, to be checked against invoices.

Guides

Read next

Tax and GST 6 min read

Tracking GST and input tax credit on business expenses

How to keep GST-inclusive spending organised so you can see the tax inside each purchase and hand your CA a clean record.

Read article
Tax and GST 5 min read

Tax season without the scramble: getting your expense records ready

A financial year of tidy records makes filing easier. See what to collect, how to organise it through the year and what to hand your CA.

Read article
Product guides 5 min read

Build your own report and export it: Report builder and Export centre

Group spending by category, merchant, account, month or business use, save the view, and download it as CSV or in a Tally, Zoho Books or QuickBooks shape.

Read article
Security 4 min read

How to spot duplicate charges and unusual transactions

Double charges and one-off spikes hide in long statements. Learn the simple checks that surface them and what to do when you find one.

Read article
Other use cases

See how others use SpendixAI

Individuals and householdsKnow where your salary goes, every month.Freelancers and consultantsIrregular income, organised records.Small business ownersRun the numbers without a finance team.Travellers and global spendersSpend in any currency, see one total.
Ready to start?

Try SpendixAI for accountants and CAs.

Create your account with Google and import your first statement.

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