From bank statement to books you understand.

Add your PAN, your GSTIN if you're registered, your entity type and your state. On the Compliance page, say whether you've opted into QRMP. We use these to work out which due dates to show you. Not sure about QRMP? Your CA will know, or check the GST portal.

Start with the last 3 months. We check that the balances chain from line to line, flag overlaps with an earlier upload of the same file type, and never post part of a file silently. Upload each month once, in one format. If we can't read a PDF line by line, AI reads the page image, and we mark those entries so you check the totals. Password-protected PDFs aren't supported yet.

Every line becomes a suggested entry with a plain-English reason. "Why?" shows the statement line it came from and what it looked at, such as your past entries for the same payee. Approve, change or reject each one.

Suggested by AI. Check the account, amount and GST before you approve.

When you approve an entry, it goes into your books. Posted entries aren't edited. To fix one, you reverse it, and both steps stay on the record.

Your dashboard shows cash, what you're owed and your next due date. Your reports cover the ledger, trial balance, profit and loss, balance sheet and a monthly cash-flow statement. Essentials shows a 30-day cash view. Growth shows a 13-week cash flow and your runway in months.

Each number on your dashboard and each line in your reports has a short explanation in plain words. A report line opens to show what it's made of.

Your calendar lists the main GST, TDS, advance-tax and ROC dates for a business like yours, based on the details you give us. Every date is marked 'Unconfirmed date' until a chartered accountant has checked it, and due-date alerts are off until then, so confirm each date with your CA. We prepare. You or your CA file.

Create a quote and turn it into an invoice in one step. We fill in your GSTIN, suggest the place of supply from your customer's details, and work out CGST and SGST, or IGST, from it. You can change it before you issue. Alignmoney doesn't email invoices yet: download the PDF and send it yourself. Each invoice carries a UPI QR code once your UPI ID is in Settings. When the money arrives, Alignmoney suggests the match to the bank line for you to approve, and you see who still owes you. We don't do e-invoicing yet: if your aggregate turnover has crossed ₹5 crore in any financial year since 2017-18, B2B invoices are switched off for your company.

Your CA gets their own login to your company, free on every plan. They see everything in it, including bank transactions and invoices, and can approve or correct entries. You can remove their access any time in Settings → People.