CA automation, built for Excel and WhatsApp

Messy invoices and ledgers in. Clean, reconciled Excel out.

CaSync turns the files CA firms already have — GST data, bank statements, Tally and D365 exports — into reviewed, audit-ready working files. No new software to learn. No migration.

Upload sample files Try one free sample
Reviewed by a person before delivery Excel in, Excel out No accuracy guesses — flagged, not guessed
GSTR-2B vs Purchase Register — Aug 2026
InvoiceGSTINTaxable Val.Status
INV-220807AAACX1234F1Z5₹48,200Matched
INV-221107AAACX1234F1Z5₹12,050Matched
INV-221906BBPCX9981K1Z2₹9,400Missing in 2B
INV-2223—₹3,150Review: GSTIN
247 invoices processed 231 matched · 11 mismatch · 5 review

Built on tools CA offices already trust

Excel · Tally exports · D365 exports · GSTR-2B · WhatsApp delivery

What CaSync does

Six services. Every one ends in a file you can open today.

Each service has one job and one clear output — no half-finished dashboards, no logins to learn first.

01

GST 2B Reconciliation

Match your purchase register against GSTR-2B automatically — GSTIN, invoice number, date and tax amount, with tolerance for messy formatting.

Output: matched / missing-in-books / missing-in-2B / mismatch sheets + summary
See how it works
02

Bank Statement Cleaning

PDF or CSV bank statements become a clean Excel sheet — proper dates, split debit/credit, extracted reference numbers, ready for entry.

Output: clean statement with narration, debit, credit, balance, reference
See how it works
03

Ledger Analyzer

Upload a Tally, D365 or Excel general ledger export. Get vendor ageing, expense summaries and reversal flags without manual filtering.

Output: vendor ageing, expense summary, reversal/duplicate flags
Try the free tool
04

Client Document Portal

A simple upload link and tracker so client documents stop living in scattered WhatsApp chats and forwarded emails.

Output: upload link, folder structure, status tracker
See how it works
05

CA Compliance Tracker

A client-wise due-date tracker your whole team can see — no more deadlines tracked only in someone's head.

Output: task register, due dates, owners, status
See how it works
Coming soon 06

Invoice OCR to Excel

Upload invoice photos, scans or PDFs — even from WhatsApp. Get a structured Excel with GSTIN, amounts and tax fields extracted and flagged for review.

Output: invoice master sheet, exceptions, review remarks
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How a request moves

From upload to delivered file, with a person checking every step

1

Upload

Send files through the website, Google Drive or WhatsApp — whichever is easier for you.

2

We check quality

We confirm the files are readable before we start. If something's missing, we ask first.

3

Processing

Reconciliation, cleaning or analysis runs against your data, then a person reviews the output.

4

You receive Excel

A reviewed workbook lands in your inbox or Drive — ready to check, file, or post.

What you can expect

We'd rather under-promise than have you double-check our work

What CaSync does

  • Extracts and structures data from the files you send
  • Flags doubtful, missing or unreadable fields clearly
  • Has a person review output before delivery
  • Keeps the original file name linked to every row

What CaSync won't claim

  • 100% accuracy on any file, regardless of quality
  • Direct GST portal filing or statutory certification
  • Replacing your CA's professional judgment
  • Direct Tally/D365 sync without your system access

Pricing

Simple enough to quote on WhatsApp

One-time pricing per report, or a monthly plan once you're sending files regularly.

See full pricing Start with a free sample

Send one file. See what comes back.

No setup, no commitment — your first sample reconciliation or cleanup is free.

Upload a sample file