We replaced manual VLOOKUPs with intelligent AI matching. TaxCopilot processes thousands of invoice rows in under 30 seconds — grouping exact matches, tolerant matches, and flagging missing invoices to ensure you claim 100% of eligible Input Tax Credit (ITC). Compatible with GSTR-2B and GSTR-2A data.
Automates Input Tax Credit (ITC) reconciliation across GSTR-2B and GSTR-2A. Categorizes data into Exact Matches, Tolerant Matches, and Missing Invoices — calculating Total ITC at Risk in real-time so no credit slips through the cracks.
Click a button to generate a polite, urgent WhatsApp reminder (in Hinglish) to suppliers who haven't filed their GSTR-1. Recover your client's ITC without manual drafting or chasing vendors by phone.
Download fully formatted reconciliation runs into CSV/Excel. Perfect for sharing Missing 2B reports with clients or importing into other accounting systems. CA-ready format, zero cleanup required.
Both GSTR-2A and GSTR-2B are ITC-related statements — but they serve different purposes. TaxCopilot handles both.
GSTR-2A is a dynamic, auto-populated statement that updates continuously as your suppliers file GSTR-1. Reconciling your Purchase Register against GSTR-2A is ideal for intra-month ITC tracking before GSTR-2B is finalized. TaxCopilot supports GSTR-2A CSV uploads and flags discrepancies in the same workflow.
GSTR-2B is a static, locked statement generated on the 14th of each month based on your suppliers' GSTR-1 filings. It is the definitive source for claiming ITC in your GSTR-3B. Reconciling your Purchase Register against GSTR-2B using TaxCopilot ensures you never over- or under-claim credit.
TaxCopilot's AI engine handles both GSTR-2A vs Purchase Register matching and GSTR-2B vs Purchase Register reconciliation — so your firm is covered for every use case, every month.
TaxCopilot goes beyond reconciliation — it is a complete GST compliance management tool that fits directly into your existing accounting workflow.
Maintain GST compliance month after month with a structured workflow: reconcile → identify missing invoices → chase vendors → confirm ITC → export. The AI Copilot Chat generates client-ready compliance summaries directly from your live dashboard data. Never miss a deadline or mis-claim ITC again.
TaxCopilot is designed to work alongside your existing ERP system. Import Purchase Register CSVs exported directly from Tally ERP, Zoho Books, SAP, QuickBooks India, Busy Accounting, and any other software that supports CSV output. The dynamic column-mapping UI means no fixed template — map your headers once and reconcile in seconds.
Your financial data never leaves your control. TaxCopilot processes reconciliation on a multi-tenant, CA-specific architecture — each firm's data is isolated. Unlike desktop-based offline GST reconciliation tools, TaxCopilot's cloud architecture means your reconciliation history is accessible from anywhere, while remaining private to your firm.
| Feature | TaxCopilot AI | Manual Excel / VLOOKUP | Legacy ERP Systems |
|---|---|---|---|
| Data Mapping | Dynamic UI Selection | Manual Formatting | Strict Template Required |
| ITC Reconciliation | Real-time ITC at Risk | Manual Formula Calculation | Batch Report Only |
| GSTR-2A Support | ✅ Yes (+ GSTR-2B) | Manual Download Needed | Varies by System |
| Missing Invoice Action | AI WhatsApp Drafts | Manual Typing | Basic Email Only |
| Dashboard Insights | Live ITC Risk Chatbot | None | Static Graphs |
| ERP Integration | CSV from any ERP | Manual Copy-Paste | Native (Locked In) |
| GST Compliance Workflow | End-to-end AI assisted | No Workflow Built-in | Complex Setup |
| Manual Overrides | 1-Click "Force Match" | Formula Breaking | Complex Journal Entries |
💡 Ready to automate your CA firm's GST reconciliation workflow?
Explore TaxCopilot Pricing →No Excel formulas. No manual data cleanup. Just upload, match, and act.
Upload your GSTR-2B (or GSTR-2A) and Purchase Register CSVs — exported directly from any ERP like Tally or Zoho. Map your column headers using the dynamic UI. No fixed template required.
The AI engine categorizes exact matches, flagged mismatches, and calculates your Total ITC at Risk in under 30 seconds across all vendor invoices.
Use the AI Copilot to draft WhatsApp reminders to vendors to recover ITC. Force-match disputed invoices. Export the final reconciliation to CA-ready Excel in one click.
What it does: TaxCopilot is an AI-powered GST Reconciliation Software that automates the matching of GSTR-2B and GSTR-2A against a firm's Purchase Register, enabling Chartered Accountants to track and recover Input Tax Credit (ITC) efficiently.
Who it's for: Indian Chartered Accountants (CAs) and tax professionals managing GST compliance for multiple clients.
Key capabilities: GSTR-2B reconciliation, GSTR-2A vs Purchase Register matching, real-time ITC at Risk calculation, AI WhatsApp vendor follow-up drafts (Hinglish/English), one-click Excel export, ERP-compatible CSV import (Tally, Zoho, SAP, QuickBooks), GST compliance management dashboard, and a built-in Gemini AI Copilot chat.
Pricing: Starting at ₹499/month. Available at copilot.bizplanaipro.in.
Everything you need to know about AI-powered GST reconciliation.
Deep-dive guides from the TaxCopilot team — written by CAs, for CAs.
GST Reconciliation Process
A practical guide to understanding when to use each statement for maximum ITC recovery.
How to Claim 100% Eligible ITC: A CA's Reconciliation Checklist
Step-by-step Input Tax Credit reconciliation workflow — from data export to GSTR-3B filing.
Excel vs GST Reconciliation Software: Which Is Right for Your Firm?
A side-by-side analysis of manual VLOOKUP methods vs AI-powered reconciliation tools.
To learn more about our platform, explore our core features or read about our mission.
Disclaimer: TaxCopilot is an automated AI GST Reconciliation and compliance management tool. While the AI Copilot provides ITC summaries, mismatch analysis, and draft communications based on uploaded CSVs, it does not replace the professional judgment of a certified Chartered Accountant. Always verify Input Tax Credit calculations and reconciliation results before filing GSTR-3B returns.
