Upload Bank Statements
Supports HDFC, Axis, SBI, ICICI and more — PDF, CSV, XLSX formats
⚠ Verify with your financial advisor. This is TU IA AI process on trial basis.
Drag & drop bank statements here
PDF · CSV · XLSX — Multiple files supported
Financial Dashboard
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Monthly Income vs Expenses (₹)
Top 10 Counterparties by Volume (₹)
Expense Categories
Income Categories
All Transactions
⚠ Verify with your financial advisor. This is TU IA AI process on trial basis.
| Date | Bank | Particulars | Type | Amount (₹) | Balance (₹) | Category |
|---|
Counterparty Ledger
⚠ Verify with your financial advisor. This is TU IA AI process on trial basis.
AI Tax Analysis — FY 2025-26
⚠ Verify with your financial advisor. This is TU IA AI process on trial basis.
Upload and analyse statements to generate tax report.
Export Reports
⚠ Verify with your financial advisor. This is TU IA AI process on trial basis.
All Transactions
Complete transaction ledger with categories and bank details
Full Report
Summary, P&L, Balance Sheet, Tax — all in one workbook
Counterparty Ledgers
All party-wise transaction summaries with totals
Tax Report
Income tax computation, TDS estimates & saving suggestions