Run your company's finances without a finance team.

Build a compliant invoice, send it, done

Describe the engagement in plain words and the builder assembles the invoice around it. AI drafts the line items and the scope wording. The GST is not something you choose: place of supply decides CGST and SGST or IGST, exports go out zero-rated under LUT with the P0802 classification, SAC codes are set, and the serial comes from a gap-free counter as Rule 46(b) requires. One click emails the client the PDF.

• AI line items and scope copy, checked against the P0802 advisory-language guard
• Place of supply, CGST and SGST against IGST, LUT exports and SAC all handled for you
• Gap-free serials per financial year, which is the single most common trigger for a GST notice
• Monthly retainers issue themselves on a schedule, or on demand, and still take the next serial in order
• Clients who withhold TDS under 194J still settle in full, because the app counts cash plus the tax they deducted
• Live A4 preview, then send by email with delivery tracking

Removes the need for an invoicing clerk, the GST consultant you ring every quarter, and the email-the-PDF routine.

Drop a bill. The books write themselves.

Upload a vendor invoice, or photograph a paper receipt from a taxi or a restaurant, and the AI reads it: vendor GSTIN, the CGST, SGST and IGST split, place of supply, whether the credit is claimable, the TDS section that applies and a category for the accounts. You check it. You never type it.

• Input tax credit captured on every bill, so none of it is quietly left behind
• Blocked credit under section 17(5) is marked as a cost rather than a claim, because that is what it is
• TDS section and rate suggested per bill, ready for Form 26Q
• Government fees that carry no GST are separated out so the bill still adds up
• Vendor refunds reverse the credit in the month the money came back
• Expenses and direct costs kept apart so the profit and loss makes sense
• The original file is archived either way, PDF or photo

Removes the need for a full-time bookkeeper doing manual data entry.

Match the GST portal against your own books

The portal decides how much input tax credit you actually get, not your ledger. Upload the GSTR-2B export and Avelix lines it up against every bill you have recorded, in both directions. Credit sitting on the portal that you never booked is money you are not claiming. Bills you hold that your supplier never filed are credit at risk of being reversed.

• Credit you have not claimed, listed bill by bill with the amount
• Credit at risk because the supplier has not filed, so you know who to chase
• Figures that disagree between the portal and your record, flagged rather than averaged
• Read straight from the government file, no AI in the loop, so nothing is invented
• Fixed assets are matched too, since the portal sees a laptop as an ordinary B2B invoice
• Every ingested row stays visible, including the credit notes and imports that are stored but never matched

Removes the need for the reconciliation your CA does by eye in a spreadsheet, one month at a time.

Bank statements, tidied and matched to invoices

Upload whatever Excel your bank gives you and the AI maps its columns onto a clean ledger. Re-upload an overlapping month and nothing doubles, because a row is identified by its date and its numbers, never by any text the AI wrote. Credits are then matched to the invoices they settle.

• Safe to re-upload the same statement, or one that overlaps, as often as you like
• Each credit is paired with the invoice it settles, scored on amount, date and the name in the narration
• A payment that arrives short because the client deducted TDS is still recognised as settling the invoice in full
• Confirm or skip each suggestion, and unlink later if you were wrong
• Inflows, charges and tax challans categorised as they land
• Your CA can read the whole ledger without being able to change it

Removes the need for the monthly spreadsheet reconciliation and the hunt for which payment was which.

Capital purchases, depreciated properly

A laptop, a camera, an office fit-out. None of it is this year's expense. Drop the invoice, pick the block, and Avelix keeps two schedules running side by side: written down value under the Income Tax Act and straight line under the Companies Act. The right figure reaches your tax computation without you moving it there.

• Cost recorded net of GST when the credit is claimable and gross when it is blocked, which is the difference between a rebate and a real cost
• The 180 day half year rule applied in year one, with per year overrides when you need to pin a filed number
• Tax depreciation reduces taxable income; book depreciation is kept for the MAT comparison
• A refunded asset shrinks its own depreciable base and the whole schedule recomputes
• Feeds the advance-tax planner and the CA filing pack by itself

Removes the need for the year-end depreciation worksheet and the guessing about what counts as capex.

Refund a client the way the law expects

You cannot simply edit an invoice you have already issued. Section 34 wants a credit note: its own document, its own serial series, quoting the original invoice and its date. Avelix issues it, apportions the GST correctly on a partial refund, and nets it off every report that touches revenue.

• Its own consecutive series under Rule 53(1A), kept apart from the invoice series so neither develops a gap
• The invoice is not cancelled, because it did happen and must keep being reported at its reduced value
• Partial refunds apportion the tax on taxable value, with the components rounded first so the totals still tie
• The 30 November cut-off is enforced; after it the money can still go back, but without the tax adjustment
• Revenue, output GST, receivables and the tax forecast all move together
• Sent to the client by email as its own PDF

Removes the need for the awkward call with your accountant about how to undo an invoice.

Find the mistakes before your CA does

Most accounting software stores what you give it. This one reads it back and argues. Every invoice and every bill is rechecked continuously against the rules, and anything that looks wrong is put in front of you with the money attached to it.

• Missing or malformed GSTINs, which quietly make a credit unclaimable
• The same vendor bill entered twice
• GST that does not reconcile, or a CGST and SGST split that contradicts the place of supply
• TDS that does not match its own rate, or is being deducted with no PAN on file
• Exports marked paid with no FIRC on file, and FIRCs that belong to a different invoice
• A running total of how much credit or cash is riding on the open flags

Removes the need for the review pass your accountant does in March, except it happens every day.

Advance tax worked out, not guessed at

Corporate tax forecast from the income and costs already in the system, on an accrual basis and net of GST. Put the 22 percent regime under section 115BAA next to the regular 25 percent one, see which is cheaper for you, and get the four instalments with the interest you are exposed to if you miss them.

• Surcharge, cess, marginal relief and MAT all carried through the comparison
• The quarterly schedule on 15 June, September, December and March, with shortfall and interest shown
• Depreciation arrives from the fixed-asset register on its own; the manual field is only a top-up
• TDS your clients withheld is credited back, preferring what Form 26AS says over an estimate
• Upload a challan and the payment fills itself in
• Year-end reconciliation down to the exact amount payable or refundable

Removes the need for the tax associate who rebuilds this spreadsheet every quarter.

Never miss an ROC deadline again

The filings your books cannot see. Upload your incorporation certificate, GST registration, PAN, IEC, LUT and auditor letter, and the AI reads the facts out of them into a company profile. From that profile Avelix works out every deadline you owe and what state each one is in.

• First-year deadlines derived from your incorporation date, including the section 2(41) rule that can stretch a first financial year past fifteen months
• Recurring items appear only when they apply to you, one KYC row per director holding a DIN
• Overdue, due soon and filed, with ROC penalties accruing by the day on anything late
• Mark a filing done by attaching the acknowledgement; the SRN and date are read off it
• The LUT acknowledgement never prints its own ARN, so that one is taken from the filename
• Document first throughout, so typing anything in by hand is the exception

Removes the need for the company secretary's reminder email, and the penalty when it does not arrive.

Client agreements drafted by AI, on brand

Generate a full engagement agreement from the sale in one click, then revise it by describing the change you want. A language guard keeps anything written for a P0802 export inside compliant advisory wording.

• Written and revised by AI, numbered AVX-AGR by financial year on a counter of its own
• The P0802 guard rejects non-advisory wording before it can reach the client
• One agreement per sale, with a full revision history behind it
• Sales that genuinely need no paperwork can be marked as such, with a reason and a date
• Marking one signed locks the editor, because a signed document is a record and not a draft
• Emailed for signature, which also moves it to sent

Removes the need for a lawyer's time on routine engagements.

Hand your CA a filing pack, not a shoebox

One live report holding everything a filing needs: output GST against input credit, TDS in both directions, export and FIRC realisation, depreciation, a profit and loss snapshot and the full ledger. Export it as a multi-sheet workbook, or give your CA a read-only login and stop emailing files around.

• GST worked out month by month, not just as an annual total, because a return is filed and settled monthly and credit only ever carries forward
• That distinction is not academic: on a real year the two views differed by five times, and only the monthly one was true
• FIRC and eBRC tracking with the FEMA nine-month deadline surfaced before it bites
• Everything nets through credit notes and vendor refunds, so revenue is never overstated
• A workbook of fourteen sheets, including depreciation, GSTR-2B and the tax computation
• The CA sees the numbers and changes nothing

Removes the need for the monthly file shuffle and the reconciliation calls with your accountant.

Every source document, one list

The report answers what the figures are. This answers the other half of the conversation, which is show me the actual paperwork for June. Sales invoices, credit notes, expenses, purchases and asset bills folded into one filterable register, each row opening the file behind it.

• Filter by month, by financial year or by document type
• Every row links straight to the original PDF or photograph
• Amounts shown at face value, with a credit note appearing as its own negative row, so the column still totals to the net
• Cancelled invoices dropped, credited ones kept, because one never happened and the other did
• Open to the CA login, read only, including the files themselves

Removes the need for the folder of scans you assemble by hand every time someone asks.

Inbound leads, triaged into a pipeline

Questionnaire leads from your marketing site arrive in an inbox, group themselves by identity, and move across a Kanban board with owners, follow-ups and a history. Growth and finance end up in the same system rather than two.

• Repeat submissions from the same person collapse into one lead
• Verified means they signed in with Google, so the address is real rather than typed
• Kanban pipeline with owner, follow-up date and notes
• Contacts directory with a CSV export for outbound
• The top of the funnel sitting in the same tool as the books

Removes the need for a separate CRM subscription and the glue between it and finance.