Step-by-step guide
How Filtax Works
From sign-up to final report in 6 simple steps. No accounting degree required — just upload two files and let AI do the reconciliation.
60-day free trial
Stored in India
Results in under 60 seconds
The Complete Workflow
Each step is designed to be as fast and painless as possible — most CAs complete their first reconciliation within 10 minutes of signing up.
1
Free · 60 Days · No Card
Sign Up & Start Free Trial
60 days free — no credit card required
Register as a CA / Tax Professional in under 2 minutes. Your 60-day free trial begins immediately. You get access to 1 client, 3 reconciliations per month, and all core features to evaluate the platform.
- Fill your name, firm name, email and password
- Verify your email with a one-time OTP
- Free trial activates instantly — no payment needed
- Upgrade anytime to Starter or Professional plan
2
Trial: 1 client · Starter: 15 · Professional: 50
Add Your Clients
Onboard clients with GSTIN details
Add each client you handle for GST reconciliation. Each client can have one or more GSTINs (based on your plan). You can also invite clients to create their own login and view their reconciliation results directly.
- Add client name, primary GSTIN, state, and contact details
- Add multiple GSTINs for multi-registration businesses (Starter+)
- Optionally send portal credentials to client via email
- Clients can log in and view their own reports
3
JSON · Excel · Tally · SAP · Zoho
Upload GSTR-2B & Purchase Register
Two files — that's all it takes
For each client and period (month), upload two files: the GSTR-2B data downloaded from the GST portal, and the Purchase Register exported from your accounting software. Filtax supports all major formats.
- GSTR-2B: JSON (direct from GST portal) or Excel format
- Purchase Register: Standard format compatible with Tally, SAP, Zoho, Busy
- IMS format Purchase Register also supported (Starter+)
- Select client, GSTIN, and financial period before uploading
4
99.8% Accuracy · <60s Processing
AI Reconciliation Engine Runs
Results in under 60 seconds
Once files are uploaded, our AI engine automatically reconciles every invoice — comparing your purchase register entries against GSTR-2B data line by line. No manual work, no formulas, no pivot tables.
- Exact matching on GSTIN, invoice number, date, and tax amounts
- Fuzzy matching handles invoice number typos and format differences
- Tolerance-based matching for minor rounding differences
- 10-rule compliance engine checks every invoice for ITC violations
5
Matched · Missing · Mismatch · Risk Score
Review Reconciliation Results
Dashboard with full invoice-level detail
After reconciliation, your dashboard shows a complete breakdown of every invoice across four categories. Drill into any invoice to see exactly why it was matched, mismatched, or flagged as missing.
- Matched — invoice found in both GSTR-2B and your books
- Missing in GSTR-2B — in your books but supplier hasn't filed
- Missing in Books — in GSTR-2B but not recorded in your register
- Value Mismatch — invoice exists in both but amounts differ
6
Excel · PDF · AI Analysis · Vendor Alerts
Generate Reports & Take Action
Export-ready reports in one click
Generate professional reports for your clients and your own records. Share Excel reconciliation reports, download AI-powered PDF compliance summaries, and send automated follow-up emails to vendors with discrepancies.
- Full reconciliation report as Excel (Starter+ plan)
- AI-generated PDF compliance analysis with risk insights (Professional+)
- Vendor follow-up email — notify suppliers about missing invoices (Professional+)
- Month-on-month trend reports and ITC risk profiling
Supported File Formats
Filtax works with the exact files you already have — downloaded from GST portal or exported from your accounting software.
GSTR-2B JSON
Direct download from GST portal
All Plans
GSTR-2B Excel
Excel export from GST portal
All Plans
PR Normal Format
Tally / SAP / Zoho / Busy export
All Plans
PR IMS Format
Invoice Management System format
Starter+
What Your Results Look Like
Every invoice is classified into one of four categories so you know exactly what action to take.
Matched
Action: Claim ITC
Track vendor compliance scores over 12 months. Identify improving or worsening vendor patterns before they affect your ITC.
Missing in GSTR-2B
Action: Follow up with vendor
Invoice is in your books but the supplier hasn't filed it in GSTR-2B yet. You may not be able to claim ITC this month.
Missing in Books
Action: Check with accountant
Invoice is in GSTR-2B but not recorded in your purchase register. Could be a missed entry or wrong period booking.
Value Mismatch
Action: Verify with supplier
Invoice exists in both records but taxable value or tax amount differs. Needs investigation before claiming ITC.
Frequently Asked Questions
How does the 2-month free trial work?
You get access to Trial plan features for 2 months — no credit card required. After 2 months, your account is restricted and you must upgrade to Starter or Professional to continue. All your data is retained.
What happens when the trial expires?
After 2 months, you cannot run new reconciliations until you upgrade. Existing data, reports, and history remain safe. Upgrade anytime to continue from where you left off.
Is pricing per CA or per client?
Per CA account (per login). One subscription covers your entire practice — no per-client charges ever.
What is the difference between Starter and Professional?
Starter covers up to 15 clients with basic matching and core reports — ideal for small practices. Professional unlocks multi-GSTIN reconciliation, ITC Risk analysis (R1–R10), vendor profiling, configurable matching settings, state-wise reports, carry-forward tracking, and all 7 report types. If you deal with clients having multiple GSTINs or need ITC risk insights, Professional is the right choice.
Can I upgrade or downgrade anytime?
Yes. Upgrades take effect immediately. Downgrades apply at the end of your billing period. All data is retained on any plan change.
Can my articles / staff access the account?
Yes. Trial has no staff access, Starter includes 2 staff sub-users, Professional includes 10, Enterprise is unlimited.
Is annual billing available?
Yes — for Starter and Professional plans. Annual billing saves ₹1,989/year on Starter and ₹4,989/year on Professional. Enterprise pricing is negotiated directly.
Do you provide a GST invoice?
Yes. A proper GST tax invoice (18% GST) is issued for all paid subscriptions. The subscription is a fully deductible business expense for your CA practice.
Who should choose Enterprise?
Large CA firms with 50+ clients, multi-partner practices, or firms needing unlimited staff access and a dedicated account manager. Contact us for a custom quote.
Ready to reconcile your first client?
Join CAs across India who save hours every month with Filtax. Start your free 60-day trial — no payment, no risk.