Automated Workflow & GST Reconciliation for CA Firms

Automate the work.
Focus on the client.

DhanGenie helps CA and accounting firms automate repetitive workflows, reconcile data faster, and manage client operations from one intelligent workspace.

Built specifically for CA & Accounting Firms
Secure, audit-friendly structured workflows
Designed for Indian GST & compliance operations
DhanGenie App • GSTR-2B Recon Workspace
● Active — GSTR
DhanGenie GSTR-2B Reconciliation App Interface
Built for modern accounting practices
GST Workflows
Client Operations
Document Workflows
Team Productivity
The Operational Challenge

Your team shouldn't spend hours doing work software can handle.

Repetitive operational work takes valuable time away from review, advisory, and high-value client relationships.

Manual Reconciliation

Comparing spreadsheets and multi-thousand row GSTR-2B files consumes hundreds of billable staff hours every month.

Vendor Discrepancies

Supplier invoice value mismatches, tax rate errors, and missing 2B entries slip through manual checks.

Fragmented Workflows

Teams switch constantly between Tally, Excel, and government portals, leaving discrepancy tracking disorganized.

ITC Blockage Risk

Tight statutory deadlines leave little room for errors, leading to blocked input tax credit or interest penalties.

The DhanGenie Workspace

One intelligent workspace for your firm's reconciliation workflows.

DhanGenie unifies GSTR-2B comparison, purchase register matching, exception tracking, and team task management into a single structured platform.

Automate 2B vs Purchase matching across thousands of rows
Isolate tax differences, rounding mismatches, and missing entries
Turn discrepancies directly into staff review tasks with pre-filled context
Keep qualified accountants in complete control of final filing decisions

Discrepancy Review • INV-1025

Supplier: XYZ Pvt Ltd (GSTIN: 09XYZDE5678F1Z5)
Tax Difference: ₹72
As per Purchase Books
Taxable: ₹18,200
IGST (18%): ₹3,276
As per GSTR-2B Portal
Taxable: ₹17,800
IGST (18%): ₹3,204
Platform Capabilities

Everything your team needs to reconcile faster.

Designed around the daily reconciliation and compliance demands of Indian CA and tax consulting firms.

Automated GSTR-2B Matching

Import purchase books and GSTR-2B data. DhanGenie instantly classifies exact matches, value mismatches, and missing entries.

Discrepancy Resolution Engine

Isolate invoice discrepancies side-by-side with exact tax value differences and clear exception resolution workflows.

Workflow Automation

Build repeatable pipelines that trigger auto-reconciliation, discrepancy isolation, and staff review delegation.

Review Task Management

Assign and track discrepancy review tickets across partners, managers, and article assistants with clear priorities.

ITC Optimization & Security

Identify non-filing vendors and mismatched tax rates early to protect Input Tax Credit (ITC) eligibility.

Reports & Audit Insights

Export comprehensive audit-ready reconciliation logs, exception summaries, and monthly turnaround analytics.

GST & GSTR-2B Engine

Turn reconciliation into a workflow, not a spreadsheet exercise.

Stop manually highlighting cells. DhanGenie auto-matches records and isolates only the exceptions that need professional judgment.

GSTR-2B Auto-Reconciliation

Total Records: 12,842 • Period: August 2026
Matched: 11,924 Difference: 432 Missing: 286 Review: 200
Invoice No. Supplier Name Books (₹) GSTR-2B (₹) Status Workflow Action
INV-1024 ABC Traders ₹42,500 ₹42,500 Matched Auto-cleared
INV-1025 XYZ Pvt Ltd ₹18,200 ₹17,800 Difference Review Exception →
INV-1026 PQR Industries ₹31,400 Missing in 2B Flagged for Review
INV-1027 Bharat Electronics ₹84,000 ₹84,000 Matched Auto-cleared
Intelligent Pipelines

Let DhanGenie handle the repetitive steps.

Create structured rules that process documents, run reconciliations, and notify team members automatically.

WHEN
Purchase Books Ingested
CHECK
Fetch GSTR-2B Records
ACTION
Run Automated Matching
IF
Discrepancy Isolated
ASSIGN
Create Exception Review Ticket
Simple Implementation

Three steps to a more efficient firm.

Get your practice up and running with structured automation in minutes.

01

Connect

Bring your client roster, recurring compliance checklists, and workflow guidelines into one centralized DhanGenie workspace.

02

Automate

Configure routine triggers for document collection, GSTR-2B matching, and task distribution across your team.

03

Review

Your professionals review only exceptions and high-impact advisory decisions while routine data processing runs in the background.

The DhanGenie Advantage

Built around how professional firms actually work.

Tailored for the strict governance, audit standards, and operational demands of the accounting profession.

Less Manual Work

Eliminate hours spent on spreadsheet copy-pasting, manual email follow-ups, and repetitive data cross-checking.

Better Operational Visibility

Know precisely which client filings are on track, what documents are overdue, and where staff capacity is strained.

Structured & Repeatable Workflows

Standardize how your firm handles monthly GST cycles, quarterly TDS, and year-end audits without relying on ad-hoc spreadsheets.

Professional Control

Automation assists your team, but your qualified Chartered Accountants retain complete authority over final review and statutory filings.

Security & Governance

Your firm's data deserves a serious approach.

We understand that client financial records are strictly confidential. DhanGenie is engineered with institutional security, encrypted channels, and granular permission controls.

Role-based access permissions for Partners, Managers & Assistants
Comprehensive audit-friendly activity history
TLS 1.3 encrypted data in transit and AES-256 at rest
Strict data isolation with zero unauthorized third-party sharing
Learn About Security & Privacy →

Built for Professional Dignity

DhanGenie adheres to the standards expected by licensed accounting practices in India. We do not use client data for model training or external indexing.

Data Privacy Guarantee: Your firm retains 100% ownership and control over all financial records and client details.

Ready to remove repetitive work from your firm's day?

Join forward-thinking CA firms and tax professionals who use DhanGenie to streamline GST workflows, organize documents, and serve clients better.