LedgerAI — AI-Powered Practice Management for Indian CAs
NEW LedgerAI now supports ITR filing for AY 2026-27 with AI-assisted schedule preparation Start free trial →
Built for India's 3.5 lakh+ Chartered Accountants

The operating system
for modern CA firms

LedgerAI is the first cloud-native, AI-powered practice management platform that replaces the fragmented mess of CompuTax, Excel, WhatsApp, and paper ledgers — with a single intelligent dashboard.

No credit card required · Setup in 5 minutes · ICAI-compliant data handling

app.ledgerai.in/dashboard
Good morning

Dashboard Overview

Returns Filed
142
↑ 23% vs last month
Pending Docs
28
6 urgent follow-ups
Revenue (MTD)
₹4.2L
↑ 18% MoM
Overdue
3
Action required

Upcoming Deadlines

View all →
Sharma Enterprises — GST Return (GSTR-3B)
PAN: AABCS1234F · GSTIN: 29AABCS1234F1Z5
Tomorrow
May 20
Ananya Krishnan — TDS Return (Q4)
PAN: BCMPK5678A · Form 24Q pending
In 4 days
May 23
Vikram Iyer — Advance Tax (Q1)
PAN: AADPI9012L · ₹78,500 estimated
In 12 days
May 31

Trusted by forward-thinking firms across India

Sharma & AssociatesMehta.CAIyer Tax AdvisorsGupta & CoPatel AssociatesKUMAR & SONSReddy & Partners[joshi.co]
The Problem

Your practice runs on a fragile stack of six disconnected tools.

Every Indian CA firm juggles the same chaotic toolkit. Documents on WhatsApp. Deadlines in Excel. Client data scattered across CompuTax, Tally, and a physical register. It doesn't scale, and it definitely isn't intelligent.

📊
Excel sheets with 47 tabs for client tracking
💬
200+ WhatsApp chats for one filing season
📒
Paper registers with illegible fee entries
Missed deadlines = penalty calls at 11 PM
CLIENT_DATA.xlsx
⚠ File corrupted
WhatsApp (17)
99+ unread
CompuTax v2019
License expired
⚠ Upgrade needed
paper_register.pdf
[scanned, blurry]
Not searchable
😩
😩
😩
Sound familiar?
STRATEGIC_POSITIONING

We don't compete with filing software.We complement it.

CompuTax and SAG Infotech handle the actual return computation and e-filing. LedgerAI handles everything else — the 80% of a CA's daily work that happens before and after filing.

Core Platform

Seven pillars of a modern CA practice

Everything your firm needs, in one unified platform — designed by CAs, for CAs.

Client Management

CRM

Track 50–200+ clients, their PAN, GSTIN, filing status, documents, and entire communication history in one searchable, filterable database.

PAN / GSTINTagsNotes

Deadline Intelligence

AUTO

Auto-populated ITR, GST, TDS, and advance tax deadlines across all clients with color-coded urgency and automated WhatsApp reminders.

ITRGSTTDSAdv. Tax

Document Collection Portal

A branded, mobile-friendly link per client. They upload Form 16, bank statements, and investment proofs directly — no more WhatsApp document chase.

Ends the WhatsApp chase

Tax Computation Engine

DETERMINISTIC

Deterministic slab calculation with old vs new regime comparison, Chapter VI-A deductions, surcharge, cess, and rebate u/s 87A — fully auditable.

Old vs New87A RebateSurcharge

ITR / GST / TDS Filing Workspace

Step-by-step form preparation, schedule-by-schedule editing, XML generation, validation, and direct e-filing to government portals — all in one place.

ITR-1 to ITR-7 supported
Flagship

AI Tax Assistant

RAG

Natural language tax queries powered by RAG over the Income Tax Act 2025 (536 sections), CBDT circulars, and GST rules — with section citations.

536 sectionsCBDTGST rules

Billing & Invoicing

Auto-generate GST-compliant invoices, collect payments via Razorpay (UPI AutoPay), and send automated WhatsApp reminders for overdue fees.

INV-2026-0847
₹18,500
Paid via UPI
INV-2026-0848
₹32,000
Reminder sent
INV-2026-0849
₹8,750
15 days overdue
LedgerAI Assistant
Online · Trained on Finance Act 2026
RAG
Is HRA exemption available under the new tax regime for AY 2026-27?

No. HRA exemption under Section 10(13A) is not available if the taxpayer opts for the new tax regime u/s 115BAC.

This was reinforced by the Finance Act 2025, which made the new regime the default from AY 2024-25 onwards.

Sources cited:
§10(13A)§115BAC(2)CBDT Cir. 12/2023
Generated in 1.2s · 3 sources verified
What deductions ARE allowed under the new regime?
Ask about sections, circulars, client cases...
LedgerAI Assistant

Your junior CA who never sleeps.

Ask anything about Indian tax law in plain English. Get answers with exact section citations — no hallucinations, no fluff. Trained on 536 sections of the Income Tax Act, every CBDT circular, and the complete GST rulebook.

Always cites sources
Every answer includes section references you can verify
Knows your clients
Context-aware — references your client data when relevant
Updates with every amendment
Finance Act 2026 changes are live within 48 hours
Try asking:
"Is HRA exemption available under the new tax regime?"
"What's the TDS rate for contractor payments to a firm?"
"Explain Section 54F capital gains exemption"
How it works

From client onboarding to filing day

A typical ITR filing journey with LedgerAI takes 11 minutes instead of 3 hours.

STEP 01
1

Onboard

Import clients via CSV or add manually. PAN validation against NSDL. Auto-fetch GSTIN details.

STEP 02
2

Collect

Send branded upload links. Clients upload Form 16, bank statements, and proofs from their phone.

STEP 03
3

Compute & Review

AI extracts data, computes tax under both regimes, flags anomalies, and prepares schedules.

STEP 04
4

File & Invoice

Generate XML, validate, e-file to the portal. Auto-send invoice with UPI payment link.

82%
Time saved per return
2,400+
CA firms on the platform
1.8M
Returns prepared
4.9
From 680+ CA reviews
From the community

Loved by CAs across India

"The AI assistant alone is worth 10x the subscription. Last week it caught a Section 80CCD(1B) NPS deduction I had missed for a client — saved them ₹46,800 in tax."

RS
CA Rohan Sharma
Sharma & Associates, Mumbai

"I run a 4-person firm with 180+ clients. The deadline dashboard saved my reputation last July. I actually slept the night before 31st July for the first time in 12 years."

PM
CA Priya Mehta
Mehta.CA, Bangalore

"The document portal is genius. My clients love sending a single link instead of 47 WhatsApp messages. And the UPI AutoPay invoicing has cut my receivables from 45 days to 6."

VI
CA Vikram Iyer
Iyer Tax Advisors, Chennai
Pricing

Plans that scale with your practice

Start free. Upgrade when you're ready. All plans include core platform features.

Starter

For solo practitioners

₹999/month
+ GST. Billed annually.
  • Up to 50 clients
  • Client management + deadlines
  • Document portal (branded)
  • Tax computation engine
  • 100 AI queries / month
Start free trial

Enterprise

For large firms (10+ CAs)

Custom
Tailored to your firm
  • Everything in Professional
  • Unlimited seats
  • SSO + SCIM provisioning
  • Custom AI training on your precedents
  • Dedicated success manager
  • API access + custom integrations
  • SLA-backed 99.99% uptime
Talk to sales

All plans include: SOC 2 Type II certified · Data hosted in Mumbai (AWS ap-south-1) · ICAI-compliant

FAQ

Questions, answered

No. LedgerAI complements your existing filing software. CompuTax, SAG, and similar tools handle the actual return computation and e-filing. LedgerAI handles everything around it — client management, deadlines, document collection, billing, and AI-assisted advisory.
All data is encrypted at rest (AES-256) and in transit (TLS 1.3). Data is hosted exclusively in AWS Mumbai (ap-south-1), never leaves India. We're SOC 2 Type II certified and fully compliant with ICAI data handling guidelines.
The AI uses Retrieval-Augmented Generation (RAG) over authoritative sources — the Income Tax Act, CBDT circulars, and GST rules — and always cites specific sections. It's designed to be a research assistant that speeds up your work, not a replacement for your professional judgment.
Yes. We offer one-click CSV import for client data, and our onboarding team will help migrate data from CompuTax, Tally, and other sources free of charge on Professional and Enterprise plans. Most firms are fully migrated within 48 hours.
No credit card required to start. After 14 days, you can choose a paid plan or continue with a limited free tier (10 clients, no AI). Your data is never deleted — it waits for you whenever you're ready.
Yes. Articleship students get LedgerAI free. Newly qualified CAs (within 2 years) get 50% off for the first year. We're also an ICAI-recognized CPE provider — using our platform's learning modules can earn you up to 8 CPE hours annually.
Join 2,400+ CA firms

Your firm,
finally in one place.

Stop stitching together six tools. Start running your practice on an operating system built for the way modern CAs actually work.

No credit card · Setup in 5 minutes · Cancel anytime