Use cases · Accounting & Audit
OCR for CA & Accounting Firms
Batch client invoices by month, scan 4-way compliance badges for red flags, group by supplier GSTIN, and export Tally-friendly XML or GSTR-1-oriented Excel files. Staff spend time on exceptions, not manual retyping.
Quick answer
Accie OCR is tailored for Indian CA firms, tax practitioners, and bookkeepers handling month-end invoice surges. It automates compliance checks (totals, tax slabs, GSTIN checksum, QR/IRN) and exports import-ready Tally XML and GSTIN-wise ZIP packs — reducing data-entry time by up to 80%.
Built around the CA office workflow
1. Batch Upload by Client & Period
Upload 50 to 500 invoices in a single batch tagged by client name and financial quarter (e.g. Acme_Pvt_Ltd_Q1_2026).
- Handles mixed PDFs, mobile scans, and camera photos
- High-volume batch lane handles tough scans
- Status tracking per invoice in the batch
2. Four-Way Compliance Badge Strip
Scan the batch at a glance. Green badges confirm checks passed, and amber or red flags immediately point staff to exceptions.
- Reconciled: Line items sum to grand total (±¥1 tolerance)
- Tax verified: Validated against 0%, 5%, 12%, 18%, 28% slabs
- GSTIN valid: Format and checksum verified offline
- QR / IRN: Decodes and cross-references e-invoice QR code
3. Tally-Friendly Purchase Voucher XML
Export directly into Tally Prime / ERP 9 XML schema with pre-mapped ledger accounts.
- Supplier ledger and purchase ledger mapped
- CGST, SGST, IGST tax breakdown ledgers
- Round-off adjustment lines included
4. Group by GSTIN (ZIP Pack)
Export batch results partitioned into separate folders named by supplier GSTIN.
- Instant 2B vs purchase register reconciliation
- Structured Excel summary for the client
- Clean audit trail per supplier
Clear operational boundary: Accie prepares verified, import-ready files. It does not file GST returns on the GST portal or post directly into your accounting software. Your staff retains full sign-off before importing files into Tally or books.
Beyond invoices: Bank statements and contracts
The same Accie workspace also handles bank & MF statements (with automatic balance verification), fixed-layout forms (for client onboarding), and handwritten regional notes.
Data residency & DPDP compliance
Client documents are processed within Indian data centres. Data retention is configurable between 1 and 30 days (default 7 days). Raw documents are permanently purged on schedule while immutable audit logs are preserved for compliance. Read our DPDP compliance note for CAs.