InnopayTX automates document parsing, bank statement analysis, and compliance tracking — so your Chartered Accountant firm spends less time on data entry and more time advising clients.
From document upload to ITR-ready data — InnopayTX handles the extraction, categorisation, and compliance workflows that consume your team's time.
Upload PDF, Excel, or CSV bank statements from any of 10+ supported Indian banks. InnopayTX extracts every transaction, automatically categorises expenses into 20+ categories, detects recurring payments, identifies anomalies, and produces a month-wise cash flow analysis — ready for ITR and loan assessments.
Detect tampering and forgery in PDF bank statements. InnopayTX analyses metadata, producer signatures, and structural anomalies to flag suspicious documents before they reach the assessment stage.
Track every filing deadline — ITR, GST, TDS, advance tax — across your entire client portfolio. Get deadline reminders before due dates so nothing slips through.
Ask natural-language questions about any client's tax position. Get answers grounded in the client's actual documents — Form 16, AIS, bank statements — not generic LLM responses.
Organise your practice by firm → client hierarchy. Each client's documents, compliance items, and analysis live in one place — accessible, searchable, and exportable.
Export bank statement analysis as multi-sheet Excel files: Credits with tax classification, Debits by category, and a Tax Classification summary — formatted for direct use in ITR computation.
Upload raw PDFs from the Income Tax portal, your bank's netbanking, or employer systems. InnopayTX extracts structured data ready for filing — no manual entry.
Extract salary breakdowns, allowances, deductions, and TDS details. Automatically maps to ITR-1/ITR-2 schedules.
Parse the comprehensive AIS from the Income Tax portal. Cross-reference with bank credits for discrepancy detection.
Extract TDS deducted by every deductor, advance tax paid, and refunds received across the assessment year.
PDF, Excel, and CSV from HDFC, ICICI, SBI, Axis, Kotak and more. Auto-detects bank format — no manual selection required.
Drag and drop any bank statement PDF, Form 16, AIS, or Form 26AS. Password-protected PDFs are fully supported.
InnopayTX identifies the document type and bank format, then extracts every field and transaction with confidence scoring.
Transactions are categorised, recurring payments detected, cash flow computed, and income classified under the correct head of income.
Download structured Excel reports or query the AI for specific tax questions. Everything is audit-ready and client-shareable.
Whether you're preparing individual ITRs, advising businesses on GST, or helping clients secure loans — InnopayTX has a workflow for it.
Process the full document set for any client in a fraction of the time. Form 16, AIS, Form 26AS, and bank statements — all parsed and reconciled before you open your ITR utility.
Prepare comprehensive bank statement analysis packages for home loan, business loan, or overdraft applications.
Never miss a TDS return, advance tax payment, or GST filing again. The compliance calendar tracks every deadline across your entire practice.
When a client receives a notice, quickly analyse their documents and generate a coherent income reconciliation.
Verify that the bank statements your clients submit are genuine before relying on them for filings or loan preparation.
Organise your entire practice from a single dashboard. Each client has their own document vault, compliance tracker, and analysis history.
Join Chartered Accountant firms using InnopayTX to cut document processing time by hours per client. Your first firm is free to set up.