Practice Solutions

Built around how your firm operates.

Discover tailored automation pipelines engineered for different practice models and workflow volumes.

Partnership Practices

For Chartered Accountancy (CA) Firms

Manage high-volume GST filing cycles, statutory audits, and multi-partner delegations without operational chaos.

Multi-Seat Delegation: Assign tasks to Article Assistants and Managers with partner review gates.
Bulk GSTR-2B Matching: Auto-reconcile multiple client GSTINs in batch mode during peak monthly filing periods.
Audit-Ready Documentation: Keep timestamped logs of all client submissions and exception approvals.
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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
Solo & Boutique

For Independent Tax Professionals

Automate tedious purchase matching and discrepancy reviews so you can handle larger client volumes with zero spreadsheet hassle.

Instant 2B Matching: Auto-match hundreds of purchase invoices against GSTR-2B downloads in seconds.
Side-by-Side Discrepancy Diff: Spot tax rate mismatches, rounding differences, and missing invoices instantly.
Review Queues: Focus your attention only on invoices with genuine tax differences before filing returns.
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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
Corporate Teams

For Corporate Accounting Teams

Streamline internal vendor reconciliations, manage Input Tax Credit (ITC) eligibility, and ensure statutory compliance.

ITC Maximization: Identify vendor discrepancies early to prevent ITC blockages and interest penalties.
Vendor Follow-up Workflows: Automatically notify defaulting suppliers about missing 2B filings.
ERP Sync: Seamlessly ingest data from Tally, Zoho, SAP, or custom accounting systems.
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WHEN
Purchase Books Ingested
CHECK
Fetch GSTR-2B Records
ACTION
Run Automated Matching
IF
Discrepancy Isolated
ASSIGN
Create Exception Review Ticket

Experience the difference DhanGenie makes for your practice.

Schedule a customized consultation and see live reconciliation on your sample dataset.