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Use case

AI tools for CA firms: bank statements to Tally in minutes

CABookkeeper is Surge's bookkeeping desk for chartered accountant firms. You upload a client's bank statement or GST invoices, it maps each line to the client's ledgers, your staff approve or correct the lines, and you download Tally XML to import into Tally Prime. It is free for your first 3 months; after that you pay only for what you use, at our cost.
Start free on CABookkeeper

The problem

What gets in the way

  • Articles spend days typing bank statement lines into Tally for every client, every month.
  • Each client names the same expense differently, so the mapping lives in one person's head.
  • GSTR-2B reconciliation and TDS checks are done in separate spreadsheets, after the books are already posted.

Products

What helps

  • CABookkeepercabookkeeper.com ↗

    Bank statements and GST invoices to checked Tally vouchers, plus GST and TDS working.

    Free for your first 3 months. Then pay only for what you use, at our cost — no markup.

  • IndianFirmDataindianfirmdata.com ↗

    Look up a company by name, CIN or domain when you onboard a new client.

    Free for your first 3 months. Then pay only for what you use, at our cost — no markup.

Step by step

How to do it

  1. 1

    Add the client

    Create the client in CABookkeeper and set up its ledgers, or import them.

  2. 2

    Drop a statement

    Upload the bank statement as PDF, Excel or CSV. Every row is checked against the running balance, so a misread line shows up at once.

  3. 3

    Map to ledgers

    Lines are mapped using the client's learned rules, common Indian narration patterns and party matching. AI handles only what is left.

  4. 4

    Review and approve

    Staff approve confident lines in one click and correct the rest. Each correction teaches that client's rules for next month.

  5. 5

    Send to Tally

    Download the Tally XML (masters first, then vouchers) and import it into Tally Prime.

  6. 6

    GST and TDS

    Reconcile GSTR-2B with the books, prepare the GSTR-1 JSON and 3B working, and review the risk flags.

Be sure

When Surge Software is not the right tool

CABookkeeper does not file returns on the GST or income-tax portals for you, and it does not replace Tally — it prepares entries for Tally. If your firm works in a different accounting package, check the export formats with us first.

FAQ

Questions

Does it work with Tally Prime?

Yes. It exports Tally XML (masters, then vouchers) that you import into Tally Prime. Test the import in a copy of the company first.

Can staff and partners have different access?

Yes. The firm owner invites staff and viewers with their own roles.

What does it cost after 3 months?

You pay only for what you use, at our cost, from a prepaid wallet. CABookkeeper's pricing page lists the rates.

Related

Last updated 1 November 2026 · by Venu Gopal Reddy Muvva, founder