Last updated: 2026-03-11
By CA Ajay Konale — International Taxation | Assessments | Crypto Taxation | Ex-Cleartax
A ready-to-use bank-statement automation toolkit that delivers automated classification, KPI extraction for income/expenses/EMI/investments, month-by-month cashflow trends, and actionable insights, packaged to produce client-ready dashboards in minutes. This solution eliminates manual data-entry, saves hours of manual tagging, and gives accountants a scalable method to deliver faster, more accurate client insights.
Published: 2026-03-11
Automate bank-statement analysis to deliver a complete, client-ready cashflow dashboard with KPI insights in minutes.
CA Ajay Konale — International Taxation | Assessments | Crypto Taxation | Ex-Cleartax
A ready-to-use bank-statement automation toolkit that delivers automated classification, KPI extraction for income/expenses/EMI/investments, month-by-month cashflow trends, and actionable insights, packaged to produce client-ready dashboards in minutes. This solution eliminates manual data-entry, saves hours of manual tagging, and gives accountants a scalable method to deliver faster, more accurate client insights.
Created by CA Ajay Konale, International Taxation | Assessments | Crypto Taxation | Ex-Cleartax.
Small to mid-size accounting firms looking to automate cashflow analysis for multiple clients, Chartered accountants who want faster reconciliation and KPI reporting without manual data entry, Bookkeepers tasked with delivering dashboard-ready statements to clients in a tight turnaround
Interest in finance for operators. No prior experience required. 1–2 hours per week.
Automatic tagging of transactions and categorization. KPI extraction for income, expenses, EMI, and investments. Month-by-month cashflow trends and anomalies. Behavioral spending insights for client advisory. Dashboard-ready summaries for client reporting
$0.35.
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