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Accountrix AI
What it is
Accountrix AI is a web-based accounting suite for Indian chartered accountant firms and MSMEs. Its Financials module converts a TallyPrime or Excel trial balance into a Balance Sheet, Profit & Loss statement, notes, and disclosures for non-corporate entities; the maker says this takes under 10 minutes. Bank Match reads PDF, Excel, and scanned bank statements, matches entries to Tally ledgers with debit and credit awareness, and sends uncertain matches to an exception queue. Financials accepts TallyPrime data through a desktop connector or Excel paste. The first Financials statement is free, and each account receives five free Bank Match reconciliations without a card. A chartered accountant must approve review before downloading a statement. Paid options range from ₹39 per statement to ₹99 per statement, while Bank Match plans include ₹59 per reconciliation, ₹699 monthly, or ₹5,999 annually. The maker says data is encrypted, protected at rest, and logged.
For and against
For
- Generates financial statements from TallyPrime or Excel
- Bank Match handles PDF, Excel, and scanned statements
- First statement and five reconciliations are free
- Exception queue for uncertain matches
- Supports TallyPrime integration
Against
- Chartered accountant approval required before download
- Paid plans use minimum statement quantities
- Future modules remain in development
The verdict
Accountrix AI focuses on statement preparation and bank reconciliation with accountant review controls. Its free starter allowances support evaluation, while paid pricing varies by statement, reconciliation, or subscription plan.
Who it suits
It suits Indian CA firms and MSMEs using TallyPrime or Excel workflows. Teams needing accountant approval before downloads should fit its review process.
Plans and prices
Financials Professional
Minimum 250 statements · re-downloads free
Read 8 Oct 2026 · bankmatch.accountrixai.com
Financials Growth
Minimum 100 statements · re-downloads free
Read 8 Oct 2026 · bankmatch.accountrixai.com
Bank Match Pay as you go
Any quantity
Read 8 Oct 2026 · bankmatch.accountrixai.com
Financials Starter
Minimum 50 statements · re-downloads free
Read 8 Oct 2026 · bankmatch.accountrixai.com
Financials Pay as you go
Any quantity · re-downloads free
Read 8 Oct 2026 · bankmatch.accountrixai.com
Bank Match Monthly
Unlimited reconciliations
Read 8 Oct 2026 · bankmatch.accountrixai.com
Bank Match Annual
Unlimited reconciliations
Read 8 Oct 2026 · bankmatch.accountrixai.com
On the record
- Bank reconciliation
- Bank Match parses PDF, Excel and scanned bank statements, matches entries to Tally ledgers with debit and credit awareness, and routes uncertain matches to an exception queue.accountrixai.com · read 8 Oct 2026
- Compliance
- The maker says Financials uses the ICAI Accounting Standards register and Guidance Note for non-corporate entity statements.accountrixai.com · read 8 Oct 2026
- Data handling
- The maker says monetary values are separated from third-party processing, and the AI sees account titles and Tally groups rather than figures.accountrixai.com · read 8 Oct 2026
- Financial statements
- Financials turns a TallyPrime or Excel trial balance into Balance Sheet, Profit & Loss, notes and disclosures for non-corporate entities.accountrixai.com · read 8 Oct 2026
- Free use
- The first Financials statement is free and each account receives five free Bank Match reconciliations without a card.accountrixai.com · read 8 Oct 2026
- Future modules
- Tax Audit, GST Reco, Practice Manager and AI Bookkeeping are described as coming or in development.accountrixai.com · read 8 Oct 2026
- Integrations
- Financials accepts trial balances synced from TallyPrime with a desktop connector or pasted from Excel.accountrixai.com · read 8 Oct 2026
- Intended users
- The maker describes the product as built for CA firms and MSMEs.accountrixai.com · read 8 Oct 2026
- Processing time
- The maker says Financials generates statements in under 10 minutes.accountrixai.com · read 8 Oct 2026
- Purpose
- Accountrix AI is an AI accounting suite for Indian CA firms and MSMEs that automates accounting workflows while requiring a chartered accountant to review and approve outputs.accountrixai.com · read 8 Oct 2026
- Review controls
- A chartered accountant must confirm review before a statement can be downloaded.accountrixai.com · read 8 Oct 2026
- Security
- The maker says data is encrypted in transit, protected at rest, and actions are logged and attributable.accountrixai.com · read 8 Oct 2026
- Support
- The contact page says support responds within one business day to demos, pricing, waitlist or technical questions.accountrixai.com · read 8 Oct 2026
