Charter AI

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What can Charter AI do for my firm?

Charter AI drafts cited notice replies, answers research questions with sources, reconciles GSTR-2B, turns statements into vouchers for Tally and keeps every client's due dates on one calendar.

Updated 29 Sept 2026

In short

Charter AI is built for Indian Chartered Accountants. It saves the partner's time and the firm's cost on notice work and on books.

The sidebar, highlighted, listing Dashboard, Clients, Drafting, Notices, Trademarks, Research, Calendar, Bookkeeping, Reconciliation, Tally export, Documents, Tools and Settings.
Every part of Charter AI is one click away in the sidebar.
  • Drafting: upload a notice or type the facts, and get a reply where every fact links to the PDF page it came from and every legal point links to its source.
  • Research: ask a question and get a short answer first, then the detail, with a source for every point.
  • Bookkeeping and Tally export: bank statements, registers and invoices become vouchers you review, then download as a TallyPrime import file.
  • Reconciliation: match a client's GSTR-2B against purchases, and their e-invoice and e-way bill registers against sales.
  • Calendar: statutory due dates and notice deadlines for every client, with reminder emails.
  • Documents: one vault for every file, searchable by the text inside it.
  • Trademarks: Form TM-A applications and objection replies.

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