Bills and statements in, an audit file out.
Upload the client's bills, bank statements and Tally data. The audit autopilot reads every bill, matches it to the books, the bank and GSTR-2B, raises the exceptions and drafts the report and audit file for the partner to sign off.
Prepare the audit with AI
- Evidence read2,140 bills · 12 statements
- Matched to books and bank38 exceptions
- Analytics and materialityMateriality suggested
- Draft report and CAROUnmodified proposed
- Partner sign-offA. Agarwal
What you can do with AI audit.
Evidence in bulk
Upload files or ZIPs, or link the client's documents. The same file twice is spotted and kept once.
Checklist per audit type
Statutory, tax, internal, stock and bank audits each list what is required and why, and Ask the client turns the gaps into a request.
Everything matched
Bills to vouchers, payments to bank lines, and purchases and sales to GSTR-2B and GSTR-1, by party, bill number, amount and date.
Exceptions that matter
Bills not booked or booked twice, cut-off items, ITC not in 2B, turnover gaps, bank lines not in the books, related parties and large items.
Materiality and adjustments
Materiality suggested from the trial balance until you set it, and adjusting entries proposed from findings for you to accept.
Report, CARO and 3CD
A proposed opinion by rule, a draft report for a company, firm or tax audit, CARO 2020 and Form 3CD prefilled, and a management letter.
Every bill traced to the books and the bank.
Each bill read by AI is checked in code, then matched to its voucher, its payment and its GSTR-2B entry. A matched bill shows when and how it was paid. One with no booking, a second booking or a date on the wrong side of the year end becomes an exception, with its evidence and the next step.
| Rule | Items | Severity |
|---|---|---|
| Bill not booked | 6 | High |
| Booked twice | 2 | High |
| ITC not in 2B | 11 | Medium |
| Cut-off, next year | 3 | Low |
The partner decides, and the file records it.
The opinion is proposed by fixed rules from the misstatements still standing, and the partner may choose another; both are recorded. Sign-off needs the certify right, makes the report and letters final and locks the engagement. The audit file on your letterhead holds the workpapers, exceptions, adjustments, queries, report and evidence index.
Independent Auditor's Report
To the Members of Mehta Textiles Private Limited
Report on the audit of the financial statements. We have audited the financial statements of the Company, which comprise the balance sheet as at 31 March 2026, the statement of profit and loss and the cash flow statement for the year then ended. UDIN: to be generated by the signing partner.
Proposed opinion
Unmodified. No uncorrected misstatement at or above materiality.
How AI audit works.
- 1.
Collect the evidence
Upload bills, statements and returns, or link documents; data synced by the Tally connector is read as it is.
- 2.
Run the autopilot
Confirm the cost estimate. Xegality reads, matches and raises the exceptions, the analytics and the workpaper summaries.
- 3.
Review and sign off
Review the exceptions, send the query list and accept adjustments; then the partner signs off and records the UDIN.
Xegality prepares and checks the work, and a member of your practice reviews and approves it before anything reaches a client. Returns and forms are filed by you on the government portals: Xegality is not a GSP or ERI and never asks for your clients' portal passwords.
Works with
- Bills and invoices
- Bank statements
- Tally day book and trial balance
- GSTR-1, 2B and 3B
- 26AS and AIS
- Prior-year statements
AI audit, explained.
Still curious? Talk to our team.
Does the AI give the audit opinion?
How do I know what a run will cost?
Are confirmations sent to debtors and creditors?
How is the UDIN handled?
Is Ind AS covered?
AI audit shares its work with the rest of Xegality.
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