Financial Planning & Analysis
It can extract trends from your spreadsheet.
What would you like to analyze?
Builds the forecast from live actuals, with embedded context such as your entity structure and cost drivers.
Fix the three things holding AI back in finance
ClearTax gives you clean finance data and the business context AI needs, so your finance team can build and use AI with confidence.
ClearTax gives you clean finance data and the business context AI needs, so your finance team can build and use AI with confidence.
I found ₹6.8 Cr in invoices aged 180+ days.
The next oldest bucket, 151–180 days, totals ₹2.2 Cr.
Based on the uploaded spreadsheet, these are the invoices that currently require the most attention. I can also list the individual invoices or break them down by vendor.
Using the attached invoice aging report, which invoices cross 180 days this month?
Using the attached invoice aging report, which invoices cross 180 days this month?
It can extract trends from your spreadsheet.
Which invoices cross 180 days this month?
Table-4x vendor open payments
Builds the forecast from live actuals, with embedded context such as your entity structure and cost drivers.
Same vendor, amount and invoice date as another row
Flag unusual transactions across invoices, contracts & shipping.
Flags duplicates across whatever files you upload. Can only analyse a sample of your transactions, not all.
Flag unusual transactions across invoices, contracts & shipping.
84,300 transactions scanned
46 need review
Flags unusual things that you are likely to miss, because it looks at every transaction and compares it to the specific contract, invoice, and shipping details.
Revenue was ₹482.4 Cr against a ₹498.3 Cr plan, a ₹15.9 Cr shortfall. Gross margin was 21.8% versus 24.1% planned, down 2.3 pts.
I can create a chart or summarize the variances by category?
Did we hit revenue plan this month? What drove margin change?
Summarises the file you paste in or translates data inside your ERP into a visual graph or trend line.
Did we hit revenue plan this month? What drove margin change?
Meaningfully answers why and how metrics changed, because it's connected to live systems with your business context.
Return formatted and ready for review
Compute this month’s tax returns across all entities.
Matches invoice number, date, amount, and formats a return.
Compute this month’s tax returns across all entities.
84,300 transactions scanned
46 need review
Computes return at line item level, reconciled against all your systems, based on statutory rules for each country
| Invoice | Date | Amount | Status |
|---|---|---|---|
| INV-1048 | 08 Oct | ₹4.8L | Ready |
| INV-1049 | 09 Oct | ₹2.2L | Ready |
| INV-1050 | 09 Oct | ₹6.1L | Ready |
Extract the attached invoices for AP.
Reads each invoice PDF, extracts fields, and uploads to your ERP/AP/AR systems
Process this month’s incoming invoices.
1,462 invoices processed
53 flagged for review
Duplicates removed, documents linked, and checks recorded in one trail
Receives from Peppol, email and vendor portals. De-duplicates, links documents, checks for fraud, and keeps the full trail.
Every system you run, always current
The layer behind AI output you can trust.
Linked records
Every system joined at transaction level
Statutory logic
Rates, classification and filing rules, across 50+ countries
Your logic
GL structure, credit notes, vendor and item definitions, the recons and checks you run
Institutional memory
Every investigation and the decision it led to
Where your agents run, with context ready instead of rebuilt on every query.
CFO Studio
Apps and workflows you can ask questions of
Agent Studio
Always-on agents that flag exceptions, send reports and alerts
Surfaces you already own
Any agent, via MCP or API
Give the model a foundation, and it stops guessing
Data already flows in. Finance logic already built.
Live with enterprise customers today.
Where orders stall and what the delay costs, daily.
6 days
cut from order to delivery
18%
less stock in transit
Multi-site distributor, GCC
Every notice type, answered with the transactions behind it.
7×
faster end to end
3 days
vs 20–30 days before
Large multi-entity enterprise, India
Every contract checked against every transaction.
4%
of SKUs selling off-contract
800
contracts checked continuously
Manufacturer, KSA
Duplicate payments and ghost vendors caught before payout.
0.4%
of payment value recovered
100%
of invoices screened, daily
Retail group, UAE
Every vendor ranked on cost, quality and delivery.
12,000+
vendors scored on live data
3%
of spend redirected
Diversified conglomerate, India
Output, downtime and yield in one view.
9%
less unplanned downtime
100%
of control breaks with a named owner
Industrial group, Malaysia
The mandates already structure your data. The only question is whether you build on it.
Compliance-only

Invoice data sent to the government and forgotten
You don’t use the data to build more intelligence.
You pay multiple times for the same extraction.
Foundation-first

The invoice data is validated, tagged and joined across systems.
The next finance use cases start from a data foundation instead of another extraction.
Avoid the needless complexity of managing multiple vendors and projects across countries
France
India
Malaysia
Singapore
Spain
Belgium
Norway
Slovakia
Powering Global e-Invoicing Alongside Regulators
Pan-European e-invoicing & procurement network
UAE Federal Tax Authority compliance
Saudi e-invoicing mandate (Fatoorah)
Compliant with Oman Tax Authority
French tax administration
Belgian fiscal services
National Informatics Centre
Malaysian tax authority
Deep integrations means minimal to no changes in your daily workflow
EPRs, POS, Handheld systems
Successful Integrations
Engineers
Powering Global e-Invoicing Alongside Regulators
Annual audit compliance for data security
Information security & business continuity
Vulnerability assessment & penetration testing
Encrypted data in transit with TLS 1.3
Military-grade encryption at rest
General Data Protection Regulation
Secure token-based authentication
OCI local residency with AWS backup
Regulatory-compliant data privacy
End-to-end assistance for your business
Key Account Managers for personalized service
Comprehensive training programs for your team
We build what you need, when you need it
In-person support and consultation at your office
Dedicated onboarding team ensures smooth setup
Powering Global e-Invoicing Alongside Regulators
Deep integrations means minimal to no changes in your daily workflow
Powering Global e-Invoicing Alongside Regulators
End-to-end assistance for your business
Pan-European e-invoicing & procurement network
UAE Federal Tax Authority compliance
Saudi e-invoicing mandate (Fatoorah)
Compliant with Oman Tax Authority
French tax administration
Belgian fiscal services
National Informatics Centre
Malaysian tax authority
EPRs, POS, Handheld systems
Successful Integrations
Engineers
Annual audit compliance for data security
Information security & business continuity
Vulnerability assessment & penetration testing
Encrypted data in transit with TLS 1.3
Military-grade encryption at rest
General Data Protection Regulation
Secure token-based authentication
OCI local residency with AWS backup
Regulatory-compliant data privacy
360° Support
Key Account Managers for personalized service
Comprehensive training programs for your team
We build what you need, when you need it
In-person support and consultation at your office
Dedicated onboarding team ensures smooth setup
No spam. A 30-minute call to help you unlock the first finance use-case you can solve.
Tell us a little about you and we will be in touch.
Loading form…