Concise Beta guidance. Your working screen stays open behind this panel — close Help to continue where you left off.
ReclaimLedger helps an accounting team compare Purchase Register records with GST portal (GSTR-2B) data for a selected company, GSTIN, and reconciliation period.
Reconciliation finds the mismatch. Review work may continue after that — investigate why, examine evidence, decide next steps, follow up externally, and recheck. RL supports that workflow; it does not ask you to abandon your existing GST or reconciliation tools.
It identifies records that agree and records that need attention, then supports Why, Next, evidence, and a human decision on each item.
What you see on Overview, Exceptions, Actions, and Follow-ups is the result of that comparison for the current scope — not a statutory GST return or a legal conclusion.
ReclaimLedger does not replace professional judgement and does not automatically determine GST filing, ITC eligibility, or tax/legal outcomes.
Upload your Purchase Register and the GST portal data for the reconciliation period you selected. Supported formats: Purchase Register csv, xlsx; portal csv, xlsx (lab CSV or GSTR-2B workbook B2B sheet).
CSV or XLSX Purchase Register (lab template, Zoho bills export, or an unrecognized CSV mapped to ReclaimLedger fields). One or more GSTR-2B XLSX workbooks may be selected (B2B sheet), or a single lab portal CSV. Zoho purchase CSV/XLSX is normalized automatically. Unrecognized PR CSV requires explicit column mapping. Taxpayer GSTIN is taken from the portal workbook(s) when uploading XLSX, otherwise from the selected scope.
Upload only information you are authorized to share for this Beta review.
After upload, Process runs reconciliation for the selected company · GSTIN · period. Overview shows the result counts; Exceptions lists items that need attention.
Reconciliation means ReclaimLedger compares the relevant Purchase Register and portal records under its current matching rules and identifies records that agree or require attention.
Need attention means a record did not agree under those rules. It is a signal for human investigation — not an automatic tax, compliance, or eligibility conclusion.
Review Required labels (for example amount difference or identity conflict) mean RL identified something that needs human attention from the current reconciliation result. They do not by themselves establish fraud, a tax violation, ineligibility, or a confirmed supplier error.
A reconciliation finding (what RL observed) is separate from your human decision or lifecycle state (for example reviewed or closed after review).
Why explains the reasoning available from the current comparison — why RL surfaced this item for attention.
Next suggests a human follow-up or investigation step based on what RL currently knows. It is guidance, not an automatic decision or action by RL.
Evidence shows the underlying source and comparison information supporting the observation — portal presence, field comparison, and related context — so you can see where the result came from.
RL reports what it can establish from the available inputs and rules. On Evidence you will see What RL knows / does not know for each item.
Where approved knowledge is insufficient, RL may show GST Category: Not established from approved knowledge. That wording must not be read as a tax conclusion.
RL does not decide whether ITC is legally eligible or blocked from category labels alone, and does not establish supplier filing failure unless the product explicitly records that fact from supplied evidence.
Use Why, Next, and Evidence together with your professional judgement — RL does not replace a CA, tax adviser, or legal review.
This Beta works from the source files and scope you supply. Results can change when you upload different files, change period scope, or run reconciliation again.
Some financial or recovery metrics are not yet measured in this demonstration — Business Impact shows what is demonstrated vs what requires real customer data.
Verified as cleared in this product means the invoice now matches under the current reconciliation rules — not that GST filing or final ITC eligibility has been determined.
If you are unsure after reading Why, Next, and Evidence, record your review decision and continue with the workflow rather than treating RL output as a final legal answer.
To report a technical issue or product-learning note, use Report issue / feedback below. RL prepares an email with route and review-context identifiers only — not uploaded files or invoice amounts. You review and send it from your email app; RL does not submit feedback automatically.
To talk about ReclaimLedger more generally, use Want to talk about ReclaimLedger? in that same panel. It opens a short form outside ReclaimLedger.
To continue using ReclaimLedger with your own files, stay on Overview and use Start with my data — no form or Founder contact is required.
Preparing this demonstration.
