Financial statements,
audit-ready by 9 a.m.

A Financial Statement Automation System purpose-built for Non-Corporate Entities and LLPs. Map your trial balance once — ArthaMatrix produces the Balance Sheet, Profit & Loss, Notes and Ageing Schedules in the format your audit file expects.

Schedule III & ICAI GN-aligned Built by practising CAs Review-and-sign workflow
The shift

10 ways ArthaMatrix changes your practice.

Click any row to see the impact today versus with ArthaMatrix.

01 Traditional Practice

Manual data drudgery

Hours lost to pulling, verifying, formatting and reformatting trial balance figures across sheets.

Hours each FS
7-14 hrs typical
Manual rekeying
TB to template
Multiple sheets
one per client
Re-verify
before every print
The impact
  • Hours per engagement lost to formatting
  • Limited time for actual review and analysis
  • Burnout during close periods
01 With ArthaMatrix

Real analysis, in real time

Auto-generated statements with built-in checks. Your hours go into insight, judgment and client advisory.

Minutes, not hours
draft on import
Built-in checks
flagged inline
One workspace
engagements aligned
Always reviewable
partner-ready
The impact
  • Hours saved per FS, every time
  • More client-facing time, less re-formatting
  • Predictable on-time closure
02 Traditional Practice

Repetitive data punching

Manual entry across sheets and formats — error-prone, tedious, slow.

Manual typing
rekeying TB rows
Across sheets
split into many files
Typos & slips
figures off, rechecked
Inconsistent
no single source
The impact
  • Prone to human errors
  • Time-consuming and tedious
  • Inconsistent data across files
02 With ArthaMatrix

Smart data processing

Intelligent automation — accurate, consistent, every output.

Auto-import
TB read once
Validation
rules built-in
Accurate totals
reconciled live
Single source
one truth
The impact
  • Accurate data with minimal errors
  • Faster processing, greater efficiency
  • Consistent data across all outputs
03 Traditional Practice

Excel formula risks

Complex formulas, broken links and silent wrong results.

Long formulas
VLOOKUP chains
Broken links
refs to missing cells
Hidden errors
#REF, #VALUE
Wrong totals
undetected drift
The impact
  • High risk of formula errors
  • Broken links and incorrect calculations
  • Hard to audit and validate
03 With ArthaMatrix

Controlled logic engine

Pre-built logic and validations — no formula drift, no broken refs.

Logic engine
tested calculations
Inline checks
runs on every change
Locked totals
can't drift
Audit trail
every change logged
The impact
  • Accurate, governed calculations
  • No broken links or manual overrides
  • Fully auditable and transparent
04 Traditional Practice

Delayed finalisation

Manual follow-ups, scattered data, slow month-end and year-end.

Overdue
running behind
Follow-ups
chasing data
Slow close
days, then weeks
Late nights
crammed deadlines
The impact
  • Missed deadlines
  • Client pressure and rework
  • Burnout during close periods
04 With ArthaMatrix

Faster closings

Structured workflows, real-time visibility, on-time closures.

Defined flow
step-by-step
Real-time
progress at a glance
Status board
one place
On time
close on date
The impact
  • Predictable on-time closures
  • Less follow-up overhead
  • Calmer month and year-ends
05 Traditional Practice

Inconsistent financial formats

Different report formats across clients — confusion, rework, mistakes.

Many templates
each engagement different
Mixed styles
no firm standard
Confusion
partner reviews vary
Rework
reformat every time
The impact
  • Different formats per client
  • Extra review and formatting time
  • Hard to standardise across firm
05 With ArthaMatrix

Standardized reporting

ICAI-aligned templates, automated reporting — same format, every client.

ICAI templates
GN-aligned
Unified style
firm-wide
Professional
print-ready
Consistent
client to client
The impact
  • Same format across every client
  • Faster review, fewer surprises
  • Firm-wide standardisation
06 Traditional Practice

High training time

New team members take weeks to learn tools, formats and processes.

Manuals
dense, outdated
Weeks
to ramp up
Early errors
rework cycles
Supervisor needed
at every step
The impact
  • Slow ramp-up for new joiners
  • Dependency on senior staff
  • Errors during learning phase
06 With ArthaMatrix

Guided workflow system

Step-by-step guidance and in-app instructions at every step.

Step guide
built-in walkthrough
Inline help
tooltips & hints
Fast onboarding
days, not weeks
Self-serve
articles can run alone
The impact
  • New joiners productive in days
  • Less senior-staff dependency
  • Fewer errors during learning
07 Traditional Practice

Manual ageing preparation

Pivot tables, manual sort, MSME tagging — three hours per client.

Pivot tables
rebuilt each year
Manual tagging
MSME by hand
Recheck
disputed by email
3+ hours
per ageing run
The impact
  • Hours of repetitive sorting
  • High chance of misclassification
  • Disclosure errors
07 With ArthaMatrix

Instant ageing

Auto-calculated using defined rules — accurate, instant, reliable.

Auto buckets
5 brackets out of box
MSME flag
from master
Drill-down
invoice-level
Tied to BS
reconciled live
The impact
  • Ageing in seconds, not hours
  • Bifurcation handled automatically
  • Reconciles to BS without effort
08 Traditional Practice

Rework & duplication

Mapping is redone for every client, every period, every report.

Copy-paste
from last year
Duplicate work
same head, again
Errors compound
one mistake spreads
Endless rework
no memory
The impact
  • Same work redone year over year
  • Inconsistencies creep in
  • Wasted senior time
08 With ArthaMatrix

Reusable intelligent mapping

Map once, reuse across clients and periods — with built-in checks.

One-time map
head → group
Roll forward
client, year, firm
Built-in checks
catches drift
Propagated
wherever it's needed
The impact
  • Mapping memory across the firm
  • Year-on-year roll-forward built in
  • Senior time freed for review
09 Traditional Practice

Staff dependency

Work depends on individuals — delays, bottlenecks, inconsistency.

Key person
tribal knowledge
Knowledge silos
locked with one
Bottleneck
one node slows all
Fragile
if they leave…
The impact
  • Bottlenecks when seniors are unavailable
  • Knowledge locked with individuals
  • Hard to scale capacity
09 With ArthaMatrix

Process dependency

Work flows through defined processes — continuity, scale, resilience.

Documented
process not person
Defined flow
anyone can step in
Continuity
no single point
Scalable
add hands at any node
The impact
  • Continuity even with rotations
  • Process visible firm-wide
  • Easier to scale the team
10 Traditional Practice

Limited scalability

As clients grow, workload, complexity and turnaround time balloon.

Overload
team buckles
Constant hiring
to keep pace
Costs balloon
per client
Errors up
quality dips
The impact
  • Growth caps team capacity
  • Margins shrink with size
  • Quality drops at scale
10 With ArthaMatrix

Multi-client scalability

Built to scale — more clients, same team, time and cost.

Many clients
parallel engagements
Parallel runs
no extra ramp-up
Same team
more output
Margins grow
as you scale
Why ArthaMatrix

Where expertise meets automation.

Founded by Chartered Accountants with 15+ years each in compliance, audit, taxation and advisory. We don't just automate formats — we automate the professional judgment that goes into producing audit‑ready financial statements.

Built by CAs, for CAs.

Classification logic, disclosure intelligence and grouping conventions that mirror how you actually finalise an audit file — not generic bookkeeping templates.

ICAI GN compliance, by default

Schedules, notes and disclosures aligned with the ICAI Guidance Note for Non‑Corporate Entities and LLPs — kept current as standards evolve.

Hours back to advisory

Stop spending 80% of an engagement on formatting and reconciliation. Free your team for the analytical work clients actually pay for.

Practitioner‑ready outputs

Sign‑off‑grade Balance Sheet, P&L, schedules and notes — review, refine, finalise. Nothing leaves the tool that you wouldn't put your name on.

Firm‑grade security

End‑to‑end encryption, role‑based access for partners and articles, full activity audit trail. Your client data stays your client data.

Inside ArthaMatrix

A finalisation system in six modules.

One workspace from trial balance to signed FS — engagement-centric, review-native, quiet enough to think in.

02 · Notes Engine

Notes & disclosures, drafted for you.

Significant policies, related party, MSME, contingent liabilities — drafted from your TB and kept cross-referenced.

  • Pre-built ICAI-aligned library
  • Cross-references kept in sync
03 · Ageing Module

Debtors & creditors, bucketed in seconds.

Disclosure schedules — undisputed, disputed, MSME, others — generated from invoice data and reconciled to the balance sheet.

  • MSME / disputed bifurcation
  • Drill-down to source invoice
05 · Mapping memory

Learns your firm's conventions.

Mapped a head once? ArthaMatrix remembers — across clients, across years. Onboarding new engagements gets faster every quarter.

  • Firm library with client-level overrides
  • Year-on-year roll-forward
06 · Compliance vault

Every working paper, retained.

TBs, mapping snapshots, generated FS versions and review comments — retained for the statutory period, searchable by engagement.

  • Engagement-indexed full activity audit trail
  • Statutory retention defaults
Built for

CA firms of every shape.

From sole proprietors finalising 40 engagements a year to mid‑sized firms running an audit factory, ArthaMatrix scales with your practice.

i.

Sole proprietor CAs

Wrap up tax‑audit season faster. Onboard a client once; roll forward every subsequent year in minutes.

ii.

Small & mid‑sized firms

Standardise how every article prepares an FS. Firm‑level mapping memory carries across engagements.

iii.

Audit & assurance teams

Built around an Article → Manager → Partner workflow with a tamper‑evident review trail.

iv.

In‑house finance teams

For LLPs and partnership firms maintaining their own books — produce GN‑compliant statements without an outside hand.

How it works

Three steps to a signed FS.

From a raw trial balance Excel to an audit‑file‑ready set of statements, in a workflow your articles will pick up in an afternoon.

Import the trial balance

Drop in an Excel or paste straight from Tally, Zoho or BUSY. ArthaMatrix detects heads, opening & closing balances and comparatives — no schema to set up.

Tally · Zoho · BUSY · Excel

Map heads & review

Heads pre‑classified against ICAI GN groupings; you review, correct what's wrong, override what's specific. Mappings remembered for next year, next client.

ICAI GN · Schedule III · firm memory

Sign & export

Route to partner, lock the engagement, export to PDF for signing or Excel for working papers. The full version history lives in the engagement vault.

PDF · Excel · Engagement vault
Pricing

Pay for the modules you use.

Three plans, transparent — one for each module, one for the combined practice.

FS Module

Balance Sheet & Profit & Loss
14,999/ year

What's included
  • Schedule III‑style BS & P&L for NCE / LLP
  • Comparatives & regrouping handled
  • Note library with cross‑references
  • Single firm · up to 50 engagements / year
  • PDF + Excel export

Ageing Module

Debtors & creditors ageing
9,999/ year

What's included
  • Standard ageing buckets & disclosures
  • MSME / disputed bifurcation
  • Invoice‑level drill‑down
  • Single firm · up to 50 engagements / year
  • PDF + Excel export
FAQ

Questions, answered.

ArthaMatrix is a financial statement preparation and analysis software that generates financials, ratio analysis, debtor ageing and creditor ageing from trial balance data imported from Tally. It helps professionals prepare, review, analyse and finalise financial statements in a structured manner.

ArthaMatrix is built for Chartered Accountants, tax consultants, accountants, audit firms, finance teams, business owners and internal accounts departments.

ArthaMatrix allows users to import trial balance data generated from Tally. Depending on the version and integration settings, data may be imported through Excel or direct Tally integration.

Not yet. At present the software directly imports data only from Tally Prime 3.0 or higher. Our technical team is working on integrations with other accounting platforms and this feature may be launched soon.

Yes. ArthaMatrix stores client data on the local system of the user only — the data is not saved on the cloud. You may take a backup and store it separately. Our backend team has no access to the software data in any manner other than for AI mapping.

Yes, if user management is enabled. Users can be assigned roles such as admin, preparer, reviewer, analyst or viewer, and access can be controlled based on responsibility.

Ledger mapping means assigning each Tally ledger to the correct financial statement group and sub-group. Financial statements are generated based on ledger mapping — if ledgers are wrongly mapped, the Balance Sheet, Profit & Loss, ratios and ageing analysis will be incorrect.

Yes. ArthaMatrix may auto-map ledgers based on ledger name, Tally group, previous year's mapping and predefined mapping rules. For AI-assisted mapping, only the ledger name and its primary/secondary group from Tally are shared with the AI — no other client data leaves your machine.

Yes. Once ledgers are mapped, ArthaMatrix uses the same mapping in future years for the same client, reducing repeated work. New or renamed ledgers will require fresh mapping.

Ageing is calculated from voucher date and ledger outstanding data on either of two bases: Specific First, FIFO Fall Back (uses adjusted invoices in Tally, then applies FIFO on remaining invoices) or FIFO only (ignores specific adjustments and applies FIFO to all invoices).

Yes. Reports can be exported to Excel or PDF for further working, review, sharing, printing or final documentation. Export is available only for licensed users and is not enabled in the Demo version.

Yes — a downloadable demo with anonymised sample engagements is available. Email us and we'll send the link with a walkthrough video.

Ready to start?

See ArthaMatrix in action.

Book a 30-minute demo with us, or download the demo version. We're Chartered Accountants ourselves — speak fluent CA from minute one.