Tax Done Right. Reports
That Tell the Full Story.
Aranidhi's Tax, Reporting & BI module delivers filing-ready tax reports, live GST compliance tracking, and AI-powered business intelligence dashboards — all from one unified platform.
Report Coverage
- ITR data & capital gains statements
- GST returns & e-way bill management
- TDS reconciliation & Form 26AS match
- AI business intelligence dashboards
- Cohort analytics & revenue intelligence
Optimal Old vs New Regime Recommendation
Reports for ITR, GST, AIS Reconciliation
Income Forecast, Risk Detection, Behaviour
Reports by Person, Category, Time Period
Tax Intelligence Engine
From Raw Data to Filing-Ready in Hours
Connecting AIS, GST and 26AS data with Aranidhi's financial intelligence means capital gains are computed automatically, regime optimization is instant, and tax forecasting is always updated as transactions come in.
- AIS (Annual Information Statement) integration and reconciliation
- GST data integration — GST-linked transactions auto-classified
- 26AS data import and mismatch detection with income entries
- Capital gains computation: STCG and LTCG by asset class, indexed cost
- Tax regime optimization: old vs new — Aranidhi recommends optimal regime
- Tax forecasting: estimated liability updated real-time as year progresses
Multi-Dimensional Reporting
Reports That Actually Answer Your Questions
One-click multi-dimensional reports across every financial dimension — by person, family, category, account, asset class and time period. All downloadable in graph + tabular formats, all with AI-generated insights.
- Cashflow reports: monthly, quarterly, yearly P&L
- Asset performance reports by class, individual asset and portfolio
- Income analysis: source-wise, season-wise, stability-scored
- Expense deep-dives: category, sub-category, merchant and family member
- Tax summary reports: capital gains, deductions, regime comparison, AIS
- All reports downloadable in PDF, Excel and JSON formats
AI & Predictive Models
The AI Brain Layer for Proactive Finance
Aranidhi's AI models don't just report the past — they predict the future. Income forecasting, expense prediction, liquidity risk detection and behavioral pattern analysis power proactive financial decisions for clients and advisors.
- Income forecasting: predicted income for next 3, 6 and 12 months
- Expense prediction: expected spend by category with confidence intervals
- Overspend alerts: triggered before the month ends, not after
- Liquidity risk detection: flag accounts at risk of insufficient funds
- Behavioral pattern analysis: lifestyle creep detection, impulse spending
- Explainable AI (XAI): every prediction comes with a plain-English explanation
Multi-Level Dashboard Architecture
The Right View for Every Stakeholder
Aranidhi has three distinct dashboard tiers — each designed for a specific stakeholder with the right data, the right controls and the right level of aggregation.
- Client Dashboard: net worth, cashflow, AI insights, alerts and goals
- Advisor / Admin Dashboard: multi-client portfolio view, compliance tracking, client alerts
- Super Admin Dashboard: platform governance, risk incidents, data quality, policy enforcement
- All dashboards are real-time, mobile-responsive and export-ready
- White-label ready for institutional deployments
Who Uses Tax, Reporting & BI
Individual Clients
Understand exactly what you owe in tax, when to pay and how to optimize your regime — without a CA visit.
CAs & Tax Advisors
File-ready reports, AIS reconciliation, capital gains computation and regime analysis for every client in minutes.
Enterprises & Institutions
Cohort analytics, advisor productivity dashboards and business intelligence for platform-scale decision making.
Platform Operators
Monetize intelligence: identify HNIs, segment demand and drive product decisions with platform-wide BI.