Documentation
Everything you need to know about using Prefiler effectively.
Getting Started
Create an Account
Sign up with email and verify your address. Your profile, plan, and credits are set up automatically.
Select Jurisdiction
Choose India (IN) as your jurisdiction during analysis. More jurisdictions planned for the future.
Upload Financial Data
Upload PDF bank statements or CSV exports. Supported categories include ITR Analysis, GST Reconciliation, TDS Compliance, and more.
Running an Analysis1 Credit per Analysis
Start New Analysis
Navigate to 'New Analysis', give it a title, pick a category and jurisdiction, then upload your documents. Each analysis costs 1 credit.
Clarification Loop
The AI asks CA-style questions (MCQ or free-text) to refine its understanding. You can answer or skip any question.
View Results
Once complete, review the structured summary including income/expense breakdown, risk indicators, and missing document checklists.
Re-Analysis1 Credit
When to Re-Analyse
Available on completed, failed, or clarifying analyses. Use it to correct information, change category, or upload additional documents.
Important: Documents Not Retained
Original documents are automatically deleted after the initial analysis for privacy. Re-analysing without uploading new files will only re-process the existing summary data.
Upload New Documents
You can upload fresh PDFs/spreadsheets during re-analysis. The AI combines the new data with the existing summary context.
Exporting Reports
PDF Export
Generate a professionally formatted PDF with disclaimers, timestamps, and structured sections — ready for filing preparation.
Plain Text Export
Download a plain text summary for easy copying into emails or documents.
JSON Export
Structured JSON output for integration with other tools or record keeping.
Credits & Billing
Credit System
1 credit = 1 analysis (including re-analysis). Credits are deducted when processing starts and automatically refunded if the analysis fails.
Plans
Free (5/month), Professional (30/month, ₹1,999), Firm (75/month, ₹4,999). Professional users get a 50% discount when upgrading to Firm.
Credit Top-ups
Paid plan users can purchase additional credit packs: 5 credits (₹999), 15 credits (₹2,499), or 30 credits (₹3,999).
Credit Log
Track every credit deduction, refund, and addition with timestamps and linked analyses in the dedicated Credit Log page.
For CA Firms
Team Setup
Upgrade to Firm plan, name your firm, and invite up to 3 team members (expandable). Each team member receives the Firm plan credit allocation.
Roles & Permissions
Partner: full access including billing and team management. Senior CA: create & review analyses, run clarifications, export reports. Junior: upload data and interact with basic features.
Invitations
Partners can invite members by email. Invitations expire after 7 days and can be cancelled. Members join automatically when they sign up with the invited email.
Member Management
Partners can change roles, remove members (reverts them to free plan), and monitor seat usage.
History & Tracking
Analysis History
View all past analyses with status indicators (processing, clarifying, completed, failed). Filter by active or archived items.
Timestamps
Each analysis shows created date and last updated date/time — useful for tracking re-analyses and correlating with credit usage.
Archiving
Soft-delete analyses to keep your workspace clean. Archived items can be viewed in the history with the 'Include Archived' toggle.
Account & Settings
Profile
Update your display name and view your current plan and credit status.
Workspace
Your workspace is automatically determined — firm members share the firm's credit pool and data, while solo users operate independently.
Support
Use the floating AI assistant (bottom-right) for platform guidance, or email support for billing and account issues.
Privacy & Data Handling
• Uploaded files are processed ephemerally — raw documents are deleted after analysis completes.
• Personal identifiers (names, PAN, Aadhaar, account numbers) are masked at all processing levels.
• The AI never repeats or stores raw personal identifiers in any output.
• Only derived analysis summaries and reports are stored in your account.
• Re-analysis does not have access to previously deleted documents — you must re-upload if needed.
AI Support Assistant
• Click the floating chat button (bottom-right corner) on any page for instant help.
• The assistant is context-aware — it knows your current page, plan, and credit status.
• It explains platform features, billing, workflows, and troubleshooting steps.
• It strictly does not provide tax, legal, or financial advice.