CharteredX™
Platform

One platform for finance compliance

GST and fixed assets today, with tax audit and agreement management on the roadmap, all on one foundation: your entities, your people and approvals, one audit trail, and working papers built to be filed.

Modules

Availability is shown on each module. Planned modules have no date yet.

SuiteModuleWhat it doesStatus
GSTPurchase register vs GSTR-2BStore books and 2B per GSTIN; reconcile any months with five matching levelsAvailable
GSTInvoice status & dashboardEvery invoice with its remark; ITC, trends, suppliers and exceptionsAvailable
GSTClient & auditor viewView-only access for people outside the finance teamAvailable
GSTNotices & litigationNotice reading, due dates, cases and reply drafts for reviewRolling out
GSTReturns & GSPGSTR-2A / 2B fetch, IMS, GSTR-1 and GSTR-3B preparationComing 2027
GSTVendor complianceSupplier GSTIN status and filing checksComing 2027
Fixed assetsAsset register & QR tagsFAR upload with checks, maker-checker approval, QR labelsRolling out
Fixed assetsPhysical verificationCampaigns, phone verification with photos, employee self-verificationRolling out
Fixed assetsReconciliation & discrepanciesRegister to floor by count and value; maker-checker resolutionRolling out
Direct taxTax audit: Form 3CD preparationTax audit report built from the books and stored data, clause by clause, with working papersPlanned
Legal & contractsAgreement managementEnterprise agreements with key dates, renewals, obligations and approvalsPlanned

The foundation every module shares

Structure

Group → company (PAN) → GSTIN → location, set up once.

People and roles

Users and roles per account; access limited to the companies and locations each person works on.

Approvals

Maker-checker for register changes, discrepancy decisions and other changes that matter.

Audit trail

Edits, decisions, sign-ins, views and downloads recorded with who and when.

Working papers

Excel exports with inputs, results, reasons and what is not final.

Data in India

Hosted in India; see Security & data for what is in place.

Start with one module

Most teams start with GST reconciliation or this year's asset verification.

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