Documentation

IntelliBridge is an AI workspace for finance and education teams. Instead of one generic chatbot, you turn on exactly the tools you need — tax filing, compliance tracking, document collection, reconciliation, website chatbots and more — and each one is tailored to your firm’s own data.

Everything works the same way: pick a feature from the Marketplace, activate it, and start using it from the sidebar. No installation, no code.

Getting started takes a couple of minutes. You create an account, tell us your sector, and your workspace is ready.

How it works

1. 1Sign up with your work email and a password.
2. 2Choose your sector (e.g. Finance or Education) — this decides which modules you’ll see.
3. 3Your workspace is created and you land on the dashboard.
4. 4Open the Marketplace to activate your first feature.

The left sidebar is your map. It only shows features you’ve activated, so it stays clean.

• Dashboard — A snapshot of activity across your active features.
• Marketplace — Browse and activate features.
• AI Tools — Run focused, single-purpose finance tools.
• Clients — Manage the people and businesses you work for.
• Settings — Profile, team members, billing and workspace options.

Turns a client’s tax paperwork into a ready-to-review return. It reads the documents, computes tax both ways, and drafts the ITR for you to check.

How it works

1. 1Upload the client’s Form-16, 26AS and AIS documents.
2. 2OCR reads every income head, TDS entry and deduction.
3. 3Tax is auto-computed under both the old and new regimes.
4. 4Review and edit the generated ITR draft.
5. 5Export the final return.

Keeps every client’s statutory deadlines in one place and helps you never miss a filing.

How it works

1. 1Add your clients and their registrations.
2. 2Due dates for GST, TDS and ITR are auto-generated.
3. 3Track each filing as upcoming or overdue.
4. 4Send AI-drafted reminder emails as deadlines approach.

A chatbot you train on your own firm’s documents and FAQs, then embed on your website to answer client questions around the clock.

How it works

1. 1Create the chatbot and upload your documents and FAQs.
2. 2It indexes them into a private knowledge base.
3. 3Embed the chatbot on your website.
4. 4It answers client questions from your knowledge, escalating what it can’t.

Gives clients a branded, secure link to send you their documents — no more email attachments.

How it works

1. 1Create a branded upload link for a client.
2. 2The client verifies themselves by OTP.
3. 3They upload their tax documents securely.
4. 4Files land in your workspace against the right client.

Reads income-tax and GST notices for you, extracts the key facts, and gives you a workflow to respond on time.

How it works

1. 1Upload an income-tax or GST notice.
2. 2The AI classifies the relevant section.
3. 3It extracts the response deadline and demand amount.
4. 4It summarises the action required.
5. 5Track the notice through the response workflow.

Matches your GST returns against your books to catch mismatches before they become filing problems.

How it works

1. 1Import GSTR-1, GSTR-3B and your books for the period.
2. 2They are matched at summary and invoice level.
3. 3It surfaces unreported sales, mismatched tax and missing entries.
4. 4Resolve each discrepancy in the workflow.

Scans a ledger to flag what deserves a closer look, so your team focuses effort where the risk is.

How it works

1. 1Upload the client’s ledger.
2. 2The AI flags duplicates, round-number and high-value entries.
3. 3It flags weekend/future postings and statistical outliers.
4. 4Investigate and sign off via the auditor review workflow.

If your sector is Education, your Marketplace shows school-focused features instead.

• AI Assistants — Deploy ready-made assistants (help desk, admissions, fees, exams) trained on your documents.
• Faculty Escalation — Route questions assistants can’t answer to a teacher or administrator.
• School Documents — A shared knowledge base of handbooks, policies and forms.
• Document Upload Portal — A branded link for families to submit admission forms.
• Automation Center — Automate reminders, approvals and document routing.

Clients are at the centre of your finance workspace. Add them once and every module — filing, compliance, uploads, notices — works against the right client.

How it works

1. 1Open Clients and add a client with their basic details.
2. 2Collect their documents via the Client Upload Portal or upload directly.
3. 3Use any module (ITR, compliance, notices) against that client.
4. 4Review history and status from the client’s record.

• Each feature shows a monthly price on its Marketplace card.
• Paid features need a card on file; free features don’t.
• Activating adds the feature; deactivating removes it from your sidebar.
• Manage saved cards from the Marketplace or Settings.

Manage your profile, invite teammates, and configure your workspace from Settings.

How it works

1. 1Open Settings from the sidebar.
2. 2Update your profile and workspace details.
3. 3Invite team members and assign their roles.
4. 4Manage billing cards and workspace preferences.