Frequently Asked Questions

TruLedger is a complete CA desktop toolkit with five core tools: (1) PDF to Excel Converter for bank statements, ledgers, and Tally exports; (2) Offline Invoice Generator with 8+ professional themes; (3) Payment Receipt Generator with customizable templates; (4) GSTIN Validator for single or bulk GST number verification; and (5) an Activity Dashboard that tracks all your work history.

No. TruLedger processes everything locally on your desktop. Your PDFs, invoices, receipts, and GSTIN data never leave your machine — there are no cloud uploads, no external API calls, and no data transmission. This ensures full compliance with client confidentiality requirements.

Select from 8+ built-in themes (modern, classic, minimal, formal, etc.), add your logo, and configure fields like company details, HSN/SAC codes, and payment terms. TruLedger auto-calculates CGST/SGST/IGST, discounts, TCS/TDS, and round-off. Export as PDF or print directly — all offline.

Yes. The Payment Receipt Generator supports batch generation — import client payment data from a CSV or Excel file and generate branded receipts for all entries in one click. Each receipt can include payment mode, reference number, narration, and a digital signature.

TruLedger caches GSTIN data locally after the first lookup (when online). For bulk validation, paste a list or import from Excel. The validator checks format validity instantly offline and fetches registered trade name, address, and filing status when connected. Expired, cancelled, or suspended registrations are flagged automatically.

The Activity Dashboard is your central hub for tracking all work done in TruLedger. It logs every PDF conversion, invoice generated, receipt created, and GSTIN validated — with searchable history, date-range filters, and at-a-glance statistics (files processed, invoices created this month, etc.).

TruLedger is currently available for Windows 10 and Windows 11 (64-bit). macOS and Linux versions are on our roadmap for late 2026.

Yes. TruLedger supports batch conversion — select an entire folder of PDFs and convert them all in one operation. This is especially useful during audit season or month-end close when you're processing dozens of client statements.

TruLedger's parsing engine is purpose-built for financial documents. In our testing across 10,000+ real-world CA documents, we achieve 99.2% field-level accuracy. The engine correctly handles number formats, negative values in brackets, date formats, and multi-line cell content.

Yes. TruLedger offers a free 14-day trial with full functionality across all tools — PDF converter, invoice generator, receipt generator, GSTIN validator, and dashboard. No credit card required, no feature restrictions.

TruLedger offers per-seat annual licenses. Each license is tied to one machine and unlocks all tools. For CA firms needing 5+ seats, we offer volume discounts. Enterprise customers can contact us for custom pricing with priority support.

TruLedger works best with digitally-generated PDFs (e.g., bank-generated statements, Tally exports). For scanned/image PDFs, our OCR module (available in Professional and Enterprise tiers) provides extraction with manual review support.

Three things: (1) Offline-first — your data stays on your machine. (2) All-in-one toolkit — PDF conversion, invoicing, receipts, GSTIN validation, and dashboard in a single app. (3) Built for CAs — every feature is designed around Indian accounting workflows, GST compliance, and audit requirements.

Yes. Professional license holders get email support with 24-hour response times. Enterprise customers receive dedicated onboarding, priority support, and a dedicated account manager. Contact us at support@truledger.com for firm-level inquiries.