Piloteq Automate · Windows Desktop App

Automate the Excel Work You Repeat Every Month.

Piloteq Automate is a Windows desktop app that reconciles banks, vendors, GST and TDS, matches invoices and amounts, cleans messy Excel files, and exports the report — without formulas, macros or copy-paste.

Windows 10 / 11 Works offline Single PC license
P
Piloteq Automate
Matched Records
45,891
Amount Discrepancies
312
Key Collisions & Duplicates
96
Stage 11 : N
Invoice Noexact
Amounttolerance ₹1

1,500 = 500 + 1,000

Stage 2N : 1
Party Namefuzzy 85%
Txn Date±3 days

Last-4-digit matching on voucher no.

SummaryMatchedUnmatched A
INV-2024-04121,24,500Matched
INV-2024-041382,000Suggested
INV-2024-045547,320Unmatched
INV-2024-045647,320Duplicate
30+
Workflow steps
6
Match passes
5
Relationship modes
Windows 10/11
Desktop app

The month-end ritual

You are not doing accounting work. You are doing copy-paste work.

The reconciliation itself takes twenty minutes. Finding the rows that don't match takes the rest of the day — and you do it again next month, on the same spreadsheet, with the same formulas.

  • VLOOKUP and XLOOKUP that quietly return the wrong row on duplicates
  • Two registers lined up by hand, then re-sorted, then lined up again
  • Thousands of rows checked one at a time to find a single mismatch
  • The same reconciliation report rebuilt from scratch every month
reconciliation_july.xlsx48,210 rows

A2  

=VLOOKUP(A2,Ledger!A:D,4,0)

#N/A

Rows to check manually3,412
Duplicate voucher numbers96
Amount differences found so far1

What Piloteq Automate does

Built for the work that comes back every month

Reconciliation is where it starts, not where it stops. The same app cleans the file, matches the rows, builds the summary and exports the report.

Reconciliation

Match two books against each other and see exactly what clears and what doesn't.

Bank reconciliationVendor reconciliationGST reconciliationTDS reconciliation

Matching engine

Six match passes run in priority order, so a voucher that fails one test is tried against the next.

Exact matchingGroup matchingComposite matchingFuzzy matchingLast-digit matchingAmount difference analysis

Excel preparation

Clean the files before you reconcile them — no formulas, no PowerShell, no macros.

Excel comparisonData cleaning & normalizationTrim, dedupe & remove empty rowsColumn From ExamplesMerge tables & append sheets

Reporting & export

Turn the result into something you can send to a client or file with a review note.

Pivot & reportingChartsExport / report generation
Reconciliation

Six match passes, in the order an accountant would do them

Marks are not a yes/no. A voucher that fails an exact test is retried with a value tolerance, a date window, a fuzzy party name and finally a last-digit comparison — and every row records which pass accepted it.

P
Piloteq Automate
Matched Records
45,891
Amount Discrepancies
312
Key Collisions & Duplicates
96
Stage 11 : N
Invoice Noexact
Amounttolerance ₹1

1,500 = 500 + 1,000

Stage 2N : 1
Party Namefuzzy 85%
Txn Date±3 days

Last-4-digit matching on voucher no.

SummaryMatchedUnmatched A
INV-2024-04121,24,500Matched
INV-2024-041382,000Suggested
INV-2024-045547,320Unmatched
INV-2024-045647,320Duplicate

Match passes

  1. 1All required fields match exactly
  2. 2Required exact + optional exact
  3. 3Required exact + optional fuzzy
  4. 4Key fields exact, amount within tolerance
  5. 5Key fields exact, date within tolerance
  6. 6All fields fuzzy match

Relationship modes

  • 1 : 1One entry matches one entry
  • 1 : NOne entry splits across many (1,500 = 500 + 1,000)
  • N : 1Many entries merge into one
  • N : NMany-to-many subset matching

Result tabs

SummaryMatchedUnmatched AUnmatched BMissing Dr / CrExtra Dr / CrDuplicatesAmount difference

Every unmatched row is separated by side and by debit/credit, so the follow-up list for the client is ready the moment the run finishes.

How it works

Five steps, the same five every month — and the configuration is saved, so month two starts at step three.

01

Import

Drop in the two files — bank statement and ledger, GSTR-2B and purchase register, invoice list and payment list.

02

Configure

Pick the fields to compare and how each one should match: exact, tolerance, date window, fuzzy or last-digit.

03

Automate

The engine runs the match passes in priority order across every row — lakhs of rows, no Excel freezing.

04

Review

Check matched, unmatched, duplicates and amount differences in separate tabs, with the reason recorded per row.

05

Export

Export a clean .xlsx or .csv with the results grouped by status, ready for review or filing.

Inside the app

One workspace for the whole file

Reconciliation, pipelines, pivots, comparisons and charts sit behind a single top bar — no switching tools, no re-importing the same workbook.

P
Piloteq Automate
Steps5 applied
01Filter Rows
02Remove Duplicates
03Trim Whitespace
04Column From Examples
05Pivot Table

bank_statement_july.xlsx

4,812 rows · 6 columns · Sheet1

DateVoucherDebitCredit
01-04-2024RCPT/1181,24,500—
03-04-2024RCPT/12182,000—
07-04-2024PMT/3391—47,320
11-04-2024RCPT/12636,900—

Build a cleaning pipeline step by step — filter, dedupe, trim, derive columns, pivot — and rerun it next month.

Who uses Piloteq Automate

Anyone whose month ends with two spreadsheets that have to agree with each other.

Accountants & CA firms

Run client reconciliations on repeat — the same configured setup every month, per client.

Finance teams

Close the month without a day of VLOOKUP, copy-paste and manual tick marks.

SMEs

Handle bank, vendor and GST matching in-house without hiring for it or buying an ERP module.

Excel-heavy businesses

Wherever the month ends in a workbook with 40,000 rows and a formula everyone is afraid to touch.

Before and after

Same reconciliation. Same files. A different amount of your day.

Manual Excel workflow

  • VLOOKUP / XLOOKUP that breaks on duplicates and text mismatches
  • Copy-paste between sheets to line up the two registers
  • Manual tick marks across thousands of rows
  • One mismatch found after an hour of scrolling
  • The same report rebuilt from scratch every month

With Piloteq Automate

  • Exact, fuzzy and tolerance passes run in priority order
  • Both files imported once — no paste, no helper columns
  • Matched, unmatched and duplicates split into tabs
  • Amount differences and duplicate keys isolated automatically
  • The setup is saved and rerun next month in one click

One price. Everything included.

No tiers, no per-client add-ons, no enterprise sales call.

Piloteq Automate
₹1,499

Single PC License · Windows desktop app

One-time payment · 12-month license

Razorpay secured payment Instant download + license key

Included in the license

  • Full desktop app access
  • Bank, Vendor, GST & TDS reconciliation
  • Exact, group, composite, fuzzy & last-digit matching
  • Excel cleaning, merge and comparison tools
  • Pivot tables, charts and report exports
  • Single PC license
Runs offline Files stay on your PC Microsoft Excel not required

Frequently asked questions

It is a Windows desktop app for repeating Excel and accounting work. It reconciles two data sets — bank statements, vendor ledgers, GSTR-2B vs purchase register, TDS returns vs books — and also cleans, compares, pivots and exports the underlying Excel files.

Start from the problem you have today

Same app, same ₹1,499 license — four pages that go deep on one job each.

Free Excel guides

Learn the manual Excel process

Detailed, free guides for each Excel job Piloteq Automate replaces. Check our working before you buy anything.

Browse all Excel guides

Stop spending your day fixing spreadsheets. Let Piloteq Automate handle the repetitive work.

Bank, Vendor, GST and TDS reconciliation on your own PC, for ₹1,499.

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