CAMS Invoice Processing
Parse CAMS invoice PDFs, include eligible invoices, ignore configured exclusions, and generate invoice PDFs and upload files.
GST automation for MFD offices
Generate invoices, reconcile receipts, and export GST reports faster.
Advisor Tech Hub is built for mutual fund distributors who need CAMS/KFIN invoice processing, manual invoices, bank statement reconciliation, credit notes, rental RCM records, and auditor-ready GST Excel exports in one workflow.
Annual Package
No credit-based usage model. Trial first, then annual subscription access.
User-Owned Workspace
Source files, working sheets, invoices and reports are created inside the user's configured Google Drive and Google Sheets.
Automation Aid
The platform reduces manual effort, but users must verify every GST, bank and audit output before filing or sharing.
Product Modules
Everything needed for MFD GST invoice operations
KFIN Processing
Extract KFIN ZIP/PDF files, parse invoice details, detect duplicates, generate upload sheets and maintain source/final folders.
Manual Invoices
Add P2P, corporate FD, vendor and other manual invoice rows before invoice numbering so the sequence remains continuous.
Bank Reconciliation
Upload bank statements and compare AMC-wise taxable value, GST value and total invoice receipts from consolidated data.
GST Report Exports
Generate auditor-ready Excel reports for sales, manual invoices, credit notes and rental reverse charge records.
Credit Notes and Rental RCM
Maintain separate workflows for AMC credit notes and multiple rental reverse-charge entries.
How It Works
One controlled process from upload to report export
01Setup
Configure GST details, invoice prefix, Drive folder, working sheet, email recipients, sign and seal.
02Upload
Upload CAMS PDFs and KFIN ZIP/PDF files into the portal. Files are stored in the user's Drive source folders.
03Review
Insert manual invoices where needed, continue invoice numbering and generate invoice PDFs in order.
04Export
Create CAMS/KFIN upload files, mail outputs, reconcile bank credits and generate auditor GST reports.
Data Ownership
Your client's files stay in the user's Google account.
Advisor Tech Hub stores limited account, subscription, settings and operational metadata. Business source files, generated invoices, reconciliation reports and consolidated working data are intended to stay in the user's Google Drive and Google Sheets.
Compliance Position
Automation support, not a GST guarantee.
The software does not guarantee GST credit, GST filing acceptance, bank credit matching, tax compliance or audit approval. Users must review all outputs with their accountant, auditor or tax professional.
Subscription
Simple annual package
Advisor Tech Hub is provided as an annual subscription package after trial access. It is not sold as credits or per-invoice packs.
FAQ
Important questions before using the platform
Does Advisor Tech Hub store my invoice PDFs and bank statements?
The platform is designed to process and store business files inside the user's configured Google Drive and Sheets. Advisor Tech Hub stores only limited metadata needed for access, support, settings and subscription management.
Does the software guarantee GST credit?
No. The software helps automate invoice and report preparation. GST credit, filing accuracy and statutory compliance must be verified by the user and their professional adviser.
Can I use my own invoice template?
The standard template is controlled centrally. Custom mapping can be enabled for specific users from the admin side when required.
Is this monthly or annual?
The commercial model is an annual package after trial access. We do not use a credit-based sales model.