Your AI Copilot for Tally Data Entry

Works with 50+ Indian Banks

Upload bank and loan statements as PDF, Excel, or CSV. A parser handles most common layouts with automatic column detection.

• Supports PDF, Excel (.xlsx, .xls), and CSV bank and loan statement formats
• Auto-detects format from 50+ Indian banks including SBI, HDFC, ICICI, Axis, Kotak, IndusInd
• Extracts transactions without manual mapping — fast and reliable
• Automatic support for password-protected PDFs and multi-page statements

GSTR-1, GSTR-2A & GSTR-2B

Import supported GST portal exports to create reviewable sales or purchase vouchers for Tally.

• Import supported GSTR-1 exports to create reviewable sales vouchers
• Import supported GSTR-2B exports to create reviewable purchase vouchers
• Import supported GSTR-2A exports to create reviewable purchase vouchers
• Import purchase and sales registers (xlsx/csv) the same way
• Review ledger and tax fields before approving any voucher for Tally

Bulk Invoice Ingestion & ExtractionComing soon

Drop digital and scanned invoices to extract key accounting fields for review — instead of typing them in manually.

Not available yet — this is on the roadmap and is not included in any plan you can buy today.

• Upload batches of PDF invoices at once — purchase or sales
• Extracts party name, GSTIN, invoice number, amounts, and tax breakup
• Works with digital and scanned invoices
• Review extracted data, correct if needed, then push as vouchers to Tally

Speedy Smart Recommendations

When the parser cannot determine a ledger, the matching engine analyzes narrations and provides rule-based suggestions for review.

• Exact, case, alias, and fuzzy matching for unmatched transactions
• Suggests the right Tally ledger based on transaction narration and amount patterns
• Uses your saved corrections as inputs to future suggestions
• Bulk categorise all unmatched transactions at once

5-Step Smart Ledger Resolution Engine

A 5-step resolution engine that finds the right ledger through exact, case-insensitive, alias, and fuzzy matching — all group-aware.

• 5-step resolution: exact match → case-insensitive → alias → fuzzy → group-aware validation
• Group-aware checks help avoid incompatible account and tax-ledger suggestions
• Create reusable aliases: “Zomato” always maps to “Marketing Expenses”
• Blacklist bad suggestions — blocked mappings never appear again

Ask Client & Suspense Entry Clarification

No more back-and-forth WhatsApp messages. Send structured queries and get structured responses — everything stays in your dashboard.

• Send clarification requests for unidentified or suspense transactions
• Client receives a secure link — responds without installing any app
• Client Upload Portal: share a link, clients upload their own bank statements
• All responses and uploads auto-process in your dashboard

Team Management & Role Permissions

Built for accounting firms with teams. The admin manages the plan while staff work on assigned clients.

• Members and role-based permissions managed from Settings
• Assign specific clients to specific team members
• Final reviewable vouchers created by staff use the firm's shared pool
• Manage members and permissions from Settings

Pre-Push Integrity Validation

Every voucher passes through a validation gauntlet before reaching Tally. Catches errors that would otherwise require hours to fix.

• Catches missing ledgers, duplicate vouchers, and period lock violations
• Flags arithmetic and tax-field inconsistencies within a draft voucher
• Create missing ledgers in Tally from the review screen — never for Bank, Loan, Capital, Duties & Taxes, Provisions, Investments or Fixed Assets groups, nor TDS/GST ledgers. Round Off is the one buildable exception, so small tax-gap vouchers can be completed without leaving the app
• Shows clear error descriptions with fix suggestions for each issue

One-Click Tally Push & Push History

The final step. One button pushes everything to Tally through the Google Chrome extension on the Windows PC running Tally, with real-time feedback. Nothing here reaches into Tally to delete — corrections are made in Tally itself.

• One click pushes all categorised transactions as clean XML vouchers to Tally
• Real-time progress bar shows each voucher being pushed
• Creates Payment, Receipt, Journal, Sales, Purchase vouchers automatically
• Full push history — every batch is logged for traceability