Your Copilot for Tally Data Entry

Works with Major 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
• Reads statements from SBI, HDFC, ICICI, Axis, Kotak, IndusInd and other Indian banks
• 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 analyses narrations and offers rule-based suggestions for you to 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

Layered Ledger Matching

Finds the right ledger with five checks in turn: exact, case-insensitive, alias and close-spelling matches, then the ledger's Tally group.

• In order: exact match → case-insensitive → your aliases → close spellings → Tally group check
• Group-aware checks help avoid incompatible account and tax-ledger suggestions
• Create reusable aliases: “Zomato” always maps to “Marketing Expenses”
• Block a wrong suggestion and it is not offered 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 links: 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 is checked before it reaches Tally, so errors are caught here rather than fixed in Tally afterwards.

• Catches missing ledgers, duplicate vouchers, and period lock violations
• Flags arithmetic and tax-field inconsistencies within a draft voucher
• Create a missing ledger in Tally from the review screen. Bank, cash, loan, capital and tax (including TDS and GST) ledgers are created only after you confirm them and their details; provision, investment and fixed-asset ledgers are never created for you — the one automatic exception is Round Off, so a voucher with a small tax difference can be finished 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 every transaction that has a ledger as clean XML vouchers to Tally
• A progress bar shows each batch as it is pushed
• Creates Payment, Receipt, Journal, Sales, Purchase vouchers automatically
• Full push history — every batch is logged for traceability