Finaley AI Studio
Finance and banking automation
KYC, loan processing, reconciliation and GST, without manual data entry.
Starts when
A customer applies, or a statement or invoice arrives
- 1
Run KYC
Reads ID and business documents and validates them against registries.
- 2
Analyse the financials
Checks bank statements, ITRs and GST returns against your policy.
- 3
Reconcile every day
Matches bank, payment gateway and ledger entries in Tally.
- 4
Prepare GST and reports
Reconciles purchases with GSTR-2B and drafts monthly reports.
- 5
CA sign-off
A chartered accountant approves credit memos, exceptions and filings.
Checked by Chartered accountant. You get: Decision-ready files and books that reconcile every day.
Runs in Tally, Zoho Books, SAP, Excel, Google Sheets, Gmail, Outlook and the web portals your team already uses.
Finance and banking automation by tool
- ExcelFinaley pulls bank statements, matches every line against your ledger in Excel and flags what doesn't tie out, with an accountant reviewing the gaps.Read more ›
- SAPFinaley matches vendor invoices to purchase orders and goods receipts in SAP, parks clean invoices and sends exceptions to an accountant for review.Read more ›
- TallyFinaley reads each purchase invoice, matches it to the order and posts the voucher in Tally, with a chartered accountant checking large or unusual bills.Read more ›
- Zoho BooksFinaley records supplier bills in Zoho Books, links them to purchase orders and reconciles bank feeds, with an accountant approving anything unusual.Read more ›
Industries
Show us how your team does it.
Send a screen recording or book a call. We build it, test it on your past work, and only switch it on when the results match your team's.