AI Studio · Tally
Invoice processing automation in Tally
Most finance teams that run on Tally still key purchase invoices in by hand. Someone opens the PDF from email, finds the supplier ledger, checks the GSTIN, types each line and posts the voucher. Finaley AI Studio does that work inside your own Tally, following the exact rules your accountant uses today, and sends anything risky to a professional before it is posted.
Why invoice entry in Tally eats your month-end
Invoices arrive by email, WhatsApp and courier in every layout your suppliers can invent. Each one has to be matched to a purchase order, checked for the right split between CGST, SGST and IGST, and posted against the correct ledger and cost centre. A wrong ledger or a missed duplicate surfaces weeks later as a reconciliation gap or a GSTR-2B mismatch, and the people who can fix it are the same people already behind on data entry. Hiring more hands only moves the backlog around; it does not make the work consistent.
How the automation runs
- 1
Collect every invoice
AI agentThe agent watches your accounts inbox and WhatsApp number and pulls in each new bill as it arrives, whatever the format.
- 2
Read the details
AI agentIt extracts the supplier name, GSTIN, invoice number and date, HSN codes, line items and tax amounts, and flags any field it cannot read clearly.
- 3
Match it to the order
AI agentIt finds the matching purchase order and goods receipt, and stops when quantities or rates differ from what was ordered.
- 4
Check tax and duplicates
AI agentIt confirms the place of supply, checks that the tax split is correct, and searches Tally for an existing voucher with the same supplier and number.
- 5
Professional review above your limit
Professional checkBills above the amount you set, from new suppliers or with any mismatch go to a chartered accountant, who approves or corrects them before posting.
- 6
Post the purchase voucher
AI agentIt creates the voucher against the right ledger and cost centre, attaches the invoice image, and records who approved the entry.
Works inside the Tally you already use
There is nothing to migrate and no new accounting software for your team to learn. Finaley works in TallyPrime the way a member of your accounts team would, using your existing ledgers, voucher types, godowns and cost centres. Where your setup exposes Tally's XML interface the automation can use it; where it does not, it works through the screens instead. Your chart of accounts and your posting conventions stay exactly as they are.
A chartered accountant checks what matters
You decide the rules. A common setup routes every bill above a set amount, every first invoice from a new supplier and every tax mismatch to a chartered accountant from the Finaley network or to your own approver. They see the invoice, the matched order and the proposed voucher side by side, and nothing reaches your books until they sign off.
What you get
- Bills posted the day they arrive instead of at month-end
- Duplicates and rate mismatches caught before they hit the books
- Every voucher traceable to its invoice and its approver
- Your accountants reviewing exceptions instead of typing
Questions
Do we need to change how our Tally company is set up?
No. The automation follows your existing ledgers, voucher types, cost centres and naming. We learn your rules from a walkthrough with the person who does the work today, then test on your past invoices until the entries match what your team would have posted.
What happens when an invoice does not match the purchase order?
The automation never guesses. It stops, shows exactly what differs, such as a rate, a quantity or a missing order, and sends the bill to your approver or a chartered accountant. It is posted only after someone decides what to do with it.
Can it read scanned or handwritten bills?
It reads PDFs, photos and scans, including many handwritten bills from smaller suppliers. When a field cannot be read with confidence it is flagged for a person to confirm rather than filled in, so a smudged amount never becomes a wrong entry.
Who can see our accounts data?
Only the automation and the reviewers you approve. Chartered accountants from the Finaley network see only the bills sent to them for review, and every view and approval is recorded so you know who looked at what, and when.
How long does it take to get started?
You send a screen recording of your team entering a few invoices, or book a call with the person who does it. We build the automation, test it against your past bills, and switch it on only when the results match how your team would have posted them.
More in Finance and banking automation
- Bank reconciliation automation in 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 ›
- Three-way match automation in 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 ›
- Bill entry automation in 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 ›
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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.