Upload a purchase invoice, review what the AI read, and post it into Tally in one click.
Overview
Accountants spend hours reading supplier invoices and typing every line into Tally. Here, AI reads PDFs and photos into a full structured invoice: supplier, items, HSN-wise GST, charges and totals. The user checks it, maps it to their own Tally ledgers and posts it. Bank statements work the same way, and the tool learns each payee’s ledger.
Before and after
- Invoices arrive in endless layouts, and every line, GST split and charge was keyed by hand.
- The same payees were categorised again and again on every bank statement.
- A wrong ledger or a total that didn’t match caused rework at filing time.
- Re-uploading a statement could double-post entries.
- AI extraction of PDFs and photos into a complete invoice, including e-invoice and e-way bill fields.
- Batch upload of up to 50 invoices with a per-file result.
- Ledger mapping using lists pulled from the user’s own Tally company, blocking unmapped posts.
- A draft → finalised → synced workflow that locks posted invoices.
How it works
- 1
Upload
Drop in PDFs or phone photos of purchase invoices.
- 2
Read
AI fills in supplier, items, GST, charges and totals.
- 3
Review
Check the fields beside the original invoice.
- 4
Map
Pick ledgers and stock items from your Tally company.
- 5
Post
A balanced purchase voucher is created in TallyPrime.
What it does
Skip the retyping
Full invoices read from PDFs and photos, line items included.
A pile in one go
Up to 50 invoices processed together, several at a time.
Learns your categories
Each ledger you assign becomes a rule for next time.
Catches mistakes
Balance checks and a warning when a statement was already uploaded.
Controlled AI cost
A monthly quota per user that parallel uploads can’t bypass.
Works with remote Tally
Several companies per user, and Tally reached through a protected tunnel.
Under the hood
- Retries and model fallback when an AI provider fails, and rejection of truncated JSON.
- Balanced vouchers with a computed round-off so Tally matches the invoice total.
- Payee names reduced to stable signatures so recurring transactions match.
- Multi-tenant isolation with every query scoped to the signed-in user.
Outcome
Related work
Tally API Gateway
A modern front door for TallyPrime, so stores, apps, spreadsheets and AI assistants can post entries and pull reports.
| Date | Narration | Balance | |
|---|---|---|---|
| 02 Sep | UPI/SWIGGY/4218… | 4,82,116.40 | ✓ |
| 02 Sep | NEFT/MEHTA TRADERS | 5,68,616.40 | ✓ |
| 03 Sep | IMPS/OWN A/C ICICI | 4,18,616.40 | ✓ |
| 04 Sep | ACH/AWS INDIA | 4,00,214.29 | ✓ |
| 05 Sep | UPI/RAKESH KUMAR | 3,98,214.29 | ✓ |
| 05 Sep | RTGS/SUNRISE DIST. | 6,38,214.29 | ✓ |
Bank Statement to Tally
Bank statement PDFs turned into verified, Tally-ready books in minutes.
Want this for your business?
Tell me how your team works today. I’ll tell you how much of it a system like Invoice AI for Tally could take over.