Back office

Stop typing invoices into Excel and Tally

Most small businesses still key in supplier invoices by hand. AI can read the invoice and fill in the sheet for you. A person should still check the unclear ones. Here is how it works.

· 5 min read

Where the time goes

Typing an invoice takes a few minutes. Hundreds of them take days. Most of the effort is copying the same fields, then fixing the typos that slip in: a wrong digit in a GSTIN, a total that does not match the lines.

What AI can read from an invoice

  • Supplier name and GSTIN
  • Invoice number and date
  • Line items, quantities and rates
  • HSN or SAC codes, where the invoice shows them
  • Taxable value, and CGST, SGST or IGST amounts
  • Invoice total

Checks that catch mistakes

Reading the fields is half the job. The other half is checking them. Good automation compares what it read against simple rules:

  • Do the taxable value and the tax add up to the invoice total?
  • Is the GSTIN 15 characters long, and in the right format?
  • Do the CGST, SGST or IGST amounts match the tax rate and the taxable value?

Anything that fails a check, or that is hard to read, is flagged for a person. It is not guessed. Clear printed invoices are read very reliably. Poor photos and messy handwriting are the usual reasons for a flag.

How it works day to day

  1. Invoices arrive by email, WhatsApp, a folder or an upload.
  2. AI reads each one and pulls out the fields.
  3. The checks above run automatically.
  4. Unclear invoices come to you with the problem marked.
  5. Clean rows go to Excel or Google Sheets, or into your accounting software.

Excel or Tally?

ChooseWhen
Excel or Google SheetsYou track purchases in a sheet, or you share a file with your accountant each month.
TallyYou want entries to land in your books without retyping. This works through Tally's import files. A direct connection is possible with some setups, which we check with you.

Keep the original invoice file with each entry. Your accountant and the tax department may ask for it, and it lets you check any row the AI filled in.

Try it on a sample

The invoice reader demo lets you see this on sample GST invoices, or on one of your own. Our back-office automation starts from ₹6,999 or $99 a month, with up to 300 documents a month.

Common questions

Does it work with Tally?

Yes, through Tally's import files. A direct connection is possible with some setups, which we check with you.

Can it handle GST details?

Yes. It reads GSTIN, tax rates and CGST, SGST or IGST amounts, and checks them against the totals.

What about handwritten or blurry invoices?

Neat handwriting often works. Anything hard to read is flagged for a person to check instead of being guessed.

Does this replace my accountant?

No. It removes the typing. Your accountant still decides how entries are booked and files your returns.

Services that help

If you would rather have this done for you, these are the services behind this guide.

All guides

Try it on your own invoices

Send us a few sample invoices and we'll show you what the sheet looks like.