9:15 am · Document processing
Illustration
Document processing that puts invoices and forms into Tally, Zoho or sheets
Document processing uses AI to read invoices, bills, purchase orders, delivery challans and forms, pull out the details, check them and enter them into Tally, Zoho Books, Excel or Google Sheets.
The short answer
Once it's running, your accounts or operations staff review a list instead of typing every line by hand.
How it works
You send us samples.
That means a few dozen of your real documents, including the messy ones. Then we agree which fields matter and where they go.
We set up the reading and the checks.
The AI extracts the fields, and then rules check that the totals add up, the GSTIN format is valid, the supplier exists and the purchase order matches.
We connect your system.
Details go into Tally, Zoho Books, Google Sheets, Excel or your ERP, either directly or as an import file.
Your team reviews and approves.
Staff see each document next to the extracted details and approve, fix or reject it. Their corrections help us tune the setup.
What you get
Screens are mock-ups
A single inbox for documents, whether they come by email, WhatsApp, a shared folder or phone photos
Extracted fields checked against your rules before entry
A review screen showing the original document beside the data
Entries posted to Tally, Zoho Books, sheets or your ERP
A log of who approved what, and when
A monthly look at what was flagged, so the checks keep improving
Where it fits
It suits businesses that receive many supplier bills, distributors and wholesalers handling purchase orders and challans, online stores matching supplier invoices to stock, and clinics and offices digitising intake or claim forms. To move the data onward automatically (payment reminders, stock updates, reports), pair it with workflow automation.
Pictures are illustrations
Price
Every setup is quoted in writing after a free consultation, with the timeline agreed in the same quote. Pages processed are billed by volume. You'll find full details on the pricing page.
FAQ
Can it read GST invoices?
Yes. It picks out the supplier, GSTIN, invoice number, date, line items, tax amounts and totals, and checks that the numbers add up before anything is entered.
Does it work with Tally?
Usually, yes. Tally setups vary a lot, though, so in the first call we check your version and how you post entries. If a direct connection isn't practical, we produce a file Tally can import.
What about handwritten or blurry scans?
Clear printed documents work best. It can read handwriting and poor scans too, but more of them get flagged for a person to check. We test with a sample of your own documents and show you the results before you decide.
Will mistakes go straight into my accounts?
Not unless you want them to. By default every document waits in a review list, and anything that fails a check (totals that don't match, a supplier it hasn't seen before) is highlighted. Once you trust it, you can let routine documents go through on their own.
How do documents get in?
Whichever way suits you. That can be a shared email address, a WhatsApp number, a Google Drive folder or a phone photo uploaded by staff.
How much does it cost?
Every setup is quoted in writing after a free consultation. The monthly cost depends on how many pages you process.
Related
- 3:10 pmAsk your documentsA private AI assistant that answers staff and customer questions from your own manuals, policies and price lists, and shows the source of every answer.
- 2:40 pmAPI integrationAPI integration and middleware that keeps your systems in sync
- 11:00 amNo-code and internal toolsTrackers, dashboards, approval flows and client portals, built fast on no-code and low-code platforms so your team can edit them itself.
- 9:40 pmAI chatbotsAI chatbots for your website and WhatsApp
Pictures are illustrations
Next step
Send us a handful of your own documents and see what the AI reads correctly.
Get your free AI plan
