We build AI agents and software for finance teams: bank-detail changes and repeat invoices held before payment, supplier bills drafted into Tally or QuickBooks, and purchases matched with GSTR-2B, with your accountant approving every entry.
The agent does the legwork. A person makes the one decision that’s theirs.
An email that looks like it’s from supplier Shree Metals, but comes from shreemetalsltd.co, asks Northstar Electricals to pay invoice INV-2207 today into a new bank account. The agent marks what’s off and checks it against Tally: a look-alike address, a changed account, and an invoice number already paid in September. The accounts head holds the payment and calls the number saved in Tally.
Reads supplier invoices from email, scans or clear WhatsApp photos, checks GSTIN, HSN and the tax arithmetic, matches them to the PO and GRN where there is one, and drafts the Tally entry with ledger, cost centre and TDS section for the accountant to approve. Anything it can’t read clearly goes to a person.
Anything outside your rules waits for a person, and every step is on record.
Matches the purchase register with GSTR-2B and IMS, sorts out the mismatches, recommends accept, reject or pending for each invoice, and drafts reminders to suppliers who haven’t filed. The accountant decides each action.
Maker-checker approvals for invoices and payment runs on the phone, with amount limits and a full trail.
We fix these one workflow at a time.
TallyPrime, Zoho Books, BUSY and others you may run. We check what each allows first, and nothing gets ripped out.
Works with: TallyPrime, Zoho Books, BUSY, Marg ERP, ERPNext, SAP Business One, QuickBooks Online, Xero, NetSuite, Sage Intacct, Dynamics 365 Business Central, Bank APIs and statement files, Razorpay, Cashfree, Stripe, PayPal, BILL, Ramp, Brex, Expensify, Plaid, Avalara, Keka, greytHR.
Then we tell you plainly what will work well, what needs a person, and what isn’t worth automating.
Changed bank details and repeat invoices held until a person confirms.
Watches for changed bank details, look-alike sender addresses and repeated invoice numbers or amounts, and blocks the payment until a person confirms by calling a contact already on file.
Receipts matched to invoices, part payments and deductions included.
Reads bank lines, UPI references and remittance emails, matches receipts to invoices (part payments and TDS or discount deductions included), and drafts the receipt entries. Short payments go to a person with the likely reason.
Reminders sent, promises to pay recorded, disputes passed on.
Drafts reminders that fit each customer’s history and sends them on WhatsApp or email with approved templates, reads replies like “paying Friday” and records the promise, and sends disputes to sales or operations. Holding new orders needs the accounts manager’s approval.
The coming weeks’ cash, with every assumption shown.
Projects the coming weeks from receivables, using how each customer actually pays, plus payables, MSME due dates, taxes, payroll and loan instalments, shows every assumption, and flags tight weeks early. The owner decides what to chase, delay or fund.
Accruals, reconciliations and variance notes drafted for the controller.
Drafts recurring accruals and reconciliations, writes variance notes linked to the entries behind them, and flags unusual postings such as late edits or one-off ledgers. The controller reviews before anything posts.
Owners’ questions answered from Tally, with the entries behind them.
Answers owners’ everyday questions (“who is paying slower than last quarter?”, “why did margin drop?”) from Tally or ERP data, linking to the entries behind each answer. It only reads.
Cash, dues, tax and margins, live from Tally or the ERP.
Cash, receivables, payables, tax dues and margins by product and customer, live from Tally or the ERP.
Every entry linked to its supporting papers.
Every entry linked to its PO, GRN, invoice, approval and bank proof, so supporting papers are one click away.
Several Tally companies combined into one monthly MIS.
Several Tally companies or branches combined into one monthly MIS in your own format.
Daily bank statements matched in Tally or Zoho Books.
Daily statements come in through bank APIs or statement files and are matched in Tally or Zoho Books, for the accountant to approve.
The bank upload file prepared, and each supplier told what’s paid.
Prepares the bank upload file from approved invoices, MSME due dates first, for maker-checker review before your authorised person submits it, then sends each supplier a remittance advice.
Payouts split into sales, fees and GST, ready to post.
Payouts from Razorpay, Cashfree, Stripe, Amazon or Flipkart are split into sales, fees and GST on fees, and posted once the accountant approves.
The bank’s stock statement and the owners’ MIS, prepared monthly.
The monthly stock and book-debt statement for the bank and the owners’ MIS, prepared on schedule and sent once the accounts head has checked them.
Entries go in through your accounting software’s own integration, so its audit trail records each one. You choose which entry types wait for your accountant’s approval, and we suggest starting with all of them.
Usually, yes. We check what each tool allows first, then connect through its API or a file export, such as your bank’s statement files. Where neither exists, as with some government portals, we tell you plainly, and a person does that download or upload.
No. It prepares the reconciliation, the IMS recommendations and the return data. Your accountant decides each GST and TDS treatment, and filing and releasing payments stay with your authorised people.
We set up your GST and TDS rules with your CA, and update them together when the law changes. The agent flags, and your accountant decides.
No. It takes away the typing and matching, so they can spend their time on judgement and advice.
Only the people you choose, by role. Bank credentials stay with you, and every action is recorded.
