Before you begin
- Your Tally company is connected and synced with AI Accountant.
- You have the bill as a PDF or an image.
Upload
1
Open Accounts Payable
Click Accounts Payable in the left menu.
2
Click Upload Bill
The button sits at the top right of the page.
3
Choose the file and upload
Click Choose File, select the vendor bill from your system, then click Upload.
What gets extracted
AI Accountant reads the bill and pulls out:- Vendor name and GSTIN
- Supplier invoice number
- Invoice date
- Item or ledger details
- Taxable amount, taxes, and total amount
Where the bill goes
Once the upload finishes, the bill moves into the Needs Review tab.Review the bill
Work through the extracted details before approving.
Getting better extraction
Handwritten bills and low-quality scans extract less reliably. They still work, but expect to correct more fields during review.