Before you start
Sync your company first, so your masters, ledgers, and open bills and invoices come across from Tally. AI Accountant uses those open bills and invoices to match your payments and receipts automatically. Without them, there is nothing to match against.The bank ledger list
Click Banking in the left menu. Every bank and credit card ledger from your Tally company appears here, one per row.The two tabs inside a ledger
The flow
Upload a statement
Bring transactions in and let the AI categorise them.
Review a transaction
Open the voucher panel for detailed allocation.
In-line editing
Clear rows straight from the table.
Bulk editing
Handle many transactions in one action.