AI Accountant documentation: Tally automation guides

AI Accountant reads your Tally books, extracts data from the documents you upload, and writes finished vouchers back to Tally once you approve them. Nothing reaches your books without your say-so.

Start here

Connect Tally

One-time setup: install the connector and run the first sync.

How syncing works

What happens between an entry here and a voucher in Tally.

The modules

Module	What you do there
Accounts Receivable	Raise sales invoices one at a time or in bulk from Excel, then sync them to Tally and send a PDF to your customer.
Accounts Payable	Upload vendor bills, review what was extracted, approve, and sync as purchase vouchers.
Banking	Upload a bank statement, let the AI categorise and match transactions against open bills, review, and sync.
GST reconciliation	Match your purchase register against GSTR-2B, classify ITC, and export a Table 4 report.

How things work

Four behaviours run across every module. Reading them once saves confusion later.