AI Accountant documentation: Tally automation guides

Results open in Summary View, grouped by match status. Each status has a compliance meaning, so read them in that light rather than as a pass or fail count.

Match statuses

Status	What it means
Fully Matched	The invoice matches exactly between your books and 2B. Clean, claimable ITC.
AI Match	Matched despite a small difference, such as a slightly different invoice number, date, or amount. Differences are highlighted in red.
AI Probable Match	A looser match on the same basis. Worth a look before you rely on it.
Manually Matched	Entries you paired up yourself.
Missing in PR	On the portal but not in your books. You may have missed recording a purchase, which means missing out on credit.
Missing in 2B	In your books but not on the portal. Usually your supplier has not filed or uploaded the invoice, so that ITC is at risk until they do. Chase these before your filing deadline.

For each status you can compare Count, Taxable Value, and Tax Value between your GSTR-2B data and your purchase register, with the Difference called out on the right. The Total row at the bottom ties it together.

Other views

View	What it gives you
Month View	The same data period by period.
Vendor View	Grouped by supplier. Useful for spotting a vendor who is consistently behind on filing.
Invoice View	Line-by-line detail.

Invoice View

Each invoice shows its 2B line and your purchase register line stacked together, so a different amount, number, or date is easy to spot, along with the Tax Difference. This is also where you classify each credit.

Classify ITC and export

Set an action on each invoice, then export the workbook.