# AI Accountant

- [Welcome](https://www.aiaccountant.com/help/concepts/index.md): AI Accountant works alongside your Tally company. Here is how the modules fit together and where to start.
- [Connect to Tally](https://www.aiaccountant.com/help/get-started/connect-tally.md): One-time setup: install the connector, link Tally, choose your company, and run the first sync.
- [Tally connection troubleshooting](https://www.aiaccountant.com/help/get-started/connection-troubleshooting.md): Fixes for connector, Tally detection, company selection, and sync problems.
- [Accounts Payable overview](https://www.aiaccountant.com/help/accounts-payable/overview.md): What the Accounts Payable module holds, how the Needs Review queue works, and the path a vendor bill takes to Tally.
- [Upload a vendor bill](https://www.aiaccountant.com/help/accounts-payable/upload-a-vendor-bill.md): Upload a vendor bill as a PDF or image and let AI Accountant extract the details for review.
- [Review and approve a bill](https://www.aiaccountant.com/help/accounts-payable/review-a-bill.md): Check the extracted details field by field, allocate the payable, and approve the bill for syncing.
- [Item bills and expense bills](https://www.aiaccountant.com/help/accounts-payable/item-and-expense-bills.md): When to review Item Details and when to review Ledger Details, and what to check in each.
- [Sync bills to Tally](https://www.aiaccountant.com/help/accounts-payable/sync-bills-to-tally.md): Push approved purchase bills into your Tally company and confirm the purchase voucher.
- [Troubleshooting vendor bills](https://www.aiaccountant.com/help/accounts-payable/troubleshooting.md): Fixes for the problems that come up most often when uploading, reviewing, and syncing purchase bills.
- [Sales overview](https://www.aiaccountant.com/help/sales/overview.md): What the Sales module holds, how the invoice list works, and the order of work.
- [Create a sales invoice](https://www.aiaccountant.com/help/sales/create-a-sales-invoice.md): Fill in a sales invoice field by field, from the GST registration down to allocation.
- [Upload invoices from Excel](https://www.aiaccountant.com/help/sales/upload-invoices-from-excel.md): Upload a sales Excel file, map the columns, fix flagged rows, and create every invoice at once.
- [Sync invoices to Tally](https://www.aiaccountant.com/help/sales/sync-invoices-to-tally.md): Push created invoices into your Tally company and confirm the sales voucher.
- [Customise and download the invoice PDF](https://www.aiaccountant.com/help/sales/invoice-pdf.md): Preview the customer-facing invoice, add your logo, signature, bank details, and notes, and download the PDF.
- [Troubleshooting sales invoices](https://www.aiaccountant.com/help/sales/troubleshooting.md): Fixes for the problems that come up most often when creating, importing, and syncing sales invoices.
- [Banking overview](https://www.aiaccountant.com/help/banking/overview.md): How bank statements become Tally vouchers: upload, AI categorisation, review, Accounting Ready, sync.
- [Upload a bank statement](https://www.aiaccountant.com/help/banking/upload-a-bank-statement.md): Upload a statement for a bank or credit card ledger and let AI Accountant extract and categorise the transactions.
- [Review a transaction in the voucher panel](https://www.aiaccountant.com/help/banking/review-a-transaction.md): Open a transaction to check its voucher configuration, bill reconciliation, extra ledgers, notes, and attachments.
- [Edit transactions in the table](https://www.aiaccountant.com/help/banking/edit-transactions-in-the-table.md): Review and fix the AI's predictions row by row in the Needs Review table, without opening each transaction.
- [Bulk edit transactions](https://www.aiaccountant.com/help/banking/bulk-edit-transactions.md): Categorise, mark ready, or delete many transactions at once instead of repeating the same change row by row.
- [Accounting Ready and syncing to Tally](https://www.aiaccountant.com/help/banking/accounting-ready-and-sync.md): Manage your cleared vouchers, send a batch to Tally, and confirm the voucher in your books.
- [Troubleshooting banking](https://www.aiaccountant.com/help/banking/troubleshooting.md): Fixes for extraction, categorisation, bill matching, and syncing of bank transactions.
- [GST reconciliation overview](https://www.aiaccountant.com/help/gst/overview.md): What GSTR-2B reconciliation does, what you need before you start, and the shape of the whole flow.
- [Start a reconciliation](https://www.aiaccountant.com/help/gst/start-a-reconciliation.md): Open the setup panel, choose the GSTIN, and pick the return period you want to reconcile.
- [Fetch or upload your GSTR-2B](https://www.aiaccountant.com/help/gst/fetch-or-upload-gstr-2b.md): Pull your 2B straight from the GST portal with an OTP, or upload a 2B file you have already downloaded.
- [Upload and map your purchase register](https://www.aiaccountant.com/help/gst/upload-and-map-purchase-register.md): Upload your books as Excel or CSV, review the column mapping for each file, and import.
- [Read the reconciliation results](https://www.aiaccountant.com/help/gst/read-reconciliation-results.md): What each match status means for your credit, and how to slice the results by month, vendor, or invoice.
- [Classify ITC and export the report](https://www.aiaccountant.com/help/gst/classify-itc-and-export.md): Set an action on each invoice so your Table 4 is built from reconciled figures, then export the workbook.
- [Troubleshooting GST reconciliation](https://www.aiaccountant.com/help/gst/troubleshooting.md): Fixes for portal authentication, mapping, and results that do not look right.
- [How syncing to Tally works](https://www.aiaccountant.com/help/concepts/how-sync-to-tally-works.md): What happens between creating an entry in AI Accountant and the voucher appearing in Tally, and how to read sync status.
- [Bill and invoice allocation](https://www.aiaccountant.com/help/concepts/allocation.md): What the allocation window does, when to use New Reference, and how to split an entry against an advance.
- [Bill-by-bill tracking](https://www.aiaccountant.com/help/concepts/bill-by-bill-tracking.md): What bill-by-bill parties are, when an amount posts on account, and where to allocate against specific bills.
- [Masters and mapping](https://www.aiaccountant.com/help/concepts/masters-and-mapping.md): How customers, vendors, stock items, ledgers, and godowns flow from Tally into AI Accountant, and what to do when one is missing.