Numbers that matter

10M+
transactions processed
500+
businesses across India
20+
hours saved per accountant per month
90%+
categorization accuracy after onboarding

How AI Accountant's Bookkeeping Automation Software Works

AI Accountant is a bookkeeping automation software built for finance teams using Tally. Upload bank statements, auto-categorize transactions, match invoices, and sync verified entries directly to Tally without manual data entry.

  1. Upload Statements

    Upload bank statements, PDFs, Excel files, scanned documents, or mobile screenshots. AI Accountant supports 50+ Indian banks and password-protected files.

  2. AI Categorizes Transactions

    AI automatically categorizes transactions into the right ledgers, vendors, and expense heads. Accuracy improves from ~70% on Day 1 to 90%+ as the model learns your accounting patterns.

  3. Review and Match Entries

    Match payments with open bills and invoices pulled from Tally. Review, bulk-edit, and approve transactions before syncing.

  4. One-Click Sync to Tally

    Push verified entries directly into Tally Prime or Tally ERP 9. AI Accountant automates the bookkeeping work while Tally remains your source of truth.

Frequently Asked Questions

What is bookkeeping automation software?

Bookkeeping automation software uses AI to read bank statements, categorize transactions, match payments to bills, and post entries to accounting systems like Tally, replacing the manual data entry that used to take days each month. AI Accountant is built specifically for Indian businesses and integrates natively with Tally Prime and Tally ERP 9.

How accurate is the AI categorization?

Categorization starts at approximately 70% accuracy on Day 1 and improves to 90%+ within a few weeks as the model learns your chart of accounts, vendors, and patterns. Every correction your team makes trains the model further.

What file formats are supported for statement uploads?

PDFs (including password-protected), Excel (.xls, .xlsx), CSV files, scanned images, and mobile screenshots. We also support transactions narrated in Hindi and Tamil, useful for businesses dealing with regional vendors.

Do I need to switch from Tally?

No. AI Accountant connects to your existing Tally Prime or Tally ERP 9 setup. It syncs masters in, processes transactions, and pushes approved entries back. Tally remains your source of truth, and auditors and CAs continue working in Tally as before.

How does bill and invoice matching work?

When you categorize a transaction as Bill Payment or Invoice Receipt, AI Accountant pulls open bills or invoices from Tally and suggests a match based on amount, party, and date. You can confirm, change, or delink before syncing.

Is my bank data safe?

Yes. AI Accountant uses 256-bit encryption in transit and at rest, hosts all data in India in line with the DPDP Act 2023, and processes statements in read-only mode. We never have access to your bank accounts or login credentials.

Which Indian banks are supported?

50+ banks including HDFC, ICICI, SBI, Axis, Kotak, Yes Bank, IDFC First, IndusInd, Federal Bank, PNB, Bank of Baroda, and most cooperative and small finance banks. If your bank issues a PDF or Excel statement, AI Accountant can read it.

Does it handle GST and TDS?

Yes. GSTR-1, GSTR-3B, and GSTR-2B reconciliation are built in. TDS section tagging (194C, 194J, 194Q, 194I, 194H) is automatic. CGST/SGST vs IGST logic is applied based on party state, with no manual flagging needed.

Can a CA firm manage multiple clients on one account?

Yes. AI Accountant is built for CA firms managing dozens to hundreds of clients. Multi-client dashboards, bulk operations, reviewer workflows, and per-client audit trails are standard.

Does it work for proprietorships, partnerships, and Pvt Ltd companies?

Yes, any Indian business entity that maintains books in Tally. Multi-entity and multi-GSTIN setups are supported under a single login.

How long does setup take?

Most businesses are live within 15 minutes. Connect Tally, upload your first statement, and you will see categorized transactions on the same onboarding call.

How is AI Accountant different from Zoho Books or QuickBooks?

Zoho Books and QuickBooks ask you to move your books off Tally. AI Accountant works with Tally, so your CA, auditor, and existing workflows stay intact. We accelerate the accounting tool you already use instead of replacing it.

Can I export my data if I leave?

Yes. All approved entries already live in your Tally. AI Accountant is the processing layer, not the system of record. There is nothing to migrate out.