What is document AI?
Document AI uses OCR and large language models to read invoices, bills, bank statements and purchase orders, pull out the fields that matter and enter them into accounting software such as Tally or Zoho Books. Paired with automated payment reminders and reconciliation, it takes most of the manual keying out of the back office.
What the AI operations & finance team does
- Document AI / OCR: bills, invoices and statements read straight into Tally
- Payment reminders with a UPI link, stopped once paid
- Bank and payment reconciliation with an exception list
- Low-stock and delivery-delay alerts
- Vendor follow-ups and purchase approvals
- Daily cash and receivables brief
How it works
Sample
We collect real documents and map every field to your ledgers.
Automate
Document AI, Tally or Zoho entries, UPI-link reminders and reconciliation rules.
Review
Exceptions go to a person, and a daily cash and receivables brief goes to you.
Who it's for
Distributors and traders
Purchase bills into Tally and dealer payment reminders.
Manufacturers
PO matching, vendor follow-ups and stock alerts.
CA firms
Client invoices and bank statements extracted for bookkeeping.
Healthcare and retail chains
Vendor invoices, daily cash and branch-wise receivables.
Pricing
Discovery call + AI audit
30-minute call, process map and a costed plan for your AI operations & finance team. Founding members only.
Book for ₹199Set up and go live
One-time, fixed quote after the audit. Live in 2 to 6 weeks, with 30 days of fixes included.
Get a specialised quoteManaged every month
We monitor, fix and improve it, and add new automations each month.
Get a specialised quotePrices are starting points; GST extra where applicable. Your quote depends on volume, tools and integrations, and is fixed before we start. Full details on the pricing page.
Questions about AI operations & finance team
How much does invoice automation with Tally cost?
Every project starts with a discovery call and AI audit, ₹199 for founding members while seats last (normally ₹15,000). Building document AI and collections automation starts from ₹50,000 as a fixed quote, and running it as a managed service starts from ₹40,000 a month. GST is extra.
How accurate is document AI on Indian invoices?
It depends on document quality and layout, so we test on a sample of your real invoices during the audit and show you the results before you commit. Low-confidence fields always go to a person to check instead of being posted blindly.
Does it work with Tally Prime and Zoho Books?
Yes. We post entries into Tally Prime or Zoho Books through their supported integration methods and keep a log of every entry.
Can payment reminders include a UPI link?
Yes. Reminders go out on WhatsApp or email with a Razorpay or UPI payment link, and stop automatically once the payment is recorded.
How long does it take to set up?
About one week for the audit, then two to six weeks to build and test it with your team. You see progress every week.
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