Payables & Receivables
AI Accounts Payable Agent
Runs invoice intake, matching and approval routing for payables.
Payables & Receivables
AI Invoice Intelligence for Tally
Purchase invoices are read and posted to Tally as checked vouchers against the right party ledger, without manual voucher entry.
If your accounts run in Tally, an accounts assistant is probably typing purchase vouchers in from paper and PDF invoices every day. It is repetitive work where one wrong ledger or tax entry causes trouble later. This build reads each purchase invoice, matches the party ledger you already have, checks it against your rules, and posts a coded voucher to Tally on your own network. Doubtful invoices wait for review.
- Purchase vouchers posted to Tally without manual typing
- Invoices matched to existing party ledgers, not new duplicates
- Tax and cost center ledgers chosen by your written rules
$4,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Invoice Intelligence for Tally reads purchase invoices from email or an upload folder, checks them against the ledgers, masters and vouchers already in your Tally company, and posts coded vouchers through Tally's XML/ODBC interface on your own network. Invoices that fail a rule are held for review. Data stays on your own network.
Why businesses buy it
Daily voucher entry in Tally takes skilled time away from reconciliations, tax work and supplier queries. Wrong ledgers and duplicate party names cause clean-up work at return time. After this build, purchase invoices are posted as checked vouchers, and your accounts team reviews only the exceptions. The connection runs through Tally's XML/ODBC interface on your own network, so your data does not leave your control. The Scope Card spells out the ledgers, fields and rules before you pay, so your accountant can sign off with confidence.
Problems this solves
Purchase vouchers in Tally are keyed in by hand from paper
Purchase invoices from email or an upload folder are read and posted as coded vouchers through Tally's XML/ODBC interface. Your team stops keying each voucher by hand.
Invoices get posted to the wrong ledger or a duplicate master
Each invoice is checked against the ledgers, masters and vouchers already in your Tally company. Invoices that fail a rule are held for review instead of posting.
You don't want accounts data leaving your own network
The connection runs on your own network through Tally's XML/ODBC interface. Data stays on your network, and access is set up with keys you control.
A good fit if
Your accounts run in Tally, and an accounts assistant types purchase vouchers in from paper and PDF invoices every day.
Party ledgers already exist for your regular suppliers, and you want invoices posted against them rather than new ledgers created.
You use cost centers or specific expense and tax ledgers, and the choice between them follows rules you can describe.
Your Tally server runs on your office network and an administrator can give access for the connection.
Not the right fit if
You want approvals and payment scheduling handled alongside voucher entry. See AI Accounts Payable Agent for Tally.
Bank statements and other financial documents, not purchase invoices, are the backlog. See AI Financial Document Agent.
Your books have moved to Zoho Books. See AI Invoice Intelligence for Zoho Books.
You need several Tally companies posted from one inbox, or a third connected system. Add a note at checkout for a Change Quote.
How it works
- Tally is reached on your network. Your Tally administrator gives server access on a 30-minute call, and we document how invoice fields map to vouchers, ledgers and masters.
- Purchase invoices are read. Supplier, invoice number and date, line items, tax amounts and total, up to 25 fields for each document type.
- The party ledger is found. The supplier is matched to an existing ledger master; a name that cannot be matched goes to review instead of becoming a new ledger.
- Tally is checked first. Existing vouchers are read so the same supplier invoice number cannot be posted twice.
- The voucher is coded. Purchase, expense and tax ledgers and any cost center follow the mapping and rules you approved.
- Vouchers post, exceptions wait. Clean invoices are written through the XML/ODBC interface; anything flagged queues for your reviewer.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- A Tally administrator who can give server access on your network and join a 30-minute setup call.
- At least 20 real purchase invoices for each document type, redacted if you like.
- Your ledger structure, including party, purchase, expense and tax ledgers, and any cost centers in use.
- The fields to capture and the rules for choosing ledgers and cost centers.
- A test company or backup copy in Tally for safe testing, where possible.
- The reviewer for flagged invoices, and admin access and API keys for any second system, never by email.
- One decision-maker who approves the mapping before live posting starts.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; Tally server access confirmed on the setup call.
Weeks 1–2
Purchase invoice capture built; ledger and voucher mapping configured.
Week 3
XML/ODBC connection tested on a test company; duplicate check working.
Weeks 3–4
100 sample documents posted to test records; accuracy report shared.
Week 4
Two rounds of changes to ledgers, rules or fields after your review.
Go-live
Posting to your live Tally company; handoff recorded; 30 days of support.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,900 |
| Express | 15–25 working days | $5,750 |
| Rush | 10–20 working days | $6,600 |
What you receive at handover
- Invoice capture posting coded purchase vouchers into your Tally company
- Tally connection over XML/ODBC on your own network, plus one more system
- Documented field mapping, validation rules and a human review queue
- Test report from 100 sample documents on test records, with an accuracy report
- Admin guide and recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can cut the hours spent keying purchase vouchers.
- Helps keep ledgers and masters in Tally tidy.
- Vouchers keyed by hand
- Compare purchase vouchers entered manually in Tally per month, before launch and after.
- Vouchers altered or deleted
- Count purchase vouchers changed after posting, using Tally's records, for a month before and after.
- Invoices held for review
- Track the weekly review count as validation rules settle in.
Before you start: Note how many purchase vouchers are keyed each month and how many needed correction last month.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
You pay for the build once. Running it costs roughly $30 to $200 a month in your own accounts for OCR, AI usage and storage, on top of your Tally license and the machine that hosts it.
AI usage during build and testing is billed to your accounts too, and Tally stays on your own network. The build supports bookkeeping and is not regulated financial, tax or investment advice.
Ask about running costsCustom requirements
Posting to more than one Tally company, adding sales vouchers, or connecting a third system is outside this Scope Card. Add a note at checkout and a written Change Quote follows.
Request a custom versionKeep it running
Monthly maintenance is recommended: monitoring, fixes and monthly change hours for things such as new party ledgers, new cost centers or a revised tax ledger mapping. Maintenance starts after the 30 days of support.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | Tally add-on tools are often licensed per company per year | A Tally partner charges per visit or per customization | Ours is one fixed price, shown before you buy |
| Party ledgers | An import utility may create a new ledger for each spelling | Depends on the partner | Ours matches existing ledger masters and queues unknowns |
| Reading invoices | Many import utilities need data already typed into a spreadsheet | An agency build depends on what was agreed | Ours reads the PDF or scan and builds the voucher |
| Delivery | A utility installs quickly but leaves the data entry to you | A partner works to their own schedule | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How does AI Invoice Intelligence for Tally connect to our Tally company?
Through Tally's XML/ODBC interface, using server access on your own network that your Tally administrator provides. Vouchers, ledgers and masters are read and written through that interface according to the documented field mapping. Your Tally data stays on your server rather than moving to another accounting system.
Does Tally need to be running for vouchers to post?
Yes. Because the connection uses Tally's XML/ODBC interface, the Tally server must be running and reachable on your network when vouchers are written. During setup we agree when that is, for example office hours, and test the connection on your actual machine before go-live.
Will it create new ledgers in Tally?
Not on its own. Each supplier is matched to an existing party ledger master. If there is no confident match, the invoice waits for your reviewer, who can choose the right ledger or create one in Tally. That keeps your ledger list from filling with near-duplicates.
Can it apply cost centers and tax ledgers?
Yes, using the rules you give us, such as a cost center per site or department and a tax ledger per rate printed on the invoice. These choices are part of the agreed mapping. It captures tax amounts as printed and does not give tax advice or decide how a transaction should be treated.
What is included in the Tally edition?
The XML/ODBC connection to your Tally company, ledger and voucher mapping, validation rules and an exceptions queue. Testing runs on 100 of your own documents and ends with an accuracy report. You also get two rounds of changes, a recorded handoff session and 30 days of support after launch, all listed on the Scope Card.
How is testing kept away from our live books?
We post the 100 test documents into a test company or backup copy that your administrator sets up, then compare the vouchers with the source invoices in an accuracy report. Live posting to your real company begins only after your decision-maker approves those results.
Stop typing purchase vouchers into Tally one by one.
Order AI Invoice Intelligence for Tally and purchase invoices are read, checked against your ledgers and posted to Tally as coded vouchers, on a delivery date you see before you pay.
Works well with
Intake & Extraction
AI Financial Document Agent
Classifies and extracts data from financial documents.
Reporting & Analysis
AI Cash Flow Assistant
Projects cash flow from receivables, payables and history.