Payables & Receivables
AI Invoice Intelligence for Tally
Extracts, validates and codes supplier invoices, connected natively to Tally so it reads and updates vouchers, ledgers and masters via Tally's XML/ODBC…
Payables & Receivables
AI Invoice Intelligence
Supplier invoices arrive by email or upload and come out the other side extracted, checked and coded, ready for your ledger.
Keying supplier invoices into your ledger is slow, error-prone work that nobody enjoys. AI Invoice Intelligence reads incoming invoices from email or upload, whatever their layout, and extracts the vendor, line items, totals, tax and due date. It checks the numbers add up, codes each invoice to your chart of accounts, and holds anything uncertain for a person on your finance team to review.
- Invoices extracted from any layout, by email or upload
- Totals checked and coded to your chart of accounts
- Uncertain invoices held for your finance team to review
$3,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Invoice Intelligence is an agent that reads incoming supplier invoices, whatever their layout, and extracts the vendor, line items, totals, tax and due date into structured data. It checks the numbers add up, codes each invoice to your chart of accounts, and queues anything uncertain for a person. It supports your finance team and gives no financial advice.
Why businesses buy it
Manual invoice entry costs more than staff time. Typing errors lead to wrong payments, duplicates slip through, and month-end close drags on while someone catches up on a pile of PDFs. AI Invoice Intelligence does the reading, checking and coding, and leaves your team to review only the exceptions, so payables stay accurate and current without adding headcount. It supports your finance workflow and gives no regulated advice. The Scope Card fixes the intake route, connected systems, document types and accuracy testing before you order.
Problems this solves
Staff retype supplier invoices into the accounts system by hand
The agent reads incoming invoices in any layout and extracts vendor, line items, totals, tax and due date. The data lands in your destination system as structured fields, ready to check.
Typing errors and wrong totals slip into the books
Validation rules check that the numbers add up before anything moves on. Each invoice is also coded to your chart of accounts using the rules agreed during setup.
Unusual invoices need a human eye, but nobody knows which
Anything uncertain goes to a human review queue rather than straight through. Your finance team spends its time on the exceptions, and the agent gives no financial advice.
A good fit if
Supplier invoices arrive as PDFs or scanned images by email or upload, in a different layout from every vendor.
Someone on your team currently retypes invoice fields into QuickBooks, Xero or another accounting system by hand.
You want line-item totals checked against the invoice total automatically, and duplicates caught before they get paid twice.
You are comfortable with a human reviewing anything the extraction is not confident about, rather than everything posting itself.
Not the right fit if
You specifically need vendor invoices matched to purchase orders and receiving records, not just extracted. See AI Vendor Invoice Agent, built for that matching.
You want the whole payables process handled end to end, including approval routing and scheduling payment. See AI Accounts Payable Agent, which covers that workflow.
You need more than three document types or more than 25 fields per type extracted. Add a note at checkout for a quote, or use our Custom AI enquiry form.
You need documents processed in more than one language. This build covers one language; a second is priced separately.
How it works
- An invoice arrives. It lands in the email inbox or upload folder you connected, whatever the vendor's own layout looks like.
- Fields are extracted. Vendor name, invoice number, line items, totals, tax and due date come out as structured data, not a picture of text.
- The numbers are checked. Line items are totalled and compared against the invoice total, and the invoice is checked against ones already on file for duplicates.
- Each invoice is coded. Based on the rules you set, it proposes the account and cost center the invoice should post against.
- Anything uncertain goes to a person. Low-confidence fields and failed checks land in a review queue instead of posting automatically.
- Approved data reaches your ledger. Once reviewed, the extracted invoice is written into QuickBooks, Xero or the accounting system you connected.
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.
- Your business information (company basics, hours and brand voice), shared during intake, or confirmation we can reuse what you gave us on an earlier order.
- At least 20 real sample invoices per document type, redacted if you need to.
- The exact list of fields to extract and the validation rules each one needs to pass.
- Access to your accounting system, such as QuickBooks, Xero or NetSuite, as the destination.
- Your chart of accounts and approval rules, and the name of the person who reviews low-confidence items.
- Every credential and connected-system API key is shared by adding our team as a user or creating a key you control at intake, never by email.
- One decision-maker on your side who can approve choices during setup and sign off at launch.
- 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, sample invoices and accounting access confirmed.
Weeks 1–2
Field extraction, math checks and coding rules built.
Week 3
Accounting system and review queue connected.
Weeks 3–4
100 sample documents processed, accuracy report shared with you.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,900 |
| Express | 15–25 working days | $4,600 |
| Rush | 10–20 working days | $5,250 |
What you receive at handover
- Invoice extraction running on one intake route, an email inbox or upload folder
- Connections to one source and one destination system
- Field set for up to three document types, validation rules and a human review queue
- Test report from 100 sample documents, 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 free finance staff from repetitive data entry.
- Helps catch arithmetic and coding errors before they reach the ledger.
- Makes month-end easier when invoices are already captured and coded.
- Processing time per invoice
- Time a sample of invoices from arrival to posting before launch, then repeat with the same mix after.
- Invoices needing manual correction
- Count invoices corrected after entry each month, before launch and from the review queue after.
- Extraction accuracy
- Compare the launch accuracy report with a monthly spot-check of a small invoice sample.
Before you start: Record how many supplier invoices arrive each month and how long a typical one takes to enter. Note last month's corrections.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $30 to $200 a month in your own accounts, covering OCR and AI usage plus storage, and it scales with how many invoice pages pass through it.
AI usage during the build and testing bills to your own accounts too, so every provider relationship stays yours, not ours. This is operational workflow support, not regulated financial, tax or investment advice.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form.
Request a custom versionKeep it running
We recommend monthly maintenance: monitoring, fixes, and monthly change hours, enough to add a new vendor format or adjust a validation rule. Maintenance starts once the 30 days of support end, bills monthly, and can be dropped any month.
$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 | An invoice-capture SaaS charges per document processed, and costs climb with volume | A custom agency quotes after discovery calls | Ours is one fixed price, shown before you buy |
| Scope | An invoice-capture SaaS is a general tool you template and tune yourself | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | An invoice-capture SaaS is live once you finish templating each vendor format | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Accuracy check | An invoice-capture SaaS trusts extracted totals unless you build the checks yourself | An agency build depends on what was agreed | Ours checks totals and duplicates before anything posts |
Questions about this product
What does the AI Invoice Intelligence build include?
Everything on the Scope Card: one intake route, up to three document types extracted and validated, coding to your chart of accounts, an exceptions queue, and an accuracy report on your sample invoices, two rounds of changes and the recorded handoff session. The price is fixed and shown on this page before you order, and it does not change once your Scope Card is confirmed. AI usage is billed to your own accounts.
How much does it cost to run AI Invoice Intelligence each month?
Roughly $30 to $200 a month, covering OCR and AI usage plus storage in your own accounts, not ours. The figure depends on how many invoice pages it processes. Monthly maintenance is separate and optional. It covers monitoring, fixes and change hours to add a new vendor format or adjust a validation rule, and can be dropped any month.
How accurate is AI Invoice Intelligence on messy invoice layouts?
Accuracy is measured, not assumed. Before launch we run 100 of your real invoices through it and hand you a written accuracy report by field. Anything the extraction is not confident about lands in a human review queue instead of posting straight to your ledger.
Is my financial data safe with AI Invoice Intelligence?
Yes. Every credential and connected account is shared by adding our team as a user or creating a key you control during intake, never by email, and invoice data moves only between the systems you connected. This is operational workflow support, not regulated financial, tax or investment advice, and a person reviews anything uncertain.
When does AI Invoice Intelligence go live?
Delivery runs on a fixed schedule, and the delivery panel shows the standard date plus express and rush options before you order. The clock starts once your sample invoices and accounting access are confirmed and your intake is complete, not the day you place the order, so sending them early keeps the date.
Can I add a new vendor invoice format to AI Invoice Intelligence later?
Yes. Small additions, like a new vendor layout within your existing document types, fit inside the monthly change hours that come with maintenance. A fourth document type is a bigger change and gets a Change Quote first. Those hours also cover adjusting a validation rule. Maintenance starts once post-launch support ends and can be dropped any month.
Can I cancel the AI Invoice Intelligence maintenance?
Yes, in any month. Plans bill monthly with no lock-in, and the build keeps extracting invoices either way; cancelling only stops the included monitoring, fixes and hours. The 30 days of post-launch support that come with every order continue regardless of a plan.
Who owns the data AI Invoice Intelligence extracts?
You do. Extracted invoice data is written straight into your own accounting system, not stored as ours, and the extraction rules built for you belong to your business. If maintenance lapses, the build keeps processing invoices; you just lose the included monthly changes and support.
Stop retyping invoices into your ledger by hand.
Order AI Invoice Intelligence and on a fixed delivery date it starts extracting, checking and coding your supplier invoices.
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