Invoice Sync
Automated Bookkeeping for Indian SMBs
Capture Invoice
Drag & drop or click to upload bill
Extracted Data
| Item | Qty | Rate | Total |
|---|
Good to see you
Your AI accounting companion. Upload invoices, ask questions, or snap a photo of any bill.
View total sales & trends
Check tax breakdown
Track outstanding dues
Browse synced records
What would you like to do?
Pick a purpose — this chat will focus on just that.
Create a voucher from scratch
Extract from file(s)
Questions about your books
Ask the YantrAI team
YantrAI Tasks
Outcomes Marketplace & Assignment Tracking
Active Tasks
Masters
Party Master and Item Master power every downstream rule — GST, TDS, ITR, HSN summaries. Keep them complete and accurate.
📋 Chart of Accounts
Your complete Tally chart of accounts — every ledger grouped by its account group. Read-only mirror of Tally Prime.
| Party Name | GSTIN | PAN | Email ID | Phone No | Address | Bank Payout Details | Actions |
|---|
📦 Inventory Item Master
Autonomous items learned from confirmed invoices, grouped by name to track procuring prices and source vendors.
| Item Description | HSN/SAC Code | Unique Price Points | Source Vendors (Procured From) | Actions |
|---|
🩺 Bank Health Check
📜 Event Logs
Every event that touched your bank transactions — Tally syncs, statement uploads, cross-source linking, re-link runs.
| Date | Description / Ref | Party | Head | Bank Ledger | Amount | Tally Status | Reconciled By |
|---|---|---|---|---|---|---|---|
| Loading bank transactions… | |||||||
🔄 Reconciliation Studio
Template-driven reconciliation for GST 2B, Payment Gateways, OTAs, E-commerce, and more. Pick a template, upload your master file, add platform reports, and verify variances. (For bank statements, use Bank Reco in the sidebar.)
Your Reconciliation Sessions
Step 1 — Pick a Template
Session
📋 Step 2 — Upload Master File
Upload your internal source of truth (e.g., PMS export, Tally vouchers, Order log).
📥 Step 3 — Upload Platform / External Reports
Add one or more external reports to reconcile against the master.
Step 4 — Reconciliation Results
Discrepancy Log
🧮 Tally Agent
Pick a skill to get started.
Good to see you
Your apps — tap to open. Manage AI training & admin in Settings.
📊 Data Analyst
Platform activity across every workspace & user — tokens, usage, revenue.
🛍️ Store
Add AI agents to your workspace. Every agent draws from your shared token wallet — install only what you need.
My Agents
Catalog
🛠️ Developer Portal
Plug your own app into YantrAI. Host a web app anywhere, register it here, and run it in your workspace — the same way first-party agents work. (Private to your workspace.)
Register an app
🛡️ Review queue (super admin)
My apps
🔗 Connect
Link your workspace with your CA, accountant, auditor, staff or clients — like adding a contact. Share your Workspace ID, or connect to theirs.
Connect to a workspace
👥 My Network
Workspaces and people you’re connected with, and the access each side has.
📨 Requests
People asking to connect with your workspace, and your pending outgoing requests.
Incoming
Outgoing (awaiting their approval)
📎 Files
Saved to this company · drag files anywhere here, or reuse them in Chat / Bank Reco.
📥 Unallocated files
Shared into this workspace but not yet filed to a company. Pick the right company and file it.
All files
🎯 Lead Gen
Describe the customers you want — we find real businesses, score them for fit, and let you export or track them.
📞 Voice Caller
AI voice agent calls your leads — qualifies, books a follow-up, and syncs the outcome to each lead's CRM status.
📝 Create task
Tell us what you need — each task becomes a trackable chat on the left. Edit the AI's brief, then Submit and watch its status.
📚 Training Progress
How much your AI has learned for this workspace — corrections, masters and patterns it now recognises.
Connectors
Connect your AI Accounting Agent to external systems. Click any connector to configure.
Tally ERP
Sync ledgers, vouchers & masters from Tally Prime via Windows Agent or TDL Plugin.
CCTV Agent
Run footfall detection on your own PC's GPU. Download the Windows agent and lend your laptop as a compute source.
Connect your devices
Install YantrAI as an app on your phone or desktop — opens full-screen, works offline, launches from your home screen.
Configure Connector
🩺 Vouchers Health Check
Quality + integrity checks on your voucher book — duplicates, unbalanced entries, missing GSTINs, pending drafts.
📜 Voucher Event Logs
Every event that touched your vouchers — uploads parsed, drafts edited, posted to Tally, discarded.
| Date ▾ | Added ▾ | Voucher # ▾ | Type ▾ | Party / Ledger ▾ | Debit (₹) ▾ | Credit (₹) ▾ | Origin ▾ | Document | Status ▾ | Reco ▾ | AI Flags |
|---|
No vouchers yet
Click + Add Voucher above to create one manually, upload invoice files, or bulk-import from Excel.
📊 Bulk Excel Import
Upload an XLSX / CSV with one voucher per row — map columns, preview, then import all at once.
Choose your file
Map columns
AI suggested the best matches — adjust as neededPreview (first 5 rows)
Tally Admin · Create Company
Create a new company inside your local Tally Prime. Tunnels through the Windows Bridge agent — Tally must be running and the agent must be connected to the YantrAI Agent workspace. Gated to the sandbox while the XML envelope is being hardened across Tally Prime builds.
Bank Register
Ledger-wise bank transactions from Tally — track all payments, receipts, and contra entries across your bank accounts.
| Date | Voucher # | Type | Party / Narration | Debit (₹) | Credit (₹) | Running Balance |
|---|
Select a bank account to view register
Choose a bank ledger from the dropdown above to display transaction history.
🧾 GST
File GSTR-1/3B from your Tally data, then reconcile against the portal (2A/2B) and your own filed returns — all in one place.
📤 GSTR-1 — Outward Supplies
📊 GSTR-3B — Summary & Tax Payable
🛡️ Validation Issues
🧑💼 TDS Filing
Track every TDS deduction · Quarterly returns (24Q / 26Q) · Form 26AS reconciliation · PAN/Aadhaar status.
📦 Inventory
Stock movement & closing reconciliation · valuation & gross margin · negative-stock and slow-moving flags — computed from your item invoices.
📋 ITR Filing
Income Tax Return preparation — depends on full year of TDS + GST data.
Coming soon
We're building ITR-4 preparation (proprietorship). It needs a full year of TDS deductions, GST returns, and books — all of which are now being captured in the new modules.
🛡️ Audit & Compliance
Automated health checks across all 38 CA audit checkpoints · Filing calendar with due-date alerts · Year-end audit wizard.
Financial Reports
Quick snapshot of your company's financial health — powered by live Tally data.
Profit & Loss Statement
| Particulars | Amount (₹) |
|---|---|
|
📊
Connect Windows Agent to load live P&L data, or ask the AI Chat: "Show my P&L for this month"
|
|
Balance Sheet
Assets
Connect Tally to load Balance Sheet
Liabilities & Equity
Connect Tally to load Balance Sheet
Trial Balance
| Ledger Name | Group | Debit (₹) | Credit (₹) |
|---|---|---|---|
| Connect Tally to load Trial Balance | |||
Cash Flow Summary
Connect Tally to load Cash Flow data
Settings
Manage your account, company, and application preferences.
📦 About & Updates
👤 Account
🎨 Workspace branding
Shown top-left for the active workspace (—). White-label it before a customer demo.
WhatsApp Setup
Configure WhatsApp Business API to receive invoices and receipts directly via messages.
📱 WhatsApp Business Integration
⚠️ Setup Instructions
- Go to Meta for Developers → Your App → WhatsApp → Configuration
- Set the Callback URL to your webhook URL above
- Set the Verify Token to the value shown above
- Subscribe to messages webhook field
- Send an image of any invoice to the connected WhatsApp number — YantrAI will auto-parse it!