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
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.
📋 Master Action Log
Every AI-detected gap and master change — what needs your attention and what's already been actioned.
📋 Chart of Accounts
Your complete Tally chart of accounts — every ledger grouped by its account group. Read-only mirror of Tally Prime.
👥 Business Party Profiles
Autonomous accounts learned from invoice headers, containing verified GSTINs and bank payout configurations.
| 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 Reco
All bank + cash transactions — from Tally vouchers and statement uploads. AI suggests party + expense/revenue head; you review and post.
🩺 Bank Health Check
📜 Event Logs
Every event that touched your bank transactions — Tally syncs, statement uploads, cross-source linking, re-link runs.
| Date | Source | 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
🧾 GST Filing Assistant
Auto-generate GSTR-1 and GSTR-3B from your Tally data. Validate before filing. Download GSTN-portal-compatible JSON.
📤 GSTR-1 — Outward Supplies
📊 GSTR-3B — Summary & Tax Payable
🛡️ Validation Issues
🧮 Tally Agent
Pick a skill to get started.
Good to see you
Your apps — tap to open. Manage connections, 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
My apps
📎 Upload anything
Drop any file — invoices, statements, photos, sheets. Files are saved to this company and reusable anywhere (send to chat, download).
All files
📝 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.
Connectors
Connect your AI Accounting Agent to external systems. Click any connector to configure.
Tally ERP
Sync ledgers, vouchers & masters from Tally Prime via Bridge Agent or TDL Plugin.
Connect your devices
Install YantrAI as an app on your phone or desktop — opens full-screen, works offline, launches from your home screen.
Team & access
Invite your CA, a client, or a teammate with a one-time share code — you pick their role. Or enter a code to join someone's workspace.
GST Portal
Upload GSTR-1, GSTR-2B returns to auto-reconcile against Tally and map supplier categories.
Bank Statements
Import CSV, XLSX or PDF bank statements. AI auto-matches transactions against Tally vouchers.
Razorpay
Upload settlement reports to reconcile payment collections against Tally sales vouchers.
Stripe
Import Stripe payout reports for revenue reconciliation with fee breakdowns.
UPI / NPCI
Reconcile UPI collections and bank receipts against Tally sales records.
POS Terminal
Upload POS sales reports to match retail transactions with Tally entries.
WhatsApp Business
Receive invoices and receipts via WhatsApp messages. Auto-parse and book entries.
Email (Gmail / Outlook)
Auto-scan inbox for invoices, receipts and purchase orders. Extract and book automatically.
Amazon Seller Central
Import settlement reports, returns, and fee breakdowns from Amazon seller account.
Flipkart Seller
Reconcile Flipkart seller payouts, commissions, and returns with Tally.
Swiggy / Zomato
Import restaurant payout reports and reconcile delivery commissions and GST TCS.
Configure Connector
📑 Vouchers
All vouchers — invoices, payments, receipts, journals. Synced from Tally, created manually, or uploaded as PDF/image/Excel.
🩺 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 ▾ | Voucher # ▾ | Type ▾ | Party / Ledger ▾ | Debit (₹) ▾ | Credit (₹) ▾ | Source ▾ | Status ▾ |
|---|
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)
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.
📊 GSTR Reconciliation
Match GSTR-2A / 2B portal data against your purchase vouchers · ITC comparison · GSTR-1 vs 3B variance · Annual GSTR-9 · Invoice serial gaps.
🧑💼 TDS Filing
Track every TDS deduction · Quarterly returns (24Q / 26Q) · Form 26AS reconciliation · PAN/Aadhaar status.
📋 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.
👥 User Manager
All users and companies in the system. Super-admin can change roles, revoke company access, or delete users.
| Username | Name | Role | Companies | Companies (access) | Created | Actions | |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
| Company name | Vouchers | Bank tx | Users w/ access | Actions |
|---|---|---|---|---|
| Loading… | ||||
🛡️ 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 (₹) |
|---|---|
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📊
Connect Tally Bridge to load live P&L data, or ask the AI Chat: "Show my P&L for this month"
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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
🏢 Active Company
🔗 Tally Bridge Status
📊 Knowledge Base
⚙️ Platform
🔬 AI Learning
Optimization Log
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!