Skip to content
AksharAI

Copilot · Finance and accounts

Prepares reconciliations and summaries so your accountants start from a draft.

The finance copilot compares your books with GST portal data and bank statements, and drafts reconciliation summaries and month end notes. Your accountants review the differences and decide what to post.

Book a demoAll agents
AksharAIFinance copilotAK

Finance copilot

  • Prepare the GSTR-2B reconciliation summary for September 2026.

  • Matched 412 of 438 purchase invoices. 26 need review: 14 missing in 2B (ITC INR 3.8 lakh), 9 with amount differences, 3 with a different GSTIN.

  • Largest gap: Supplier S-008, Rajkot, 5 invoices worth INR 1.6 lakh ITC not yet filed by the supplier. Their GSTR-1 for September is due on 11 Oct.

  • Draft a reminder to supplier S-008 and add the summary to the month end note.

  • Reminder draft and summary saved for review by Anjali Desai, CA. Nothing has been posted or filed.

Representative screen with sample data. Client screens stay private.
Type
Copilot
Team
Finance and accounts
Connects to
6 systems, including Tally Prime
Limits
5 set, plus approvals

How it is done today

The work before the agent

Every month, someone downloads GSTR-2B, exports the purchase register from Tally and matches the two in a spreadsheet, invoice by invoice. Mismatches are chased with suppliers over email and phone. The summary for the CFO is written late on the last evening before filing.

What the finance copilot takes on

  1. GST reconciliation drafts

    It matches the purchase register against GSTR-2B by GSTIN, invoice number and amount, and groups the differences: missing, mismatched or filed late by the supplier.

  2. Supplier follow ups

    For invoices missing from 2B, it drafts a polite reminder to the supplier with the invoice details, ready for your team to send.

  3. Month end summaries

    It writes a short note on what changed this month: input tax credit at risk, large variances, unreconciled bank entries, with links to the rows behind each number.

  4. Questions on the ledger

    Accountants can ask, for example, which vendors had TDS deducted at the wrong rate this quarter, and get a list to check.

How the work moves

A typical piece of work, stage by stage

  1. Step 1Question or taskFrom the finance team
  2. Step 2Data pulledTally, bank, GST data
  3. Step 3Checked and comparedAgainst your rules
  4. Step 4Draft with sourcesEvery figure traceable
  5. Step 5Accountant signs offBefore anyone acts

Where a person decides

The copilot never posts entries in Tally or files anything on the GST portal. A chartered accountant or finance lead reviews each difference, decides whether to claim or defer credit and signs off the summary, because the filing is their responsibility.

Limits it works within

  • Read only access to accounting data unless a person posts the entry
  • Shows the source rows behind every figure in a summary
  • Sends low confidence matches to a person for review
  • Cannot file returns or make payments
  • Can run on premise so ledgers stay in your environment

Connects to

Works with the systems you already use

Through APIs, exports or a custom connector our team builds. The exact list depends on your versions and setup.

  • Tally Prime
  • Zoho Books
  • GST portal exports
  • Bank statements
  • Excel
  • Gmail

Teams that use it

Finance and procurement

Used in

BFSI

Watch it work

One invoice, from inbox to Tally

Fields read, each checked against your rules, the exception sent to a person, and the entry posted only after approval. Sample data.

1 · DOCUMENT INTAX INVOICESupplier S-014, RajkotTotal₹1,11,392PDF by email · 09:122 · FIELDS READGSTIN24AAKFS4471M1ZQINVOICEINV-3384PO REFPO-2211QTY400 kgRATE₹236.00 / kgTOTAL₹1,11,3923 · YOUR RULESVendor in masterPassedPO-2211 found in TallyPassedQty matches GRNPassed!Rate ₹2 above PONeeds a personNot a duplicatePassed4 · APPROVALPMPriya MehtaAccountsRate ₹236 vs PO ₹234.Supplier confirmed therevised rate on call.ApproveApproved at 09:40Tally PrimePurchase voucher, INV-3384PostedDocument inFields readRules checkedPerson approvesPosted to TallyEvery step is written to the run log with its sources. Sample data.

Questions

About the finance copilot

Does it file GST returns?

No. It prepares the reconciliation and the notes. Your team or your CA reviews them and files through the usual process.

We use Tally on a local server. Can it connect?

Yes. We connect through Tally's export or a small connector on your network, and the copilot can be deployed on premise if you prefer.

How accurate is the matching?

Accuracy depends on how clean your invoice data is. Exact matches are marked as such; anything fuzzy is shown for a person to confirm, so nothing is matched silently.

Keep going

Other agents and reading

Copilot

Sales copilot

Gets a rep ready for the next meeting from the records you already keep.

Learn more

Copilot

Legal copilot

Reads a contract against your own playbook and points out what needs a lawyer's eye.

Learn more

Guide

AI for Tally users: what an agent can and cannot do

Most Indian businesses keep their books in Tally, and most of the repetitive accounts work happens around it. An agent helps a Tally team most with reading documents, reconciling and answering questions from the books. It connects through Tally's own interfaces and leaves posting and payments to people.

Learn more

See it on your work

Bring one slow, repetitive process. We will show you an agent doing it.

A working session with someone who builds these every week.

Book a demoSee the agents
Or get a ballpark proposal in two minutes

What happens next

  1. Step 1A short call about one process and the systems involved
  2. Step 2A demo of an agent working on a version of your task
  3. Step 3A clear view of fit, approvals and what it would take