Solutions · Finance and procurement

Let the agent match the routine invoices. Keep your accountant on the exceptions.

Name: AksharAI
Brand: AksharAI
Price: 7500 INR

Accounts and purchase teams spend hours each day checking invoices against purchase orders, chasing approvals and answering vendors. Agents do the matching and the chasing, and every posting still goes through a person.

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AksharAISupplier invoices, 12 October 2026SearchAK

Supplier invoices, 12 October 2026

Invoice	Supplier	PO	Amount	Status
INV-3381	Supplier S-008	PO-2207	48,260	Matched
INV-3384	Supplier S-014	PO-2211	1,11,392	Posted
INV-3380	Supplier S-011	PO-2198	36,900	Rate differs
INV-3377	Supplier S-019	PO-2190	22,150	GSTIN mismatch
INV-3375	Supplier S-005	PO-2185	2,04,800	Posted

Representative screen with sample data. Client screens stay private.

The work today

What slows finance and procurement teams down

Invoices arrive in every format

A distributor in Rajkot receives supplier invoices as PDFs on email, photos on WhatsApp and paper with the delivery. Someone keys each one into Tally by hand.

Matching is slow and repetitive

Each invoice is checked against the purchase order and goods receipt: quantity, rate, GSTIN, tax. Most match. Finding the few that do not takes the whole morning.

Approvals wait in inboxes

Purchase requests and expense claims sit with a manager who is travelling. Vendors call to ask about payment, and nobody knows where the file is.

Vendor onboarding is a paper chase

New vendors send PAN, GST certificate, cancelled cheque and MSME registration in pieces, over days, and someone has to check each one.

A woman at her desk going through a stack of receipts

How the work flows

A typical piece of work, stage by stage

Step 1Invoice arrivesEmail, WhatsApp, scan
Step 2Fields readGSTIN, PO, lines, tax
Step 3Matched to PO and GRNAgainst your tolerances
Step 4Accountant reviewsExceptions with reasons
Step 5Draft posted in TallyAfter approval

Agents and templates

What finance and procurement teams start with

Agents take on a whole process. Templates are smaller starting points you adapt in the studio.

All templates

Automation agent

Invoice matching agent

Matches supplier invoices to purchase orders and goods receipts before they reach Tally

Copilot

Finance copilot

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

Automation agent

Approval reminder agent

Tracks pending approvals, reminds the right approver and flags what is stuck

Template

Invoice matching bot

Matches supplier invoices to purchase orders and goods receipts, and sends exceptions to accounts.

Template

Expense request assistant

Helps staff file an expense claim correctly the first time, with bills checked against policy.

Template

Vendor registration support

Collects and checks a new vendor's documents, and prepares the record for approval.

Template

Approval reminder agent

Watches approval queues and reminds the right person before anything goes overdue.

Where a person approves

The decisions that stay with your team

Every posting to the books
The agent prepares a draft voucher. An accountant approves before anything is posted, so responsibility for the ledger stays exactly where it was.
Mismatches and new vendors
Rate or quantity differences beyond your tolerance, and invoices from vendors not yet in the master, go to a named person with the reason shown.
Payments
The agent never releases a payment. It can prepare a payment list for the finance head to approve in your banking system.

Questions

From finance and procurement teams

Does the agent post directly into Tally?

Only as a draft, and only if you want that. Most teams start with the agent preparing the entry and an accountant approving it, then decide later what, if anything, can go straight through.

What tolerance does it use?

Yours. You set the rate, quantity and rounding tolerances per vendor or category, and the agent flags anything outside them.

Can it read photos of invoices?

Yes, in most cases. Photos taken at an angle or in poor light are harder, and the agent says when it is unsure of a number.

We use SAP Business One, not Tally.

That works too. SAP Business One, Zoho Books and most ERPs with an API or a database we can reach can be connected. Our team builds the connector if one does not exist yet.

Other teams