Bills and bank lines in, postings out for approval.
Upload a client's bills and bank statement. Xegality reads each bill, checks it, matches bank lines to bills and suggests the postings; the ones it is sure of wait for one click, the rest for review.
- Purchase · Gupta Steel · ₹1,18,000Bill read · GSTIN checkedPre-approved
- Payment · Rao Logistics · ₹49,000Matched net of 2% TDSPre-approved
- Receipt · Om Traders · ₹2,40,000Split across three billsReview
- Bank charges · ₹590Learned narration rulePre-approved
What you can do with Bookkeeping autopilot.
Bills read and checked
AI reads each bill; code checks the GSTIN checksum and State, the PAN, IGST against CGST and SGST for the place of supply, and that the totals tie.
Duplicates caught
The same party and invoice number, or the same party, date and total, is flagged before it can be posted twice.
Bank matched to bills
Exact, fuzzy, net of TDS, net of charges, partial and split matches, each with its score and the reason for it.
A confidence gate
Balanced postings above the client's threshold with no suspense line are pre-approved for one click; everything else goes to review.
Learns your corrections
Correct a ledger and tick learn; the rule applies to that party or narration the next time.
Out to Tally or Zoho
Export approved postings as Tally XML with a masters file, a Zoho Books journal CSV or plain CSV, or push them through the Tally connector.
Automatic approval is earned, not assumed.
Every posting waits for a member until a client's postings have built a record of being approved unchanged. Only then can the owner or a partner switch on automatic approval for that client. Postings with a suspense line always go to review, and nothing is pushed into Tally or sent to a client on its own.
- Bills read46 bills · 2 unreadable
- Bank lines matched112 of 120 lines
- Postings suggested31 pre-approved · 15 to review
- Member approvalR. Mehta
- Export to TallyAfter approval
How Bookkeeping autopilot works.
- 1.
Bring bills and bank lines
Upload bills and bank statements, or pull new files from the client's Invoices folder.
- 2.
Check the suggestions
Approve the pre-approved postings in one click and correct the rest; a correction can teach a rule.
- 3.
Send to the books
Export to Tally or Zoho Books, or push the approved postings through the Tally connector.
Xegality prepares and checks the work, and a member of your practice reviews and approves it before anything reaches a client. Returns and forms are filed by you on the government portals: Xegality is not a GSP or ERI and never asks for your clients' portal passwords.
Works with
- Purchase bills
- Sales invoices
- Bank statements
- Client's Invoices folder
Bookkeeping autopilot, explained.
Still curious? Talk to our team.
Does anything go into Tally automatically?
What happens when AI is switched off?
Can it read scanned bills?
Which ledger does a posting use?
Bookkeeping autopilot shares its work with the rest of Xegality.
Run your CA practice on Xegality.
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