Document intake
Accept the files clients actually send: PDF, photo, Excel, or CSV. Keep them organized by type.
AutoBooks reads invoices, receipts, Z-Reports, and bank statements. An accountant checks every row, and approved entries go to Tally.
Every new workspace includes a 7-day free trial.
Reads the files you already receive. Posts to the books you already keep.
PDF
Photo
Excel
CSV
Accept the files clients actually send: PDF, photo, Excel, or CSV. Keep them organized by type.
Photos and PDFs are read with AI. Spreadsheets are parsed directly. Ledger suggestions come from the books you already keep.
Edit dates, parties, amounts, tax, and ledgers. Nothing becomes a record until an accountant approves it.
Approved work flows into Tally. AutoBooks prepares. Tally stays the source of truth.
The queue, the open tasks, and the rows still waiting.

Each business stays in its own books.

Save a vendor once. The next match follows.

The same payment, flagged before posting.

Review and upload from the AutoBooks app.


AutoBooks is for CA firms and for companies. Practice workflows, the client list, the client portal, and the practice audit trail are for CA firms.
Harbour Advisory
Clients
+ Add a client7 clients you can access · 3 online now
Firm audit events
Rows approved · 10:42
Sent to Tally · 10:45
Practice workflows live here: many client businesses, a client portal, and a practice audit trail.
Documents
Northwind Traders Ltd
3September 2026
3 files
2August 2026
2 files
1July 2026
1 file
4June 2026
4 files
metro-office-invoice.pdf28 Sep 2026Purchases
sales-week-38.xlsx21 Sep 2026SalesThe same intake, review, and posting for your own books. A company workspace does not include practice workflows.
Send documents to your accounting firm
They go to Harbour Advisory for review.
Drop files here or browse
PDF
JPG
XLS
CSV
city-fuel-receipt.jpgSent
bank-statement-sep.pdfSentA file comes in, an accountant reviews the rows, and the approved entries go to Tally.
A new workspace starts with a 7-day free trial. 1 credit is 1 extracted row. Plan credits refresh each month. Prices are shown inside AutoBooks.
Custom
Startup, Starter, Growth, and Enterprise cover the work most teams do. If your firm or company needs more than they include, contact us. Tell us what is missing, and we will work out a setup that fits.
Upload your own invoices, statements, and Z-Reports. Every new workspace includes a 7-day free trial.