Features

Review is the product

AI reads the file. Your team edits dates, parties, amounts, tax, and ledgers. Then the approved work posts.

How it works

From upload to posted, in one workspace

AutoBooks reads the file, prepares the row, and waits for an accountant. Then the approved work can go to the trial balance or your ERP.

Pre-accounting automation

Invoices, receipts, Z-Reports, and statements become reviewed rows. An accountant checks the work before anything is posted.

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Document intake

Accept the files clients actually send: PDF, photo, Excel, or CSV. Keep them organized by type.

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AI extraction

Photos and PDFs are read with AI. Spreadsheets are parsed directly. Ledger suggestions come from the books you already keep.

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Human review

Edit dates, parties, amounts, tax, and ledgers. Nothing becomes a record until an accountant approves it.

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ERP sync

Approved work flows into Tally. AutoBooks prepares. Tally stays the source of truth.

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For CA firms

Practice workspace

One workspace for many client businesses. Keep each client's documents and review work separate, then post into the books they already keep.

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Also in AutoBooks

The rest of the workspace

Rules, approvals, the client portal, and the books themselves. The same product, drawn from the screens your team uses.

A keyword rule that assigns a ledger when a vendor name matches.

Keyword rules

Save a vendor once. The next matching document gets the same ledger.

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Two copies of the same invoice flagged as a possible duplicate.

Duplicate alerts

The same payment showing up twice is flagged before it is posted.

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An approval card with a checklist, waiting on a reviewer.

Document approvals

Send a file to a reviewer. Nothing posts while approval is pending.

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A client upload card, and a notice that new files arrived.

For CA firms

Client portal

Clients of a CA firm upload documents. The firm sees them in the same workspace.

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The AutoBooks review list on a phone, with App Store and Google Play badges.

Mobile app

Review and upload from the AutoBooks app on iOS and Android.

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Trial balance

Approved rows post to a balanced trial balance you can export.

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Bank statement movements shown as separate review rows.

Bank statement lines

Every movement on a statement becomes its own review row.

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Overview figures and a monthly chart of ledger activity.

Insights

On Enterprise, vouchers, volume, and ledger mix come from Tally.

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An audit timeline of posting, ledger, portal, and role events.

For CA firms

Audit log

Who uploaded, who approved, and what was sent to the books.

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The same sidebar in English, Kiswahili, and French.

Languages

The workspace runs in English, Kiswahili, or French.

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Benefits

What changes with AutoBooks

From faster document cycles to cleaner books, every step is designed to give the team time back, without losing control.

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Stop retyping documents

An accountant checks every row

A role for each task

A review list for Northwind Traders, with rows still to check, and a Send to Tally dialog below.

Cleaner books, every close

Review firstThen post

Tally stays the books

Practice pulse for Harbour Advisory, with active clients, rows pending review, and pending work by client.

Clients can upload themselves

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See the Review Grid with your documents

Upload invoices, statements, and Z-Reports. Every new workspace includes a 7-day free trial.

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