01
Upload documents
Invoices, receipts, Z-Reports, bank and mobile-money statements: PDF, photo, Excel, or CSV.
Solutions
One product, two workspaces
CA firms and companies share upload, review, and posting. Practice workflows are the part that belongs to CA firms.
Who it's for
Same product, three doors
A company uses AutoBooks for its own books. A CA firm also gets the client list, the client portal, and the practice audit trail.
Accounting & CA firms
Practice workflows live here: many client businesses, a client portal, and a practice audit trail.
Companies
The same intake, review, and posting for your own books. A company workspace does not include practice workflows.
Client businesses
Invited by a CA firm, they upload documents. No books to keep.
How it works
Four steps from paper to posted
A file comes in, the lines are read, an accountant checks the row, and only the approved entries leave for Tally.
02
AI extracts every line
Photos and PDFs are read with AI. Spreadsheets are parsed directly.
03
Review and approve
Your team edits dates, parties, amounts, tax, and ledgers, then approves.
04
Post and sync
Approved entries go to the trial balance, or to Tally.
Get started
See AutoBooks for your team
It works for a CA firm or a company. Every new workspace includes a 7-day free trial.