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Step-by-step guides for AutoBooks, written from the product as it works today. 67 articles across 9 topics.
Getting started
What AutoBooks does, setting up a workspace, and finding your way around.
View allReview and approval
The Review Grid, ledger suggestions, keyword rules, and approving rows.
View allLedgers and reports
The trial balance, your chart of accounts, the Day Book, and Insights.
View allTally Prime
Connecting Tally, syncing companies, sending vouchers, and fixing problems.
View allTeam and clients
Clients, the client portal, roles, invitations, tasks, and the audit log.
View allPlans and billing
What each plan includes, the free trial, billing, and adding companies.
View allSecurity and privacy
Where data is stored, how access is controlled, AI, and data requests.
View allStart with these
- What AutoBooks doesAutoBooks turns invoices, receipts, statements, and spreadsheets into rows an accountant reviews before anything is posted.
- A simple daily workflowUpload, wait for reading, review, then add to the trial balance or send to Tally.
- Upload documents on the webPick a client, then drag files onto Documents. Upload is instant and reading happens in the background.
- Supported files and limitsPNG, JPG, JPEG, WEBP, PDF, CSV, XLS, and XLSX. Up to 25 MB per file and 100 files per batch.
- What each document status meansQueued, Processing, Needs mapping, Extracted, Reviewed, Failed, and Deleted.
- The Review GridOne table per client where you check every extracted row before it counts.
- How ledgers are suggestedYour keyword rules come first, then vendor memory, then an AI suggestion from your own chart of accounts.
- Add to trial balance or Send to TallyTwo separate actions. Do either, both, or neither, in any order.
AutoBooks in 90 seconds
Upload, review, and send to Tally. English captions.
Can't find what you need?
Email support@aumbiz.com with your workspace name and a screenshot. A person reads every message.
New to AutoBooks?
Create a workspace and try it free for 7 days.