What AutoBooks does

AutoBooks is a pre-accounting workspace. It collects the documents a team already receives, reads them, and turns them into bookkeeping rows. An accountant checks every row before it reaches the trial balance or Tally Prime.

What it handles#

• Invoices and receipts, as photos or PDFs.
• Z-Reports and other end-of-day sales reports.
• Bank and mobile-money statements, as PDFs, images, or spreadsheets.
• Bookkeeping and trial-balance spreadsheets in Excel or CSV.

What happens to a document#

1. 1You, or your client through the portal, upload a file.
2. 2AutoBooks reads it in the background and sorts it into Purchases, Sales, Bank, or Petty Cash.
3. 3Each document becomes one or more rows in the Review Grid, with a suggested ledger.
4. 4An accountant checks the rows, fixes anything that is wrong, and approves or rejects them.
5. 5Approved rows can be added to the trial balance, sent to Tally Prime, or both.

What AutoBooks is not#

• It does not replace Tally Prime. Tally stays your books of record.
• It does not post anything until an accountant approves it.
• It does not file tax returns or give tax advice. The accountant stays responsible for the books.