Getting documents in

Bring what exists — bills, statements, another system's books — without retyping.

Zoho Books

Each business connects its own account with read-only access; customers, items, invoices with their TDS and addresses, bills, payments applied to the invoices they settled, journals and bank lines come across, within Zoho's daily API limit, and a nightly sync keeps them in step.

Tally

Import a Tally XML export from the web or the phone; vouchers become documents in the Inbox, deduplicated.

Spreadsheets

A sales or purchase register in Excel or CSV, mapped, validated and reviewed before posting.

Email intake

A private per-business address suppliers send bills to; unknown senders are held, not dropped.

Bank statements

The bank's PDF or CSV read in the browser and imported; each line named by rules — a customer payment against an invoice, a supplier payment against a bill, an expense, a charge — and the bank balance shown against the book balance per account.

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