Invoice Automation That Posts Straight Into Tally.
TaskAutomate is AI invoice automation software. It reads your supplier invoices, receipts and purchase orders, gets them approved, and writes the voucher into Tally Prime — no CSV, no manual XML import, no retyping. Also exports to QuickBooks, Xero, NetSuite, Sage and 15+ formats.
No credit card required. 50 free documents included.
Welcome back, Admin
Here's an overview of your invoice automation system
What is TaskAutomate?
TaskAutomate is AI invoice automation software — accounts payable automation for finance teams running Tally. You send it the purchase invoices you already receive, as PDFs, scans, phone photos, email attachments or WhatsApp forwards. Its AI reads every field, checks the GST details, routes the invoice to whoever has to approve it, and then posts the voucher into Tally Prime with the correct ledgers, voucher type and tax tags. Nobody types anything.
What TaskAutomate is
- Invoice data capture and extraction (invoice OCR + AI)
- Accounts payable automation: approvals, exceptions, audit trail
- A posting bridge into Tally Prime and Tally ERP 9
- An export layer for QuickBooks, Xero, NetSuite, Sage and Zoho Books
What it is not
- Not a GST return-filing tool — it does not file with the GST portal
- Not tax compliance software and not a replacement for your CA
- Not an accounting system — Tally stays your book of record
- Not a payments platform — it stops at a posted, approved voucher
TaskAutomate does read and validate GST fields — GSTIN, HSN/SAC, and the CGST/SGST/IGST split — and it can hand your accountant GSTR-ready CSVs. That is invoice capture being accurate about Indian invoices, which is a prerequisite for a voucher posting correctly. It is a step in the pipeline, not the product.
Complete Invoice Extraction & Automation Software
From AI-powered invoice scanning to one-click Tally export, TaskAutomate handles your entire invoice processing workflow.
AI Invoice Extraction
Extract data from invoices, receipts, and purchase orders using OCR and machine learning. Every field comes back with a confidence score, so you review the handful that need a second look instead of retyping all of them. Works with any layout, language, or format.
Automated Invoice Processing
Automate your entire invoice data entry workflow. Create custom rules to process, validate, and export invoices automatically — no manual work needed.
Tally Bridge + 15+ Integrations
Our Windows-side Tally Bridge posts validated vouchers directly into Tally Prime — no manual XML imports. Plus one-click export to QuickBooks, Xero, Sage, NetSuite, Zoho Books, Excel, and 15+ platforms.
Enterprise-Grade Security
Bank-grade encryption protects your invoice data. Role-based access control, SOC 2-aligned controls, and complete audit trails for compliance.
Batch Invoice Processing
Process thousands of invoices in bulk. Schedule time-based or event-triggered automations for hands-free batch invoice extraction.
Invoice Analytics & Reports
Track invoice spending, vendor performance, and processing metrics in real-time. Get insights from your invoice data automatically.
Extract Invoice Data in 4 Simple Steps
Upload invoices, let AI extract the data, review, and export to Tally or any format — in minutes, not hours.
Upload Invoices
Drag & drop invoices, receipts, or purchase orders. Supports PDF, images, scanned documents, and bulk uploads.
AI Extracts Invoice Data
Our invoice OCR and AI automatically extracts vendor names, amounts, dates, line items, tax IDs, and tax details.
Review Extracted Data
Quickly review the extracted invoice data, make corrections if needed, and approve for export.
Export Anywhere
Export invoice data to QuickBooks, Xero, Sage, NetSuite, Tally, Excel, or download in any of 15+ formats.
The only invoice platform with a built-in Tally Bridge
Extract once, post automatically. No CSV exports, no manual XML imports, no copy-paste. Our Windows-side Tally Bridge picks up validated vouchers from the cloud and writes them straight into Tally Prime — with the right ledgers, every time.
Upload
PDF, image, email, or WhatsApp
AI Extract + GST
Fields & GST validated
TaskAutomate Cloud
Approvals + ledger mapping
Tally Bridge
Windows service posts XML
Tally Prime
Voucher in your books
All-in-one platform
Extraction, GST validation, approvals, and Tally posting. One subscription, one login, one support team — instead of stitching five tools together.
Truly user-friendly
No XML knowledge needed. The Bridge installs in under 10 minutes and runs as a Windows service. Configure once, then forget it exists.
Native Tally Prime + ERP 9
Direct HTTP-XML posting on port 9000. Voucher types, ledgers, cost centres, and GST tags mapped automatically.
The Real Cost of Human Invoice Processing
A single misplaced digit can cost thousands. A bottlenecked AP team can stall the business. See how TaskAutomate stacks up against doing it by hand.
Manual Processing
The old way
- 5–10 minutes spent per invoice on data entry
- 10–20% error rate on manual keying
- Average $53 to correct a single invoice mistake
- Approval delays cause missed early-pay discounts
- AP team capped at ~20 invoices per person per day
- Late-payment penalties and damaged supplier trust
Automated Processing
The TaskAutomate way
- Under 30 seconds per invoice, fully extracted
- Confidence-scored fields — you review the doubtful ones, not all of them
- Errors caught before they hit your ledger, not after
- Instant approvals — capture every early-pay discount
- Process thousands of invoices in parallel, 24 / 7
- Audit-ready trail for every document and action
Real Numbers: A Team Processing 1,000 Invoices/Month
Labour arithmetic only, worked from the time your team already spends keying. No industry multipliers stacked on top.
How that is worked out: about six minutes of manual keying per invoice against roughly one minute of review, which is 1,000+ hours across 12,000 invoices a year. Those hours at a loaded AP cost of ₹300/hour, less a full year of the ₹7,999/month Professional plan.
Fully-loaded per-invoice and per-error figures are industry benchmarks for accounts payable processing (IOFM / Ardent Partners), not TaskAutomate measurements. The annual saving above is labour-only and excludes them.
Calculate Your Savings — Start FreeAffordable Invoice Processing Plans
Start free with 50 invoices. Upgrade as your business grows. All plans include a 14-day trial.
See the full TaskAutomate pricing breakdown — plan limits, annual savings and what is included on every tier.
Prices shown in USD, GBP, AUD & INR — or read how TaskAutomate compares on price.
Starter
500 docs/mo | 3 users
- 3 Users
- 500 Documents/month
- 5 Workflows
- 2 Automations
- 5 GB Storage
- Email Support
- Basic integrations
Professional
2,000 docs/mo | 10 users
- 10 Users
- 2000 Documents/month
- Unlimited Workflows
- 10 Automations
- 25 GB Storage
- Priority Support
- All integrations
- API Access
Enterprise
Custom solutions for large organizations with specific needs. Get dedicated support, custom integrations, and flexible deployment options.
Lands In Your Accounting Stack. Every Field Mapped.
TaskAutomate adapts to your accounting system, your suppliers' invoice formats, and your ledger structure — so the data arrives where you need it, already posted rather than waiting to be imported.
- Direct voucher posting to Tally Prime & Tally ERP 9
- Integrations with QuickBooks, Xero, NetSuite, Sage & Zoho Books
- Vendor master, ledger & voucher-type mapping done once
- GST fields read and validated so the voucher posts correctly
- Multi-currency invoices with live FX conversion
- OCR for English, Hindi, Spanish, French, German, Portuguese & more
Questions finance teams ask us
What is TaskAutomate?
TaskAutomate is AI invoice automation software. It reads your incoming purchase invoices, receipts and purchase orders, extracts every field, routes them for approval, and posts the resulting vouchers into Tally Prime — or exports them to QuickBooks, Xero, NetSuite, Sage, Zoho Books and 15+ other accounting formats. In short: it is the layer that gets supplier invoices into your books without anyone typing them.
Is TaskAutomate a GST filing or tax compliance tool?
No. TaskAutomate is invoice automation and accounts payable software, not tax software. It does not file GST returns, it does not connect to the GST portal to submit anything, and it is not a replacement for your CA or your return-filing utility. It does read and validate GST fields — GSTIN, HSN/SAC, and the CGST/SGST/IGST split — because a purchase voucher will not post correctly into Tally without them, and it can produce GSTR-ready CSVs for whoever does your filing.
How accurate is the AI invoice extraction?
Typically 95–99% field-level accuracy depending on scan quality, with a per-field confidence score and a review step before anything reaches your books. A native PDF from a supplier's billing system reads near-perfectly; a creased photograph of a thermal print does not. Accuracy also improves on your specific supplier formats as you correct extractions.
How is this different from exporting a CSV into Tally?
A CSV or XML import is still a manual step somebody has to remember, run and reconcile — and Tally will reject the file outright if a ledger name does not match. The Tally Bridge runs as a Windows service next to your Tally installation, picks up only vouchers you have already approved, and posts them over Tally's HTTP-XML interface on port 9000 with ledgers, voucher types, cost centres and GST tags already mapped. You configure the mapping once.
Do I need to know anything about Tally XML?
No. The Bridge installs in under ten minutes and runs as a background Windows service. Mapping vendors to ledgers is done through the TaskAutomate interface, not by editing XML.
Which accounting platforms does TaskAutomate work with?
Tally Prime and Tally ERP 9 via direct voucher posting, plus one-click export and API sync for QuickBooks, Xero, NetSuite, Sage and Zoho Books, and file exports in Excel, CSV, JSON, XML, IIF and PEPPOL/UBL.
Is there a free trial?
Yes — 14 days with 50 documents included, no credit card required.
Ready to Stop Manual Invoice Data Entry?
Join the 500+ businesses running their purchase invoices through TaskAutomate and into Tally. Start your free trial today.
No credit card required. Cancel anytime.