What TaskAutomate does
TaskAutomate takes a purchase invoice from wherever it arrives — a PDF, a scan, an email attachment — reads the fields off it, checks them, routes them for approval if you want that, and posts the resulting voucher into your accounting system. The part most tools stop short of is the last step: posting directly into Tally Prime rather than handing you a file to import.
Tally Bridge
A Windows-side connector that posts validated vouchers straight into Tally Prime. No XML file to export, open and import by hand, and no re-keying on the Tally side.
This is the part of TaskAutomate that does not have an equivalent in the document-AI tools — they hand you JSON and leave the accounting integration to you. Included on every paid plan, including Starter.
How Tally Bridge worksAI invoice extraction
Pulls the fields off purchase invoices, receipts and purchase orders — vendor, GSTIN, HSN, line items, tax splits, totals — from PDFs and scans, in any layout.
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.
Approval workflows
Route invoices for approval by amount, vendor, cost centre or entity before anything posts to the books, with the whole trail recorded.
Rules are configured in the UI rather than written in code, and an invoice that fails validation stops in review instead of reaching your accounting system.
Batch processing
Upload a month of invoices at once, or have them arrive on their own — scheduled runs and event triggers process them without anyone opening the app.
Built for the pattern most Indian finance teams actually have: a backlog that arrives in bursts around month-end rather than a steady trickle.
Exports and integrations
One-click export to QuickBooks, Xero, Zoho Books, Sage, NetSuite, Busy, Marg and Excel, plus GSTR-ready CSV and e-invoice JSON.
15+ formats, and an API on the Professional plan for anything not on the list.
Security and audit
Encrypted storage, role-based access control, and a complete audit trail of who changed which field on which document.
SSO/SAML and exportable audit logs are available on Enterprise.
Spend analytics
Vendor spend, processing volume and turnaround time, built from the invoices you are already extracting.
It reports on data that already exists in the system, so there is nothing extra to maintain for it.
Where this sits against other tools
The feature that decides most evaluations is not extraction accuracy — several tools extract well. It is what happens to the extracted data afterwards, and whether the price is quoted in a currency you are billed in. Both are set out per competitor: