Sales force automation
Beatby ClinexGen
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- Call reports and beat plans
- Quotation to cash
- Installed base and service
- Dealer network
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Enterprise operations · Sales and finance · Invoice sync
From supplier bill to a voucher Tally accepts
AI vision reads supplier bills as PDFs, scans and phone photos. Your accountant reviews the bill beside an editable grid and approves — and a voucher is marked synced only when Tally confirms it.
ClinexGen’s live AI product
Real product screen, shown with synthetic sample data
25bills in one bulk upload
3matching stages before a person decides
7outputs from one reviewed bill
30-daypilot on one book
The challenge
Where the purchase desk loses its day
Supplier bills arrive as PDFs, scans and phone photographs. Each one is read by a person, keyed into Tally line by line, and checked again when something does not match.
Every bill is typed twice
Vendor, HSN, quantity, rate and tax, re-keyed by hand.
Templates break on the next supplier
Template OCR needs a set-up for every layout, and a phone photo defeats it.
Vendor names never match the ledger
The name on the bill rarely matches Tally, so every bill is a fresh lookup.
A refused import looks like a success
Vouchers go missing and nobody knows.
Month-end is a reconciliation hunt
Duplicates and tax splits surface at close, in days it should not take.
How it works
Six steps from supplier bill to Tally voucher
AI reads and proposes. People approve. Nothing reaches the books unreviewed.
- 01
Upload
PDF, scan or phone photo; up to 25 at once
- 02
Extract
AI vision reads header, lines, HSN and tax
- 03
Match
The vendor matched to your Tally ledgers
- 04
Review
Bill beside an editable grid; a person approves
- 05
Post
A Tally purchase voucher, ledger- or item-wise
- 06
Confirm
Tally's own reply shows what it wrote
What it does
Everything LedgerFlow AI runs, day to day
Extraction
- AI vision reads the page as an image, not by position
- PDFs, scans and phone photographs; several bills in one PDF are detected
- A text and OCR fallback if the AI service is down
Ledger matching
- Learned memory, then tax ID, then fuzzy match
- Below 65% confidence nothing is guessed
- A simulator to test any vendor name against your ledgers
Review
- The bill beside an editable grid
- Match source and score shown as they are
- Every change logged; see the exact Tally XML before sending
TallyPrime posting
- Party, expense and tax in one voucher, ledger- or item-wise
- Round-off up to ₹1 to a Round Off ledger; larger gaps refused
- Tally's real reply read and reported
Tax checks and reconciliation
- Tax ID check digit, state code and duplicate bills checked
- Reconciled with Tally: vouchers deleted or edited there are caught
- Supplier tax statement (2B) matching, creditor ageing, closed-period locks
One bill, seven outputs
- TallyPrime, posted live
- Zoho Books and QuickBooks files
- Excel, CSV, a printable PDF register and a purchase XML
Why LedgerFlow AIWhat makes LedgerFlow AI different
New supplier layouts, no templates
AI vision reads up to 25 bills per upload — header, lines, HSN and the tax split. A bad reading fails loudly.
A vendor matched once stays matched
Three stages: learned memory, tax ID, then fuzzy matching. Below 65% confidence your reviewer decides.
No silent failures in Tally
A refused voucher stays in the queue with Tally's reason, never marked synced.
Your Tally stays behind your firewall
A small relay beside Tally fetches approved vouchers, so Tally needs no port open to the internet.
Who it is for
Built for the people who own the work
CFO or finance head
Checks before posting; “synced” means Tally confirmed it.
Chief accountant
Review replaces typing; a vendor matched once stays matched.
CA practice or firm
New layouts with no templates, across many client books.
Accounts executive
The bill beside a filled-in grid: check, don't transcribe.
Told what ships
What LedgerFlow AI does today — labelled honestly
Every capability is labelled Live, In delivery or Roadmap. Live is shown running in your demonstration.
Live
Ships today and can be shown running.
- AI bill reading
- Four-stage matching
- TallyPrime posting, confirmed by Tally
Export files
From the same reviewed bill — not a live sync.
- Zoho Books and QuickBooks bill files
- Excel, CSV and PDF register
- Purchase interchange XML
Only TallyPrime posts live; other systems get export files from the same reviewed bill, not a live sync. A person approves every voucher.
Editions
Three editions, one record
Every edition runs the same product. Moving up keeps every mapping, bill and audit entry. Your proposal sets out the edition that fits.
Standard
A single-book practice, or a first run on your own bills
- One book and one named reviewer
- AI reading and learned matching
- Human approval, confirmed posting
- All 7 outputs
Professional
Working practices and mid-size finance teams
- Your busiest book, then the other books
- Everything in Standard
Enterprise
Multi-entity groups and outsourced accounting firms
- One entity's book, then add entities and seats
- Everything in Professional
Going live
A 30-day pilot on one book, then roll out
Day 1
Connect
Link Tally, pin the company, import ledgers
Week 1
Teach
Real bills; each vendor mapped once
Weeks 2–4
Automate
Bulk upload; review becomes approval
Day 30
Report
Four measures against your baseline; go or no-go
Measured on your own bills: time per bill, bills keyed by hand, vouchers refused and days to close. No result is quoted before your pilot.
Trust
Who sees what, and how it is protected
You stay in control of your data — on our cloud in India or on your own servers.
- Four roles, checked by the server on every request
- An unknown role fails closed
- Every record scoped to one organisation
- Lockout after 10 failed logins in 5 minutes
- Audit log of every ingestion, edit and sync
- You stay the data fiduciary under the DPDP Act, 2023
Bill images are read through an external AI service (Google's Gemini API). No external security certification is claimed.
Downloads
Everything about LedgerFlow AI, to keep and share
Free to download — no form to fill in.
BrochurePDF · 4 pages · 0.4 MBFlyerPDF · 2 pages · 0.3 MBPresentation deckPDF · 24 pages · 1.2 MBProcess flowchartPDF · 2 pages · 0.4 MBTrial run SOPPDF · 16 pages · 1.0 MBData handling statementPDF · 3 pages · 0.3 MBNext step
See LedgerFlow AI on your own data
Bring five supplier bills — the messier the better: a scan, a phone photograph, a multi-page PDF.
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