AI automation · Tally & GST automation · Finance workflows
AI & Automation for Accounting, Tax and Finance Teams
We automate the repetitive work in accounting, GST and finance — data entry, reconciliations, imports, registers and reports — using AI, Python and direct integrations with Tally and your other systems. Because our automations are designed by Chartered Accountants, they follow accounting and tax rules, not just the data.
- Tally automation & integrations
- GST and books reconciliation
- AI invoice & document extraction
- MIS dashboards and AI assistants
Services
What we automate
Practical automations that save hours every month, built around how your team already works.
Tally automation & integration
Push vouchers, masters and inventory into TallyPrime automatically, and pull ledgers, outstanding and stock reports out of it, through Tally's XML and ODBC interfaces.
E-commerce sales to Tally
Convert Amazon, Flipkart, Myntra and other marketplace sales, returns and settlement reports into GST-correct Tally vouchers with HSN and state mapping.
GST reconciliation
Automated GSTR-2B vs purchase register and GSTR-1 vs sales register matching, with mismatch reports ready for follow-up with vendors.
AI invoice & document extraction
Read purchase invoices, bills of entry, bank statements and PDFs with AI and OCR, and turn them into clean Excel or accounting entries for review.
E-way bill & e-invoice registers
Month-wise e-way bill and e-invoice registers built straight from your books, ready for audit and department queries.
MIS dashboards
Live dashboards for sales, receivables, payables, cash flow and stock, built on Tally, Excel or your ERP data.
AI assistants
Assistants that answer questions from your own SOPs, policies and data, draft routine replies and summarise long documents — with human review.
Workflow automation
Reminders for due dates and collections, report emails, approval flows and Excel/Python scripts that remove manual copy-paste.
Software we work in
- TallyPrime
- Excel & Power Query
- Python
- Power BI
- Zoho Books
- QuickBooks
- Xero
- Google Sheets
- Claude & GPT models
- WhatsApp & email
Why Finsarthi Global
Why automate with a CA firm
Built by accountants
We understand vouchers, GST, TDS and reconciliations, so automations post the right entries and flag the right exceptions.
Fits your existing systems
We connect to Tally, Excel and the tools you already use instead of forcing a new ERP.
Human review built in
AI output goes through checks and review steps before anything reaches your books or your clients.
Measurable time savings
Each project starts from a manual process we can time, so you can see the hours saved after go-live.
How it works
Start working with us in four steps
Every engagement is run remotely, with a named manager and a single point of contact.
- 1
Process walkthrough
We watch how the work is done today, collect sample files and agree what 'done' looks like.
- 2
Fixed-scope proposal
A written scope listing inputs, outputs, exceptions and a fixed price and timeline.
- 3
Build & test on real data
We build the automation and run it side by side with your manual process until the results match.
- 4
Go live & support
Training, handover notes and ongoing support when your formats, rates or rules change.
Data handling
- Automations run on your computers or your cloud accounts wherever possible
- Signed NDA and confidentiality undertakings
- Least-privilege access to Tally, portals and mailboxes, removed on handover
- AI used only with providers and settings you approve, never with public sharing
- Source code and documentation handed over to you
- Review and exception reports so nothing is posted without a check
FAQs
Frequently asked questions
Can you automate data entry into Tally?
Yes. We build tools that create sales, purchase, journal and inventory vouchers in TallyPrime automatically from Excel, marketplace reports, invoices or other systems, using Tally's XML interface, and read reports back out of Tally for reconciliation and MIS.
Can AI read purchase invoices and bills of entry?
Yes. AI and OCR can extract supplier, GSTIN, invoice number, dates, HSN, taxable value and tax from PDFs and scans. We add validation rules and a review step so only checked data reaches your books.
How do you automate GST reconciliation?
We match GSTR-2B with your purchase register and GSTR-1 with your sales register on GSTIN, invoice number, date and amounts, with tolerance rules, and produce a mismatch report listing missing, excess and differing invoices.
Is our financial data safe when you use AI?
We use AI only with providers and settings you approve, keep processing on your systems where possible, sign NDAs, and hand over the code so you are not locked in.
How much does an automation project cost?
Each project is quoted at a fixed price after a process walkthrough. Small automations such as a report or an import can take days; larger integrations take a few weeks.
Related services
Tell us about your assignment
Share your requirement and we will reply with scope, turnaround time and a fixed or hourly quote.