WhatsApp to Tally is live today, not a waitlist. Free for 14 days.

Task Automate · Purchase bill automation for Tally

Send bills on WhatsApp.
Get them in Tally.

Snap a purchase bill and send it to TaskAutomate. It reads the bill, checks the GST, and once you approve, posts the voucher in Tally. Nobody types it in.

Start free trial

Free for 14 days, up to 100 bills. No card needed.

How a bill gets into Tally

You do two things. TaskAutomate does the rest, and waits for your approval before anything is posted.

  1. 1

    Link your WhatsApp number

    Once, in Settings → Profile. Everyone on your team can link their own phone.

  2. 2

    Send the bill

    A photo, a scan or the PDF, up to 10 MB. You get a reply on WhatsApp confirming it arrived.

  3. 3

    TaskAutomate reads and checks it

    Vendor, GSTIN, invoice number, line items and taxes are pulled out, and the GST is checked.

  4. 4

    You approve, Tally gets the voucher

    Review the entry and approve it. The Tally Bridge posts it to Tally Prime or ERP 9 with the right ledgers.

Checked before it’s posted

The mistakes your accountant catches by eye, caught on every bill. If something doesn’t add up, the bill waits for you instead of going into your books.

no more wrong GSTINs in the books

  • The totals add up

    Subtotal plus tax must equal the bill total, and every rate must be a real GST slab. A misread digit gets caught.

  • The bill is in your name

    The buyer GSTIN must match yours. Bills raised on another company or branch are flagged.

  • Tax is split correctly

    CGST and SGST for bills from your own state, IGST for the rest, each routed to the right tax ledger.

  • Nothing posts without you

    Every voucher waits for an approval, and who approved it is recorded.

Works with the books you already keep.

Every bill is read, GST-checked and approved the same way, then posted straight into your accounting software. Prefer files? Export to Excel or CSV any time.

How the Tally Bridge works
Tally Prime and ERP 9
Posted for you after approval
Zoho Books
Posted for you after approval
QuickBooks
Posted for you after approval
Any other system
Export to Excel or CSV and import

Priced in rupees

Monthly, plus GST. Cancel from Settings whenever you like.

Starter

₹2,999 a month

500 bills a month for 3 people. WhatsApp, Tally posting and GST checks included.

Professional

₹7,999 a month

2,000 bills a month for 10 people, unlimited approval workflows and API access.

Compare all plans, including Enterprise

Questions people ask first

What is Task Automate (TaskAutomate)?

Task Automate, written TaskAutomate, reads your purchase bills and posts them into Tally Prime as vouchers, with ledgers and GST already mapped. Send a bill on WhatsApp or upload it, check the extracted entry, approve it, and the Tally Bridge posts it. It posts to Zoho Books and QuickBooks the same way, and exports to Excel and CSV for anything else.

How do I send bills on WhatsApp?

Link your phone number once in Settings → Profile, then send a photo, scan or PDF of the bill (JPG, PNG or PDF, up to 10 MB) to the TaskAutomate WhatsApp number. You get a reply confirming it arrived, and the bill waits for your review before anything is posted.

Is TaskAutomate a GST filing or tax compliance tool?

No. TaskAutomate is invoice automation software, not tax software. It does not file GST returns or connect to the GST portal. It does read and check GST fields (the supplier and buyer GSTIN and the CGST/SGST/IGST split) because a purchase voucher will not post correctly into Tally without them.

How accurate is the extraction?

Accuracy depends mostly on scan quality, so every field gets a 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.

How is this different from importing a CSV or XML into Tally?

An import is still a manual step somebody has to remember and run, and Tally rejects the file if a ledger name does not match. The Tally Bridge runs next to your Tally, picks up only the vouchers you have approved, and posts them with ledgers and GST already filled in. Ledger names come from each bill’s expense type, so there is no mapping table to maintain.

Is there a free trial?

Yes. 14 days with 100 documents included, and no credit card required.

Send your first bill today.

Connect Tally yourself in about 15 minutes, or book a call and we’ll set it up with you.

Start free trial