What TaskAutomate does
It takes a purchase bill from WhatsApp or upload, reads it, checks the GST, waits for your approval, and posts the voucher into your accounting software. The step most tools stop short of is the last one: posting straight into Tally rather than handing you a file to import.
Bills from WhatsApp
Link your number once, then send a photo, scan or PDF of a purchase bill to TaskAutomate on WhatsApp. You get a reply confirming it arrived.
JPG, PNG or PDF up to 10 MB. Everyone on your team can link their own phone.
More on WhatsApp captureReading the bill
Pulls the vendor, GSTIN, invoice number, line items, tax split and totals off purchase bills, receipts and purchase orders, in any layout.
Accuracy depends mostly on scan quality, so every field gets a confidence score and a review step before anything reaches your books.
More on Bill readingGST checks
Checks that the buyer GSTIN is yours, that CGST/SGST or IGST is applied correctly for where the supplier is, that every rate is a GST slab, and that the totals add up.
A bill that fails a check waits for you instead of going into your books.
More on GST checksTally Bridge
A small Windows app next to your Tally that posts approved vouchers into Tally Prime or ERP 9. No XML file to export and import by hand.
Included on every paid plan, including Starter.
More on Tally BridgePosting to your accounting software
Approved bills are posted to Tally, Zoho Books or QuickBooks. For anything else, export to Excel or CSV and import.
An API on the Professional plan for anything not on the list.
More on Zoho Books & QuickBooksApprovals and automations
Nothing posts until it is approved, and who approved it is recorded. Workflows and automations handle the repeat steps.
Workflow and automation limits depend on your plan.
Batch upload
Upload a month of bills at once from the web app when the backlog arrives around month-end.
Each bill is read and checked the same way as one sent on WhatsApp.
Access and audit
Role-based access for your team, and an audit log of changes made in the app.
Audit logs are on the Enterprise plan.
Where this sits against other tools
Several tools read invoices well. What decides most evaluations is what happens to the data afterwards, and whether the price is in a currency you are billed in.
