Does Docs by Ira require a separate purchase for active Tally users?

Yes. After a free trial of 100 pages valid for 2 months, users must purchase page-based top-up bundles through the Tally Solutions portal. Pricing is calculated per processed document page.

What file formats are supported by the Ira AI engine?

Ira supports PDFs, JPEGs, JPGs, and PNGs under 3 MB. It does not support handwritten receipts, Microsoft Word documents, or PDF files.

How do I fix unmatched items or ledgers in the draft area?

Go to Gateway of Tally > Draft Transactions. Highlight the row with a red warning flag, select the unmatched vendor item, and pair it with an existing stock item master. TallyPrime will save the mapping for subsequent transactions.

How does Docs by Ira compare to TrulyInvoice?

Docs by Ira is integrated directly into TallyPrime 7.1 but uses a page-based credit pricing model. TrulyInvoice provides a flat-rate plan of plans starting at ₹399/month for unlimited statement and invoice processing, bypassing transaction caps.

How to Enable Docs by Ira in TallyPrime 7.1 (AI Setup Guide)

TallyPrime 7.1 introduces "Docs by Ira," a built-in document intelligence feature that uses artificial intelligence to read physical and digital invoices and automate voucher creation.

By integrating visual language processing directly into TallyPrime, Docs by Ira aims to simplify B2B purchase entry and reduce manual bookkeeping tasks. Follow this guide to set up and configure the module.

Step 1: Registering Your License on the Tally Portal

Docs by Ira is bound directly to your existing TallyPrime License Serial Number.

Log in to the Tally Solutions Portal with your registered administrator account.
Go to the AI / TallyIra registration area, enter your Serial Number, and request activation.
Verify the request using the OTP sent to your registered mobile number and email.
Once confirmed, the portal will allocate a 100-page trial balance to your license profile.

Step 2: Activating the AI Module in TallyPrime 7.1

Load TallyPrime (version 7.0 or later, optimized for 7.1) and update license configurations to fetch the module details:

Press F1 (Help) > Settings > License > Manage License.
Click F5 (Update) and enter your Tally.NET admin credentials.
Tally will download the required AI plugin files and enable the "Docs by Ira" module.
Go to the new Ira setup screen, read and accept the Terms & Conditions and Privacy Policy.

Step 3: Document Ingestion and Upload Workflows

The Ira AI engine parses documents through desktop uploads or mobile captures:

Desktop Ingestion: Go to Import > Docs by Ira (or press Ctrl+Alt+I) and select local PDF or image files. Files must be under 3 MB and have clear text readability.
Mobile Application: Install the TallyIra mobile app (Android or iOS), log in with your Tally.NET ID, snap a photo of a physical bill, and upload it directly to the cloud dashboard.

Step 4: Managing Draft Transactions & Ledger Mapping

Uploaded files are processed in the cloud and sent back to TallyPrime as drafts. These entries are stored in a staging area before being posted to the ledger books:

Navigate to Gateway of Tally > Draft Transactions.
Identify vouchers flagged with red warning indicators (exceptions). Select the row and press Enter.
Resolve Ledger Mapping: Map the vendor's item description to your local stock item master. Once saved, Tally Prime remembers the mapping for future invoices.
Post Vouchers: Select the validated draft vouchers and press Alt+S to post them to the ledger books.

Page-Based Costs vs. Flat-Rate Cloud Connectors

While direct integration is useful, the pricing model is a key consideration for high-volume businesses:

Docs by Ira Cost: Uses a page-based credit model. Processing thousands of pages monthly requires purchasing recurring credit top-ups, which can increase operational costs.
TrulyInvoice Cost: Charges a flat rate of **plans starting at ₹399/month** for unlimited transaction syncs. This provides a cost-effective alternative for businesses looking to automate data entry without volume limits.

Summary

Docs by Ira in TallyPrime 7.1 provides a built-in AI parser for automating purchase invoice entries. Setting up the module and establishing clean mapping workflows simplifies transaction processing and improves data accuracy.