Built for CA Firms
Faster Processing
Process invoices for all clients with less manual typing and a review-first workflow.
Multiple Client Companies
Manage multiple Tally companies. Switch between clients and sync invoices to the correct company.
Scale Your Practice
Take on more clients without hiring more staff. Automation handles the data entry, you focus on advisory.
How CA firms typically use TrulyInvoice
For many CA firms, invoice processing is not only about data extraction. It also involves client-by-client review, ledger checks, GST validation, and correct posting into the right Tally company. TrulyInvoice is better understood as a review-first workflow tool for these repetitive steps rather than a no-review autopilot.
- Collect invoice files from clients
- Upload and extract invoice fields
- Review accounting-critical details before posting
- Sync the approved voucher into the relevant Tally company
Where human review is still important
- Low-quality scans or handwritten invoices
- Invoices with unusual layouts or missing data
- Client-specific ledger mapping and approval workflows
- Final voucher validation before posting into Tally
Why this matters for CA firms
CA firms often need consistency more than hype. A useful invoice automation workflow is one that reduces repetitive typing while still letting the reviewer confirm party names, GST fields, item details, and posting context before the voucher reaches Tally.
Questions from CA Firms
How does TrulyInvoice help CA firms?
CA firms handle invoices for multiple clients. TrulyInvoice automates the data entry into Tally — upload any invoice, AI extracts all data, one click syncs to the right client's Tally. Process 20x more invoices in the same time.
Can I manage multiple Tally companies with TrulyInvoice?
Yes. TrulyInvoice supports multiple Tally companies. Switch between client companies and sync invoices to the correct company with ease.
Is TrulyInvoice pricing suitable for CA firms?
Yes. Credit-based pricing means you pay only for what you process — no annual lock-in. Buy vouchers in bulk for better rates. Ideal for CA firms with variable monthly invoice volumes.
Does TrulyInvoice handle GST compliance for CA clients?
TrulyInvoice extracts GSTIN, HSN codes, and all GST rates correctly. It auto-detects IGST vs CGST+SGST. Mathematical validation ensures every invoice is accurate before syncing.