Stop typing client invoices into Tally at month end.
For chartered accountants and accounting firms that handle bookkeeping, GST filing and reconciliation for many clients.
The pain
What slows the work down today.
Clients send invoices and bank statements as WhatsApp photos, often at the last minute.
Article assistants spend filing season keying purchase and sales invoices into Tally.
Matching purchase invoices with GSTR-2B to claim input tax credit is slow and easy to get wrong.
The workflow
What Slate Cue replaces.
Today
- Clients forward photos and PDFs over WhatsApp and email
- Staff sort them by client and month
- Staff key each invoice into Tally or Zoho
- Reconciliation with GSTR-2B is done in spreadsheets
With Slate Cue
- Clients send documents to the firm's Slate Cue WhatsApp number
- Parse sorts them by client and extracts invoice, GST and bank data
- Purchase invoices are matched against GSTR-2B and mismatches are listed
- Clean data is exported to Tally or Zoho for review and posting
Modules used
Built from the same platform.
Expected outcome
What changes for your team.
We will measure these with you during the pilot, on your own documents.
- Less data entry in filing season
- Fewer missed input tax credit claims
- Staff time moved from typing to review and advice
- Clients get answers about their documents on WhatsApp
Request a demo
See how Slate Cue works for your team
Tell us what you work with. We will set up a short demo using sample documents like yours, and talk through a pilot.
- A short call with the people building the product
- Free pilot for our first 10 customers
- Your documents stay private. We never use them to train models.