CONTROL CENTRE

Financial operations dashboard

Books, compliance, and reconciliation for the selected business.

Reporting period

DOCUMENTS0₹0 processed

BOOKS0 ready0 posted · 0 failed

COMPLIANCE0 ready0 need review

RECONCILIATION0 matched0 unmatched

DOCUMENT VALUE

Monthly processing volume

Based on invoice dates

WORK QUEUE

Document status

0documents

DOCUMENT MIX

Templates processed

ACTION CENTRE

Items requiring attention

READ-ONLY BOOKS ASSISTANT

Ask your books

Ask about purchases, suppliers, GST, items, posting status, and reconciliation. Every calculated answer links back to its source bills.

Data scope

Verified answers, not automatic entries.This assistant reads BillBridge records and never changes Tally. Posted-books mode includes only vouchers BillBridge marked successfully synced.

✦

What would you like to know?

Try one of these questions for the selected business.

ORGANISATIONS & CONFIGURATION

Business profiles

Keep GST registrations, Tally companies, ledger mappings, and document templates separate for every business.

0Businesses configured

0Templates enabled

0Tally connections configured

Bank Reconciliation

Bring bank transactions into one queue, match them with your books, and prepare accounting vouchers.

BANK ACCOUNTS0Configured for this business

STATEMENTS0Processed statement files

TRANSACTIONS0Detected from uploaded PDFs

NEEDS REVIEW0Ready for ledger matching

Sr No.	Bank Ledger	Account Type	Bank	Connection	Statements	Unreconciled	Action

Accounts Payable

Review supplier bills captured through OCR and sync approved vouchers to Tally.

	Voucher No.	File	Vendor	Billing Date	Voucher Date	Total Amount	Status

⌁

Review before you post

Select an invoice or upload one to begin.

BILL REVIEW

New invoice

Review

BOOKSNeeds review

COMPLIANCEPending

RECONCILIATION

Document type Party ledger nameMust exactly match the supplier/customer ledger in Tally Party GSTIN Invoice number Invoice date Original invoice referenceRequired for Debit/Credit Notes Original invoice date Tally voucher dateEducational Mode: use the 1st, 2nd, or 31st Due date Primary purchase/sales ledgerUsed for goods or services without a row-level ledger

Taxable amount ₹ CGST ₹ SGST ₹ IGST ₹ Other charges ₹ Round off ₹ Invoice total ₹

GOODS & SERVICESNo particulars capturedFor goods, the Tally stock item and unit must exactly match an existing master. For services, select Service and enter the expense/income ledger.

Type	Description from bill	Tally item / ledger	HSN/SAC	Qty	Unit	Rate	GST %	Tax	Taxable amount

POLICY CLASSIFICATIONNot classifiedMap every bill line to reviewed Tally stock and ledger destinations using the active business policy.

Run classification after checking the OCR line items.

Narration

Map OCR text to fields

Financial operations dashboard

Monthly processing volume

Document status

Templates processed

Items requiring attention

Ask your books

What would you like to know?

Business profiles

Bank Reconciliation

Accounts Payable

Review before you post

New invoice

Tally XML preview

Final Tally posting preview

Posting mode

How the entry will appear in the books

Resolve missing Tally masters

Bulk Upload Bills

Connect a bank account

Upload bank statement

Statement Logs

Accounting workspace

Teach BillBridge how this business keeps its books

Describe the business

Business and accounting practices

Questions selected from the activities

Review the generated policy