Drop invoices, receipts, photos or bank exports. AI reads vendor, GSTIN, items, tax and total, flags duplicates, and files to Cashflow when you say so.
WHAT A DROP CAN HOLD
Every file in the drop is told apart and read the right way: a bill becomes an entry, a receipt finds its bill, a bank export becomes a statement.
Bills, receipts and bank or card statements together - PDFs, photos or exports, up to 15 MB each.
Vendor, GSTIN, invoice number, dates and line items with HSN/SAC, plus the CGST, SGST or IGST split.
AI looks for paid stamps, card last-4 and UPI or payment references. If the account is unclear, it asks.
Another bill from the same vendor for the same amount within two weeks is marked a possible duplicate.
A receipt dated within two weeks of its bill, same vendor and amount, is attached to that entry.
Statement lines become transactions, with a balance check, and are matched against your books.
SEE IT IN ACTION
HOW IT WORKS
Invoices, receipts, phone photos and bank exports together. Each becomes an upload row and is read with AI.
Five mixed files, one drop - each becomes an upload row.
The document sits beside its reading: vendor, GSTIN, invoice number, items with HSN or SAC, tax split, total and how it was paid.
Category Materials and ITC eligible, filled in by AI.
A bank or card export is told apart from a bill, parsed line by line and checked against its balances.
A bank or card export is told apart from a bill and parsed line by line.
The invoice number and amount are compared with what you already have. A copy is flagged, with the evidence highlighted.
Discard the copy - or keep both if they really are two bills.
Confirm the reading and the bill lands in Cashflow with its category, tax and payment - the original one click away.
The bill lands in Cashflow with its tax, category and payment.
READ FIELD BY FIELD
Open an upload and the document sits beside its reading. As the scan passes each line, the field fills in - vendor, GSTIN, invoice number and date, line items with HSN or SAC, CGST and SGST, the total and how it was paid. Then AI picks the category and says whether input credit applies.
CAUGHT BEFORE FILING
A phone photo of an invoice you already uploaded is a common slip. KhataPilot matches the invoice number and amount against your uploads and flags the copy as a possible duplicate - with the evidence highlighted - before it can reach your books.
THE UPLOAD QUEUE
Each file becomes a row: reading, ready, or flagged. Statements parse on their own, receipts attach to the bill they belong to, and paid-or-unpaid is noted from the document itself.
REVIEW BEFORE YOU FILE
New invoices land as drafts, kept out of your Incoming and Outgoing lists until you file them. Fix any field, open the original to compare, or discard it. Files AI can't read wait for you.
GOOD QUESTIONS. CLEAR ANSWERS.
A few things to know before you start.
See all featuresPDFs and photos of invoices, receipts and bank or card statements, plus statement exports in CSV, XLSX, OFX or QIF. You can drop several files at once, up to 15 MB each.
New invoices land as drafts and stay out of your Incoming and Outgoing lists until you file them. Clear matches are linked for you - a receipt to its bill, a statement line to its entry - and can mark a bill paid. Detach or unlink one if it's wrong.
KhataPilot checks for the same file and for the same invoice number from the same vendor. A match is flagged as already uploaded - discard it, or file it as a separate entry if it really is new.
It moves to Failed to process, where you can enter the details by hand or discard it. AI can misread, so check key amounts against the original before you file. Password-protected PDFs need the password removed first.
PDFs, photos (JPG or PNG, including phone photos), and bank or card exports as CSV, XLSX, OFX or QIF. Bills are read field by field; exports are parsed line by line as statements.
KhataPilot compares the invoice number and amount with what you already have and flags the upload as a possible duplicate before it is filed. You choose to discard it or keep both.
LESS PAPERWORK. MORE POSSIBILITY.
See what your everyday bills can become.
Try KhataPilot Request access for your business.