Ledgerly AI — ask your ledgers anything, and let it chase your dues
Ledgerly AI is an AI ledger assistant built by Krisol Infosoft. Your team asks questions about ledgers, invoices and outstanding dues in plain language and gets a direct answer pulled from your actual books, with the source voucher attached. The same assistant runs your payment reminders over WhatsApp and email, so receivables get followed up without anyone keeping a spreadsheet of who to call.
Ask a question instead of running a report
"What does ABC Traders owe us as of today?" "Which invoices are more than 60 days overdue?" "What's our outstanding with this vendor?" Answering questions like these usually means someone opens the accounting system, runs a report, filters it and reads it back. With Ledgerly AI, anyone with access types the question and gets the answer.
Ledgerly AI uses retrieval-augmented generation: it fetches the relevant ledger entries at the moment you ask and answers only from them, so the figures come from your books and not from a model guessing.
Payment reminders that run themselves
Following up on dues is repetitive work that gets skipped in a busy week. Ledgerly AI knows what's due from your ledgers, so it can send each reminder at the right time with the right invoice details, and stop as soon as the payment is recorded.
You decide the rules: how early the first reminder goes, how often follow-ups repeat, and when a human on your team should step in. It follows the same approach to guardrailed Agentic AI we use across our ERP bots.
No migration, no new accounting system
Ledgerly AI sits on top of your existing books. Your accounts team keeps working in Tally or in Krisol ERP, and Ledgerly AI reads that data to answer questions and send reminders. Nothing gets moved to a new system.
It pairs naturally with our Tally two-way sync connector and other AI agents. And if you want the same numbers on a live dashboard as well as in answers, see Real-Time Analytics.
Built for owners and finance teams, not only accountants
Business owners use Ledgerly AI to check a party's position before a call, without waiting for a report. Sales teams use it to see a customer's dues before taking the next order. Accounts teams use it to hand off routine follow-ups and spend their time on the accounts that need a conversation. It's built for Indian businesses that run their books in Tally or an ERP, across the industries we serve.
Ledgerly AI: frequently asked questions
Does Ledgerly AI replace Tally or our accounting software?
No. Ledgerly AI sits on top of the books you already keep. Your accountants keep working in Tally or your ERP; Ledgerly AI reads that data to answer questions and run reminders.
How do I know Ledgerly AI's answers are accurate?
It retrieves the actual ledger entries at the moment you ask, rather than answering from memory, and shows the invoice or voucher behind every figure so anyone can check it against the source.
Can Ledgerly AI change entries in our books?
By default it is read-only on your ledgers. It answers questions and sends reminders; posting or editing entries stays with your accounts team.
Which channels does it send payment reminders on?
WhatsApp and email. You set the schedule and tone — a friendly nudge before the due date, a firmer follow-up after it, and an internal alert to your team when an invoice goes seriously overdue.
How long does it take to get Ledgerly AI running?
Because Ledgerly AI is an existing product, setup is configuration rather than a custom build: connecting your books, mapping your ledger structure and setting reminder rules. Book a demo and we'll show it working on a sample of your own data.
See Ledgerly AI answer questions about your own ledgers
Book a free 30-minute demo. We'll connect Ledgerly AI to a sample of your books and show it answering your team's real questions and drafting your first reminders.