Ledgerly AI: stop chasing payments in Tally
Ledgerly AI is an AI ledger assistant for Tally users, built by Krisol Infosoft in Mumbai. It reads your outstanding dues from Tally and sends payment reminders to your customers over WhatsApp and email automatically, before and after the due date. Your team can also ask questions like "who owes us more than ₹1 lakh?" in plain English and get the answer from your actual books, with the source voucher attached.
Ledgerly AI is built for Tally users with too many overdue payments
If two or more of these sound familiar, a demo will be worth your 30 minutes.
Someone spends hours chasing dues
Every week, someone in accounts goes through the outstanding list and calls or WhatsApps customers one by one.
Reminders only go out when it's already late
Nobody has time to nudge customers before the due date, so follow-up starts at 30, 60 or 90 days overdue.
Simple questions need a Tally report
To answer "what does this party owe us?" before a call or a new order, someone has to open Tally and run a report.
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.
From demo to automatic payment reminders
30-minute demo
On a call or at your office, we show Ledgerly AI on a sample of your Tally data: your parties, your dues, your reminder messages.
We set it up for you
Our team connects Ledgerly AI to your Tally, maps your ledgers and sets your reminder schedule and message tone with you. No IT work on your side.
Reminders run on their own
Customers get reminders on time, your team gets alerts for seriously overdue accounts, and anyone can ask Ledgerly AI about dues in plain English.
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 working on your own Tally data
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.