Defense-in-Depth Security Controls

End-to-End
Invoice to Tally Automation

Cyntrova collects invoices from email, WhatsApp, and portal, runs smart checks, and prepares Tally XML in one flow.

From invoice capture to Tally export, all in one place with your final approval.
Save hours daily, reduce errors, and process invoices with full control.
Secure login, client-wise data isolation, and approval control.
5-layer verification Secure access controls Client data stays separate
Verification in action
Each invoice is checked first, then moved to Tally export queue
📄
National Steel Corp — NSC-2024-847.pdf
Received via Email • 9 Mar 2026 • AI reading…
Vendor Name
National Steel Corp
GSTIN
27AABNS6789E1ZP
Invoice No.
NSC-2024-847
Taxable Amt
₹2,43,068
IGST 18%
₹43,752
Confidence
98% ✓
✓ Auto-approved — queued for Tally Ready for export — no action needed
5
quality checks
100%
approval control
0
manual entries
Email Intake• WhatsApp Intake• Client Portal• Manual Upload• AI GST OCR• GSTIN Validation• Tax Math Check• Tally XML Export• Vendor Ledger Memory• CGST · SGST · IGST• Duplicate Detection• 5-Layer Verification• Client Portal Isolation• Built for Indian CA Firms• Email Intake• WhatsApp Intake• Client Portal• Manual Upload• AI GST OCR• GSTIN Validation• Tax Math Check• Tally XML Export• Vendor Ledger Memory• CGST · SGST · IGST• Duplicate Detection• 5-Layer Verification• Client Portal Isolation• Built for Indian CA Firms•
The Hidden Tax on Every CA Firm

Your accountants aren't slow.
They're drowning in repetitive typing.

Hours wasted daily on 500 invoices — draining your firm every month.
Before Cyntrova
500 invoices / day
Manual collection, checking, typing, and month-end correction.
Hours
MANUAL WORK. EVERY DAY.
📨
Hunting invoices from 4 sources
Email, WhatsApp, drives, WhatsApp again...
Time-consuming
👁
Read each PDF, squint at GSTIN
Open → read → write → open → read...
Manual effort
⌨️
Type every field into Tally
Vendor · GSTIN · Amount · CGST · SGST · IGST
Repetitive work
🔥
Month-end GST mismatch chaos
Wrong GSTIN, wrong tax code, all manual errors.
High error risk
→
After Cyntrova
Same 500 invoices
Invoices are auto-collected, verified, and ready for Tally export.
< 60 minutes
AI-ASSISTED WORKFLOW
🤖
Cyntrova auto-collects from all sources
Auto-collects invoices from email, WhatsApp, and uploads.
Automated
⚡
5-layer AI verification on every invoice
Detects duplicates → validates GST → checks tax → extracts data
Instant AI checks
✓
You review only the exceptions
Only flagged entries need review — everything else auto-approved.
Only exceptions (~5-10%)
📤
Export XML → import in Tally yourself
You stay in full control of what enters Tally.
Quick export to Tally
5-10×
Faster processing
Process hundreds of invoices in minutes, not hours
Significantly fewer errors
Cuts manual entry and calculation errors drastically
No additional hires needed
Scale without headcount growth
Handle more clients without increasing headcount
How it Works

From invoice to Tally in 5 steps. Zero manual work.

See exactly how invoices move from intake to Tally — automatically.

📥
Step 01 · Intake

Capture invoices from every source — automatically

Connect email, WhatsApp, and client portal once. Every invoice lands in a unified inbox — auto-sorted, no manual work.

app.cyntrova.in/inbox
Live
💬
WhatsApp Business
Images & PDFs via API
📧
Email Inbox
Auto-fetched attachments
🌐
Client Portal
Direct client uploads
📄
Manual Upload
Drag & drop scans
📨
Unified Inbox
100 invoices today
✓ Auto-sorted by client
✓ Duplicates removed
✓ Updates in real-time
🔍
Step 02 · AI Extraction

AI extracts every GST field automatically

Extracts vendor, GSTIN, invoice details, and tax values — with confidence scoring and automatic validation.

No more typing. No more GST mistakes.
AI Extraction — National Steel Corp
Validated
Vendor Name
National Steel Corp
GSTIN
27AABNS6789E1ZP
Invoice No.
NSC-2024-847
Invoice Date
09 Mar 2024
Taxable Amt
₹2,43,068
IGST 18%
₹43,752
CGST
₹0 (IGST)
Total Amount
₹2,86,820
⚠ Tax Math
Mismatch — review
Extracted fields validated and moved forward
Validation complete
🧠
Step 03 · Vendor Memory

Map a vendor once. Auto-mapped going forward.

Map a new vendor once — all future invoices are auto-mapped. No repeat work.

Vendor Ledger Memory 🧠 142 vendors mapped
🏭
National Steel Corp
GSTIN: 27AABNS6789E1ZP
→
Purchase — Steel & Iron
AUTO ✓
🚚
Sharma Logistics
GSTIN: 07AAECS1234D1Z5
→
Freight & Transport
AUTO ✓
🆕
Ravi Industries
New vendor — map once
→
Select ledger…
1-TIME
After mapping Ravi Industries → all future invoices will auto-map. No action needed.
🎯
Step 04 · Smart Routing

You only see exceptions

High-confidence invoices auto-approved. Only flagged ones come to review — with issues clearly highlighted.

Today's 100 Invoices
Routed automatically
Approved
VALIDATED ✓
High confidence · Vendor known · Tax math checks out
→ Moved to Approved queue
OR
Flagged
REVIEW QUEUE ⚠
GSTIN mismatch · Tax math error · Low confidence · New vendor
→ Only flagged invoices need review
Minutes instead of hours
📤
Step 05 · Export

Export. Open Tally. Import. Done.

Download XML, import into Tally. You stay in control — nothing is pushed automatically.

Ready to Export Approved for export
1
Click "Export XML" in Cyntrova
↓
2
Open Tally → Gateway → Import → Vouchers
🏦
↓
3
Select file → entries imported ✓
DONE
🔒
Nothing is pushed to Tally automatically. You control every import.
Where Invoices Come From

Invoices from everywhere.
One inbox.
Zero chasing.

Invoices come from email, WhatsApp, drives, and clients — all pulled into one inbox automatically.

Email
Auto-fetches invoice attachments from email
WhatsApp
Receives invoices directly from WhatsApp
🌐
Client Portal
Clients upload invoices directly to your portal
📤
Manual Upload
Upload scanned invoices instantly
Works with Tally Prime & ERP 9. No plugins required.
Get early access to Cyntrova →
app.cyntrova.in/inbox
Live sync
Unified Invoice Inbox
Live sync
EMAIL
National Steel Corp — NSC/2024/847
9:14 AM · PDF · 2 pages
✓
WHATSAPP
Sharma Traders — SHT/003/2024
9:02 AM · Image · +91 98xxx
✓
🌐
PORTAL
Ravi Industries — RI/0912/24
8:51 AM · Uploaded by client
✓
📤
MANUAL
Kumar & Sons — scanned PDF
8:33 AM · Uploaded by staff
⋯
✓ Auto-approved  ·  In review
Multi-Layer Verification

Not just OCR. Every invoice
is verified before export.

Most tools stop at extraction. Cyntrova verifies every invoice before it reaches Tally.

1
Doc
Check
2
Duplicate
Detection
3
GSTIN
Validation
4
Tax Math
Check
5
AI Field
Extraction
📄
Layer 01 · Document Classification

Is this a real invoice?

Non-invoice files are filtered out automatically — only valid invoices move forward.

Invoice → Pipeline ✓ Non-invoice → Invalid queue Unreadable scan → Flagged
Layer 1: Document Classification
📄
NSC-2024-847.pdf
Tax Invoice · GST format
✓ Valid invoice
📄
Sharma-INV-0041.pdf
Purchase Invoice · 2 pages
✓ Valid invoice
📸
IMG_20240309.jpg
WhatsApp photo · unclear
✗ Not an invoice
🏦
bank_statement.pdf
Bank statement · 6 pages
→ Invalid queue
✓ Valid invoices moved forward
🚫 Invalid files isolated
🔁
Layer 02 · Duplicate Detection

Duplicate invoices are caught instantly

Invoices are checked against history — duplicates are flagged before processing.

Checked against history Validated before processing
Layer 2: Duplicate Detection
Incoming invoice
Invoice No.NSC-2024-847
VendorNational Steel Corp
Amount₹2,86,820
Date09 Mar 2024
vs
History
Past invoice matched against history
Duplicate patterns checked
Vendor records compared
Additional records checked
✓ No duplicate found — unique invoice, passed to Layer 3
⚠ Example: Duplicate caught
SHT/003/2024= SHT/003/2024 filed 02 Mar
🚫 Duplicate flagged — not passed forward
🏛️
Layer 03 · GSTIN Validation

GSTIN verified against government records

GSTIN format, status, and vendor match are validated automatically.

GOI GST database check Format · Active status · Name match Invalid GSTIN = instant flag
Layer 3: GSTIN Validation
GSTIN on invoice
27AABNS6789E1ZP
27State AABNS6789EPAN 1Entity ZZ PCheck
Format valid
15-char alphanumeric ✓
Registration active
GST status: Active ✓
Vendor name match
National Steel Corp ✓
✓ GSTIN fully validated — passed to Layer 4
⚠ What a failed check looks like
Vendor name mismatch
Vendor name mismatch → flagged instantly
🔢
Layer 04 · Tax Math Verification

Tax calculation verified automatically

Invoice totals are checked — mismatches are flagged before export.

Taxable + GST = Total check CGST + SGST + IGST all checked Catches vendor calculation errors
Layer 4: Tax Math Verification
✓ Tax calculation validated
Taxable Amount₹2,43,068
+ IGST @ 18%₹43,752
= Total₹2,86,820
Invoice says₹2,86,820
✓ Match — passed to Layer 5
✗ Mismatch detected
Taxable Amount₹85,000
+ CGST @ 9%₹7,650
+ SGST @ 9%₹7,650
= Should be₹1,00,300
Invoice says₹1,05,000 ✗
✗ Mismatch detected → flagged
🤖
Layer 05 · AI Field Extraction

Every GST field extracted with confidence scoring

AI extracts invoice data and validates each field automatically.

Per-field confidence score ≥85% = auto-approve <85% = review queue + highlighted
Layer 5: AI Extraction
Vendor Name
National Steel Corp
96%
GSTIN
27AABNS6789E1ZP
99%
Invoice No.
NSC-2024-847
98%
Invoice Date
09 Mar 2024
97%
Taxable Amt
₹2,43,068
95%
IGST 18%
₹43,752
91%
CGST
₹0 (IGST txn)
100%
Total Amount
₹2,86,820
62% ⚠
✓ High-confidence fields auto-approved
⚠ Low-confidence fields flagged for review
→ Validated invoice moved to export queue
⚡
Most invoices are auto-approved. You only review exceptions.
Validated invoices move forward. Flagged invoices are isolated for review before export.
Workflow Pipeline

Every invoice has a place.
Nothing gets lost. Nothing gets mixed.

Clear separation between incoming invoices, flagged items, approved entries, and what is ready for Tally.

📬
Inbox
All incoming invoices land here first
Incoming
from all sources
⚙️
Validated
Verified before anything reaches review
Checked
before review
👁
Review
Only flagged invoices need your attention
Flagged
need review
✅
Approved
Verified invoices cleared for export
Approved
ready to export
📤
Export
Prepared for quick XML export to Tally
Ready for Tally
export when ready
🚫
Invalid
Invalid files are removed before they enter the workflow
Removed
kept out entirely
🔒
Invalid files are automatically removed. They never enter your workflow.
Per-Client Isolation

Every client gets
their own portal.
Zero data mixing.

Each client gets a separate workspace. No mixing, no confusion.

🏢
Client-specific intake (email, WhatsApp, portal)
Invoices route to the right client automatically.
📊
Isolated view per client
Select a client and only that workspace is visible.
🔍
Firm-level overview across all clients
Switch between clients instantly without mixing data.
Client Portal · Ravi Industries
Ravi Industries
National Steel
Sharma Traders
More clients
Inbox
Incoming
Processing
Checked
Approved
Ready
Invalid
Removed
Pipeline
Inbox
Incoming
Processing
Checked
Review
Flagged
Approved
Approved
Invalid
Removed
🔒 Global filter active: Showing only Ravi Industries data. No other client's invoices visible.
What Changes

Six things that actually
change at your firm

Clear operational changes your team feels every day.

⏱
From hours of entry to quick daily review
Less typing. More control.
The team reviews exceptions instead of doing repetitive entry work.
🛡
Every invoice verified before review
Checks happen before approval.
Duplicates, GST, tax math, and extracted fields are checked before review.
🧠
Vendor mapping happens once — then automatic
No repeat mapping work.
Once a vendor is mapped, future invoices keep following the same path.
🏢
Client data stays completely isolated
No client data mixing.
Each client workspace stays separate from intake to review and export.
📱
All sources collected without changing client behavior
Clients keep working the same way.
Invoices still come from familiar channels, but collection becomes unified.
📈
Scale without increasing headcount
Growth without extra hiring pressure.
More client volume no longer means linear growth in manual work.
How Cyntrova Works With You

You're always in control.
Nothing moves without your say.

Cyntrova does the heavy lifting — but every entry that goes into Tally has been approved by you or your team. No surprises. No black box.

🤖
What Cyntrova does automatically
Collects, reads & prepares
Collects invoices from all sources
Runs full verification automatically
Prepares clean data for review
👁
What you decide
You review. You approve.
You review flagged invoices only
Approve or edit before export
🔒
What never happens
Nothing enters Tally silently
Nothing is pushed to Tally automatically
No silent changes or background sync
🧑‍💼
Cyntrova acts like a junior accountant — processes everything, flags issues, and lets you approve before export.
Security & Trust

Security posture built for high-trust CA firms

In this domain, trust is everything. Cyntrova is designed around defense-in-depth controls so every invoice workflow stays protected, isolated, and auditable.

Security Standard
Defense-grade safeguards active today. Bank-grade control targets in rollout.

Where controls already align with financial-grade practices, we highlight them clearly. Remaining controls are tracked in hardening sprints and rolled out with verification first.

Identity Shield

Zero-trust authentication gates

Protected APIs are enforced with authenticated identity checks so request-level access is controlled, not assumed.

Tenant Isolation

Per-firm and per-client boundaries

Records are scoped with ownership filters to keep one firm's data isolated from every other workspace.

Transport + Storage

Encrypted flow with controlled file access

Invoices move through encrypted channels, and file access can be constrained with signed, time-bound retrieval patterns.

Real-time Channel

User-scoped live event delivery

Live updates are designed to be routed by authenticated user channels rather than global broadcast streams.

Abuse Defense

Rate-limits and payload controls

Upload throttles, auth rate-limits, and strict file constraints reduce abuse surface before it reaches processing layers.

Auditability

Traceable operations for finance teams

Operational logs and monitored error pipelines help teams investigate anomalies fast and prove who approved what.

Comparison

How Cyntrova compares
to existing tools

Most tools focus on accounting books. Invoice intake and verification workflows usually need extra setup.

Feature Tally Zoho Books QuickBooks Busy Vyapar OCR Tools Cyntrova
Invoice collectionManual intakeManual intakeManual intakeManual intakeManual intakeUpload only✓ Auto collection
WhatsApp invoicesNot nativeAdd-on availableAdd-on availableAdd-on availableAdd-on availableTool specific✓ WhatsApp intake
Client portalNot nativeNative (plan)Native (plan)LimitedLimitedNot core✓ Per-client isolated
VerificationManual checksPartial checksPartial checksPartial checksPartial checksOCR only✓ Full verification
GST validationManual checksPartial checksPartial checksPartial checksPartial checksNot native✓ Validated against GST database
Tax checkManual checksPartial checksPartial checksPartial checksPartial checksNot native✓ Checked before export
Export to TallyNativeAdd-on / connectorAdd-on / connectorExport flowExport flowExport flow✓ XML export
Vendor memoryManualRule basedRule basedLimitedLimitedTool specific✓ Map once
Client isolationNot nativeOrg-levelOrg-levelLimitedLimitedTool specific✓ Fully isolated
Review systemManual reviewBasic approvalBasic approvalLimitedLimitedNot native✓ Exceptions only
Pricing modelLicense basedPlan basedPlan basedPlan basedPlan basedUsage based✓ CA-firm friendly
Data Check

Row-by-row labels are normalized to Native, Add-on, Partial checks, Manual workflow, Not core, and Tool specific. Capabilities can vary by plan, region, add-ons, and custom integrations (April 2026).

Designed to stay affordable for growing CA firms.

Waitlist

Start using Cyntrova in your firm

We onboard CA firms one by one to ensure clean setup and real results.

🤝
Hands-on onboarding
We help you get set up cleanly.
🧾
Real invoice testing
We run the product on real workflows with you.
🎧
Direct support from day one
You get help from the start.
Get early access to Cyntrova
We review applications from CA firms individually. Tell us a bit about your practice.
Work Email *
Phone Number Optional
ℹ Share your number and we'll call to set you up personally. One call. No spam.
Current Invoice Process Optional
No credit card. No commitment.
Request submitted.
We will contact you soon.
Questions

Common questions before switching to Cyntrova

Everything CA firms usually want to know before trying Cyntrova.

Does this work with my existing Tally setup
Yes. Cyntrova exports standard Tally XML. You import it directly into Tally — no plugins, no setup changes, no risk to existing data.
Will Cyntrova push data into Tally automatically?
No — and that's intentional. Nothing is pushed silently. You review and export manually, so you stay fully in control of what goes into Tally.
What exactly does Cyntrova do?
Cyntrova handles the entire invoice workflow: collects invoices, verifies data, checks GST and tax calculations, and prepares Tally-ready entries. Your team only reviews exceptions instead of doing manual entry.
What invoice formats do you support
PDF, JPG, PNG — including scanned and photographed invoices. If a human can read it, Cyntrova can extract and process it.
How is client data handled?
Each client is fully isolated. Separate intake channels, separate dashboards, separate data — no overlap, no mixing.
Is the data secure?
All data is encrypted in transit and at rest. Access is controlled by roles, and each client's data remains isolated from others.