Your accounting, answered in plain English
Ask a question or give an instruction in your own words. The AI concierge reads your live company data to answer in seconds — and gets the next action ready for you to approve. No menu-hunting, no training, no waiting.
Just ask about your business
Find any customer, supplier or item and see current stock. Pull a customer’s outstanding balance and open invoices, or read out exactly what’s on any posted document — an invoice, a payment, a journal — just by its reference.
It never makes numbers up. Every figure comes straight from your live records. If there’s nothing to show, it tells you plainly.
It gets the work ready — you approve
Ask it to prepare a quotation, sales order or invoice, a purchase order or supplier invoice, or a journal entry such as a customer/supplier set-off. It opens the real form, pre-filled, with a button.
It never posts an invoice, order or journal for you. You review every line and submit it yourself. Simple records — a new customer or supplier, a task, a follow-up reminder — it can create straight away when you ask.
Change a setting just by saying it
Describe what you want to change and it finds the exact built-in setting, tells you where it lives, and — once you say yes, and if your role is allowed to change settings — turns it on or off for you. It can also restyle your printed invoice and receipt layouts, and answer “how do I…” questions from the built-in help guide.
It troubleshoots — and gets it fixed
When something looks wrong, it doesn’t guess. It inspects the actual data with its tools, explains what it finds, and — if it’s a real issue — files it to the development team, who reply right in the same chat.
Prefer a person? Just ask, and it connects you to support — no ticket forms, no waiting on hold.
It speaks your language
Write the way you talk — in English, Tamil, Hindi, Arabic or a mix — and the concierge replies in the same language. Here’s the same question, answered for everyone on your team.
Everything you can ask it to do
One assistant across sales, purchasing, inventory, accounting, CRM and setup.
Balances & statements
Outstanding balances and open invoices for any customer or supplier — on demand.
Items & stock
Find products and check current stock on hand in a sentence.
Transaction lookup
Read any posted invoice, payment or journal by its reference.
Excel export
Download a statement of outstanding transactions, even up to a chosen month.
Prepare documents
Quotations, sales orders, invoices, purchase orders and supplier invoices pre-filled for you to review and save.
Journals & set-offs
Balanced journal entries, including customer/supplier set-offs, ready to post.
Ready-made lists
Overdue customers and suppliers, items below their reorder level, negative stock, top customers and recent bank entries.
Find & flip settings
Locate the right toggle and switch it on or off for you, with permission.
Create customers & items
Describe a new customer or supplier and it creates the record; for a new item it opens the form pre-filled for you to save.
Restyle print layouts
Move your logo, resize the total or recolour an invoice template — saved as a draft to preview.
How-to answers
Ask “how do I…” and get step-by-step guidance from the built-in help guide.
Plan & account
Check your subscription, renewal date, days remaining and user limits anytime.
Tasks & follow-ups
Create and reassign tasks, log time, and record leads, calls, meetings and reminders as you talk.
Recurring invoices
See which invoices repeat, set up a new schedule, or pause and resume one.
Problem reports
When the data looks wrong it checks first, then reports a genuine problem to the development team — the reply comes back in the chat.
A person when you want one
Ask for a human, or switch the chat to human support, and a support agent replies in the same window.
How it improves your day
Answers in seconds
No hunting through menus, filters and reports. Ask the question you actually have and get the answer straight away.
Almost no learning curve
New staff don’t need to know where everything is — they just ask, and the assistant guides them to the right action.
You stay in control
It prepares; you approve. Invoices, orders and journals are never posted without your click, settings change only after you say yes, and it’s honest about what it did and didn’t do.
Works in your language
English, Tamil, Hindi, Arabic or a mix — everyone on the team can use it the way they write.
On whenever you are
Quick answers late at night or during the month-end rush — for as long as your company has AI credit. Every company gets free messages to try it first.
Only your data
Scoped strictly to the company you’re signed into, and to what your own user role may see — it can never reach another business’s books.
How different people use it
Business owners
- “Who is overdue, and by how long?”
- Bank & cash balances
- Subscription & renewal date
Accountants
- Statements & Excel exports
- Customer/supplier set-offs
- Look up any posting
Sales teams
- Quick quotes & invoices
- Check stock before promising
- Leads, calls & follow-ups
Admin & support
- “How do I…?” answers
- Flip the right setting
- Reach a human when needed
Bring your data. We’ll keep it right — and keep making it better.
Switching software is the hard part. We help you move, keep your records sound, and keep improving the system with you.
Data migration & opening balances
Move across from Tally, Zoho, QuickBooks, Xero, Sage 50 or SMACC, or from Excel templates for items, customers, suppliers, employees, chart of accounts and opening balances. You preview every row before it is saved — and our team helps you through it.
Your data, kept right
Your database is backed up three times a day — every 8 hours — and your files are backed up too. Each company keeps its own separate database; roles decide who can see, enter, approve or void; every change is on the audit trail; and everything exports to Excel or PDF whenever you want it.
Always improving, with you
We follow up regularly with the businesses that use it, and their requests become features. Updates arrive on your account automatically — nothing to download or reinstall.
Connected to what comes next
GST e-invoice and e-way bill, ZATCA, WooCommerce, WhatsApp, biometric devices, online payment gateways, mobile apps and an AI assistant — and new connections are added as the market moves.
AI Concierge: common questions
No. For invoices, orders, purchase documents and journals it opens the real entry form, pre-filled, and you review and post it yourself. Simple records — a new customer or supplier, a task, a lead or a reminder — it can create straight away when you ask for them.
No. It works only inside the company you are signed into, and only with what your own user role is allowed to see. Requests about any other business are refused.
It replies in the language you write in — English, Tamil, Hindi, Arabic or a mix of them — and the chat window handles right-to-left text for Arabic.
Every company gets some free messages to try it. After that, AI usage draws on your company’s prepaid AI credit, which can be topped up from inside the chat. Simple greetings do not use credit.
Only on/off settings, only after you confirm, and only if your user role is allowed to change company settings. It always tells you where the setting lives, so you can change it back yourself.
It checks the actual records first and explains what it finds. If it is a genuine problem, it reports it to the development team with the details, and their reply appears in the same chat.
Yes. Ask for a person, or switch the chat to human support, and a support agent replies in the same window.
It saves the layout changes you ask for as a new draft. Your original layout is never overwritten, and you preview the draft before you use it.
Put an assistant on every desk
Give your team an AI concierge that knows your books, inside TA Book.