Prism Books

Your books, answered in one line

Finance intelligence and automation for businesses running on Tally. Payables captured from WhatsApp, questions answered in plain English, group companies consolidated, Schedule III produced.

Prism Books at a glance

Product
Prism Books — finance intelligence and automation for the Tally ecosystem
Relationship to Tally
Sits alongside Tally. Tally stays the book of record; Prism Books reads it and writes approved entries back.
Core capabilities
WhatsApp-to-Tally accounts-payable automation, “Ask the Books” natural-language querying, multi-company consolidation, Schedule III reporting
Best for
Finance controllers, CFOs, group companies on multiple Tally instances, CA and accounting firms
Removes
Manual voucher entry from photographed bills, spreadsheet consolidation, ad-hoc export-and-pivot reporting
Controls
Approval before posting, full audit trail from voucher back to source document, scoped permissions
Region
Built for Indian accounting practice, including Schedule III presentation requirements
Start here
Request a demo

The problem

The books are accurate. Getting anything out of them is the work.

Bills arrive as photographs. Someone keys them in. Month end arrives and three entities get exported into a workbook that gets rebuilt, slightly differently, every period. A director asks a one-line question and it costs an afternoon.

None of that is an accounting problem. It is an assembly problem — and assembly is exactly what software should be doing.

  • Payables lag reality. The expense exists days before the voucher does.
  • Consolidation is manual. Group reporting lives in a workbook only one person fully understands.
  • Questions queue. Every ad-hoc figure needs the accountant to stop and produce it.
  • Statutory formats are rebuilt annually instead of generated.

Features

What Prism Books does

WhatsApp AP capture

Photograph a bill, send it, and it is read, matched to masters and prepared as a voucher for approval.

Posts into Tally

Approved entries write back into Tally under the correct ledger, with the source document attached to the trail.

Ask the Books

Natural-language questions over ledgers, vouchers and masters, answered with the figure and the entries behind it.

Multi-company consolidation

Map group entities once; run consolidated reporting on demand instead of rebuilding a workbook each period.

Schedule III reporting

Statutory-format statements generated from your own data, with the required grouping and disclosure structure.

Receivables and ageing

Outstanding by customer, bucket and age, live, without an export.

MIS on a schedule

The monthly pack produced and delivered rather than assembled the night before the review.

Approval workflow

Nothing posts without the approval you configure. Every automated action is logged and reversible.

Audit trail

Every voucher traces back to the document that created it — useful in an audit, essential in a dispute.

Questions the books can answer

Typed, not exported

  • What is outstanding from this customer beyond 90 days?
  • How much did we spend on freight this quarter versus last?
  • Show me expenses above one lakh awaiting approval.
  • What is the consolidated revenue across all group entities this month?
  • Which vendors have unmatched bills this period?
  • What is our creditor ageing by bucket?
  • Which cost head moved most against last year?
  • Produce the Schedule III balance sheet for the year.

Questions

Prism Books FAQ

What is Prism Books?

Prism Books is a finance intelligence and automation platform built around the Tally accounting ecosystem. It sits alongside Tally rather than replacing it, and does three things: captures payables automatically, answers questions about the books in plain English, and produces consolidated group reporting including Schedule III statements.

Do I have to move off Tally?

No, and that is the point. Tally stays your book of record. Prism Books reads from it and, where you approve it, writes back into it. Your accountant keeps working the way they already work; the manual assembly around them goes away.

How does WhatsApp-to-Tally accounts payable work?

Someone in the field photographs a bill and sends it on WhatsApp. Prism Books reads the document — vendor, amount, tax, date, line items — matches it against existing masters, and prepares the voucher. Once it is approved it posts into Tally under the right ledger.

The people who create the paperwork stop being a bottleneck, because they no longer have to reach a desk to file anything.

What is "Ask the Books"?

A natural-language query layer over your accounting data. "What is outstanding from this customer over 90 days?", "how much did we spend on freight this quarter versus last?", "show me expenses above 1 lakh not yet approved" — typed as a question, answered with the figure and the vouchers behind it.

It removes the step where someone exports a day book and pivots it to answer a two-minute question.

Can it consolidate multiple companies?

Yes. Multi-company consolidation is built in: group entities are mapped once, then consolidated reporting runs on demand rather than being rebuilt in a spreadsheet each period. Inter-company entries, differing chart-of-accounts structures and multiple Tally instances are handled as part of the mapping.

Does it produce Schedule III reporting?

Yes. Prism Books produces Schedule III–format financial statements from your Tally data, with the grouping and disclosure structure the format requires, so the statutory pack does not have to be assembled by hand every year.

Who is it for?

Finance controllers and CFOs at mid-market businesses, group companies running several entities on Tally, accounting and CA firms serving multiple clients, and any business where bills arrive from the field faster than the accounts team can key them in.

Is our financial data safe?

Access is scoped and permissioned, write-backs into Tally are explicit and logged, and every automated posting keeps an audit trail linking the voucher to the original document. Financial data is never pooled across customers or used to train shared models. See the privacy policy.

How do we get started?

Prism Books is set up with our team, because the mapping to your Tally structure matters. Request a demo and we will walk through your ledger structure and what automation would actually save.

See it against your own ledgers

A demo runs on your Tally structure, not a sample company, so you can see exactly what would be automated.