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AI assistants
WhatsApp AI Receptionist
Answers enquiries 24×7, books appointments and sends reminders on WhatsApp.
AI assistants template
Invoice & Document AI Agent
Reads invoices, bills and forms from email or WhatsApp and fills your sheets or ERP.
Why this template
Built for traders and distributors and more
Someone in your office types invoices and documents into a spreadsheet or Tally every day. This agent reads PDFs and photos, extracts the fields, checks them and files the data — sending only doubtful cases to a person.
Ideal for
- Traders and distributors
- CA and accounting firms
- Logistics and import–export businesses
Features
What is included
Reads PDFs, scans and photos
Extracts GSTIN, totals, line items
Validation and duplicate checks
Exports to Sheets, Tally or ERP
Approval queue for doubtful items
Daily summary report
Screens & modules
What you get
- 1Inbox watcher
- 2Extraction review
- 3Approval queue
- 4Exports
- 5Audit log
- 6Reports
How it works
From template to launch
- 01
Choose
Pick the Invoice & Document AI Agent and tell us about your business on a short call or WhatsApp.
- 02
Customise
Share your logo, colours, content and any extra features. You get a fixed price in writing.
- 03
Build
We adapt the template, connect your tools and share a live preview to review.
- 04
Launch
Go live in about 2–3 weeks, with training and everything handed over in your name.
- 05
Grow
Optional care plan for updates, changes and new features as you grow.
FAQ
Invoice & Document AI Agent — questions
Is this a ready-made theme or a custom build?
Both. The template is a proven starting point we have designed and engineered; we then customise it with your brand, content, features and integrations, so you get a custom result faster and for less.
Can I change the design, colours and features?
Yes. Colours, fonts, layout, sections and features are all adjustable. Changes beyond the standard package are quoted in writing before we start.
Do I own the final website, app or system?
Yes. The customised build, your content and your data are yours, deployed on accounts in your name.
What does the AI cost to run each month?
It depends on message volume. We estimate it before launch; the optional monthly plan covers hosting, monitoring and tuning, with AI usage at cost.
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Get the Invoice & Document AI Agent for your business.
From ₹39,999 ($999 internationally), delivered in about 2–3 weeks. Fixed price in writing before we start.