ProReady
Bank Statement to Tally Pro
Turn several bank statement exports into Tally Payment, Receipt and Contra vouchers. Matches UPI party names, skips lines already in Tally. Offline.
Claude skill
Use it here · Ready in about 1 min
$19
Get itAgents / Finance & ops / India small business
Payment Reminder Pro for Tally and Zoho Books
Overdue invoice reminder drafts from Tally or Zoho Books: skips customers who paid, adds UPI links, interest at your rate and statements.
Pro Use it here · Ready in about 1 minFormat: Claude skill#Finance & ops#India small business#Claude skill packs
- You getClaude skill + setup guide
- DeliveryComing soon
- Tested45/45 checks pass
- Refund14-day refund
$19one-time, launch price
ProReadyBuy Now opens our own checkout on this site; the payment provider is the merchant of record. You get the download right after payment. 14-day refund. Refund policy.
Coming soon. Press "Get notified" and you'll get an email when it launches. It will sell on this site, with a 14-day refund.
Use it here
Drop your file and get the result in seconds. It runs in your browser, so your files never leave your device. Free: one reminder draft per customer. Nothing is sent.
See it work
How Payment Reminder Pro for Tally and Zoho Books moves through a job, step by step. The run below is an example output, written from what this agent does. It isn't a live run on your data.
Sample input
Outstanding invoices export: Tally Bills Receivable, Zoho Books invoices or your own sheet (invoice, customer, date, due date, balance)
Example output Illustration
You get: - drafts/<customer>-<stage>.eml (unsent) - reminders.csv (to, cc, subject, body) for mail merge - ageing.csv (not due, 1-30, 31-60, 61-90, 90+ by customer) - statements/<customer>.md - reminder-log.csv - invoices-checked.csv - report.md
What you get
- Planned contents (not released yet):
- Skill folders you add to Claude
- A Python script behind each skill, so numbers are calculated, not guessed
- Sample data and the test suite, so you can check it yourself
What it does
- drafts/<customer>-<stage>.eml (unsent)
- reminders.csv (to, cc, subject, body) for mail merge
- ageing.csv (not due, 1-30, 31-60, 61-90, 90+ by customer)
- statements/<customer>.md
- reminder-log.csv
- invoices-checked.csv
- report.md
Tools and costs you'll need
- Claude.ai with code execution, or Claude Code
- Python 3.10+ (standard library only)
- Tally, Zoho Books or any sheet export as CSV
- Your own mail app to review and send the drafts
Third-party costs are paid to those providers, not to us.
Test report
45/45 automated checks pass on Python 3.13.5 (standard library only); 26 cases incl. invalid input, duplicates and upstream failures. Not tested: every Tally report layout (Bills Receivable and Ledger outstanding tested); opening .eml drafts in every mail app (Thunderbird and Apple Mail open them; Outlook may need the CSV route); currencies other than INR in one file.
Known limits
- Not tested yet: every Tally report layout (Bills Receivable and Ledger outstanding tested); opening .eml drafts in every mail app (Thunderbird and Apple Mail open them; Outlook may need the CSV route); currencies other than INR in one file.
Live demo
- No live demo yet. We'll add one when it ships.
Demos use fictional businesses and data.
Start free
Try Free Claude Skills Sampler first
Two small Claude skills, free: clean a messy CSV, and check which AI crawlers can reach your site.
What's AI here, and what isn't
This is an AI agent: it uses an AI model to read, sort, score or draft. It runs in your own accounts. Anything it would send outside your business waits for your approval unless you choose otherwise, and it never needs your passwords. Our AI disclosure.
Docs and help
Setup steps, fixes and version history. The help box answers from these docs; it is not a person.
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Get itQuestions about Payment Reminder Pro for Tally and Zoho Books
What does Payment Reminder Pro for Tally and Zoho Books do?
Overdue invoice reminder drafts from Tally or Zoho Books: skips customers who paid, adds UPI links, interest at your rate and statements. drafts/<customer>-<stage>.eml (unsent). reminders.csv (to, cc, subject, body) for mail merge. ageing.csv (not due, 1-30, 31-60, 61-90, 90+ by customer). statements/<customer>.md. reminder-log.csv. invoices-checked.csv. report.md.
What do I need to run Payment Reminder Pro for Tally and Zoho Books?
You need: Claude.ai with code execution, or Claude Code; Python 3.10+ (standard library only); Tally, Zoho Books or any sheet export as CSV; Your own mail app to review and send the drafts. Third-party costs are paid to those providers, not to us.
Is Payment Reminder Pro for Tally and Zoho Books tested?
45/45 automated checks pass on Python 3.13.5 (standard library only); 26 cases incl. invalid input, duplicates and upstream failures. Not tested: every Tally report layout (Bills Receivable and Ledger outstanding tested); opening .eml drafts in every mail app (Thunderbird and Apple Mail open them; Outlook may need the CSV route); currencies other than INR in one file.
How do I get Payment Reminder Pro for Tally and Zoho Books?
It sells on this site for $19, one-time. When payments are open, the button on this page says "Buy Now": you pay through our checkout (the payment provider is the merchant of record) and get the download right after, with a 14-day refund. If it says "Get notified", payments aren't open yet.
Does it send the emails?
No. It writes .eml drafts and a reminders.csv. Open the drafts in your mail app or mail-merge the CSV, check them and send.
Which exports work?
Tally Bills Receivable or outstanding reports exported to CSV, Zoho Books invoice exports, or any sheet with invoice, customer, due date (or invoice date) and balance columns.
How does it avoid chasing someone who has paid?
Give this period's bank statement CSV. Credits that mention the invoice number, or that exactly match an invoice amount and name the customer, are applied before any reminder is drafted.
Can I write my own wording, in Hindi too?
Yes. Write a templates file with [friendly], [firm], [final] and [due_soon] sections, a Subject: line and the body, in any language, using placeholders such as {total_due} and {table}.
What is the UPI link?
A standard upi://pay link with your UPI ID, the exact amount and the invoice numbers. On a phone it opens the customer's UPI app with the amount filled in.
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