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 for Tally & Zoho Books
Turn an outstanding invoices export into one reminder draft per customer by stage, with an ageing report. Free; nothing is sent.
Free Use it here · Ready in about 1 minFormat: Claude skill#Finance & ops#India small business#Claude skill packs
- You getClaude skill + setup guide
- DeliveryInstant download
- Tested32/32 checks pass
- PriceFree, no card
Free
FreeReadyUpgrade to Pro: Payment Reminder Pro for Tally and Zoho Books · $19
Free direct download from this site: no sign-up, no email. Version 1.0.0. SHA-256 4858fff7e7ac17e2fae01d8203784c12611c2ea219b96236da14a64ee4446cbe
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 for Tally & 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
Example output Illustration
You get: - drafts/<customer>-<stage>.eml (unsent) - reminders.csv - ageing.csv - invoices-checked.csv - report.md
What you get
- 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
- ageing.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
32/32 automated checks pass on Python 3.13.5 (standard library only); 20 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.
Pro Upgrade to Pro
Want the full version? 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. $19 (coming soon).
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 for Tally & Zoho Books
What does Payment Reminder for Tally & Zoho Books do?
Turn an outstanding invoices export into one reminder draft per customer by stage, with an ageing report. Free; nothing is sent. drafts/<customer>-<stage>.eml (unsent). reminders.csv. ageing.csv. invoices-checked.csv. report.md.
What do I need to run Payment Reminder for Tally & 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 for Tally & Zoho Books tested?
32/32 automated checks pass on Python 3.13.5 (standard library only); 20 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 for Tally & Zoho Books?
It's free: press "Download free" to get the zip straight from this site, with no sign-up. The SHA-256 checksum on this page lets you check the file.
Does it send the emails?
No. Open the .eml drafts in your mail app, or mail-merge reminders.csv, and send them yourself.
Which exports work?
Tally Bills Receivable exported to CSV, Zoho Books invoice exports, or any sheet with invoice, customer, due date and balance.
What does Pro add?
Bank matching, a reminder log, your own wording, UPI links, interest at your rate, statements of account and copying the salesperson.
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