Roy — AI Tally Operator on WhatsApp

Aapke numbers,
Tally mein kaid.

Jawab sirf operator ke paas — aur woh 6 baje ghar chala jaata hai.

Roy woh employee hai jo sirf jawab nahi deta — kaam karta hai. Bill ki photo se voucher post karta hai, payment reminders draft karta hai, “digest on karo” bolte hi roz subah aapke numbers bhejta hai — aur har write pe aapka approval tap lagta hai.

Live on WhatsApp Works with Tally Prime 5 min to install · Windows 10+ (Legacy edition for Win 7/8)

Woh employee jo
kaam karta hai.

Read-only tools sawaalon ke jawab dete hain. Roy jawab bhi deta hai — aur kaam bhi karta hai: vouchers post, payments chase, books check. Yeh ek aam Mangalvaar hai. Har beat aaj shipped hai — demo nahi, product hai.

08:30

Din ki shuruaat — Morning Digest

Ek baar bolo — "digest on karo" — phir Roy padhta hai aapki books har subah. Kal ki sales, bank position, kaun kitna dega — aur kaun overdue hua. Ek message, roz.

🌅 Roy Morning Digest — Mehta Textiles Mangalvaar, 21 July 📊 Kal ki sales (20 July) ₹3,84,200 — 17 invoice Sabse zyada: Agarwal Traders (₹59,000) 🏦 Cash & Bank (aaj subah) Net: ₹4,12,650 📥 Lena hai (receivables) Total ₹18,42,760 — 14 parties Top: R. J. Traders ₹1,84,300 · Agarwal Traders ₹1,52,000 · Shree Traders ₹1,10,450 ⏰ Naye overdue (due date se 15+ din) R. J. Traders — ₹1,84,300 (16 din se due) 👉 Reminder bhejun? "R. J. Traders ko reminder" likhein.
12:37

Lunch se pehle — bill photo, voucher posted

Supplier ka bill aaya. Photo kheencho, Roy ko bhejo. Roy padhta hai, draft banata hai, aap tap karte ho — voucher Tally mein. Shaam tak ka dhher nahi banta.

📷 [bill ki photo]
Purchase Voucher — DraftFrom: bill photo
VendorShree Enterprises
Items3 lines
Total₹84,200.00
✓ Approve & PostReject
✓ Approved
Post ho gaya ✅ Voucher PUR/2026/0312 — Tally mein hai.
16:02

Chaar baje — payment reminder, aapke haath se

Subah ke digest mein overdue dikha tha. Ek line likho — Roy books se exact balance uthata hai aur ek saaf, polite message taiyaar karta hai. Aap apne WhatsApp se forward karte ho. Party ko Roy kabhi nahi dikhta.

R. J. Traders ko reminder bhejo
📤 Reminder draft — R. J. Traders (₹1,84,300) Neeche wala message forward karne ke liye taiyaar hai — apne WhatsApp se bhej dijiye. Bhejne ke baad "bhej diya" bol dena, main track kar lunga.
Namaste R. J. Traders ji, Mehta Textiles ki taraf se ek chhota sa reminder — aapka ₹1,84,300 ka balance pending hai. Kripya payment arrange karwa dijiye. Agar ledger ya bill copy chahiye ho, ya payment ho chuki ho, toh bata dijiye. Dhanyavaad 🙏 Mehta Textiles
bhej diya
👍 Note kar liya — R. J. Traders ko reminder gaya. Payment aane par main bata dunga; agla follow-up zaroorat pade toh ~7 din baad.
19:00

Shaam ko — paisa aaya, Roy ne bataya

Din khatam, hisaab saaf: aaj kitna aaya, kis reminder ne kaam kiya, kal kisko call karna hai. Collections ab yaaddaasht pe nahi chalti.

🌆 Collections — Mehta Textiles, 21 July 💰 Aaj aaya: ₹2,34,300 (3 receipts) Shree Traders — ₹1,10,450 ✅ Shree Traders ne reminder ke baad payment kar di (3 din mein). 📤 Reminders R. J. Traders (step 1, bheja gaya) Kisi party ki detail ke liye reply karein.

Har din aisa hi chalta hai — sirf Tuesday nahi. Aur har write pe owner ka approval tap lagta hai — zero unapproved writes, ever →


See Roy in
60 seconds.

Real factory. Real Tally. Real GST invoice. No edits.

REC · 2026.04 · ROY-DEMO-01

Roy generates a GST invoice
on a real Tally instance.

[ 60s · tap to play ]

Optriq · ID 001EMP / 2026
Name
Roy
Title
Tally Operator
Languages
Hindi · English · Hinglish
Hours
24 / 7
Sick days
0

Meet Roy.
Your AI Tally Operator.

Roy runs your Tally on WhatsApp. He generates GST-compliant invoices the moment you ask. He posts purchases, payments, and receipts. He answers ledger questions in plain language. He understands photos, PDFs, and voice notes — and turns them into Tally entries you approve. And he’s e-invoice aware: his invoice PDFs carry the IRN and signed QR when Tally has e-invoiced a voucher, and he knows exactly which invoices are still pending. He replies any hour you message.


Roy owns
your Tally.

Six things he handles, end to end. No spreadsheets in between, no copy-paste, no manual posting. You message, he books.

01

Generates invoices

Type or speak the request. Roy drafts the GST-compliant sales voucher, you approve, and he posts it in Tally and sends the PDF back on WhatsApp.

Invoice ABC Traders, 500 units @ ₹100
Posted. Voucher SLS/2026/0418. PDF sent ↓
02

E-invoice aware

Roy’s invoice PDFs carry the IRN and signed QR when Tally has e-invoiced a voucher — matching Tally’s own print — and he tells you exactly which invoices are still pending e-invoicing.

Is month ke pending e-invoices?
5 pending out of 93 invoices. Report PDF sent ↓
03

Posts vouchers

Purchase, payment, receipt — typed, spoken, or drafted from documents you forward. Every voucher waits for your approval before it posts.

[Forwarded: vendor_bill.pdf]
Purchase voucher drafted — ₹84,200. Approve?
04

Reads anything you send

Photos of bills clicked from your phone. Vendor bill PDFs. Bank statements — PDF or CSV — on Telegram. Roy extracts entries, adds new parties, and posts the vouchers — pending your approval.

[📷 photo of paper bill]
Read 7 line items. New party: Shree Ent. Draft ready.
05

Pulls reports

Today’s sales? Top five customers by outstanding? Stock below reorder? Just ask.

Top 5 customers by outstanding
1. ABC ₹4.2L 2. Shree ₹3.1L 3. Mehta ₹2.8L…
06

Speaks your language

Hindi, English, Hinglish. Type, paste, or tap the mic — Roy understands voice notes too.

Mehta ji ka outstanding kitna hai?
Mehta Bros — ₹2,84,500 (45 din overdue).

Aapki books,
aapki jubaan mein.

Jo bhi Tally mein hai, Roy se poochho — Hindi, English, Hinglish, ya voice note. Yeh sab Roy aaj answer karta hai. Aur bhi: P&L, balance sheet, trial balance, daybook, party details — sab chat se.

Sales
  • Aaj ki sales kitni hui?
  • Top 5 customers is month ke?
  • March ka sales register bhejo
  • Pichle 5 invoice dikhao
Outstanding
  • Kiska payment baki hai?
  • Mehta ji ka statement April se
  • Sharma ka aging dikhao
  • Humein kisko kitna dena hai?
Banking
  • Bank balance kya hai?
  • Is hafte ke receipts dikhao
  • Aaj ka cash book
  • May ka bank book bhejo
GST & e-invoice
  • Is month ki GSTR-1 summary
  • GST liability kitni bani?
  • Kaun se e-invoice pending hain?
  • HSN summary bhejo
Stock
  • Stock summary dikhao
  • Kaun se item reorder level se neeche?
  • Top items by sales?
  • Elaichi ka closing stock kitna?

Three steps.
Five minutes to live.

No migration. No re-platforming. Tally stays where it is. Roy plugs in beside it.

01

Connect your Tally

Download Optriq's connector on the Windows PC that runs Tally. It finds Tally on its own. Windows 10 or newer — Legacy edition available for Windows 7/8.

↓ roy-setup.exe
✓ Roy Connector installed
✓ Found Tally Prime
✓ Ready to pair
Next → scan the QR from your chat
02

Add Roy to WhatsApp

Scan a QR. Roy is now in your WhatsApp Business. He's also on Telegram if you prefer.

03

Type what you need

Plain language. English, Hindi, Hinglish, or voice — whatever you speak. Roy does the rest.

Aaj ka sales report bhejo
Today: ₹3,84,200 across 17 invoices. Top: ABC Traders ₹59K.

Roy is just
getting started.

Same Roy. Same WhatsApp. Bigger job. Optriq ships new capabilities to Roy every quarter — one AI, one subscription, your entire ops.

01
Tally Operations
Accounting / GST

Roy generates invoices and vouchers, reads photos, PDFs, and voice notes, pulls reports on demand, tracks your e-invoice status — and when you switch them on, sends a morning digest of your numbers and a weekly books health check.

Live
02
Collections
Receivables

Roy watches your outstandings, drafts polite payment reminders with the exact balance from your books, and tracks the money in with an evening summary. You forward every reminder from your own WhatsApp — sending directly from Roy is coming soon.

Live
03
Inquiries
Inbound Leads

Roy auto-qualifies and replies to inbound leads from IndiaMART and TradeIndia. He drafts quotations from live Tally pricing.

Coming Soon
04
Outbound
New Business

Roy runs cold outreach to qualified prospects on WhatsApp and email. He personalises every first touch. He books meetings on your calendar.

Coming Soon
05
Listings
Marketplaces

Roy manages your product listings across Amazon, Flipkart, Meesho, and ONDC. Pricing, inventory, and content in sync with Tally.

Coming Soon
06
Customer Service
Support

Roy handles inbound customer queries on WhatsApp — order status, delivery ETAs, FAQs, and returns.

Coming Soon

Pricing

Cheaper than your
Tally operator.

Hire Roy at a fraction of what a Tally operator costs. He never takes leave, never quits, never gets backed up at month-end. Roy gains new skills as you grow. Your CA stays in the loop — Roy just makes them faster.

Starter — Roy onlyLive
₹399/ mo+ 18% GST
Introductory price. Billed monthly. Pause anytime.
7 din free trial — card nahi chahiye
vs ₹15,000–2,50,000 for a Tally operator

  • Tally Prime integration
  • Unlimited invoices & vouchers
  • E-invoice-aware PDFs (IRN + signed QR) & pending e-invoice reports
  • Voice notes, photo & PDF input
  • Hindi, English, Hinglish
  • On WhatsApp & Telegram — Roy replies any hour
Roy Setup Session — free with every plan
We install the Connector, pair your chat with a QR, verify your company, run your first 10 real questions on your own data, and train you on approvals.
Request a demo
Hire Roy

Talk to us about the
full ops team.

Hand-onboarding the first 100 businesses. Gaurav talks to every customer.

G
GauravFounder, Optriq · usually replies within the hour
Book a 15-minute call