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Import

Bring your Excel. Be live this afternoon.

Upload the export from Tally, SAP, Zoho or the sheet you keep by hand. We match the columns, you check them, and your book is ready.

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receivables_sept.xlsx
Your columnCreditouch fieldMatch
  1. Party NameDebtor99%
  2. Bill No.Invoice number98%
  3. Bill DtInvoice date96%
  4. Due OnDue date95%
  5. Amt (₹)Invoice total93%
  6. PendingBalance due88%
  7. GSTIN/UINDebtor GSTIN99%
  • 142 invoices · 38 debtors ready
  • “ABC Pvt Ltd” and “ABC Private Limited” look like the same debtor
Confirm and import

What it does

Import, in six lines.

  • Any spreadsheet

    CSV, XLSX, XLS or ODS. We find the right sheet and the header row.

  • AI column matching

    Suggested mappings with confidence. Nothing is saved until you confirm.

  • Duplicates caught

    “ABC Pvt Ltd” and “ABC Private Limited” are flagged before they become two debtors.

  • Debtors matched

    Invoices find their debtor by GSTIN, code or name.

  • Saved layouts

    Next month’s export maps itself.

  • Private by default

    Personal details are masked before any AI sees your columns.

On the way:Tally, Zoho and SAP sync Coming soonReview step with in-place fixes and undo Coming soon

Who it’s for

Made for the people who use it most.

The rest of the platform

Works best together.

Retire the Monday aging sheet.

Upload your receivables and see today’s call list in minutes. Free during early access.

Start freeBook a demo