WorkbookWise V2 Preview

Coming to WorkbookWise

See what we're exploring next and help us decide what to build.

Exploring next

Planned ideas, not launched features.

These features are being explored and are not currently available. Your interest helps us decide what to build next.

Combine My Excels

Combine messy Excel and CSV files into one clean master workbook.

Exploring
Combine multiple XLSX and CSV files
Match similar columns
Standardize dates and values
Detect possible duplicates
Preserve source information
Create one clean master workbook
View details

Problem

Upload files with different columns, names and formats. WorkbookWise would help map similar fields, clean inconsistencies, identify duplicates and combine everything into one structured workbook.

Expected flow

  1. 1Upload files
  2. 2Review column mapping
  3. 3Clean and combine
  4. 4Review issues
  5. 5Download one workbook

Reconcile My Payments

Match bank and UPI payments with invoices and customer outstanding amounts.

Exploring
Bank/UPI statement upload
Invoice/outstanding workbook upload
Exact payment matches
Likely payment matches
Partial payment identification
Unidentified receipts
View details

Problem

Reduce manual payment matching by identifying exact matches, likely matches, partial payments, unidentified receipts and invoices that are still unpaid.

Expected flow

  1. 1Upload bank/UPI statement
  2. 2Upload sales/outstanding workbook
  3. 3Find possible matches
  4. 4Review uncertain payments
  5. 5Download reconciled workbook

GST Match

Compare your purchase register with GSTR-2B and find mismatches quickly.

Planned
Purchase register comparison
GSTR-2B comparison
Exact invoice matches
Likely matches
Missing in GSTR-2B
Missing in books
View details

Problem

Identify invoices that match, invoices missing from either source, GST value differences and records that need manual review.

Expected flow

  1. 1Upload Purchase Register
  2. 2Upload GSTR-2B
  3. 3Compare records
  4. 4Review exceptions
  5. 5Download reconciliation workbook

Preview only. WorkbookWise should not be treated as a CA, tax advisor, GST filing service, or compliance authority.

Bills to Workbook

Turn invoice PDFs and images into a clean Excel register.

Exploring
PDF invoice input
Image invoice input
Supplier name
GSTIN
Invoice number
Invoice date
View details

Problem

Instead of manually entering bills into Excel, WorkbookWise would extract important invoice information, organize it and flag records that need review.

Expected flow

  1. 1Upload bills
  2. 2Extract invoice details
  3. 3Review uncertain fields
  4. 4Create clean register
  5. 5Export workbook

Preview only. OCR, document extraction, image processing, and PDF parsing are not implemented here.

Ask My Workbook

Ask useful questions about your workbook without manually building formulas and reports.

Exploring
Which customers owe the most?
What needs attention?
Which items are overdue?
What changed this month?
What are the highest expenses?
Which products sell the most?
View details

Problem

Upload a workbook and ask questions about sales, outstanding amounts, trends, exceptions or other useful business information.

Expected flow

  1. 1Upload workbook
  2. 2Ask a question
  3. 3WorkbookWise analyzes the data
  4. 4Review the answer

Preview only. Chat, workbook analysis, embeddings, vector storage, SQL generation, LLM workflows, and agents are not implemented here.

Prepare for Tally

Clean and structure Excel data for easier Tally import.

Exploring
Clean source Excel data
Standardize required columns
Check missing values
Map common accounting fields
Highlight invalid rows
Prepare structured export
View details

Problem

WorkbookWise would help organize spreadsheet data into a cleaner structure, identify missing fields and prepare records for easier accounting-system import.

Expected flow

  1. 1Upload Excel
  2. 2Check and map fields
  3. 3Fix data issues
  4. 4Prepare structured export

Preview only. Direct Tally integration, synchronization, voucher posting, ledger creation through APIs, desktop connectors, and accounting writes are not implemented.

Feature waitlist

Tell us what to build next.

These features are being explored and are not currently available. Your interest helps us decide what to build next.

Which features do you want?

Select one or more. This is the main signal we need.

0 selected

How urgent is this?

No payment, no beta promise, no launch date.