Practical guide
Can AI help with ERP bookkeeping? Here is the work Totum can do.
Ask an accounts team where the day went and the answer is usually a list of small jobs. Find the bill. Check the customer balance. Prepare the entry. Send the report. Work out why two records disagree.
AI becomes useful when it helps complete those jobs. Totum connects accounting questions and write flows with the documents, conversations, and records the team already works with.
Read requests help you understand the books
A read request asks for information, such as outstanding invoices or the entries behind a balance. Totum uses the available company data to help answer it. Faster data access reduces the repeated work of finding, exporting, and forwarding reports.
Ask for the company, period, and detail you need. If a number looks wrong, investigate the underlying records instead of treating the summary as the final answer.
Write requests move accounting work forward
A write request asks for an accounting action, such as preparing an entry or creating an invoice. Totum’s write flows take the task through preparation, the required review, and the connected accounting action.
A photo of a bill or a voice instruction can be the starting point. The team still checks the company, document details, and proposed action. Completion means confirming the result in the accounting system.
Connected channels become the start of the task
Gmail, WhatsApp, and Slack integrations bring documents and requests into accounting workflows. A finance company’s Gmail automation is one example of the time saved across that work.
The setup matters. Agree which work should enter the workflow and who handles it when a document is incomplete. Then follow the task all the way to its accounting result.
Reconciliation helps explain differences
Totum supports TDS, GST, bank, and vendor reconciliation. These comparisons help identify the items that need investigation and the accounting work that follows.
For historical books, start with a defined company and period. Trace the supporting records, review the proposed correction, and check the outcome. Keep decisions about closed or reported periods with the accountant.
Compare tools using the task you need done
Use the accounting tools comparison to build a shortlist. Then give each tool the same document, accounting system, and approval requirement.
Check what it prepares, what the reviewer still has to do, and whether the completed action reaches the books. A demonstration should include an unclear document or missing detail, because that is where real workflows often slow down.
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