Your finance team lives in Excel.
Let AI do the spreadsheets.
Xpert IQ is finance intelligence for MSMEs. It takes the Excel sheets and manual accounting work off your team — reading invoices, reconciling entries, chasing receivables and building the monthly MIS — and lets your MD or CFO ask questions of the numbers in plain English.
Your accountants spend the month copying numbers between spreadsheets.
In most MSMEs the finance function is a handful of capable people buried in manual work: typing invoices into Excel, ticking off bank statements line by line, matching GST data, chasing overdue customers and rebuilding the same MIS pack every month from Tally exports.
By the time the report reaches the promoter, it is already out of date — and nobody has time to answer “which customer is actually making us money?” without another all-nighter.
Xpert IQ automates the routine so your finance team can run the business, not the spreadsheets.
From a pile of files
to a live finance view.
Drop in
Upload invoices, bank statements, Tally or ERP exports and the Excel sheets you already keep — PDF, scanned, CSV or XLSX. No templates, no re-keying.
Automate
AI reads, categorises and reconciles. Mismatches, duplicates and overdue items are flagged for a human to approve — not buried in a tab.
Ask
Your dashboard and monthly MIS build themselves. Ask “what is our receivables exposure over 90 days?” and get the answer from your actual numbers.
The manual work your finance team does today —
automated.
Invoice & Document Reading
Purchase and sales invoices, PDFs and scans read and structured automatically — no more typing them into Excel.
Bank & Ledger Reconciliation
Bank statements matched against books, with exceptions surfaced for review instead of line-by-line ticking.
GST-Aware Matching
GST components parsed and categorised, purchase data matched against supplier filings, mismatches flagged before they cost you input credit.
Receivables & Payables Ageing
Who owes you, how long, and who to chase first — with follow-up reminders drafted for your team to send.
Automatic Monthly MIS
Revenue, cost, gross profit and margin by customer, product, branch and period — the board pack builds itself.
Ask Your Numbers
A plain-English AI assistant that answers from your own data: “Which segment's margin fell this quarter, and why?”
Anomaly Alerts
Unusual cost spikes, margin drops, duplicate payments and delayed collections flagged before month-end.
Works With What You Have
Sits next to Tally, your ERP and your existing Excel workbooks. No rip-and-replace, no six-month IT project.
Role-Based Views
The promoter sees the story, the CFO sees the detail, the accounts team sees their queue. One source of truth.
Built for MSME finance teams still running the business from Excel.
Finance teams that stopped living in spreadsheets.
Mid-Size Professional Services Firm
Delhi NCR · Finance & advisory
Six Excel workbooks became a boardroom-ready financial narrative with anomaly flags — no ERP, no analyst.
Global Management Consulting Firm
200+ consultants · three continents
A monthly close that took most of a month became a same-day view, alongside a live sales pipeline.
Attractive pricing — talk to us.
Priced for the size of your business and the value it delivers — simple, flat and built for Indian MSMEs and mid-size firms. Tell us what you need and we will come back within 24 hours.
Or email [email protected]
See it with
your own numbers.
Send us an anonymised export of last month's invoices or MIS workbook and we will show you what Xpert IQ does with it — before you commit to anything.
Or email us directly: [email protected]
