Choosing AI accounting software
Bring a bill, a payment and an overdue invoice to the demo. Test the work you do every day.
Use records from your own business, with private details removed. If you are choosing an ERP, test its accounting module the same way.
For an ‘AI-native’ or ‘agentic’ demo, follow one request all the way to a record in the books. See where the assistant needs your approval.
Bring a real bill
Use a normal bill and one with a complication: several pages, a discount or an unfamiliar supplier. Watch what the software reads, what it asks and what you must fix. Keep the original open beside the draft.
Time the work through review and posting. A quick reading followed by several minutes of correction belongs in the total. Ask where the original is kept so your CA can inspect it later.
Create an invoice
Request an invoice using a customer and item already in the books. Then change the quantity before approving. Check which customer was selected, the date, tax and final amount. See whether the change reaches the actual invoice.
Check receipts and reminders
For a receipt, check the customer, amount and which invoice it settles. For a reminder, inspect the recipients, outstanding amounts and recent messages. Ask the software company to show the delivery status after a reminder is sent.
Check who can approve
Try the same request as an owner and as a staff member with limited access. Check the business named on the proposal if you manage several. Ask what happens when someone has permission to read a record but cannot post or send it.
Try a correction and export
Ask how to correct a posted mistake and inspect what remains visible afterwards. Have your CA check the result. Download the records you would need if you switched, and open them. A report PDF and a full export of books answer different needs.
If GST reconciliation matters to the purchase, ask for a live demonstration against your books. Ask which steps are available now and which are planned. The same test applies to WhatsApp, bank connections and recurring work.
Where Edernal stands
We are building Edernal Books as AI-first accounting for Indian businesses. AI reads purchase bills for review and creates drafts once the supplier and required details are ready. Ask prepares invoices, receipts and reminder lists for a person to approve, within their permissions. The original file stays with an AI-captured bill for your CA.
As of 9 November 2026, bill capture is in the pilot and Ask changes are early access, off by default. Automatic GSTR-2B matching and full books export are not available yet. Live customer message delivery is not yet verified. Ask us to show the workflow your business needs before you choose.
See where AI can save accounting time.