How do you handle purchase invoice data entry for clients — still manual?

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Sumit Dehankar

25 Points Posted on 11 June 2026

How do you handle purchase invoice data entry for clients — still manual?

I'm a software engineer working closely with CAs and wanted to understand the ground reality better.

For those managing purchase registers for SMB clients:

1. How are you currently extracting data from purchase invoices (PDFs/scans) — manual entry, outsourced, or any tool?
2. How many invoices does a typical client send per month?
3. What's the most time-consuming or error-prone part of this process?
4. Have you tried any software to automate this — what worked or didn't?
5. Has a client ever lost ITC due to data entry errors or missed invoices?

Asking because I'm exploring whether automation here is actually useful or if existing tools already solve this well. Would really value honest opinions from practicing CAs.

Replies (3)

Quick Summary

A software engineer sought feedback from CAs on purchase invoice data entry workflows for SMB clients, including manual processes, automation tools, invoice volumes, common challenges, and ITC loss risks. The discussion also addressed transparency concerns about the research intent behind the inquiry.

Aashok FC Advisory

Finance Compliance Consultant

789 Points Posted on 11 June 2026

https://www.caclubindia.com/forum/a-word-of-caution-the-sudden-rise-of-suspicious-quot-client-document-collection-quot-pitches-615111.asp

Sumit Dehankar

25 Points Posted on 12 June 2026

Thanks for flagging this — it's a fair concern and I understand the skepticism.

To be transparent: I'm a software engineer from Nagpur with 8 years of experience, currently employed full time. I'm building a GST invoice extraction tool as a side project and genuinely trying to understand if the problem is real before investing more time.

I'm not asking anyone for documents, client data, credentials, or any sensitive information — just workflow questions like "how many invoices do your clients send per month" and "what's the most painful part of this process."

If anyone wants to verify who I am, my LinkedIn profile is [Sumit Dehankar]. Happy to answer any questions.

Apologies if my post came across as suspicious — that was not the intent.