Help Center › Tax · AI · Data › MGH AI Suite — drafting, forecasts, OCR & notices
MGH AI Suite — drafting, forecasts, OCR & notices
Real AI tools that do work, not a chatbot. Draft invoices from plain words, forecast your cash, scan bills with OCR, score customers, and even draft a reply to a GST notice.
Read this first
- ▸ Describe a sale in plain words and AI fills the invoice for you to check.
- ▸ Forecast cash 30/90 days ahead from your recurring transactions and receivables.
- ▸ Snap a purchase bill and OCR creates the entry — no manual typing.
What the AI does, by plan
| AI tool | What it does | Plan |
|---|---|---|
| Invoice drafting | Type a sale in plain words → filled invoice | Pragati |
| Price suggestion | Ideal selling price from your BOM cost | Pragati |
| Business audit & cash-flow | Monthly health report & 30/90-day forecast | Samridhi |
| Customer score & follow-ups | Rank payers; draft polite reminders | Samridhi |
| OCR, notice reply, anomaly alerts | Scan bills; draft GST-notice replies; flag odd invoices | Unnati |
Being straight with you
- • AI drafts for you to review — you always confirm before anything is saved, so you stay in control.
- • Your business data stays yours; the AI works on your data to help you, not to train public models.
Step by step
- 1
Open the AI Assistant
AI SuiteChoose a tool — drafting, forecast, OCR, customer score or notice reply.
- 2
Give it a simple input
For drafting, type something like ‘Sold 50 boxes of XYZ at ₹120 to Ramesh Traders, 18% GST’.
- 3
Review and confirm
Check what the AI produced, adjust if needed, and save.
AI that does work, not a chatbot
The AI Suite isn't a box you chat with — it's a set of tools that each do a real job on your own data, then hand it back for you to approve. You stay in control; the AI just removes the drudgery.
What each tool does, by plan
AI starts on Pragati and expands on Samridhi and Unnati. Here's the full set.
| Tool | What it does | Plan |
|---|---|---|
| Invoice drafting | Type a sale in words → a filled invoice | Pragati |
| Price suggestion | Ideal price from your BOM cost | Pragati |
| Business audit | Monthly health report for you & your CA | Samridhi |
| Cash-flow forecast | 30/90-day inflow & outflow forecast | Samridhi |
| Customer score & follow-ups | Rank payers; draft polite reminders | Samridhi |
| Expense categoriser | Auto-tag bank transactions | Samridhi |
| OCR bill scan | Photograph a bill → an entry | Unnati |
| GST-notice responder | Draft a reply to a notice | Unnati |
| Anomaly & seasonal alerts | Flag odd invoices; forecast peaks | Unnati |
How to use it well
- Give it a simple, plain input — e.g. ‘Sold 50 boxes of XYZ at ₹120 to Ramesh Traders, 18% GST’.
- Always read what it produced before saving — it drafts, you approve.
- Teach it once: add a new item with its price/GST and the AI recognises it next time.
Your data and privacy
Your business data stays yours. The AI works on your data to help you — it isn't used to train public models. And because nothing saves without your confirmation, you always have the final say.
Troubleshooting
The AI didn't recognise an item
Fix: Add the item once with its price and GST; the AI will recognise it next time.
AI tools aren't showing
Fix: AI starts on the Pragati plan and expands on Samridhi and Unnati — check your plan.
OCR misread a bill
Fix: Review and correct the extracted fields before saving — clearer photos read more accurately.
Words you’ll see (in plain English)
- OCR
- Optical Character Recognition — reading text from a photographed bill.
- Cash-flow forecast
- A projection of money in and out over the next 30–90 days.
- Customer score
- A rating of how reliably a customer pays.
- Anomaly alert
- A flag on an unusual invoice (duplicate, odd rate, spike).
Ready to try it?In the app, open the More menu → AI Suite.
Open AI SuiteNext steps