Finance automations
Everything we build in the Finance category, with the trigger, the steps and the typical saving for each.
Razorpay to Tally Integration
Post Razorpay payments into Tally as receipts automatically, reconciled daily.
10 hrs/week
Razorpay to Google Sheets
Stream payments, refunds and settlements into a sheet for live cash visibility.
3 hrs/week
Stripe to QuickBooks Integration
Sync Stripe charges, refunds and payouts into QuickBooks with fees handled correctly.
6 hrs/week
Invoice Generation Automation
Raise and send invoices automatically when work completes or an order confirms.
8 hrs/week
Payment Reminder Automation
Escalating reminders across email, SMS and WhatsApp that stop the moment payment lands.
6 hrs/week
GST E-Invoice Automation
Generate IRN and QR codes on the IRP automatically for qualifying invoices.
5 hrs/week
Expense Approval Workflow
Route expense claims by amount with escalation, reminders and a full audit trail.
4 hrs/week
Bank Statement Reconciliation
Match bank credits to invoices and gateway settlements automatically.
12 hrs/month
Zoho Books to CRM Integration
Keep invoice and payment status visible in the CRM so sales knows who has paid.
3 hrs/week
Invoice OCR & Three-Way Matching
Extract vendor invoice data and match it against the PO and goods receipt.
18 hrs/week
Find out what you can automate in 30 minutes
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