Automation for Finance & Accounts
Close the month without the week-long scramble.
Finance teams carry an unusual amount of repetitive, high-consequence work: raising invoices, chasing payments, matching receipts, and reconciling systems that disagree.
It automates well precisely because it's rule-based — and the audit trail improves rather than degrades.
- Less time on receivables chasing
- 60%Less time on receivables chasing
- Month-end close
- Days → hoursMonth-end close
- Approvals with an audit trail
- 100%Approvals with an audit trail
Where the time goes
- Invoices raised manually from other systems' data
- Receivables chased inconsistently
- Reconciliation done line by line in spreadsheets
- Approvals stuck in someone's inbox
- Month-end taking a week
Automations for this team
Invoice automation
Raised from CRM or order data, GST-compliant, with IRN and e-way bill where applicable.
Collections ladder
Escalating reminders across email, SMS and WhatsApp, stopping on payment.
Bank reconciliation
Statement lines matched to invoices and settlements automatically, exceptions queued.
Approval workflows
Expense and purchase approvals routed by amount with escalation and a full audit trail.
Tally and Zoho Books sync
Vouchers and masters flowing both ways without re-entry.
- Tally
- Zoho Books
- Razorpay
- n8n
- PostgreSQL
- WhatsApp API
Frequently asked questions
Will our CA be comfortable with this?
Generally more comfortable, because the audit trail is better than a manual process. We involve your CA in the design so the treatment matches their expectations.
Find out what you can automate in 30 minutes
Book a free audit. We map your current process, identify the highest-ROI automations, and send you a costed roadmap — whether or not you hire us.
No obligation · Reply within 1 business day · NDA on request