AI automation company · accounting workflows

Turn repetitive accounts work into controlled workflows.

We design practical automation for payables, receivables, invoicing, expenses, reconciliation and Tally—keeping approvals, exceptions and human review visible.

  • Accounts-readyAP, AR, invoices and expenses
  • ConnectedTally and ecommerce workflows
  • ControlledReviews, exceptions and audit trails
See automation use cases
Payablescapture and approvals
Receivablesfollow-up workflows
Reconciliationstructured matching
Tallycontrolled data movement
Accounting automation use cases

Automate the repetitive work around your accounts

Each workflow is designed around your documents, approval rules, accounting system and the exceptions your team must still review.

Accounts payable automation

Capture vendor bills, extract fields, check rules, route approvals and prepare validated entries for posting.

Accounts receivable automation

Organise open receivables, schedule reminders, track responses and surface overdue exceptions for action.

Invoicing automation

Generate invoices from approved source data, apply numbering and tax rules, distribute them and track status.

Expense automation

Collect receipts and claims, validate required information and move each expense through the right approval path.

Ecommerce reconciliation

Match orders, refunds, payment-gateway settlements, marketplace fees and bank receipts with visible exceptions.

Tally automation

Prepare controlled imports, vouchers and synchronisation workflows that reduce repeated manual entry into Tally.

Full accounts automation

Connect the complete flow without hiding control

For broader accounts operations, we can map documents and data from source through review, posting, reconciliation and reporting—while accountants retain oversight.

  • Email, portal, spreadsheet and document intake
  • AI-assisted extraction and rule-based validation
  • Maker-checker approvals and exception queues
  • Tally, ecommerce, bank and reporting connections
  • Logs that show what moved, changed and needs review
CONNECTED SYSTEMSExample workflow

Your data. Put to work.

From a spreadsheet to the systems that run your business.

01 COLLECT
Excel / CSVSheets & records
Email / PDFBills & documents
Apps / APIsOrders & events
Import & validate
02 / ORGANISECentral database

Clean, structured & traceable data

DB
Apply your business rules
03 / PROCESSAutomation engine

Rules, AI & connected workflows

AI
Human approval for sensitive actions
Approved actions
Tally / ERPPost & reconcile
Machine / PCRun approved tasks
Reports / alertsKeep teams informed
Logs & exception tracking at every step.Illustrative flow · Integrations depend on system access.
01 / Payable automation

Move supplier invoices into a reviewable process.

For accounts teams handling repeated invoice entry. Capture information from supported sources, validate it against your rules and route exceptions to a person before posting.

What we can build for you

  • Invoice intake and structured field extraction
  • Supplier, duplicate and purchase-order checks as scoped
  • Approval queues and supported accounting-system posting
CONNECTED WORKFLOW

Accounts payable

Follow the information from input to outcome.

01 / INPUTSupplier invoice / email or PDF
02 / PROCESSExtract, validate & approve
03 / OUTPUTPost record / handle exceptions
Access controls · Review steps · Activity logs
Designed for the in-between, too.Loading-state concept
Illustrative workflow · Sample content, not a client project
02 / Receivable automation

Know what is due and who needs a follow-up.

For teams chasing customer collections across spreadsheets and emails. Bring invoices, receipts and follow-up actions into a consistent process with human oversight.

What we can build for you

  • Receivable ageing and customer-level visibility
  • Scheduled reminders using approved templates and rules
  • Receipt matching and exception review
OVERVIEW / SAMPLE WORKSPACE

Collections workspace

Invoices due24Sample records
Receipts to match08Sample records
Follow-up queue03Sample records
Activity at a glanceIllustrative data
Filters · Drill-down · ExportsOpen report ↗
Designed for the in-between, too.Loading-state concept
Illustrative UI prototype · Sample content, not a client project
03 / Invoicing automation

Create invoices from agreed business events.

For businesses repeatedly converting orders or completed services into invoices. We map required fields and approval rules so generation and delivery follow a controlled path.

What we can build for you

  • Order or service-data capture
  • Invoice templates, numbering and validation rules
  • Review, delivery and supported accounting integration
CONNECTED WORKFLOW

Invoice generation

Follow the information from input to outcome.

01 / INPUTApproved order or service
02 / PROCESSValidate details & prepare invoice
03 / OUTPUTReview, send & record
Access controls · Review steps · Activity logs
Designed for the in-between, too.Loading-state concept
Illustrative workflow · Sample content, not a client project
04 / Expense automation

Make claims easier to submit and review.

For teams collecting employee expenses and supporting receipts. A structured workflow helps reviewers see the purpose, evidence and policy checks in one place.

What we can build for you

  • Receipt intake and expense categorisation
  • Policy checks, review queues and approval routing
  • Approved expense export or supported ledger posting
YOUR TEAM / WORKSPACE

Expense review

All recordsIn reviewCompleted
Travel claim / receipt attachedDetails and supporting information
Office expense / check policyAssigned owner and next action
Approved claim / ready to postRecorded status and activity
Changes stay traceableView activity ↗
Designed for the in-between, too.Loading-state concept
Illustrative UI prototype · Sample content, not a client project
05 / Ecommerce reconciliation

Explain the difference between sales and settlement.

Reconcile sales and settlements across Amazon, Myntra, Shopify, Nykaa, Meesho, Swiggy and Zomato. We map orders, returns, platform fees, deductions and bank receipts into a clear matching workflow, with unmatched items flagged for investigation.

What we can build for you

  • Import available platform order and settlement reports alongside bank records
  • Match sales, refunds, fees and deductions
  • Exception queues and reconciliation reporting
  • Platform-specific workflows based on available reports or authorised API access
CONNECTED WORKFLOW

Settlement reconciliation

Follow the information from input to outcome.

01 / INPUTOrders + settlement + bank data
02 / PROCESSMatch amounts, fees & refunds
03 / OUTPUTReconciled records + exceptions
Access controls · Review steps · Activity logs
Designed for the in-between, too.Loading-state concept
Illustrative workflow · Sample content, not a client project
06 / Tally automation

Connect your source data to controlled Tally entries.

For accounts teams moving data between spreadsheets, business systems and Tally. We define supported data exchange, ledger mapping and review steps before automating posting.

What we can build for you

  • Spreadsheet or supported-system data intake
  • Ledger mapping, validation and duplicate checks
  • Approved posting with logs and error handling
CONNECTED WORKFLOW

Excel → database → Tally

Follow the information from input to outcome.

01 / INPUTExcel / CSV or business system
02 / PROCESSValidate & map accounting fields
03 / OUTPUTApprove Tally posting & log result
Access controls · Review steps · Activity logs
Designed for the in-between, too.Loading-state concept
Illustrative workflow · Sample content, not a client project
07 / Full accounts workflows

Connect the complete flow while retaining oversight.

For organisations improving several linked accounts processes. Start with a reliable first workflow, then connect intake, approvals, posting, reconciliation and reporting in phases.

What we can build for you

  • Common records and clear ownership across workflows
  • Maker-checker approvals and exception handling
  • Connected reporting, audit logs and phased delivery
CONNECTED WORKFLOW

Connected accounts operations

Follow the information from input to outcome.

01 / INPUTCapture invoices, receipts & expenses
02 / PROCESSReview, approve & post
03 / OUTPUTReconcile, report & investigate
Access controls · Review steps · Activity logs
Designed for the in-between, too.Loading-state concept
Illustrative workflow · Sample content, not a client project
A grounded automation method

Start with the process, then choose the technology

Process mapping

Inputs, owners, rules, systems, delays, risks and the desired accounting outcome.

Control design

Approvals, validation, access, audit trail and clear exception handling.

Build & integrate

Automations, AI-assisted steps, connectors and useful operations screens.

Pilot & improve

Test with real cases, measure accuracy and refine before wider adoption.

AI and accounting automation questions

Important answers before automation begins

Can you automate our full accounting process?

We can connect many steps across document intake, approvals, posting preparation, reconciliation and reporting. Final scope depends on your systems and controls, and accountable human review should remain in place.

Can automation work with Tally?

Yes, depending on your Tally setup and data flow. We can scope imports, voucher preparation, synchronisation or supporting tools with validation and access controls.

How do you handle mistakes or unusual transactions?

We design validation rules, confidence thresholds and exception queues so uncertain or unusual items are held for review instead of being silently processed.

Do we need to replace our current accounting tools?

Not necessarily. The first step is to understand your current systems and identify where controlled integrations or supporting workflows can reduce repetition.