Who this is for
- Owners whose accounts team re-types the same data two or three times: from a WhatsApp order into a Sheet, then into Tally, then into a report.
- COOs who approve purchase orders, discounts or leave by forwarding messages, and lose track of what was approved and when.
- Finance heads who spend the first week of every month on reconciliations and GST working files.
- Distributors and manufacturers who send status updates to customers by hand and get calls when they forget.
- Firms that already pay for Zoho or Google Workspace but use a small part of what the tools can do.
- UAE back offices handling VAT returns and WPS salary files with copy-paste between systems.
What we build
- Approval flows: purchase orders, discounts, expenses and leave sent to the right person on WhatsApp or email, with one-tap approve and a log of who approved what.
- Invoice and bill capture: supplier bills read from PDF or photo, GST fields checked, and posted to Tally or Zoho Books for a human to confirm.
- Report generation: daily sales, receivables ageing, stock and cash reports pulled from Tally, POS or Sheets and sent each morning without anyone building them.
- Reconciliations: bank statements, payment-gateway settlements and customer ledgers matched automatically, with only the mismatches shown to your team.
- Notifications: alerts for overdue receivables, stock below reorder level, dispatches not updated, or a quotation sitting unanswered.
- System sync: customer, item and invoice data kept the same across Tally, Zoho CRM, Google Sheets and your website or ERP.
- Document generation: quotations, delivery notes and GST invoices created from a form or a chat message in your own format.
Typical scope
A pilot usually covers one process end to end, such as order to invoice or bill to payment, touching two or three systems. We start with the single process that costs the most hours in the Discovery Sprint or the free audit, build it, run it alongside the old way for a couple of weeks, then switch. We use n8n or Make where a standard connector exists, and write custom code where Tally or an older ERP needs it. Process automation is not RPA bots clicking on screens, and it is not a new ERP. It also is not the right answer when a feature you already pay for does the job: Zoho Books can send payment reminders, Tally can email reports on a schedule, and Google Workspace has approval add-ons. If one of those is enough, we will tell you in the free audit and not sell you a pilot.
What you receive
- Working automations in production, running on n8n, Make or custom code, hosted in your own accounts.
- A written flow diagram for each automation showing triggers, steps, systems and what happens on failure.
- Access, credentials and admin rights in your name, not ours.
- A short operating guide for your staff, in plain English, with screenshots.
- A measurement sheet comparing the agreed success metric before and after the pilot.
- A fixed-price list of the next automations, if you want to keep going.