A faster close with fewer manual journals.
Bots and document AI across procure-to-pay, order-to-cash and record-to-report. Controls stay intact and every posting has a trail.
Finance teams still key what systems already know.
Supplier invoices arrive as PDFs, scans and e-invoices with an IRN. Someone keys them, hunts for the PO and GRN, and chases the buyer for a price variance. Bank statements are ticked off line by line in Excel. GSTR-2B mismatches surface days before the return is due.
We automate the repeatable steps across P2P, O2C and R2R while keeping maker-checker approvals, tolerance rules and segregation of duties exactly where your auditors expect them. Exceptions land in a queue with the reason already worked out.
Invoices and statements read, validated and posted without re-keying.
Tolerances, partial receipts and credit notes handled explicitly.
Reconciliations and accruals ready before day one of the close.
Automations we build for finance.
Invoice capture and three-way match
Extract header and line items, validate GSTIN and IRN, match to PO and GRN within price and quantity tolerances, then park or post.
01Vendor onboarding
Collect PAN, GSTIN, bank and MSME details, verify them against public sources and a penny-drop check, then create the vendor for approval.
02Bank reconciliation
Pull statements via API or portal, apply matching rules on amount, date and reference, and propose entries for unmatched items.
03Intercompany reconciliation
Match receivables and payables across entities, flag currency and timing differences, and draft netting proposals.
04GST and TDS reconciliation
Compare purchase registers with GSTR-2B and TDS records with Form 26AS, and prepare workings for GSTR-1, GSTR-3B and TDS returns.
05Month-end close tasks
Run accrual and prepaid schedules, FX revaluation inputs, sub-ledger tie-outs and close checklists with evidence attached.
06Customer credit checks
Gather bureau data, ageing and order exposure, apply the credit policy and route over-limit orders for approval.
07Collections reminders
Send dunning by ageing bucket, attach statements, log promises to pay and escalate disputes to the account owner.
08Cash application
Read remittance advice from emails and bank narrations, match receipts to open invoices and post with short-pay reasons.
09One supplier invoice, end to end.
A typical unattended run for a PO-backed invoice received in the AP mailbox.
What well-run finance automation delivers.
Invoice cycle time
Clean PO-backed invoices move from inbox to posting in minutes.
Keying errors
Data flows from document to ERP with validation at every step.
Close readiness
Reconciliations are done before the close starts, so the team reviews instead of prepares.
Audit trail
Every match, override and approval is logged with who, when and why.
The finance systems we work with.
ERP
SME accounting
Tax and statutory
Banking and payments
Capture and workflow
Will automation weaken our approval controls?
No. Bots act as makers only. Approvals stay with the people in your delegation matrix, and every bot action is logged.
How do you handle invoices without a PO?
Non-PO invoices go through GL coding suggestions from history, then route to the cost-centre owner for approval before posting.
Can you work with Tally or Zoho Books?
Yes. We use available APIs or import formats first, and UI automation only where the version in use offers no other route.
Do bots file GST or TDS returns?
We prepare reconciled workings and upload-ready files. Filing and sign-off stay with your tax team or adviser.
Where do we start?
Usually with invoice processing or bank reconciliation. Both have high volume, clear rules and measurable baselines.
Find your first ten automations in two weeks.
A structured discovery sprint that maps your processes, scores them for automation potential and hands you a prioritised roadmap with effort and payback for each.