What You Get
Invoice & Billing Automation
Generate GST-compliant invoices from a trigger (appointment completed, milestone reached, month end) and email or WhatsApp them instantly.
Document Collection Workflows
Send clients a form link, collect documents in one place, auto-sort by client and document type, and notify your team when everything is received.
Deadline and Renewal Tracking
Automated alerts for GST filing dates, ITR deadlines, license renewals, or custom compliance windows — sent to your team and the client.
Multi-Step Approval Workflows
Proposals, expense claims, vendor payments, or policy documents that require sign-off — automated routing with one-click approve/reject.
Data Entry Elimination
Extract data from PDFs, forms, and emails and push it into your CRM, accounting system, or spreadsheet automatically.
Cross-Platform Integration
Connect Tally, Zoho, Google Workspace, WhatsApp, and your custom systems so data flows without manual copy-paste.
Typical Timeline
3–6 weeks per automation module
Automation module setup
₹80K – ₹2.5L
Price per automation module. Most businesses start with 2–3 modules in the first engagement.
See all packages →Frequently Asked Questions
Where do we start?
We begin with a 45-minute process audit call. You walk us through your biggest pain points. We identify the top three time sinks and scope the automation. No tech jargon — just a clear list of what will be built and how long it takes.
Will it work with Tally?
Yes. We have experience integrating with Tally via TallyPrime's ODBC interface or the Tally XML API. Data can flow from your CRM or order system into Tally without manual entries.
What if we change our process later?
Automations are built to be editable. Your retainer plan includes workflow adjustments as your process evolves. We don't hard-code things that change.
Ready to get audit-ready?
Whether it's HPD violations, HIPAA operations, or any compliance workflow that's outgrown your current tooling — let's map it out.