Service
Finance Process Automation
Automated reconciliations, ERP integrations and continuous compliance monitoring that remove manual month-end work.
Most finance teams lose days every month to reconciliations that a well-built script does in minutes. We design and implement the automations, connect them to your ERP, and leave your team with tools they can run themselves.
What is included
- 1st
Three-way GST reconciliation
Automated matching of the purchase register, GSTR-2B and bank statements with exception reports for follow-up.
- 2nd
Ledger & balance automation
Scheduled reconciliation of debtors, creditors, related parties and inter-company balances with ageing-based reminders.
- 3rd
ERP & workflow integration
Zoho Creator and Zoho Flow workflows, Python data connectors and webhooks for Tally Prime, Zoho Books and SAP; Tally TDL customisations for reports.
- 4th
Continuous compliance monitoring
Rule-based checks for duplicate vouchers, missing TDS, GST rate errors, negative cash balances and unusual journal entries, with automated audit sampling.
- 5th
Automated MIS & dashboards
Self-refreshing management packs, working-capital trackers and cash-burn alerts delivered by email or dashboard.
How the work runs
Map
Document the current manual process and where time goes.
Build
Automate with tools your team already licenses wherever possible.
Hand over
Documentation, training and a maintenance plan.
Who this is for
- Finance teams spending days on reconciliations
- Multi-entity groups on Tally, Zoho or SAP
- Businesses wanting audit-ready data every month
Related questions
Tally Prime and Tally ERP 9, Zoho Books, Zoho Creator and Zoho CRM, QuickBooks and SAP. We also build Tally TDL customisations and Python connectors where a standard report does not exist.
Replacing repetitive manual finance tasks with scripts and workflows: for example, matching the purchase register against GSTR-2B and the bank statement automatically each month, sending ageing-based reminders to customers, or pulling Tally data into a management dashboard every morning. The result is faster closes, fewer errors and audit-ready data.
Yes. After mapping your current process we build workflows using tools your team already licenses wherever possible, such as Zoho Flow, Excel and Tally, adding Python or webhooks only where needed. Every automation comes with documentation and training so your team can run it without us.
Yes. We set up charts of accounts, cost centres, GST and TDS masters, voucher types and custom reports in Tally Prime, migrate data from other systems, and train users. We also write TDL add-ons for reports such as Form 26AS reconciliation or deal-wise trading analysis.
Talk to us
Talk to us about finance automation
A short call is usually enough to understand the scope and suggest the right approach. In person at Kalyan Nagar, by video or by phone.