AI automation for the work your team repeats every week.
We map a workflow that eats your team's time, build the automation, and connect it to the tools you already use. Anything sensitive stays with a person who approves it.
- Free discovery call
- Fixed-scope quote in writing
- You own the code and data
Problems this solves
Reconciliation by hand
Matching bank entries to invoices in spreadsheets, line by line, every week or month end.
Chasing follow-ups
Reminding customers about overdue invoices and leads over calls and WhatsApp, with nothing tracking who was contacted.
Re-typing between systems
The same details entered into Tally, a CRM, and a sheet, so errors creep in and nobody trusts the numbers.
Reading documents
Forms, bills, and claims read by a person before anyone can approve or process them.
Supplier bill checks
Bills compared against purchase orders and stock records manually, so mismatches are found late or not at all.
Reports that take a day
Numbers pulled together by hand every Monday, so problems show up after they have already cost money.
What you get
- A mapped workflow showing what is automated and what stays manual
- The automation, built and tested against your real data
- Connections to the tools you already use, so you do not replace them
- Approval steps wherever a person should decide
- A simple dashboard and alerts so you can see what ran
- Training for your team and written handover notes
Systems we typically connect
- Tally
- Excel and Google Sheets
- Bank statement exports
- WhatsApp Business
- Email and shared inboxes
- ERP and accounting software
- CRM tools
- Payment gateways and UPI
Not on the list? Ask. Most systems with an export, API, or database can be connected.
How it works
- Step 1
Free discovery call
You describe the workflow and how it runs today. We ask questions. No pitch.
- Step 2
Fixed-scope quote
A written scope, timeline, and price. Nothing starts until you approve it.
- Step 3
Build and connect
We build in reviewed milestones and test with your real data before anything goes live.
- Step 4
Launch and support
We train your team, monitor the first runs, and fix issues quickly.
Where this is used
See sector examplesFinance and accounts
Bank reconciliation, ledger checks, collections follow-ups
Healthcare
Claims validation, record ingestion, policy rule checks
Retail
Supplier bill audits, inventory alerts, billing discrepancies
Manufacturing
Distributor SLA tracking and delay penalty checks
Education
Scheduling, enrollment pipelines, admin reports
Shared services
Invoice matching, HR screening, outbound reminders
Common questions
What kinds of work can be automated?
Repetitive, rule-based work that follows a pattern: matching records, checking documents against rules, sending reminders, moving data between systems, and producing reports. If a person does the same steps every week, it is usually a candidate.
Do we have to replace our current software?
No. The automation connects to what you already use, such as Tally, spreadsheets, your ERP or CRM, WhatsApp, and email. We add to your setup instead of replacing it.
Does a person stay in the loop?
Yes, wherever it matters. Sensitive steps such as approvals, payments, or anything that changes records can require a person to sign off before the automation continues.
Who owns the automation and the data?
You do. The code, the data, and the accounts it runs on stay yours, and we hand over written documentation.
How is it priced?
Every project is scoped after a free discovery call and quoted as a fixed scope in writing, including the timeline, before any work starts.
How do you handle sensitive business data?
We work with the minimum access needed, keep credentials out of the code, and agree on data handling in writing before we start. Tell us your compliance requirements on the first call.
Need a custom tool instead?
Internal tools, portals, and integrations built around your workflow.
Tell us the workflow that eats your time.
We'll tell you what it takes to fix it.
Describe it in a few lines. We reply with a short call, then a fixed-scope quote in writing before any work starts. No obligation.