Close your books without the manual entry.
Invoices, KYC and payments are read, checked and posted to your accounting software or ERP, with a person approving what matters.
What changes
- Less time spent typing invoices
- Errors caught before they reach the books
- Your ERP and accounts stay in step with the rest of the business
Who it is for
Finance and operations teams who type data from invoices and forms into accounting software or an ERP.
Signs you need this
- Invoices are typed into the accounts by hand
- KYC checks hold up new customers
- Your ERP and your other tools disagree
- Month end means days of reconciling
Systems we connect
We work with the accounting software and ERP you run today, or set one up if you need it.
| System | What we automate | Useful when |
|---|---|---|
| Tally | Posting purchase and sales entries from documents | Your accounts already run in Tally |
| Zoho Books and Zoho CRM | Invoices, payments and customer records kept in step | Your team already works in Zoho |
| Odoo | ERP set-up, modules and integrations | You are moving to an ERP |
| Your existing ERP | Connecting sales, stock and accounts to it | Other tools work around your ERP |
| Payment records | Matching payments to invoices for review | Month end takes too long |
Tally
Posting purchase and sales entries from documents
Useful when: Your accounts already run in Tally
Zoho Books and Zoho CRM
Invoices, payments and customer records kept in step
Useful when: Your team already works in Zoho
Odoo
ERP set-up, modules and integrations
Useful when: You are moving to an ERP
Your existing ERP
Connecting sales, stock and accounts to it
Useful when: Other tools work around your ERP
Payment records
Matching payments to invoices for review
Useful when: Month end takes too long
ERP implementation
When your business needs an ERP, or the one you have no longer fits, we implement it around how you work.
Process mapping
We start from how orders, stock and money move today.
Configuration
Modules and workflows set up for your process, not a template.
Data migration
Items, customers, suppliers and balances moved across and checked.
Training and support
Your team trained by role, and support after go-live.
From document to ledger
How an invoice or KYC document moves through the system, with a person approving what matters.
- 1
Document arrives
By email, upload or chat, from a supplier or a customer.
- 2
Read and matched
Supplier, dates, line items, tax and totals, matched to the order.
- 3
Checked
Against your rules: totals, tax details and missing fields.
- 4
Approved
Sent to the right person when your rules say so.
- 5
Posted
Into Tally, Zoho or your ERP, with the source document attached.
What it does
Invoice processing
Purchase and sales invoices are read, checked and posted to your accounts.
KYC automation
Customer documents are collected, checked and flagged when something is missing.
Approval workflows
Payments and exceptions go to the right approver, with reminders.
ERP implementation
We set up or extend an ERP such as Odoo around how your business runs.
ERP and accounting integration
Tally, Zoho or your ERP stay in step with sales, stock and the rest of your tools.
Reconciliation support
Records are matched and mismatches flagged for a person to review.
Questions
Do you work with our accounting software?
We connect to the accounting software or ERP you use. We confirm the fit on the discovery call.
Can you set up an ERP for us?
Yes. We can implement an ERP or connect the one you have, scoped after discovery.
Does a person still approve payments?
Yes. Approval steps are set with you, so nothing important posts without a person signing off.