BI-Outsource / Services

AI automation for finance and accounting

We build AI agents and automated workflows into the systems you already use, covering payables, receivables, bank and marketplace reconciliations, expenses, GST, VAT and TDS, month-end close, payroll inputs, MIS and cash flow forecasts. Accountants design and check every workflow, so the numbers stay right and every judgment call stays with a person.

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Who it is for

Is this for you?

Finance teams spending hours keying invoices and matching bank lines

Businesses with growing transaction volumes but no budget for more staff

Companies chasing overdue customers by hand

Owners who want answers from their numbers without waiting for the accountant

What is included

Everything handled for you

Payables: invoice capture from email and WhatsApp, PO and GRN matching, approval routing, payment run prepared for your release

Receivables: invoices and recurring billing raised, payments matched to invoices, overdue reminders by email and WhatsApp

Bank, card and payment-gateway reconciliation, with exceptions flagged

Marketplace and POS settlements: Amazon, Swiggy, Zomato, Stripe, Razorpay and OTA payouts matched

Expense claims: receipt capture, policy checks and posting

GST, VAT and TDS: GSTR-2B and input credit matching, e-invoice data, TDS checks against 26AS, return working files

Month-end close: recurring journals, accruals, prepayments, depreciation and intercompany entries, with a close checklist

Vendor and customer statement reconciliation

Payroll inputs: attendance and leave to payroll, payslips sent, payroll-to-ledger check

MIS, dashboards and board packs produced automatically, with first-draft variance commentary

Rolling cash flow forecast updated from your books and bank

Audit support: PBC lists, document requests and schedules prepared

Compliance calendar with reminders for every filing

Finance Q&A assistant that answers from your own data, and email inbox triage for the finance team

How it works

Five simple steps

Free 30-minute call
Process review: where time is lost
Fixed quote for setup and monthly running
Build and test on your data
Go live, then monthly review and tuning

From £650/month plus one-time setup Fixed fee, agreed before we start. Taxes extra.

Pricing

Plans and monthly fees

Starter£650/monthOne workflow

Growth£1,300/monthThree workflows plus collections

Full stackFrom £2,200/monthAll workflows, MIS and Q&A assistant

Fees exclude GST. Final quote depends on volume and is fixed before we start.

Answers

Common questions

What finance tasks can AI automate?

Most repetitive work: invoice capture and matching, bank and marketplace reconciliations, collections reminders, expense claims, GST and TDS matching, recurring journals, MIS and cash flow forecasts. Approvals, tax positions and judgment calls stay with people.

What can AI not do for finance?

It should not approve payments, sign off accounts, decide tax positions or replace an audit. We design every workflow so a person reviews exceptions and approves anything material.

Do we need new software?

Usually not. We connect to the accounting software, bank feeds, email and WhatsApp you already use.

Is our data safe?

Workflows run under an NDA with role-based access, and we do not use your data to train public AI models. Every automated posting can be traced and reviewed.

What if the AI gets something wrong?

Low-confidence items go to an exceptions list for a person to check, and an accountant reviews the automation every month.

How long does setup take?

Most single workflows go live in 2–4 weeks.

Talk to us in confidence

Free, confidential first call with the promoters. NDA signed before you share anything.

Book a free call WhatsApp +91 97449 22222

Last reviewed November 2026 by Karun Reji, Chartered Accountant (India). General information, not legal advice.