I automate the work that slows your business down.

Business automation, custom ERP systems, integrations, AI chatbots and analytics for growing businesses. One expert, from the first call to launch.

5 years in automation · 50+ automations built · Mumbai
Darshil Lakhani, Business Automation Expert
Darshil LakhaniBusiness Automation Expert · Mumbai
Five examples from 50+ automations. Pick an input to follow it through.
01 / 05
Inputs on the left flow through an automated workflow and come out as finished outputs on the rightYour workflow
Upload…
purchase_invoice_0417.pdfSupplier bill, 23 line items“Who owes us money?”Owner asks in plain EnglishERP_sales_export.xlsxReplaces 19 Excel workbooksOrder SO-2291 bookedHR coil, 18.4 MT, 9 roles involvedWalk-in at site officeBroker referral, 2 BHK, ₹85LEntry posted to accountsRead by AI, checked, then postedAnswer, table and chartFrom live data, with no ExcelLive sales dashboard3 distributors flagged as slippingDispatched and paidEvery stage tracked, TDS appliedLead KD4821 createdOwner set, sales team notified

Invoice AI for Tally. Upload a purchase invoice, review what the AI read, and post it into Tally in one click.

See how it works

What I build.

Five areas of automation, each with its own page and the live projects behind it.

Let software do the work your team repeats.

  • Data entry automation. Bills, invoices and bank statements are read and entered into your accounting or ERP system automatically, with a check before anything is posted.
  • Lead capture and routing. Every enquiry from your website, brokers or walk-ins is logged, coded and sent to the right person, so nothing is lost or disputed.
  • Reports that build themselves. The reports your team assembles by hand every month, rebuilt to refresh from one upload or a scheduled sync.
Invoice AI · PurchaseSynced to Tally
SupplierKalvani Packaging Co.
GSTIN27AAKFK••••1Z5
Invoice no.KPC/25-26/0417
Line items23 items · HSN 4819
Taxable value₹1,84,200.00
CGST 9% + SGST 9%₹33,156.00
Freight₹2,400.00
Total₹2,19,756.00
Ledger: Purchase @18% · Vendor mapped✓ Voucher #1182 posted
Shown: Invoice AI for Tally · 5 related projectsExplore Business Automation

Who I build for.

Teams that have outgrown spreadsheets, registers and manual follow-ups. If one of these sounds like your office, I’ve probably built the fix already.

CA & accounting firms

  • Statements and invoices typed in by hand
  • Client MIS rebuilt every month
  • GST and audit checks done manually
See related work

Real estate developers

  • Disputes over which broker brought a buyer
  • Payments matched to flats by hand
  • Bounced cheques and RERA reports
See related work

Manufacturers & traders

  • Sales reports spread across Excel files
  • Orders tracked over phone and WhatsApp
  • No early warning on slipping customers
See related work

Agencies & sales teams

  • Hours spent qualifying prospects
  • Generic cold outreach
  • No report to send a prospect
See related work

Selected work.

A few of the 50+ automations I’ve built, all running in real businesses. Client names stay private; the screens are faithful illustrations.

See all case studies
Sales Intelligence · FY 2026-27Rebuilt from 1 upload
Volume by state, kilolitres
MH342 KL▲ 9% YoY
ERP_export_Oct.xlsx
Validated · 48,210 invoice lines
Distributor health · 207 partners
Champion41
Loyal118
Slipping27
At risk12
Lost9
3 distributors moved to SlippingNo order in 62+ days · ₹18.4 L monthly volume
AI Analytics & DashboardsManufacturing & distribution

Sales Intelligence Dashboard

Nineteen hand-built Excel reports replaced by one live dashboard that refreshes from a single ERP upload.

Tower B · Sales & collectionsSynced from Tally 4 min ago
12
11
10
9
8
7
6
5
4
3
2
1
SoldBookedOn holdAvailable
Flat 801Sold
2 BHK · 742 sq ft · Agreement ₹92.5 L
Received₹41.6 L
Due now₹4.6 L
ProgressSlab 5
Payment schedule · plinth, slabs 1 to 6, possession
!Cheque 004417 bounced. Linked to receipt R-2291, Flat 801. Net received updated.
MahaRERA inventory reportExport ready
ERP & Operations SystemsReal estate

Sales & Collections System

Live sales, payments and dues for every flat, pulled straight from Tally.

Statement → TallyBalance chain verified
Rows read1,284
Balance ✓1,284
Narrations read96%
For review41
DateNarrationDebitCreditBalance
02 SepUPI/SWIGGY/4218…1,240.004,82,116.40✓
02 SepNEFT/MEHTA TRADERS86,500.005,68,616.40✓
03 SepIMPS/OWN A/C ICICI1,50,000.004,18,616.40✓
04 SepACH/AWS INDIA18,402.114,00,214.29✓
05 SepUPI/RAKESH KUMAR2,000.003,98,214.29✓
05 SepRTGS/SUNRISE DIST.2,40,000.006,38,214.29✓
Swiggy · 14 rows→ Staff welfare
AWS India · 3 rows→ Software expenses
Own a/c ICICI · 6 rows→ Contra
Business AutomationAccounting & bookkeeping

Bank Statement to Tally

Bank statement PDFs turned into verified, Tally-ready books in minutes.

Channel Partner PortalBroker: Shah Realty
Buyer name
Rohan Kulkarni
Mobile
98••• ••214
Requirement · Budget
2 BHK · ₹85,00,000
Lead code issued
KD4821
Share this code with the sales team
Pipeline · all partners
Not visited49
Visited31
Interested17
Follow up12
Sold6
SoldRK1180 · Flat 702 · Sales: Neha2h
VisitedPV3305 · site visit done, note added5h
Business AutomationReal estate

Channel Partner Lead Portal

Every broker referral and walk-in gets a unique tracking code, so no property lead gets lost.

Automation you can check.

Every system I build checks its own output: against the accounts, the bank’s printed totals or the original document. When something doesn’t match, it says so. That’s why teams keep using them after launch.

WORK VOUCHERNo. DL/2026
automations built and running50+
industries automated5
Excel reports replaced by one dashboard31
role-based views in one ERP9
automated tests on one analytics product1,013
Client names disclosed0
VERIFIED

How we work together.

Four steps, with working software to look at every week.

  1. Step 1

    Free audit call

    30 minutes on WhatsApp or video. You show me the work that eats your team’s time; I tell you what can be automated and what can’t.

  2. Step 2

    Fixed scope and quote

    You get a written plan: what will be built, how long it takes and what it costs. No open-ended billing.

  3. Step 3

    Weekly demos

    You see working software every week, on your own data, and steer it before it’s finished.

  4. Step 4

    Launch and support

    I deploy it, train your team and stay on call. You own the system and the code.

Questions people ask.

Short answers about working with me. For anything else, read the insights or ask on WhatsApp.

A business automation expert finds the work a team repeats by hand, such as data entry, follow-ups, approvals and reports, and builds software that does it automatically. That usually means connecting existing tools like accounting software, WhatsApp, spreadsheets and stores, and adding checks so the automated work can be trusted.

Mostly Indian small and mid-size businesses: manufacturers, traders and distributors, CA and accounting firms, real estate developers, e-commerce brands and agencies. I’ve built 50+ automations across these industries.

It depends on what is being automated and how many systems it connects. After a free 30-minute audit call you get a fixed scope and quote before any work starts, so there are no open-ended bills.

Yes. Most of my work connects TallyPrime, Excel files and the WhatsApp Business API with each other and with custom dashboards, ERPs and AI tools.

I’m based in Mumbai and work with clients across India. Calls and demos happen on WhatsApp or video, so location doesn’t matter.

Tell me what your team does by hand.

Start with a free 30-minute audit call. You show me the process; I tell you what can be automated and what it would take.

WhatsApp
Email
darshillakhani95@gmail.com
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