WhatsApp payment reminders
Overdue invoices trigger polite WhatsApp reminders with a UPI link. Follow-ups repeat on their own and stop once the payment arrives.
- Invoice overdue
- Reminder + UPI link
- Stops when paid
Business Automation
Let software do the work your team repeats.
Every business has work someone repeats every day: copying data between systems, chasing approvals, rebuilding reports, following up on leads. I map that work, automate the parts a machine should do, and leave your team the parts that need judgement.
What is business automation?
Business automation means using software to run repetitive work, such as data entry, approvals, reminders and reports, without someone doing it by hand each time. A good automation connects the tools a business already uses, checks its own output, and only brings in a person when a decision is needed.
Sound familiar?
These are the problems clients describe on the first call. Each one is fixable.
Staff copy the same data between systems every dayFixableFollow-ups depend on someone rememberingFixableMonthly reports take days to put togetherFixableApprovals wait in someone’s inboxFixable
What I build.
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.
Approvals and alerts
Purchase approvals, overdue payments and stuck orders handled through WhatsApp or email alerts instead of reminders and calls.
Projects behind it.
Selected case studies that include business automation work, from 50+ automations I’ve built.
Rows read1,284
Balance ✓1,284
Narrations read96%
For review41
| Date | Narration | Balance | |
|---|---|---|---|
| 02 Sep | UPI/SWIGGY/4218… | 4,82,116.40 | ✓ |
| 02 Sep | NEFT/MEHTA TRADERS | 5,68,616.40 | ✓ |
| 03 Sep | IMPS/OWN A/C ICICI | 4,18,616.40 | ✓ |
| 04 Sep | ACH/AWS INDIA | 4,00,214.29 | ✓ |
| 05 Sep | UPI/RAKESH KUMAR | 3,98,214.29 | ✓ |
| 05 Sep | RTGS/SUNRISE DIST. | 6,38,214.29 | ✓ |
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.
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
Business AutomationAccounting & finance
Invoice AI for Tally
Upload a purchase invoice, review what the AI read, and post it into Tally in one click.
Buyer name
Rohan Kulkarni
Mobile
98••• ••214
Requirement · Budget
2 BHK · ₹85,00,000
Lead code issued
KD4821
Share this code with the sales teamPipeline · 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.
ALead grade · 84/100
Business maturity gapEst. 1994 · 3 plants · exports to 12 countries, on a 2013 site
✓Pitch: redesign with WhatsApp enquiry and a 3-field form
+Upsell: speed fixes, product pages per pump range
✕Don’t pitch: SEO retainer. Rankings are already fine
WhatsApp draft
Hi Mr Desai, I opened your website on a phone. The enquiry form needs 11 fields and the page takes 9 s to load, so most visitors leave before they ask. Happy to share the full report.
AI Chatbots & AgentsDigital services
Website Audit & Lead Qualifier
Audits any business website and ranks it as a sales lead, with a ready client report.
EnquiryQuoteSales orderCoil mappedCuttingLoadingWeighedInvoicedGate passPaid
Dispatch board · today
SO-2291HR coil 2.0 mm → 1250 sheetsWeighed
SO-2288CR sheet 0.8 mm, slit 300Weighed 18.42 MT
SO-2284HR plate 5 mm, cut to lengthCutter queue
Receipt ₹12,40,000 · allocated oldest first
INV-1812 · 41 days₹5,62,300
INV-1840 · 28 days₹4,18,900
INV-1866 · part₹2,60,040
TDS 194Q @ 0.1%₹1,240
Balanced✓ ₹12,41,240
ERP & Operations SystemsSteel trading
OpsHub Steel Operations
One system for a steel trader to run orders, coil stock, dispatch, collections and GST.
More automations in this area.
Common processes I automate, set up around your own tools and data.
Purchase approvals on WhatsApp
Purchase orders and expenses are approved with one tap on WhatsApp, and approved ones post straight into accounts.
- PO raised
- One-tap approval
- Posted to accounts
GST reconciliation
GSTR-2B is matched against the purchase register, mismatches are listed per supplier, and a reminder goes to each supplier.
- GSTR-2B + purchases
- Matched line by line
- Supplier reminders
CA firm compliance tracker
GST, TDS and ITR deadlines for every client, with documents collected over WhatsApp and status visible on one board.
- Client deadlines
- Docs on WhatsApp
- Status board
Questions people ask.
Whatever your team repeats most often and gets wrong most expensively. The free audit call is where we find it, and I’ll tell you if something isn’t worth automating.
No. Most automations start from the files and exports you already have, and everything can be exported back to Excel.
Very little. I build around the way your team already works, and I train them at launch.
You get support and changes on a simple monthly plan, or on request. The system is yours, including the code.
Show me the work your team repeats.
A free 30-minute call. You walk me through the process; I tell you what can be automated, roughly how, and what it would take.