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
Selected case studies from 50+ automations.
The most distinctive systems I’ve built, from a listed manufacturer’s sales reporting to a steel trader’s dispatch floor. Each one is running in a real business. Client names stay private, and every screen here is an illustration of the real system.
Case studies
In-depth projects, each running in a real business.
POST /api/v1/sales
{
"party": "Sunrise Distributors",
"date": "2026-10-27",
"items": [{
"name": "Engine Oil 15W40 5L",
"qty": 120, "rate": 1450
}],
"gst": "IGST 18%"
}
Sales · No. 24527-Oct-26
Party: Sunrise DistributorsDr
Engine Oil 15W40 5L × 1201,74,000.00
IGST @ 18%31,320.00
Total₹2,05,320.00
✓ Names matchedIdempotent
IntegrationsAccounting & ERP
Tally API Gateway
A modern front door for TallyPrime, so stores, apps, spreadsheets and AI assistants can post entries and pull reports.
Net sales (YTD)₹4.53 Cr▲ 12.4%
Collections91%▲ 3 pts
Days to collect38▲ 4 days
Receivables₹62.4 L₹9.8 L 90+ days
Net sales by month, ₹ lakh
Top 5 customers this quarter?
Patel & Sons · 94 days overdue
₹3.1 L at stakeSupplier price up 8.6%
Base oil, last 3 billsCash paid over ₹10,000
Sec. 40A(3) · 2 vouchersAI Analytics & DashboardsAccounting & finance
Tally Analytics & AI Chat
Tally books turned into live dashboards, early-warning alerts and plain-English answers.
12
11
10
9
8
7
6
5
4
3
2
1
SoldBookedOn holdAvailable
Flat 801Sold
2 BHK · 742 sq ft · Agreement ₹92.5 LReceived₹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.
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.
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.
Volume by state, kilolitres
JKPBHPUKSKARRJHRDLUPBRASNLGJMPCGJHWBMLTRMNMHTSODMZGAAPKATNKL
MH342 KL▲ 9% YoY
ERP_export_Oct.xlsx
Validated · 48,210 invoice lines
Distributor health · 207 partnersValidated · 48,210 invoice lines
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.
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.
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.
More automations I build
Common processes I automate for businesses. Each one is 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
Field sales tracker
Salesmen check in by location, log visits and book orders from the field. The owner gets a daily report.
- Geo check-in
- Visit + order
- Daily report
Stock reorder and supplier POs
Low stock triggers a draft purchase order to the right supplier, ready to approve.
- Stock runs low
- Draft PO created
- Approve and send
E-commerce to accounts sync
Shopify, WooCommerce or Amazon orders, settlements and returns flow into accounts automatically.
- Store order
- Settlement matched
- Entry in accounts
WhatsApp ordering for dealers
Dealers order from a WhatsApp catalogue, and a sales order appears in the ERP or Tally.
- WhatsApp catalogue
- Dealer orders
- Sales order in ERP
WhatsApp support chatbot
Answers FAQs from your own documents, shares order status and hands over to a person when needed.
- Customer asks
- Answer from your docs
- Handover if needed
Google Maps lead finder
Finds businesses by area and category, scores them with AI and drafts the first message.
- Area + category
- AI scores leads
- First message drafted
Daily owner briefing
Every morning on WhatsApp: yesterday’s sales, collections, cash position and anything that needs attention, in plain English.
- Overnight sync
- Numbers summarised
- Sent on WhatsApp
Something else your team repeats?
Most of my 50+ automations started as a process someone described in one message.
Describe it on WhatsAppNeed something like one of these?
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.