Automations

Six automations running your practice in the background

This is a working demo of the automation suite we deploy for CA firms. Each module below runs the real decision logic with simulated WhatsApp, email and internal alerts - click Run and watch the workflow execute step by step.

Trigger: Pick any module from the sidebar

How every workflow is built

Client / trigger→Validate input→Apply rules→Branch on condition→Email + WhatsApp→Update records

Schedules or webhooks trigger each flow, plain rules decide the path, and every outcome is recorded.

Invoice Automation

Webhook

Raise an invoice, compute GST, push to Zoho/Tally, hold ₹50,000+ for partner approval, then email + WhatsApp the client and log it.

Approval + delivery steps automatedOpen →

Payment Recovery

Daily 10:00 AM

Four-stage escalation ladder by days overdue - gentle, firm, final notice, then partner call. Email and WhatsApp at every stage.

4 escalation stages configuredOpen →

GST Compliance Cycle

1st of month, 09:00

Check every client return: data received? compute net payable and ask for approval; otherwise chase sales and purchase registers.

3 clients trackedOpen →

Document Collection

Monday 10:00 AM

Weekly chase for pending documents. After 3 reminders the system stops emailing and alerts your team to call instead.

Reminder cap at 3Open →

Renewals & Compliance Calendar

Daily compliance scan

Statutory due dates across GST, TDS, ROC, PF/ESI and advance tax with blocked-on-docs detection and a weekly partner digest.

8 obligations trackedOpen →

AI Client Support

Client message

One assistant across web chat, WhatsApp and voice. Answers due dates, document lists, pricing and looks up invoice status.

3 channels, 1 brainOpen →

automated workflows

client channels: Email + WhatsApp

escalation stages configured