Accounting Industry

Automate financial processes, client communication, and compliance workflows for maximum efficiency.

Client Document Collection

Chase documents without ever sending a reminder manually.

·Auto-send checklist of required docs based on service (GST, ITR, Audit)
·Trigger follow-ups if docs aren't received on time
·Uploads are auto-organized into Google Drive or Notion

Recurring Invoice Automation

Bill clients consistently—no copy-pasting required.

·Generate and send monthly or quarterly invoices automatically
·Integrate with Razorpay, Zoho Books, or Stripe
·Send payment reminders and confirm when paid

Tax Filing Reminder Bot

Keep clients compliant (and yourself sane) during tax season.

·Auto-alert clients of due dates based on profile
·Share documents, forms, and payment links via email or WhatsApp
·Mark completed filings in your internal tracker automatically

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Accounting FAQ

Automating financial workflows like invoicing, document collection, reconciliation, tax reminders, and reporting using tools like n8n or Airtable—freeing up your team for strategy and advisory work.