Finance
Everyday finance work, process by process, and how each piece runs with AI.
Invoicing and collections
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Customer payments are matched to the right invoices the day they land
- Bank statements
Outlook
SAP S/4HANA
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Customers are reminded of their dues, and their salesperson hears about it the same day
Zoho Books- Zoho CRM
Gmail
Slack
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Every tanker delivery is invoiced, e-invoiced and emailed the same day
- SAP S/4HANA
- E-invoice portal
- Outlook
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Overdue invoices get the right reminder, and risky accounts reach a person first
- SAP S/4HANA
- Outlook
Microsoft Teams
Supplier bills and payments
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Company assistantApprovers clear every pending approval from one Teams message each morning
- Microsoft Teams
- Zoho Books
Keka
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MSME suppliers are paid on time, with every due date tracked from delivery
- SAP S/4HANA
- Microsoft Teams
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Staff claim expenses with a photo of the bill, checked for policy and GST on the spot
- Expenses app
- Keka
Tally Prime
Google Drive- Slack
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Supplier bills are checked against what actually arrived, then entered in TallyPrime
- Gmail
- Zoho Inventory
Google Chat- TallyPrime
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Supplier invoices go straight into Zoho Books, checked against the PO
- Gmail
- Zoho Books
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Supplier payment queries get an answer the same day, straight from the ledger
- Outlook
- SAP S/4HANA
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The weekly payment run is drafted to fit your cash, in your order of priority
- SAP S/4HANA
- Bank portal
Month-end close
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Every bank account is reconciled each morning, with only the exceptions left for the team
- Bank statements
- SAP S/4HANA
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Intercompany balances across your entities agree before the close starts
- SAP S/4HANA
- Microsoft Teams
Excel
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Month-end accruals are ready on day 1, drafted from open POs and goods receipts
- SAP S/4HANA
- Outlook
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The fixed asset register matches the shop floor, with every change posted at month end
- SAP S/4HANA
- Excel
GST and TDS
MIS and cash flow
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A 13-week cash forecast that updates itself every Monday
- SAP S/4HANA
- Microsoft Teams
- Excel
Power BI- Outlook
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Company assistantAny budget variance explained in minutes, down to the records behind it
- Microsoft Teams
- Power BI
Microsoft Dynamics 365
SharePoint
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Cost-centre owners hear about overspends the week they happen
- SAP S/4HANA
- Microsoft Teams
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Company assistantFinance asks for any cut of the numbers and gets the chart and the workings, from Tally
- Microsoft Teams
- TallyPrime
- Excel
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Company assistantOnce finance defines a number, every answer across the company uses the same definition
- Slack
- SAP S/4HANA
- Power BI
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The founder gets yesterday's sales, collections and cash in one message by 8 am
Busy- Bank portal
Razorpay- Google Chat