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Right Sized AI Approach

Layered Approach Starting With Audit, Pilot And Then Implementation On Your Infrastructure

Right Sized AI Approach

We don't sell software. We build a finance automation layer on top of the systems you already use. And we start with an audit, not a proposal.

Our Step-By-Step Process
For Automated
Finance Operations

1

Finance Workflow Audit (Week 1–2)

  • We study your current finance workflows: how invoices move, how payments are reconciled, and how exceptions are handled.
  • We identify manual effort, reconciliation gaps, data leakage points, and automation opportunities.
  • We deliver an Opportunity Report: a prioritized roadmap with expected ROI for each automation. You keep this regardless of whether you work with us.
2

Pilot (Week 3–8)

  • We pick the highest-priority automation from the audit and build a focused pilot.
  • We connect to your existing tools:
    Tally, Zoho, BUSY, Excel, bank feeds, UPI, GST data.
  • Nothing gets replaced.
    Your team continues using the tools they know.
3

Implementation (Week 4–6)

  • Full automation across agreed workflows. Dashboards, alerts, exception management, audit trail.
  • WhatsApp integration for approvals and alerts, no new app for the team to learn.
  • Implementation scope:
    Depending on data sources, integrations, and workflow complexity.
4

Ongoing Improvement

  • As your business grows, we expand the automation layer. More workflows, more integrations, more intelligence.
  • Regular review to identify new opportunities, reduce exceptions further, and improve team productivity.

Our Finance Automation & AI Offerings

We Don't Push Every Finance Record Through Large Public AI Models.
We Use A Layered Approach.

RPA & Rule Engine icon

Rules and logic first for structured, deterministic tasks. Controlled AI cost, instant, no privacy risk.

Small Language Models icon

Small Language Models (SLMs) for document parsing and classification. Runs on your infrastructure. Data stays on-premise.

Large Language Models icon

Large AI models used sparingly, only where genuine reasoning adds clear value.

Your data stays in India. We don't train on your financial data. Ever.

FAQs

No. We connect to them. They stay exactly as they are.

Audit takes 1-2 weeks. Working pilot in 3-4 weeks. Full implementation in 2-4 months depending on workflow complexity.

No. We handle the integration, setup, and technical configuration. Your finance team just uses the automated workflows.

Your data stays on your infrastructure. We run automation and SLMs on-premises or within your cloud environment. We never push your private finance records to public AI models.