Custom Automation & AI for finance & operations

We automate your process, so your expertise can shine.

One reconciliation or enterprise-wide MIS. Built in Excel, Power Query & AI by a practising Chartered Accountant, not a generic dev shop.

Send your requirement
8+ yrsDelivering automation solutions
40+Big corporates served
CA & SMENot just developers

FEW AUTOMATION SOLUTIONS DELIVERED FOR

Xoriant
Birlasoft
Tech Mahindra
The Lalit
Anand Rathi
Xebia

Our strategy makes us unique.

This is why teams bring us in.

Phase 1 · Diagnose
01

Understand the process

Sit with the team doing the work, not just the one approving budget.

02

Find the roadblocks

Where it breaks, slows down, or errors creep in.

03

Suggest improvements

Fix the process before automating it.

04

Standardize

One format, one method, every team.

Phase 2 · Build & automate
05

Redesign the data flow

If the input itself is the real problem.

06

Rediscuss & finalize

With the ground team, not just leadership.

07

Identify the right tool

Excel, Power Query, VBA or Power BI. Fit first, trend never.

08

Then, automate

The last step. Never the first.

How it works.

From requirement to a working tool in your hands.

01

Fill the requirement form

Tell us the process, the pain & what a good outcome looks like. Takes under 10 minutes.

02

Our team connects with you

A 30-minute scoping call to understand the work firsthand, no sales pitch.

03

Agreement & NDA

Scope, timeline & confidentiality signed off before any data changes hands.

04

Build · Test · Deliver

Built on real data, tested with your team, handed over with documentation.

What we have build.

For the sheet nobody owns & the report that takes a week.

For businesses & CA firms

Financial statement automation.

Trial balance in, P&L, balance sheet & schedules out. No manual linking.

GST & bank reconciliation.

Match thousands of entries in minutes. Mismatches flagged with reasons.

Payroll & MIS reporting.

One click monthly reports. Same format, every month, zero rework.

Excel add-ins, VBA & Power Query.

Custom tools inside the Excel you already use.

AI workflows.

Pull data from PDFs, invoices & emails. Ask questions on your own data.

For corporates

Month-end close & MIS packs.

Cut close time from days to hours across entities.

Reconciliation at volume.

Vendor, intercompany & bank recon for lakhs of lines.

Excel to Power Query & Power BI.

Turn manual sheets into refreshable reporting pipelines.

AI document processing.

Invoices, contracts & statements extracted at scale.

Team enablement.

Your team trained to run & extend the tools after rollout.

It is just a trailer. We can built anything.

Three ways to work with us.

01

Fixed-scope project

Clear scope, fixed price, fixed timeline. Best for one defined process.

02

Monthly retainer

Ongoing automation & support for teams with a pipeline of processes.

03

Training + automation bundle

We build the tool & train your team to own it.

Still thinking it over?

A 30-minute scoping call costs nothing & commits you to nothing.

Send your requirement

Send your requirement

Tell us what's eating your team's time.

Takes under 10 minutes. No commitment — we'll follow up with a scoping call.

Questions, answered.

Nothing is shared until an NDA is signed. Where possible, we work on masked or sample data first & only touch live data once the approach is agreed.

You do. The file, the logic & the documentation are handed over to your team. There's no lock-in & no recurring license unless you choose the retainer plan.

Minor fixes in the first 30 days are covered. Beyond that, changes are billed hourly or covered under a retainer, whichever you prefer.

Every process is different in volume, complexity & the tools already in place. Pricing is quoted after the scoping call, once we understand the actual work.

Before any data or process detail is shared in depth. The first scoping call itself only needs a general description, nothing confidential.

Excel & Power Query are the default because most finance teams already live there. We also build in VBA, Power BI & light AI tooling when that fits the problem better.

Send your requirement