Fewer hours on accounts paperwork, with your accountant in control.
Accounts and finance automation takes the routine work off your accounts team: reading bills and receipts, entering them, sending payment reminders, matching bank entries for review and drafting monthly summaries. Your accountant or CA checks and approves; nothing is filed or paid automatically.
What is Accounts and finance automation?
Small accounts teams spend much of the month typing and chasing: bills into the accounting software, reminders to customers, matching payments to invoices. Automation and AI can do the typing and the first match, and show your team only what needs a decision. It works with the software you use, such as Tally, Zoho Books or spreadsheets, where they allow it.
Who is Accounts and finance automation for?
- Businesses whose accounts team spends days on data entry each month.
- Companies chasing many customers for payments.
- Owners who want a monthly summary without waiting for the books to close.
What does Accounts and finance automation do?
- Reads bills, receipts and invoices and prepares entries for review.
- Sends payment reminders with the invoice and a payment link.
- Suggests matches between bank entries and invoices for a person to confirm.
- Sorts expenses into your categories.
- Drafts a monthly summary of sales, collections and expenses.
What stays with your people?
The assistant takes the repeated part of the job. These stay with your team:
- Approving every entry, payment and refund.
- Tax, GST and compliance decisions, which go to your CA.
- Credit decisions and conversations about overdue payments.
How is Accounts and finance automation set up?
It runs in the same five stages as every Globuzz AI project. Nothing goes live without your written sign-off.
- Audit: we map the workflow and agree the number we will measure.
- Design: we write down what the AI does, what it must never do, and when it hands over to a person.
- Build: we build in a test copy, never on your live system first.
- Test: we run real examples, log the errors and fix them.
- Go live: you approve the switch-on, we train your team and stay on for support.
What do we need from you?
- Sample bills, invoices and statements.
- Access to your accounting software or exports from it.
- Who approves entries and reminders.
Questions about Accounts and finance automation
Can AI do our accounting?
No. It can prepare entries, reminders and summaries. Your accountant or CA checks and approves them and makes every tax and compliance decision.
Does it work with Tally?
Often yes, through exports, imports or connectors, depending on your Tally version and setup. Globuzz checks this first.
Will it pay bills automatically?
No. Nothing is paid or filed automatically. Every payment is approved by a person.
Tell us which accounts task takes the longest.
Last updated: 15 October 2026