Approval workflows
Bills and expenses routed by amount.
All software & automation services
Software & Automation
Finance Process Automation
Most accounting software can do far more than it is set up to. FinAura automates finance processes inside the tools you already pay for: approval workflows for bills and expenses, recurring invoices, payment reminders to customers, bank rules for reconciliation, and alerts for overdue items, so routine work runs without someone remembering to do it.
- Implementation specialists, not resellers
- Accountants who use the software daily
- Bangalore and across India
What is covered
What Finance Process Automation Covers
Routine work that runs on its own.
Recurring invoices
Raised and sent automatically.
Payment reminders
Sent to customers on schedule.
Bank rules
Common transactions matched.
Alerts
Overdue and unusual items flagged.
Locks
Closed periods protected.
How the month runs
How It Works
Find, configure, test, hand over.
Step 1
Find
- Repetitive tasks
- Delays
- Errors
Step 2
Configure
- Workflows
- Rules
- Templates
Step 3
Test
- Live samples
- Edge cases
- Adjust
Step 4
Hand over
- Team trained
- Documented
- Review
Your part
What We Need From You
- 01Software access
- 02Approval limits
- 03Customer communication preferences
- 04A list of tasks that eat time
Our part
What You Get
- Workflows that run themselves
- Fewer reminders forgotten
- Faster reconciliations
- Controls built into the software
A common question
Do we need new software to automate?
Usually not. Zoho Books and Tally Prime include workflows, rules, reminders and recurring transactions that most businesses never switch on.
Starting with what you already pay for is quicker and cheaper; new tools come in only where there is a real gap.
See finance automation and integrationsAutomaticRuns on its own
RulesIn your software
TasksRepetitive work
Who it is for
Who It Is For
Small finance teams
Doing everything by hand.
Businesses with many recurring bills
Subscriptions, rent, retainers.
Companies chasing payments
Automatic reminders.
Owners approving by WhatsApp
Proper workflows.
The rules, in plain English
What the Law Says
Companies (Accounts) Rules, 2014
Rule 3
Accounting software used by companies must keep an audit trail of every change that cannot be switched off, and books kept electronically must have a daily back-up on servers in India.
Official source: mca.gov.inCGST Rules, 2017
Rule 48(4)
Notified businesses register their invoices on the invoice registration portal, which issues an IRN and QR code; billing software can do this directly.
Official source: cbic-gst.gov.inDigital Personal Data Protection Act, 2023
Personal data
Employee and customer personal data held in HR and finance systems is processed for a stated purpose with the safeguards the Act and its rules require.
Official source: meity.gov.inThis is general information, not advice for your situation; we confirm what applies to you before any work starts.
Questions we get asked
Finance Process Automation: Questions, Answered
Can Zoho Books send payment reminders automatically?
Yes. Reminders can be scheduled by days overdue, with your own wording; we set them up.
Can bills need approval before payment?
Yes. Approval workflows can route bills by amount or vendor to the right approver.
Does Tally support automation?
Tally supports recurring vouchers, scenarios and some rules; more needs add-ons, which we advise on.
Will automation remove the need for checks?
No. It removes routine steps; reviews and reconciliations still confirm the results.
Often Taken Together
All 13 Software & Automation services01Software & AutomationFinance Automation and IntegrationsBank feeds, payment gateways, e-commerce and CRM connections, and Google Sheets automation for the reports that still live in spreadsheets.02Software & AutomationZoho Books ImplementationOrganisation set-up, chart of accounts, GST and TDS configuration, templates, bank feeds, users and roles, and training.03Accounting & FinanceFinance OperationsReconciliations, payables, receivables and a predictable month-end close.04Systems & ControlsInternal Audit & ControlsInternal audit, controls design and testing, SOP and process implementation.