Automation case studies

60 tools we have built for real businesses - every one running in production. Search by keyword, or filter by industry and type of work to find the ones that look like your problem.

60 case studies
Tally Integration & Automation

E-commerce Marketplace Sales to Tally

Garment manufacturer selling on online marketplaces

Marketplace sales CSVs converted into Tally-ready imports with style and colour-wise item detail - weekly data entry eliminated.

Before2-3 hours every week
→
Nowminutes, zero data entry
Tally Integration & Automation

Shopify Store to Tally XML (Vouchers and Masters)

Direct-to-consumer products retailer

Shopify order exports converted into Tally XML - customer masters plus GST-clean sales vouchers with discount and shipping ledgers.

Beforeevery order re-keyed
→
Nowone-click import
Tally Integration & Automation

Order Matrix to Tally Sales Vouchers

Milk and dairy distributor

Daily item-by-customer order matrices flattened into priced Tally sales vouchers for a dairy distributor, a whole folder at a time.

Before1-2 hours a day
→
Nowseconds
Tally Integration & Automation

Intelligent Merging of Tally Registers

Chartered accountant firm

Payment, journal and purchase registers from Tally merged into one clean, date-sorted dataset for analysis.

Beforetedious copy-paste
→
Nowseconds
Tally Integration & Automation

Bank Statement PDF to Tally Import

Accounting and tax consultancies, and businesses banking with more than one bank

Password-protected bank statement PDFs (HDFC, Canara, UBS and more) turned into ledger-mapped Tally XML, with an exceptions report.

Beforemanual entry every month
→
Nowa month in under a minute
Tally Integration & Automation

Institutional Batch XML to Tally Import

Financial services institution

Institution batch XML files mapped into Tally masters and vouchers, with payment details and duplicate-posting protection.

Beforemanual re-entry of every batch
→
Nowone import per batch
Data Migration & Integration

Tally to ERP Migration Data Extraction

Food processing / flour milling group

Tally day-book XML processed unit by unit into item ledger workbooks for an ERP migration - weeks of extraction removed.

Beforeweeks of manual extraction
→
Nowready-to-migrate workbooks
Tally Integration & Automation

Dealer Management System (DMS) to Tally Import

Multi-brand automobile dealership

Four-button desktop tool turning dealership DMS purchase, workshop and AMC reports into Tally vouchers and stock item masters.

Beforehours of daily data entry
→
Nowfour clicks
Tally Integration & Automation

Tally to Database Connector with Daily Incremental Sync

Any business wanting business intelligence and reporting on Tally data

Full Tally dataset synced nightly into SQL using AlterID increments - ready for Power BI, Excel or Metabase from day one.

Beforeslow reports inside Tally
→
Nownightly sync in seconds
Tally Integration & Automation

NetSuite General Ledger Export to Tally Import

Indian subsidiary of a multinational software group running NetSuite as the group ledger and Tally for Indian statutory books

NetSuite GL exports converted into TallyPrime vouchers across nine voucher types, validated and audit-logged for statutory books.

Beforedays of keying each month
→
Nowminutes
Reconciliation (GST, Bank & Receipts)

GSTR-2B vs Purchase Register Reconciliation

Manufacturing company

Twelve months of GSTR-2B reconciled with the Tally purchase register - matches, mismatches and missing invoices in one audit-ready workbook.

Before1-2 full days
→
Nowminutes
Reconciliation (GST, Bank & Receipts)

Form 26AS TDS Reconciliation

Professional services and consulting firms

Form 26AS / Form 168 TDS credits reconciled against Tally by PAN, as a one-button Windows application.

Beforeline-by-line comparison
→
Nowminutes
Reconciliation (GST, Bank & Receipts)

Fee Receipt Reconciliation Across Banks and Gateways

State-level examinations authority

Configuration-driven engine reconciling lakhs of student fee receipts across banks, a payment gateway and POS machines.

Beforeerror-prone clerical marathon
→
Nowa few minutes
Reconciliation (GST, Bank & Receipts)

Student Excess Refund Processing

State-level examinations authority

Excess fee refunds computed for every student, with remitter bank details pulled automatically into an upload-ready payout file.

Beforecross-referencing dozens of files
→
Nowone pass
Reports, MIS & Dashboards

Custom Compliance MIS Report

Hotel using a compliance management platform

Three platform exports cleaned, cross-linked and merged into the hotel's own monthly compliance report format.

Beforemanual monthly consolidation
→
Nowinstant
Reconciliation (GST, Bank & Receipts)

Licence Serial vs Invoice Reconciliation

Software product resellers

Licence serials matched against Tally invoices, with fuzzy customer matching, so un-invoiced licences surface in a single pass.

Beforeserial-by-serial audit
→
Nowsingle pass
Tax, TDS & Compliance Tools

Foreign Stock (ESPP / RSU) Capital Gains Workpapers

CA firms and salaried employees of multinational companies

Broker statements parsed and lot-matched to produce Indian capital gains workpapers for ESPP and RSU holders.

Beforehours per client
→
Nowseconds
Tax, TDS & Compliance Tools

Consolidated TDS Statement to Excel (26Q and 24Q)

Chartered accountants and TDS filing agents

TRACES consolidated TDS files opened as a three-sheet Excel workbook - deductor, challans and deductees - in one double-click.

Beforerecord-by-record review
→
Nowa few seconds
Tax, TDS & Compliance Tools

eTDS Correction Return Preparation and File Format Checker

Chartered accountants and TDS filing agents

TDS correction returns prepared from a marked-up Excel, plus a 100+ rule checker against Income Tax Department file formats.

Beforerepeated rejection round trips
→
Nowclean first time
Tax, TDS & Compliance Tools

TDS Return Notice Forecaster (Pre-Filing Check)

Chartered accountants and finance teams filing quarterly TDS returns for several deductors

Reads 26Q and 27Q return files before filing and forecasts likely TRACES defaults, so corrections happen first.

Beforedefaults found after filing
→
Nowfiled clean first time
Mobile & Web Apps (Google Workspace)

QR-Based Order Booking and Billing App

Retail exhibition organiser

QR-code mobile ordering and multi-mode billing for a 5,000-visitor sale event, backed by Google Sheets.

Before10-15 minutes per bill
→
Nowseconds per customer
Mobile & Web Apps (Google Workspace)

Vehicle Loading Status Tracker with Customer Alerts

Steel trading house

Yard supervisors update vehicle status in four taps and customers get an automatic email at every stage.

Beforeconstant customer phone calls
→
Nowzero calls
Email, WhatsApp & Alert Automation

Daily Reorder-Level Stock Alert

Steel trading house

Apps Script checks eight godown sheets every morning and emails a tabulated reorder shortfall report.

Beforedaily eyeballing
→
Nowreport in the inbox
Mobile & Web Apps (Google Workspace)

Barcode-Based Invoice Document Tracking

Manufacturing company

Supplier invoices barcoded and scanned by each department, with a dashboard showing where every document is.

Beforedocuments regularly went missing
→
Nowfull movement history
Mobile & Web Apps (Google Workspace)

Mobile Job Card App with WhatsApp Sharing

Multi-branch sales and service company

Branch staff create job cards on their phones, share them on WhatsApp and track work, billing and payment to closure.

Beforepaper job cards
→
Nowbranch-wise live visibility
Mobile & Web Apps (Google Workspace)

Staff Expense Management with Bill Uploads

Architecture firm

Mobile expense claims with site and category dropdowns, advance adjustment and bill photos filed to Drive automatically.

Beforeloose papers and messages
→
Nowdisciplined monthly claims
Mobile & Web Apps (Google Workspace)

Visitor Management System with Safety Induction

Multinational manufacturing plant

Visitor invitations, approvals, digital passes and video safety induction with quiz for an ISO 45001 plant.

Beforemanual visitor control
→
Nowwho is on site, live
Mobile & Web Apps (Google Workspace)

Live Tally Stock Lookup on Mobile

Trading and distribution business running two Tally companies

Live stock from two Tally companies pushed to Google Sheets and searchable on any phone - no Tally licence or VPN.

Beforephone the accounts desk
→
Nowstock on the phone
Mobile & Web Apps (Google Workspace)

Cash and Bank Daybook Web App

Small business partners and proprietors

Shared web daybook for partners: income, expense and transfers with running balances and a category dashboard.

Beforeno shared view of cash
→
Nowlive balances for everyone
Mobile & Web Apps (Google Workspace)

Project Work Tracking App

Architecture and professional services firm

Work items tracked by project and assignee with automatic delay days, so management sees what is late without chasing.

Beforestale spreadsheet
→
Nowlive delay tracking
Mobile & Web Apps (Google Workspace)

Staff Skill Matrix Web App

Software and services firms tracking staff competency across a product range

A 32-tab skills spreadsheet replaced by a web app with self-assessment, drill-down matrices and correct percentages.

Beforewrong percentages in a 32-tab sheet
→
Nowaccurate drill-down matrix
Custom Desktop Software

Receipt Preparation and Printing Software

Two-wheeler automobile dealership

Desktop receipt software for vehicles and accessories with GST split, A5 pre-printed stationery and Hindi printing.

Beforemanual receipt books
→
Nowinstant reports and digital trail
Custom Desktop Software

Donation Receipt Software in Hindi

Religious trust

Hindi A5 donation receipts across 21 ledgers with PAN validation, payment modes and a searchable database.

Beforehandwritten receipts
→
Nowledger-tagged digital receipts
Custom Desktop Software

GST Invoice Generator

Small businesses and consultants

Simple auto-numbered PDF GST invoices with tax computation for small businesses and consultants.

Beforeno proper invoicing
→
Nowprofessional invoices from day one
Reports, MIS & Dashboards

Multi-Excel Daily Receipt Consolidation

Food processing / flour milling group

Eleven sheets across five Excel files merged into one daily report via a mapping workbook the client edits.

Beforeover an hour every day
→
Nowseconds
Reports, MIS & Dashboards

Production Plan and Packing Material Requirement

Flour mill

Sales indent and live stock turned into a date-wise production plan and packing material requirement, emailed daily.

Beforea planning meeting
→
Nowa glance
Reports, MIS & Dashboards

Year-on-Year Sales Comparison Dashboards

Any business using Tally

Party-wise and item-wise year-on-year sales comparisons with charts, from two years of Tally data.

Beforeawkward inside Tally
→
Nowgrowth and decline at a glance
Reports, MIS & Dashboards

Trial Balance Cost-Centre Allocation

Manufacturers and cost accountants

Trial balance ledgers allocated across cost centres from percentage matrices in a single step.

Beforerecurring spreadsheet chore
→
Nowone step
Reports, MIS & Dashboards

Costing Template Automation

Manufacturing costing consultant

New input data injected into the client's own formula-rich Excel costing model, with frozen-value outputs saved.

Beforeslow, risky manual filling
→
Nowseconds per run
Payroll & HR Automation

Salary Register Summary and Due Drawn Reports

Educational institution

Salary register summaries appended automatically and Due Drawn statements built from two HR exports.

Beforemanual monthly summaries
→
Nowone step
Reports, MIS & Dashboards

Geographic Sales Distribution Map

Any business using Tally with customers spread across the country

Tally sales by pincode plotted on a map of India as one self-contained HTML file - territory gaps become obvious.

Beforeno view of where you sell
→
Nowsales on a map
Tally Integration & Automation

Tally Stock Position Export (Multi-Company)

Steel trading and distribution

Tally stock master and closing quantities exported to Excel or JSON, feeding lookups, alerts and dashboards.

Beforemanual exports several times a week
→
Nowextract once, reuse everywhere
Tally Customisation (TDL)

Retail vs Project Sales Split Inside Tally

Steel and building materials supplier billing both counter sales and project orders

A TallyPrime customisation that tags each sales invoice Retail or Project, with a split report - no parallel spreadsheet.

Beforeparallel spreadsheet
→
Nowcaptured at billing
Reports, MIS & Dashboards

Asset Shifting Update in the Fixed Asset Register

Businesses maintaining a fixed asset register with location, department and custodian tracking

Asset shifting lists applied to the fixed asset register automatically, with an auditor-ready update log.

Beforean afternoon of keying
→
Nowunder a minute
PDF & Data Extraction

Delivery Order PDF to Excel

Auto components supplier

Multi-page OEM delivery order PDFs extracted into clean Excel for production and despatch planning.

Beforeretyping every PDF
→
Nowplanning starts immediately
PDF & Data Extraction

Word Directory to Excel Database

Business database digitisation

Hundreds of pages of Word contact tables turned into a clean Excel database with pincodes and mobile numbers.

Beforemonths of data entry
→
Nowa few minutes
Data Migration & Integration

Legacy Database to Excel Extraction

Educational institutions and businesses on legacy software

Old (even password-protected) Microsoft Access databases extracted to Excel, one sheet per table.

Beforedata locked in old software
→
Nowfully accessible
Email, WhatsApp & Alert Automation

WhatsApp Outstanding-Balance Reminders

Community association

Personalised WhatsApp payment reminders from Excel - or straight from TallyPrime with a custom report.

Beforeindividual follow-ups
→
Nowzero manual follow-up
Email, WhatsApp & Alert Automation

Scheduled Status Mails and Exception Alerts

Service businesses (built for our own operations)

Morning status mails with a 10-day trend, exception alerts for missing data, and live task status in Google Sheets.

Beforesomeone prepared the report
→
Nowfully unattended
Email, WhatsApp & Alert Automation

Bulk Email Campaigns with List Management

Service businesses (built for our own operations)

Personalised bulk mailer with unsubscribe sync and separate client and supplier copies.

Beforepaid mailing tools
→
Nowown machine, personalised
Payroll & HR Automation

Timesheet, Attendance and Profitability Reports from ERP

Service businesses (built for our own operations)

ERP work hours turned into a ten-sheet weekly workbook and per-client profitability (effective hourly rate).

Beforeend-of-day copy and paste
→
Nowlive every 15 minutes
Email, WhatsApp & Alert Automation

Digital Signature (DSC) Application Tracking

DSC service providers (built for our own operations)

DSC renewal and payment emails read from the mailbox into a de-duplicated tracking sheet, with Google Chat alerts.

Beforedaily read-and-retype
→
Nowmaintains itself
Email, WhatsApp & Alert Automation

Support Mailbox Monitoring and Escalation Report

Service businesses (built for our own operations)

Gmail support labels scanned three times a day; management gets pending counts and oldest tickets per engineer.

Beforetickets buried in email
→
Nowaged tickets surface automatically
Custom Desktop Software

Automated Quotation Generator

Software resellers (built for our own operations)

Slab-based pricing applied automatically to produce a branded Word quotation in seconds.

Beforemanual lookup and formatting
→
Nowseconds
Email, WhatsApp & Alert Automation

Bank Transaction Alerts into Google Chat

Service businesses (built for our own operations)

Unread bank alert emails posted into the finance team's Google Chat space, never twice.

Beforeunnoticed for days
→
Nowvisible within minutes
Reports, MIS & Dashboards

Sales Pipeline and Renewal Task Reports from ERP

Service businesses (built for our own operations)

Active sales tasks and upcoming renewals pulled from the ERP and emailed to management on schedule.

Beforedepended on memory
→
Nownothing waits on memory
PDF & Data Extraction

Contact Extraction by Company and Item

Service businesses (built for our own operations)

Sales team gets formatted contact lists from the ERP for any company or product list - self-service.

Beforea day's delay per campaign
→
Nowtwo minutes
Payroll & HR Automation

Payroll Data Quality Check and Password-Protected Payslip Mailing

Employers running a legacy licensed payroll package, and the payroll bureaus that support them

Employee master checked for gaps by severity, then PAN-encrypted PDF payslips mailed to every active employee.

Beforean afternoon of attach-and-send
→
Nowa ticked list and one button

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