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iconReal Life Case Studies From Real Clients

Accomation.io in Action

Each client’s requirement is unique, with Accomation.io solving each of their problems separately. While some may need better document management, some may require a more stringer user role management. We make sure that everyone gets what they need, on top of our core functionality, which is data entry automation.

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How we made a CA Firm’s Operations Easier by Automating Sales Invoice Upload

The Challenges:

A Chartered Accountant (CA) firm was overwhelmed with the task of manually sorting and entering invoices from multiple clients. Clients sent their invoices through email, WhatsApp, and even paper copies. Every day was a constant struggle to ensure nothing was missed, all while juggling a growing client list.

The Solution:

With Accomation.io, the CA firm simply set up their clients to upload invoices directly to the platform. No more manually sorting through emails or chasing paper invoices. Accomation.io’s automated AI captured all the invoice details, from client name to amount, in seconds.

The Result:
  • 60% reduction in time spent on manual data entry.
  • Zero confusion with automatically categorised invoices.
  • More time for analytical work and client advisory.

Now the CA firm can manage more clients, spend less time on paperwork, and focus on growing their practice.

Managing High-Volume Bank Transactions

The Challenge:

A medium-sized retail business was drowning in bank transactions. With UPI taking over, their bank statements had ballooned from a few pages to 20–30 pages filled with small, seemingly insignificant transactions. Manually categorisingthem was a nightmare.

The Solution:

Accomation.io stepped in, automatically extracting and categorisingthe data. UPI transactions? No problem. The system picked up every single entry and categorised it correctly. All this was done in minutes, and the business never had to sort a single transaction manually.

The Result:
  • 85% faster work.
  • Reduced stress during the month-end closing.
  • No more missed or duplicated transactions.

With Accomation.io handling bank statement automation, the retail business now runs smoothly, and the team can focus on growth instead of transaction tracking.

Expense Uploads Made Simple For The Always-On Sales Teams

The Challenge:

A national sales team often found itself losing receipts or missing out on submitting expenses on time. The entire process was slow and inefficient, causing delays in monthly financial reports.

The Solution:

With Accomation.io’s mobile app, each salesperson could now upload receipts on the go. As soon as the receipt was uploaded, the system automatically categorised it and sent it for approval. No more missing receipts or forgotten claims.

The Result:
  • Standardised 80% reduction in time spent processing expenses.
  • Real-time, hassle-free submissions.
  • Salespeople spend less time on paperwork, more time on sales.

Now the sales team is fully synced, and expense claims are no longer a bottleneck.

Rule Management – The Secret to Faster Bank Statement Automation

The Challenge:

A growing e-commerce business was manually reviewing and categorisinghundreds of transactions every month, many of which were repetitive (e.g., recurring payments like rent, subscription services, and vendor fees). It was eating up hours of accounting time every month.

The Solution:

Accomation.io’s Rule Management feature enabled the business to set up custom rules for its recurring transactions. Once the rules were in place, transactions like rent payments and subscriptions were automatically categorised, and the accounting team simply had to review them.

The Result:
  • 60% time savings on bank statements.
  • Zero manual errors with automated categorisation.
  • More time for strategic financial analysis.

With Accomation.io’s rule-based automation, the e-commerce business is running more efficiently than ever before.

Role-Based Access – Securing Sensitive Financial Data

The Challenge:

A mid-sized accounting firm had multiple levels of staff, from junior accountants to senior auditors. The challenge? Sensitive financial data needed to be protected, and there was no easy way to restrict access without disrupting workflow.

The Solution:

Accomation.io’s role-based access allowed the firm to assign permissions at different levels. Junior accountants could input data, but only senior auditors had the right to pass the entries to Tally. The system also implemented a checker-maker structure to ensure multiple layers of accountability.

The Result:
  • Increased data security with restricted access.
  • Accountability ensured through checker-maker approval processes.
  • Staff worked efficiently within their scope without compromising security.

With Accomation.io’s role-based access, the firm ensures that sensitive data remains secure while enabling seamless operations.

Multi-Client Handling – The CA’s Dream Come True

The Challenge:

A busy CA firm was struggling to keep track of multiple clients’ invoices and financial documents. With clients submitting invoices in various formats, the firm spent hours organizing and verifying documents.

The Solution:

Accomation.io streamlined the process by automatically categorisingeach client’s invoices and storing them in dedicated folders. Each invoice, receipt, or bank statement was immediately processed, categorised, and ready for review, all without the need for manual intervention.

The Result:
  • 50% time savings on document processing.
  • No more confusion between clients’ invoices.
  • Increased capacity to manage more clients.

Now, the CA firm can handle more clients without sacrificing quality, making client management a breeze.

iconClient Testimonials

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Very satisfied with how smoothly Accomation.io works with Tally. The setup was simple, and everything runs smoothly now. Data stays accurate, and we save a lot of time on entries. What once took hours now gets done in minutes. Our team can focus on more important work, and the support team has been consistently helpful.

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Jagdish Ahuja

Ahuja Bakers

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My company has been using Accomation.io for the past 9 months. We have found it to be extremely user-friendly and time-saving. The software is simple, easy to use, and has greatly streamlined our processes.

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Sanjay Agrawal

Decorarts Interior Solutions

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This pre-accounting software saves a lot of time. For recording expenses, it offers three different entry options, making it suitable for all types of expense or purchase records. Banking entries can be uploaded quickly and smoothly, no matter how many entries you have. Simply drag and drop the Excel file, select a few options, and with one click, the entries are done. It's a very efficient and user-friendly solution.

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Anand Sanghavi

Shah Sanghvi & Associates