Service 04 · Business Automation

Stop doing it
manually.

Eliminate repetitive work with intelligent AI pipelines — invoice processing, CRM automation, WhatsApp follow-ups and report generation running automatically 24/7.

Live in 1 week
82h
Avg. hours saved / month
1wk
First automation live
99%
AI extraction accuracy
3mo
Avg. ROI payback period
Connects to ERPNext, Tally, Salesforce & Zoho
Automated WhatsApp & email follow-up sequences
Real-time monitoring dashboard included
Error handling, alerts & retry logic built in
Use Cases

What we automate for businesses like yours

We've built 100+ automation pipelines across industries. These are the most impactful workflows we deploy:

📄
Invoice & Document Processing
AI reads PDF invoices, extracts vendor, amount, GST and date, then auto-posts to ERPNext or Tally with 99% accuracy. No manual data entry ever again.
Saves 40h/month
🎯
Lead Routing & CRM Automation
Auto-score incoming leads, assign to the right sales rep, trigger WhatsApp / email follow-up sequences and update your CRM — all in under 60 seconds.
Saves 25h/month
📊
Automated Report Generation
Daily sales summaries, weekly KPI dashboards, monthly P&L reports — generated automatically and emailed to the right people at the right time.
Saves 15h/month
💬
WhatsApp Campaign Automation
Trigger personalised WhatsApp messages based on customer actions — abandoned cart, order shipped, renewal due, birthday offers and post-purchase follow-ups.
3× response rate
📦
Inventory & Order Sync
Auto-sync stock levels across your e-commerce store, ERPNext and warehouses in real-time. No more overselling, manual stock updates or spreadsheet reconciliation.
Zero stock errors
👥
HR & Payroll Workflows
Automate leave approvals, attendance alerts, payroll triggers, onboarding checklists and performance review reminders based on calendar events and data triggers.
Saves 20h/month
How It Works

Your pipeline live in one week

We map your manual processes, build the intelligent automation pipeline and connect it to your existing tools — without replacing anything you already use.

Process audit — we map every manual step and identify automation opportunities with clear ROI estimates
Pipeline build — AI + code automation with full error handling, retry logic and alerting built in from day one
System integration — connects to your ERPNext, CRM, WhatsApp, email server and databases without replacing them
Live dashboard — real-time view of every automation run, success rate, errors and time saved
Human review mode — for high-stakes workflows, we add an approval step before data is committed
Python / FastAPI
n8n / Make
WhatsApp Business API
ERPNext / Frappe
OpenAI OCR
PostgreSQL / Redis
AWS Lambda
Celery / Queues
Invoice automation — live pipeline
Invoice received
✓ Done
PDF auto-detected from email attachment · 09:14 AM
AI extraction
✓ Done
Vendor: Raj Traders · ₹18,450 · GST: 18% · 99.2% confidence
ERPNext record created
Running
Purchase invoice #PI-2026-0341 posted to accounts payable
Team notification sent
Queued
Auto-alert to accounts team via WhatsApp + email
Monthly ROI for this client
340
Invoices processed automatically
82h
Hours of manual work eliminated
₹0
Data entry errors this month
2.8×
ROI vs automation cost
What's Included

Every automation comes with these as standard

Process Audit First
Before writing code, we map every manual step, quantify the time cost and identify which automations give you the highest ROI fastest.
Error Handling & Alerts
Every pipeline has retry logic, fallback handling and instant alerts when anything fails — with full context so your team can fix it in seconds.
Live Monitoring Dashboard
Real-time view of every automation run — success/failure rate, processing time, items queued and a full audit trail for compliance.
Human Review Mode
For high-stakes workflows (financial data, customer communications), we add a human approval step before the automation commits the action.
WhatsApp & Email Triggers
Automated notifications, reminders and follow-ups via WhatsApp Business API and email with full personalisation per recipient.
Full Source Code Ownership
Every automation pipeline is documented and handed over to you. No vendor lock-in — you can run, modify or extend it independently.
Integrations

Connects to the tools you already use

We don't ask you to change your software stack. We connect to what you already have and make it smarter.

🟧
ERPNext / Frappe
Certified Partner · Full API access
📒
Tally Prime
Voucher posting, reports, sync
☁️
Salesforce
Lead, contact, opportunity sync
🔵
Zoho CRM
Full two-way sync + webhooks
💬
WhatsApp Business
Campaigns, alerts, follow-ups
📧
Gmail / Outlook
Email parsing, triggers, sends
🔔
Slack
Team alerts & notifications
🛒
WooCommerce / Shopify
Orders, inventory, fulfilment
Our Process

Audit to automation in one week

1
Process Audit
We map your manual workflows, quantify the time cost per task and identify which automations deliver the highest ROI fastest.
Day 1
2
Pipeline Design
We design the automation logic, error handling and integration points — you review and approve before we write any code.
Day 2
3
Build & Test
Pipeline built, connected to your systems and tested with real data in a staging environment. You validate every step before go-live.
Day 3–5
4
Go Live & Monitor
Automation goes live with monitoring dashboard active. We watch the first 72 hours closely and tune any edge cases that emerge.
Day 6–7
Client Results

Real numbers from businesses we've automated

Most clients recover the full cost of their automation within 2–3 months. After that, it's pure savings every month.

340
invoices/month automated
82h
hours saved per month
₹0
data entry errors this month
2.8×
ROI vs automation cost
"
★★★★★
PS Digitise automated our entire accounts payable process. What used to take our finance team 3 full days each month now happens automatically overnight. The ROI was clear within the first month.
R
Ramesh
Finance Director · Manufacturing Co.
FAQ

Questions about business automation

Do I need to replace my existing software?
No. We connect to your existing tools — ERPNext, Tally, Zoho, Salesforce, WhatsApp, email — through APIs and integrations. You keep using the software you already have. The automation runs in the background, making your existing tools smarter and faster.
What happens when the automation makes a mistake?
Every pipeline has error handling, retry logic and instant alerting built in. For high-stakes workflows like financial data, we add a human review step before anything is committed. You get notified immediately if anything fails, with full context to investigate or override.
How accurate is the AI document extraction?
Our AI extraction achieves 99%+ accuracy on structured documents like invoices, purchase orders and delivery notes. For unusual or poorly scanned documents that fall below a confidence threshold, we automatically flag them for human review rather than committing potentially wrong data.
Can you automate WhatsApp messages to customers?
Yes, through the official WhatsApp Business API. We set up triggered messages (order confirmation, shipping update, payment reminder, birthday offer) and drip sequences. All messages comply with WhatsApp's policy — no spamming, only messages customers have opted into receiving.
How long does a typical automation take to build?
Simple single-workflow automations (one process, 1–2 integrations) go live in 3–5 days. A full business automation suite (3–5 workflows with CRM and ERP integration) typically takes 2–3 weeks. We always start with the highest-impact automation first so you see ROI immediately.
What if my process is unique or non-standard?
Good — most of the best automation opportunities are in unique processes other vendors won't touch. We've automated everything from custom fabric inspection workflows to multi-level government tender approvals. If a human can follow a process, we can automate it.
Stop doing it manually.
Automate it this week.

Free process audit · first automation live in 1 week · clear ROI from day one.

Free Process Audit
We identify your top 3 automation opportunities free
🔒 Free · No commitment · ROI estimate included
Frappe Partner
100+ Pipelines Built
15+ Years