Industry Solutions
AI for Partnership & Proprietorship Firms
Invoicing, follow-ups, data entry, client reminders — it all falls on you because there’s no one else. You started this firm to do real work, not admin. We automate the back-office so you can run the business.
What We Automate For You
Invoicing & Follow-Ups
Stop chasing payments manually.
- Generate invoices on completion
- Payment reminders on schedule
- Overdue accounts with ageing summary
- Flag overdue accounts
Data Entry & Document Routing
Zero retyping. Zero copy-paste errors.
- Read incoming documents, extract data
- Route to right ledger/folder/team
- PDFs, emails, scans, WhatsApp images
- Consistent accuracy at scale
Reporting On Autopilot
Review the numbers — don’t build the spreadsheet.
- Daily/weekly/monthly reports auto-generated
- Pull from existing tools
- Formatted and delivered
- Spot trends and anomalies
Client & Vendor Management
Nothing falls through the cracks.
- Renewal reminders, onboarding steps
- Track acknowledgments and follow-ups
- Surface upcoming deadlines
- Automatic follow-up emails
Employee Task & Attendance Tracking
Your team stays accountable without micromanagement.
- Daily task logs collected via WhatsApp/email
- Attendance and leave tracked automatically
- Weekly productivity summaries generated
- Alerts when tasks are overdue
Proposal & Quotation Builder
Send polished proposals in minutes, not hours.
- Generate proposals from past templates
- Customise for client industry and size
- Output as branded PDF/DOCX
- Track which proposals are pending
WhatsApp & Email Query Auto-Response
Clients get instant answers. Your team handles the rest.
- Read incoming client queries from email
- Draft contextual replies from past interactions
- Escalate complex queries to the right person
- Auto-respond to common questions (status, timelines)
Common Questions
Also relevant for
Book a free consultation
Tell us about your firm and the workflow you'd like to automate. We respond within one business day.