Finance & Accounting Automation
Close faster, chase less, and see the numbers without waiting for month end.
Finance automation handles invoicing and payment reminders on a schedule, categorises expenses automatically, reconciles payments against invoices, and keeps dashboards live rather than monthly. SBD integrates these around existing accounting systems such as Tally, Zoho, Xero and QuickBooks rather than replacing them.
What usually breaks
Invoices go out late and reminders go out never
Billing depends on someone having time, so revenue is recognised later than it was earned and receivables age quietly.
Reconciliation is manual matching
Payments land without clean references, and somebody matches them to invoices by eye at month end.
Expense categorisation is a monthly backlog
Receipts accumulate and get sorted in one painful sitting, which is when errors and missed deductions happen.
The numbers are always last month’s
By the time the picture is accurate, the decisions it should have informed have already been made.
The systems we ship
Automated invoicing and reminders
Invoices raised from the operational trigger that earned them, with reminders that escalate by age and stop the moment payment clears.
AI expense categorisation
Receipts and expenses classified as they arrive, learning your chart of accounts, with low-confidence items queued for review rather than guessed.
Payment reconciliation
Incoming payments matched against open invoices automatically, with genuine exceptions surfaced instead of buried.
Live financial dashboards
Receivables, ageing, cash position and margin visible continuously, sourced from the accounting system rather than a parallel spreadsheet.
Typical Stack
- Tally / Zoho Books
- Xero
- QuickBooks
- Airtable
- Make.com
- n8n
- Retool
- OpenAI / Claude
Where we have done this
Automated Cashback & Loyalty System
— Industrial ManufacturerAutomated cashback payout processing for an industrial manufacturer — rules-driven calculation and payout without manual finance work each cycle.
Order & Dispatch Management System
— Building Material SupplierInvoicing generated directly from dispatch events rather than typed afterwards.
Finance & Accounting, answered
Do you replace our accounting software?
No. Your accounting system stays the system of record. We automate the work happening around it — raising invoices from operational events, chasing payment, reconciling receipts, and surfacing the numbers live — and write back into it through its API.
Is automated financial data safe to rely on?
The data comes from your accounting system, so it is as reliable as your books. What automation changes is latency, not accuracy. For anything involving judgement, such as unusual expense categorisation, we route to a person rather than let the system decide.
Can this work with Indian accounting stacks?
Yes. Tally and Zoho Books are common in the businesses we work with, and we integrate with both. GST-compliant invoicing and the documentation trail that goes with it are part of how we scope these builds.
Related solutions
Most operations problems cross more than one boundary. These are the areas that usually come up alongside finance & accounting.
Not sure where the bottleneck is?
That is what the free workflow audit is for. We map how your operations actually run and tell you what is worth automating — before anyone talks about scope or price.
Claim a Free Workflow Audit