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Practical guides for the work your team does.
Explore practical guides to accounting, payroll, loan workflows and business automation. Find the country-specific details relevant to your team.
Product guides and explainers
Explore accounting, payroll and lending workflows by topic.
Find the GST differences that need your attention.Match sales and purchases with GST records. Review invoice differences, missing entries and follow-ups across GSTR-1, GSTR-2B and GSTR-3B.Bring payroll inputs, checks and approvals together.Prepare salary, payslips and India payroll reports in Automis People. Review PF, ESI, professional tax and TDS under the applicable rules.Give every application a clear path to review.Connect borrower onboarding, documents, credit checks and approval steps. Explore a configurable loan origination system with Automis Lend.Know what is overdue and who needs to act.Review overdue accounts, repayment status and collection follow-ups. Coordinate cases and next actions with Automis Lend collections workflows.Keep every GSTIN clear. See the wider picture.Review accounting and GST information across registrations and branches. Keep each GSTIN clear while building a wider view of your business.Give routine accounting work a helping hand.Explore AI assistance for invoices, bills, reconciliation, close, vendor checks, cash flow, compliance preparation and finance reporting.Keep the next filing deadline in sight.Keep GST, TDS, income tax and company-filing tasks in view. Organise deadlines and follow-ups with the Automis Books compliance calendar.Keep tax-period rules clear before you file.Review tax-period setup, rule mapping and filing support in Automis Books. Confirm the applicable Indian income tax framework before rollout.You choose what runs. You choose what needs review.Choose which accounting tasks can run automatically and which need a reviewer. Set permissions and approval steps in Automis Books.Create the invoice your customer needs.Create GST invoices with A4, A5 and supported thermal layouts. Set the item, tax and business details your billing workflow needs.Billing that fits the work at your counter.Explore billing setups for retail, wholesale, pharmacy, garments, electronics, restaurants and services, with connected accounting workflows.Scan the item. Keep the sale connected to your books.Use barcode scanning to bring item details into billing. Connect supported point-of-sale workflows with your Automis Books accounting records.Set up your item details once. Review tax with each sale.Use item-level HSN and GST settings in billing. Review place-of-supply inputs and tax splits before issuing invoices through Automis Books.Keep purchases, stock and accounts together.Connect purchase orders, goods receipts, supplier invoices and stock records. Follow purchasing through to accounting with Automis Books.Keep supported billing work moving when the connection drops.Explore supported offline billing and bookkeeping with later sync. Check device support and sync behaviour for your Automis Books setup.Keep currency changes visible in your accounts.Explore foreign currency invoices and exchange adjustments in Automis Books. Review any applicable India-specific TCS workflow with your tax team.Close the gap between payroll and your accounts.Connect approved payroll from Automis People with your books. Review salary, deduction and liability mappings before posting accounting entries.See what is coming in and what is due next.Review expected receipts, payments and cash gaps with Automis Books. Use AI-assisted forecasts to prepare practical finance conversations.Spend less time chasing records. Make more room for advice.Organise client accounting, GST reviews and finance follow-ups with Automis Books. Explore partner access for chartered accountants and practices.Add accounting workflows to the app you already use.Add invoice, reconciliation and accounting workflows to your application. Explore Plugin Books APIs with access controls and approval steps.Keep everyday finance work close at hand.Explore invoices, expense recording and accounting access from your phone. Confirm mobile and offline capabilities for your Automis Books plan.Connect your app to everyday HR and payroll work.Connect employee records, attendance, leave and payroll to your application. Explore Plugin People APIs and supported HR integrations.Help employees find everyday HR answers.Explore an AI avatar assistant for leave, payslip and policy questions. Keep everyday employee queries connected to approved HR information.Give your team an employee app under your brand.Explore a branded employee app with Automis People. Review Android, iOS, employee workflows and rollout requirements for your organisation.Keep each client’s people work organised.Manage client HR and payroll workflows through Automis People partner access. Explore a setup for staffing firms and payroll outsourcing teams.Build the workflow around your lending model.Explore direct lending, co-lending and partner-led workflows in Automis Lend. Confirm the operating model and controls for your lending business.Keep co-lending responsibilities clear.Coordinate bank and NBFC co-lending workflows. Review origination, funding splits, servicing responsibilities and reporting with Automis Lend.Give each loan product the journey it needs.Explore application journeys for personal, business, vehicle and other supported loans. Configure the required stages with Automis Lend.Prepare the credit review with less repeated work.Use AI assistance to prepare credit assessments and flag exceptions. Keep lending policy, review and approval responsibilities clear with Automis Lend.Keep sourcing partners and loan teams on the same page.Coordinate DSAs, lead allocation and sourcing pipelines. Explore partner workflows and access controls with Automis Lend.See where loan processing slows down.Set stage-level turnaround targets and review delays in loan processing. Coordinate responsibilities and escalations with Automis Lend.Build lending journeys into your own application.Connect onboarding, credit checks, repayments and collections to your app. Explore Plugin Lend APIs for fintech and lending teams.Know which API services you use and what they cost.Review usage for enabled bureau, KYC and payment services. Explore prepaid wallet and per-call billing arrangements with Automis Lend.Bring supported bureau data into your credit review.Explore supported credit bureau connections through Adiscore. Confirm provider coverage, consent requirements and production access for your market.Connect the checks your onboarding process needs.Connect supported identity and business-verification providers through Adiscore. Review country coverage and the checks your onboarding process needs.Keep payment connections easier to manage.Connect supported payment providers through Adiscore. Review repayment flows, routing and reconciliation for your fintech or lending application.Keep provider access under clear control.Review API credentials, access controls and provider setup for Adiscore. Discuss the security evidence and integration requirements your team needs.A planned home for lending-provider credentials.Explore planned credential-vault controls for lending providers, including reviewed changes and access management. Automis ULI is coming soon.Make credential changes easier to review.Explore planned tamper-evident credential records and review exports. Automis ULI audit capabilities are coming soon; discuss pilot availability.Your brand. A connected software offering.Explore AUTOMIS software under your own brand. Discuss your domain, customer workflows, mobile needs and the products available for your market.Become a Reseller or PartnerBring your expertise to Automis. Explore partner opportunities for resellers, accountants, recruitment agencies and outsourcing firms.Keep compliance work connected to the records behind it.Connect records, deadlines and reviews across finance, payroll and lending. Confirm country-specific compliance workflows with AUTOMIS.
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