Operations automation covers the work around the books: vendor bill intake, payment files, payroll processing, compliance tracking and reminders. Dhruv Dua & Co. builds these workflows on tools you already use, such as email, Google Workspace, Excel and your bank's upload format, and keeps approvals with your people.
What does operations automation cover?
- Bill-to-payment workflow. Vendor bills captured from email or upload, read by AI, recorded against the vendor and queued for approval. After approval, a bulk payment file is produced in your bank's format.
- Payroll processing. Salary, TDS and provident fund workings prepared from the attendance sheet each month, along with the salary upload file for the bank.
- Compliance tracker. One tracker for GST, TDS, ROC and FEMA due dates across entities, with reminder mails sent to the person responsible.
- Notice and litigation tracker. Every tax notice, hearing date and reply status in one place, so nothing lapses.
- Document generation. Recurring letters, certificates and reports produced from templates with the data filled in.
- Status dashboards. Month-wise and person-wise status of pending work for management.
How does the work run?
- Map the current flow from the first document to the final approval.
- Build the workflow on your existing tools, with named approvers.
- Test with a live cycle alongside the manual process.
- Hand over with a one-page operating note for your team.
- Support and changes as the process evolves.
Who is this for?
- Companies where bills, approvals and payments run on email and spreadsheets
- Groups with several entities and many due dates
- Teams that want status visible without asking around
Frequently asked questions
What is operations automation in a finance team?
It is the automation of the routine steps around accounting: collecting bills, routing approvals, preparing payment and payroll files, tracking due dates and sending reminders.
Who approves payments in an automated workflow?
Your people do. The workflow prepares the payment file and shows what is in it. Release of funds stays with your authorised signatories in the bank.
Do we need new software licences?
Usually not. Most workflows are built on email, Google Workspace or Microsoft 365, Excel and your accounting system.