01
Document AI
Purchase and sales invoices, bills, receipts and bank statement PDFs read automatically, including scans and phone photos.
- Invoice extraction
- OCR
- Bank PDF to Excel
AI & Finance Automation
Let routine finance workrun itself.
We use AI and automation to take the typing, matching and report-building out of your accounts, GST and payroll, with a professional checking every result before it reaches your books or a government portal.
What we automate
Eight areas, one goal: less manual work
Pick one painful task to start with. Most clients begin with invoice entry or reconciliation and add more once they see the time it frees up.
02
Accounting entry
Entries posted to your software with your ledger rules, plus automatic expense categorisation and vendor master clean-up.
- Tally / Zoho / Busy
- Auto-categorise
- Ledger mapping
03
Reconciliation
One-click matching across the records that never quite agree, with exceptions listed for review.
- Bank
- GSTR-2B vs books
- GSTR-1 vs sales
- AIS / 26AS
- Marketplace payouts
04
Compliance prep
GST return data, TDS workings and challans prepared from your books, with due-date reminders on WhatsApp or email.
- GSTR-1 / 3B data
- TDS workings
- Reminders
05
MIS & dashboards
Sales, margins, cash flow and receivables ageing that refresh themselves, in the tool your team already opens.
- Excel / Google Sheets
- Power BI
- Daily sales
06
Payroll files
Salary sheets, PF ECR and ESI upload files, payslips and TDS-on-salary projections generated each month.
- PF ECR
- ESI
- Payslips
07
AI assistants
Ask questions of your own finance data in plain language, draft replies to routine notices, and triage finance email. A professional reviews every draft.
- Finance Q&A
- Draft replies
- Email triage
08
Workflows & integrations
Approvals, purchase requests and scheduled jobs that connect your accounting software, email, WhatsApp Business and marketplaces.
- Approvals
- Scheduled jobs
- App connections
Inside the automation
From inbox to books in six steps
An illustrative path for one purchase invoice. We design the exact steps around your software and approvals.
- ReceivedPDF arrives by email or WhatsApp
- Read by AIGSTIN, number, date, HSN, tax split
- ValidatedFormats, totals, duplicates checked
- ReviewedOur team approves anything unusual
- PostedEntry created in Tally or Zoho
- MatchedReconciled with GSTR-2B
Who it's for
Sized for small businesses and individuals
No big IT team or expensive software needed. We start with what you already have.
SMEs
Growing companies with staff, GST, TDS and payroll every month.
- Invoice entry and bank reconciliation
- GSTR-2B input credit matching
- Payroll, PF and ESI files
- Monthly MIS without spreadsheets
Small businesses & shops
Retailers, traders, service firms and online sellers.
- Bills from WhatsApp straight into your books
- Marketplace payout and TCS reconciliation
- Daily sales and cash summary
- GST due-date reminders
Individuals
Salaried people, professionals and freelancers.
- Form 16, AIS and 26AS gathered for your ITR
- Capital gains statements compiled
- Expenses and invoices organised by month
- Reminders for advance tax and ITR
Before and after
What changes for your team
| Task | The manual way | With MK Finlytics automation |
|---|---|---|
| Purchase invoice entry | Typed line by line from PDFs and paper bills | Read by AI, checked by our team, posted to your software |
| Bank reconciliation | Ticked off against the ledger in Excel | Matched automatically; only exceptions need a look |
| ITC check vs GSTR-2B | Downloaded and compared supplier by supplier | Mismatches and missing invoices listed before you file |
| Marketplace settlements | Payout reports pieced together order by order | Fees, returns and TCS reconciled to each payout |
| Monthly MIS | Rebuilt from scratch every month-end | Dashboard refreshes from your books on its own |
| Due dates | Remembered, or missed | Reminders sent to the right person ahead of time |
Estimate your time saved
How many hours could you get back?
Enter your monthly volumes and how long each takes by hand today. The result uses the share of time left after automation that you set, so you can be as cautious as you like.
How a project runs
From first call to running automatically
Free process review
We look at how the work is done today and pick the tasks worth automating first.
Design and fixed quote
You get the plan, the timeline and a fixed fee before any work starts.
Build and test on your data
We run the automation alongside your current process until the results match.
Go live with support
Your team is trained, and we monitor and adjust as your business changes.
Safe by design
Automation you can trust with your books
- A professional reviews results before anything is posted or filed
- Your data stays in your own systems wherever possible
- Access is limited to the people working on your account
- Your data is used only for your work, never sold or used to train public AI models
- Every automated entry keeps a trail back to the source document
Works with what you already use
- Tally Prime
- Zoho Books
- Busy
- Microsoft Excel
- Google Sheets
- Power BI
- Looker Studio
- Gmail & Outlook
- WhatsApp Business
- Amazon & Flipkart seller reports
- Payment gateway reports
- GST portal downloads
No need to change your accounting software. We build around it.
Questions
Before you start
Do I need to change my accounting software?
No. We automate around Tally, Zoho Books, Busy, Excel or whatever you use today. If a change would genuinely help, we'll explain why and leave the decision to you.
Is AI accurate enough for tax and accounts?
AI is very good at reading documents and spotting patterns, but it can make mistakes. That's why our setup always includes validation rules and a professional review step before anything reaches your books or a government portal.
What does it cost?
After the free review we quote a fixed fee for the build, and a monthly fee if you'd like us to run and maintain it. You'll know the full cost before we start.
How long does it take?
It depends on the task and your systems. We give you a timeline with the quote and run the automation alongside your current process until you're confident in it.
Can my team run it themselves?
Yes. We can hand it over with training and documentation, or keep running it for you as part of a monthly retainer.
Start small
Tell us the one finance task you'd most like to stop doing by hand.
We'll review it for free and show you what automation would look like.