Finance and payroll automation: invoices, taxes and reminders in one place
A finance workspace that turns won deals into draft invoices, tracks GST, TDS and payroll deductions, sends payment reminders and prepares payroll for approval. DataClyroX runs its own finance on it.
- Industry
- Professional services
- Service
- Custom Business Solutions
The problem
In a small company, finance work is repetitive and easy to get wrong: invoices typed from scratch, tax deductions tracked in spreadsheets, reminders forgotten, payroll rebuilt every month, and sales and finance working from different numbers.
Our approach
We connected finance to the sales pipeline: when a deal is marked won, a draft invoice appears for the finance team to check and send.
The workspace keeps invoices, payments and expenses together; tracks GST, TDS, PF, ESI and professional tax owed, deposited and late each month; prepares next month's payroll and sends it to HR for approval; and emails branded invoices with PDF copies.
Every step that contacts a client, such as payment reminders, has its own on and off switch, and every automatic action is logged with what it did.
Technology
Workflow automationPDF invoicesEmailRole-based access
The outcome
Used by DataClyroX for its own finance. Sales, finance and HR each see only what their role allows, and the numbers on every page come from the same records.