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What is TaskAutomate?

TaskAutomate is a cloud-based platform tailored to optimize the handling of invoices and accounts payable for businesses and accounting firms dealing with supplier invoices, particularly those that utilize Tally in India. This cutting-edge solution empowers users to effortlessly upload or forward invoices, allowing for AI-enhanced extraction of crucial information, including details about suppliers and buyers, invoice numbers and dates, line items, GSTINs, tax amounts, and totals. To boost accuracy, the platform incorporates validation checks and field-level confidence indicators, making it easier for users to conduct thorough reviews before giving their approval. It also offers customizable approval workflows, capabilities for batch processing, and a detailed audit history to facilitate efficient invoice management. Furthermore, its Windows Tally Bridge automatically posts approved vouchers to TallyPrime and Tally.ERP 9 with precise ledger and voucher mapping, while also providing options for exports and compatibility with various accounting software, spreadsheets, and data formats. This cloud service goes beyond just invoice processing; it also delivers powerful reporting and spend analytics, and a local Windows service ensures seamless connectivity with Tally installations, equipping users with a holistic solution for their accounting requirements. Additionally, the incorporation of AI technology significantly improves the efficiency of managing financial documents and streamlining workflows. With these features, TaskAutomate stands out as a comprehensive tool for modern financial management.

What is Cashflow OS?

Cashflow OS is designed as a versatile web and mobile application for businesses that use TallyPrime, connecting business owners, accountants, and sales teams directly to their financial and operational data. With the aid of a Windows connector, it allows users to easily sync their TallyPrime data with the app, facilitating the oversight of crucial elements such as sales, purchases, receipts, payments, bank balances, ledgers, and outstanding invoices along with their ageing reports. The platform provides valuable insights through various reports, including Profit and Loss statements, Balance Sheets, Trial Balances, Day Books, and GST-related documents like GSTR-1 and GSTR-3B, all while offering users the ability to share and export selected reports. Depending on the permissions assigned to users, the system can support the creation of transactions and orders that are then recorded in TallyPrime. Furthermore, the inclusion of optional modules expands the platform's capabilities with features such as quotations, proforma invoices, delivery challans, field sales tracking, customer follow-ups, product catalogues, online store management, dealer pricing lists, customer relationship management (CRM), and service job oversight. Targeted specifically at Indian distributors, wholesalers, retailers, manufacturers, and other businesses leveraging TallyPrime, Cashflow OS ensures that users are equipped with the necessary tools to enhance their financial management practices efficiently. Ultimately, this comprehensive solution not only aims to simplify business processes but also strives to boost overall productivity across various industries.

Media

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Media

Integrations Supported

TallyPrime
WhatsApp
Busy Accounting Software
Marg ERP 9+
NetSuite
QuickBooks Online
Sage Accounting
Xero
Zoho Books

Integrations Supported

TallyPrime
WhatsApp

API Availability

Has API

API Availability

Pricing Information

₹2,999/month
Starter costs ₹2,999/month or ₹29,990/year for 500 documents per month and 3 users. Professional costs ₹7,999/month or ₹79,990/year for 2,000 documents per month and 10 users. Enterprise pricing is custom. Annual Starter and Professional plans charge for 10 months for 12. Each plan includes a 14-day trial with 50 documents and no credit card required; there is no free-forever plan.
Free Trial Offered?

Pricing Information

₹3,000/year
14-day free trial. Annual plans start at ₹3,000 plus GST.
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Just Think Technologies

Date Founded

2017

Company Location

India

Company Website

taskautomate.io

Company Facts

Organization Name

S. P. Techno Solution

Date Founded

2019

Company Location

India

Company Website

cashflowos.in

Categories and Features

Categories and Features

Accounting

Not specified

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