Limited offer: Your first accounting automation project is FREE. Book a process audit to claim it.
Accounting Automation for Tally and Zoho Books
Your CAs should be doing accounting, not data entry.
Automate manual data entry, statement reconciliation and GST processing
in Tally and Zoho Books so your team spends time on work that actually
requires a CA. Your first automation project is on us.
Every month, your junior CAs spend the majority of their time on tasks
that do not require their qualification. Rules-based, repetitive, high-volume
accounting work that could be handled by AI automation in Tally or Zoho Books.
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Manual data entry from bank and investment statementsExtracting figures from PDFs and entering them into Tally or Zoho Books line by line. Every client, every month. Accounting automation eliminates this entirely.
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Reconciliation that takes days, not minutesMatching debits and credits, hunting down mismatches across ledgers. Tally automation handles this in a fraction of the time, with exceptions flagged for human review.
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GST reconciliation done manually each periodCross-referencing GSTR-2B with the purchase register. GST automation surfaces discrepancies instantly instead of making your staff hunt for them.
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Month-end close is a scramble, not a processClosing books without a structured workflow means errors slip through and deadlines create pressure every single time. Automation turns closing into a repeatable process.
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Advance tax computed manually each quarterEstimating liability, checking thresholds and tracking due dates by hand. One oversight creates penalties for your client. This is exactly what accounting automation is built for.
How it works
From statement to ledger, without the manual grind.
escVelocity builds AI-powered accounting automation tailored to your firm’s
workflows in Tally and Zoho Books. Not generic tools off a shelf. Automation
designed around how your practice actually operates.
1
We audit your current workflowsA free process audit maps every manual step your team currently does in Tally or Zoho Books. We identify which tasks consume the most time and are the most automatable.
2
We build your first accounting automation projectStarting with the highest-impact workflow, we deploy an AI agent that reads statements, classifies transactions and feeds entries directly into Tally or Zoho Books. Your team reviews exceptions, not every line.
3
Your team shifts to higher-value workWith the repetitive accounting work handled, your junior CAs support actual advisory, review and compliance work. Same team, significantly more capacity.
4
We expand to the next workflowOnce the first automation is running smoothly, we move to the next bottleneck. Reconciliation automation, GST processing, advance tax. One by one, your firm becomes a leaner operation.
What changes
A firm that runs on process, not effort.
When accounting automation handles the repetitive work, the entire firm operates differently.
⚡
Faster turnaround per clientData entry and reconciliation that took days is processed in hours. Your team reviews and signs off instead of building from scratch.
📈
Take on more clients without hiringThe same team can handle a significantly larger client base when the volume work is automated out of their day.
🎯
Junior CAs doing CA workYour qualified staff stop spending their time on data entry and start contributing to advisory and compliance work.
✅
Fewer errors, fewer revisionsAutomated extraction and classification is consistent. Human review catches exceptions rather than hunting for mistakes line by line.
Our promise to you
So confident it works, your first project is free.
We will map your Tally or Zoho Books workflows, identify your biggest
accounting automation opportunity and deliver the first project at
no cost. You see results before you make any commitment.
Free process auditFirst automation project freeNo long-term contract required
Tell us a little about your firm. We will reach out within one business day to schedule a call.
✅
You are all set.
We have received your details. Someone from escVelocity will reach out within one business day to schedule your free process audit.
Common questions
Things firms usually ask us.
Accounting automation covers the full cycle of repetitive work your team currently does by hand: extracting data from bank and investment statements, classifying transactions, pushing entries into your accounting software, reconciling ledgers and flagging mismatches. The free first project includes the audit, the build and a working automation handed over to your team.
Yes. Tally automation is built to work with both Tally Prime and Tally ERP 9. Our agents push entries directly into Tally using its existing data structure, so you do not need to upgrade or change your setup. Tally remains your system of record.
Yes. Zoho Books automation is fully supported. Zoho Books has an open API which makes it well-suited for automation. We can connect AI agents to pull transactions, create entries, reconcile accounts and trigger workflows inside Zoho Books without any manual input from your team.
Bank statements, trading account statements and investment reports in PDF or Excel format are what we most commonly work with. During the audit, we confirm exactly which statement formats your firm receives from clients and build the extraction layer to match. Accounting automation is only as good as the extraction feeding it.
GST automation handles the reconciliation between GSTR-2B and your purchase register automatically. Instead of your team cross-referencing line by line each period, the agent runs the comparison and surfaces only the discrepancies that need a human decision. It works within both Tally and Zoho Books environments.
Accounting automation is designed with human review built in. Your team does not lose oversight. Instead of checking every line, they review exceptions that the system flags. Errors are surfaced for human decision, not silently passed through. This is especially important for Tally automation where ledger accuracy is critical.
Yes. Even a firm with 20 to 30 active clients doing monthly accounting in Tally or Zoho Books can save significant hours through automation. The free first project is designed to prove value before any commitment, regardless of firm size. Accounting automation scales with your client base.