Workflow Automation

Every person, role and detail in one place — the single source of truth spreadsheets never were.

Requests, approvals, balances and policies without the WhatsApp-thread chaos.

Company and regional holiday calendars, India-aware.

A living org chart that redraws itself as the team grows.

Policies, contracts and employee docs — templated, versioned, findable.

Review cycles people actually complete.

Structured peer input without the awkward email chains.

The signature ritual: Failure, Acceleration, Success, Threats, Innovation, Feedback, You — plus a manager observation. A shared vocabulary, not a bland form.

Day-one ready: tasks, docs, assets and intros orchestrated.

Offer, appointment, relieving letters — branded PDFs in a click.

Pipeline, stages and scorecards for the hiring you're doing this quarter.

Clean exits: clearances, F&F checklists, experience letters.

See performance × potential across the team at a glance.

Individual development plans tied to real skills.

Run payroll with India income-tax awareness (Growth plan).

194J / 194C TDS handled on contractor payments.

Company comms with reach you can see.

Laptops to SIM cards — who has what, since when.

Tickets, SLAs and a paper trail for people issues.

Pulse the team; watch the trend, not the anecdote.

Fine-grained access on row-level-secured data.

People metrics without exporting to Excel first.

Appraisals and check-ins where the team already lives.

Clock-ins, timesheets and schedules — scoped and provisioned for how you work.

Rostering for retail, manufacturing and healthcare floors.

Claims, approvals and reimbursements.

Courses, certifications and completion tracking — powered by Miatz, our learning partner.

Objectives cascaded without the spreadsheet theatre.

iOS & Android, provisioned per team.

Publish a policy, ask people to confirm they have read it, and see who has and has not — version by version. An acknowledgement, not a signature.

Benefit plan catalogue, enrolment and employee elections — enrolment administration, not premium calculation or claims.

Compare ratings across a group and agree them before a review cycle is finalised.

Shared manager and report agendas, running notes and the follow-ups they generate.

Peer recognition and praise, visible across the company rather than buried in a DM.

Build a custom appraisal cycle — question banks, rating scales, participants and deadlines.

Google Workspace, WhatsApp, Zoho, Tally and more, wired into the HR system of record.

Request and give feedback outside a formal review cycle, when it is actually useful.

Engagement sentiment tracked across teams over time, as a trend rather than a one-off survey.

Two-way sync with an existing HRIS or identity directory, so people exist in one place.

Guided increment and band recommendations at review time, from your own compensation data.

Skill taxonomies mapped to roles, and the development plans that close the gaps.

Warehouse export and cross-company benchmarking for people analytics.

Stock that stays true to the invoices.

Order to invoice, one thread.

BOMs and production for makers, not just traders.

Work organized the way clients think about it.

Append-only consent records; one-click unsubscribe; outreach you can defend.

Amazon.in, Flipkart, Meesho, Blinkit, Zepto, Swiggy Instamart, JioMart — connected.

Connect your books to Claude, ChatGPT, Perplexity or Gemini and ask about invoices, receivables, GST or stock in plain language — no API key, no developer. Twenty-three read-only tools; moving money is absent from the connected surface, not merely switched off. One connection reaches one business, and you can end it in a tap.

Works in the basement, syncs when you surface. Voice entry in EN/HI/TA/TE/KN.

A point-of-sale till with cash sessions, Z-reports, parked bills, exchanges and gift vouchers, across every shop you register — each with its own terminals, staff and stock.

Book, label and track parcels against an invoice through Shiprocket, Delhivery or Blue Dart — or on Finocket's own courier account if you have none.

Points on every sale, tiers by annual spend, expiry and campaigns — with the outstanding liability posted to the ledger accounts you choose.

Track whatever your business handles per customer under record types you define yourself — the fields to capture, the paperwork each needs, and the rules it must satisfy.

Answer questions on your own site and on WhatsApp using answers you write yourself, file the visitor as a lead, and hand anything unanswered to a person.

Require sign-off before invoices, expenses, payments or purchase orders are finalized, and run a staged dunning ladder on overdue invoices — consent and quiet hours respected.

Publish a branded, read-only catalog of chosen items on a shareable link. A showcase, not a storefront — no cart, no checkout.

Roll contacts up into the companies they work for, and read every email and WhatsApp thread against one timeline — with contact enrichment and lead-ads intake.

Scoped public keys and signed outbound webhooks for integrating your own systems, separate from the developer console.

What changed in Indian tax and compliance, and the official document that says so — each item carrying its source. Served in five languages, and a translation is shown only once a named person has approved it.

The 8:00 briefing, the follow-ups, the CEO autopilot — your chief of staff, governed.

Email triaged, drafted, chased — inside your budget and approval rules.

Politely relentless receivables — pairs natively with Finocket's Outstanding report.

Entries, categorization and tidy books, on your keys.

Follow-ups that never forget a lead.

Front-line answers from your own docs — escalates like a pro.

Sourcing and screening drudgery, delegated — pairs with ASHR's ATS.

Policy questions and people paperwork, answered instantly.

Numbers questioned, trends explained.

Market and account research on demand.

Code review, tests and tickets — a pair programmer on your infrastructure.

The personal one — trips planned, bookings chased.

Bake your own Pies: custom agents from your playbooks.

Hard-stop budgets, default-deny approvals, autonomy dial L0–L3.

Every agent action in a tamper-evident, hash-chained ledger. Verify, don't trust.

One tap and everything stops. Real control, not vibes.

35+ model providers, your keys, your bill, no lock-in.

Your AI workforce in WhatsApp/Telegram — the co-pilot in your pocket.

The open-source (MIT) agent engine under it all — pip/npm install the same AI layer we run.

Run it in our cloud, on your desk, or fully inside your perimeter.

Merge, split, sign, compress — 36 tools, files never leave your device.

India reference data, instant, offline.

Redact Aadhaar per UIDAI norms before you share.

Most of our tools run fully in your browser — turn off Wi-Fi and they still work. No ads, ever.