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Automation work

Real systems I’ve built for accounts & finance teams
01

Invoice PDF automation

Exports the day’s sales invoices from Tally, splits them one per invoice, names each by customer, invoice number and sales manager, pairs it with its e-way bill and files it in a dated folder — ready to share with each regional team.

TallyPrimePDFWhatsApp
02

Cash In & Out report

A fund-flow report for three group companies, six times a month: a clean management PDF plus an Excel breakup that includes petty cash.

ExcelPDF
03

Outstanding & ageing review

Combines bill-wise customer dues across three companies, sales-manager-wise, in seven ageing buckets from under 30 days to over 180 days.

TallyPrimeExcel
04

Monthly group P&L

One combined profit and loss statement built automatically from each company’s sales register, the master price list and expense records.

TallyPrimeExcel
05

Region-wise sales report

Sales by region and channel — B2B, B2C and e-commerce — with inter-company sales separated and spelling variations merged automatically.

TallyPrimeExcel
06

ERP outstanding report

Customer and bill-wise dues pulled straight from Odoo into a Tally-style Debit/Credit format, with payment terms and overdue days.

OdooExcel
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Bharath Kumar — Founder, BenAiTech

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