Services for clients across India. Applicable state, sector and professional requirements are assessed before an engagement.
Most finance teams lose days each month to work a spreadsheet should be doing: chasing reconciliations, rebuilding the same MIS, copying data between portals and Excel. This practice builds those automations properly — Google Sheets and Apps Script systems with validation checks and audit trails, so speed never costs defensibility.
When this service is typically required
- Recurring manual workflows: reconciliations, trackers, dashboards — 10 practical use cases
- Compliance due dates live in someone's head instead of a system that reminds
- Client or branch data arrives by WhatsApp/email and dies in inboxes
- MIS takes days to compile and is stale by the time it circulates
- Intake, follow-ups and status tracking need a form → tracker → reminder pipeline
Indicative scope
- Process mapping: what is manual, what breaks, what the automation must guarantee
- Build on Google Sheets + Apps Script (or Excel where that is the environment)
- Validation layers: input checks, exception flags, reconciliation totals that must tie
- Audit trail: who changed what, when — logged, not assumed
- Scheduled jobs: reminders, digests, report refreshes on IST calendars
- Documentation and handover: an SOP your team can run without the builder
Key points at a glance
| Item | Position |
|---|---|
| Stack | Google Sheets, Apps Script, Excel; integrates with Zoho/QuickBooks exports |
| Design rule | Every automated number remains traceable to its inputs |
| Controls | Validation checks and exception reports are part of the build, not extras |
| Ownership | Built in your Google account — you own and control access |
Deliverables
The working system in your own account, the SOP document, an admin walkthrough, and a defined stabilisation window for fixes. Where useful, a monthly maintenance scope keeps it current as rules and formats change.
Information and documents generally required
Current templates/registers, sample data, the list of users and roles, and access to the accounts where the system will live.
Engagement process
Client responsibilities, assumptions and reliance
The team must actually use the system — parallel-run discipline during pilot is the client's commitment; access and data samples arrive per the plan.
Scope exclusions
Software licence costs, non-Google/Microsoft platform development, and bespoke integrations beyond agreed connectors are scoped separately. Automation does not replace professional review where a filing or certification needs one.
Frequently asked questions
Why Sheets/Apps Script instead of a SaaS tool?
Because finance teams live in spreadsheets, the marginal cost is near zero, and you own the system outright. Where a SaaS tool is genuinely the better fit, the process-mapping step says so.
Can automations break silently?
Any system can fail; these are built not to fail silently — exception flags, control totals and error alerts are design requirements, and the SOP includes the checks a human still performs.
Do you automate compliance filings end to end?
Automation prepares, validates, reminds and tracks; filings that require professional judgment or portal authentication keep a human in the loop by design.
What if Google changes something and it stops working?
The maintenance scope exists for exactly that — or your team can fix it using the SOP and commented code; nothing is a black box.
Is our data safe?
The system lives in your Google Workspace under your access controls; the firm works as an invited collaborator you can remove at any time.
The applicable scope, documentation, professional responsibilities and timelines are agreed in an engagement letter before commencement.
Bookkeeping & AccountingMIS ReportingZoho Books SetupRequest a Scope DiscussionThis page describes the service in general terms as on 6 August 2026 and is not professional advice or an assurance of any outcome. Registrations, filings, refunds and departmental outcomes depend on facts and the concerned authority. Figures and due dates change; verify current positions before acting.
| Compliance | Due | Note |
|---|---|---|
| Monthly close | By the 10th (good practice) | Feeds GSTR-3B, TDS and MIS on time |
| GST + TDS calendar | 11th / 13th / 15th / 20th | Books must be reconciliation-ready |
| Audit trail software | Mandatory for companies | Rule 3(1), Companies (Accounts) Rules |
| MIS / cash-flow pack | Monthly | Investors and banks expect it |
| Year-end audit prep | From April | Schedule III + ICAI disclosures |
Dates as generally applicable on 15 July 2026; extensions/notifications can change them — confirm current dates before relying.