Most offices in South Delhi lose two to three hours a day to the same work: copying sales into sheets, chasing invoices, sending reminders, preparing the same reports. We set up AI automations built on Claude that do this work every day on the tools you already use, and bring you only what needs your decision.
Five problems we hear most often, and what we set up
- "I spend my evenings chasing payments." A daily list of overdue invoices from Tally or Zoho, with a polite WhatsApp or email reminder drafted for each party and a weekly ageing summary for you.
- "My GST input credit is stuck in mismatches." A monthly check of your purchase register against GSTR-2B that flags missing or mismatched invoices and drafts supplier follow-ups before you file GSTR-3B.
- "Bills pile up until month-end." Your team photographs bills on WhatsApp or uploads them to Drive, and they are read into a sheet your accountant can post, with GSTIN and HSN checked.
- "I don't know today's sales, cash and stock until someone sends it." One morning message on your phone with sales, cash, bank balance and stock, built from your billing software and bank statements.
- "A notice arrived and I don't know what it asks." Upload a GST, income-tax or bank letter and get a plain summary of what is asked and by when, with our team preparing the reply.
What we automate
- Accounts and bank: bank statements turned into ledgers and Excel, invoices collected from email and WhatsApp, GST and TDS working papers prepared from your books.
- Sales and stock: daily sales pulled from your billing software into one sheet, with stock and reorder alerts.
- Staff and attendance: attendance checked against your HR app, missed punches followed up, duty reminders sent on WhatsApp.
- Customer follow-ups: replies to routine WhatsApp and Instagram questions, payment reminders and appointment confirmations.
- Documents and drafting: first drafts of letters, notices, replies and agreements from your own templates, ready for your review.
- Management reports: one short daily or weekly summary on your phone showing what needs your attention.
Who it is for
- Advocates and law firms: case diary and hearing reminders, client updates, drafting from precedents, billing.
- Doctors, clinics and diagnostic centres: appointment reminders, follow-up messages and billing summaries.
- Retailers, traders and showrooms: sales, stock and receivables reports, and supplier follow-ups.
- Restaurants, cafés and cloud kitchens: POS and delivery-app sales, stock and staff attendance in one place.
- Real estate firms, consultants and agencies: lead follow-ups, document checklists and client updates.
- CA, CS and accounts teams: bank-to-ledger entries, GSTR-1 and 3B workings, and reconciliations.
How it works
- Discovery: a 30-minute call, or a visit to your office in South Delhi, to list the repetitive work your team does every day.
- Written scope and quote: what will be automated, what you need to share and how long it takes. You get a written quote before we start.
- Set-up and testing: we build on your real data. Anything that sends a message or changes a record waits for your approval while we test.
- Handover and support: short training for your team, then a monthly review of what to automate next.
What you need to share
- Access to the tools you already use (email, WhatsApp Business, Google Sheets or Drive, billing or accounting software), on accounts you own.
- Samples of the reports and documents your team prepares today.
- One person in your team who can answer questions during set-up.
How long it takes
A first automation is typically live within one to two weeks. Larger set-ups are done in phases, so your team starts saving time from the first phase.
Your data stays yours
- Automations run on your own accounts, and you can switch any of them off at any time.
- Anything that makes a payment, files a return or goes to a client can be set to wait for your approval.
- We handle your information under the same professional confidentiality that applies to our audit and tax work.
Guides from our team
- AI for small businesses in South Delhi: 5 everyday jobs you can hand over
- GSTR-2B and IMS reconciliation: a monthly routine to protect your input tax credit
- Chasing payments? Automate reminders and use the MSME 45-day rule
- AI for doctors, lawyers and architects: admin work you can automate
Frequently asked questions
Do I need to buy new software?
Usually not. We build on the tools you already use. Where an AI subscription is needed, such as Claude by Anthropic, we tell you in the written quote before we start.
Is this useful for a small office of two to five people?
Yes. Small offices often gain the most, because the owner is usually the one doing the repetitive work.
Will the AI send messages or make changes on its own?
Only where you allow it. You decide which steps run on their own and which wait for your approval, and you can change this at any time.
Do you work only in South Delhi?
We visit offices across South Delhi, including South Extension, Defence Colony, Lajpat Nagar, Greater Kailash, Hauz Khas, Saket and Nehru Place, and work online with businesses anywhere in India.
Claude is a product of Anthropic. SSRA & Co. is an independent firm and is not affiliated with or endorsed by Anthropic.