Customer story · Finance operations
Finance operations automation: how a 200-employee company in India went from 4 people to 1
In short
A 200-employee company in India ran its finance operations with 4 people. Today 1 person runs them. Nobody was asked to work faster: the typing moved to AI agents and one employee record. The Receipt reader fills in expense claims, the Expense policy checker checks them, the Payroll pre-run check reviews each run, and payroll and expense journals post straight into FlowBooks. People still approve every claim and every pay run.
Where the work went
- Expense claims: employees photograph receipts. The Receipt reader fills in the date, merchant, amount, GST number and category. The Expense policy checker checks each claim against the policy for the employee's grade and looks for receipts claimed before.
- Payroll: approved leave reaches payroll from the same employee record. The Payroll pre-run check looks for problems before the run, and the approved run produces the EPF, ESI, PT and bank files.
- Books: payroll and expense journals post into FlowBooks instead of being typed into a ledger.
- Underneath: one employee record across People, Expense, Payroll and Books.
What people still decide
People still approve every claim and every pay run. The agents take the typing and the first check; they never change data without a person confirming.
AI agents are a paid add-on billed by credits; every new company gets 500 free agent credits.
Frequently asked questions
Does the Receipt reader approve expense claims?
No. It reads the receipt and fills in the date, merchant, amount, GST number and category. The Expense policy checker flags claims that break the policy for the employee's grade or reuse a receipt. A person approves every claim.
Which statutory files does the pay run produce?
The approved pay run in FlowPay produces the EPF ECR, ESI, PT and bank transfer files.
Do payroll and expense entries still have to be typed into the books?
No. Payroll and expense journals are sent into FlowBooks from FlowPay and FlowExpense, with a click or automatically if that is switched on.