Sales Invoicing Automation
Seamless Tally Integration with Automated Data Processing
Client Context
The client required a reliable and scalable way to generate sales invoices in Tally by pulling data from an external application, validating it against Tally requirements, and ensuring timely communication with stakeholders—while reducing manual effort and errors.
Business Challenge
- Manual extraction and formatting of sales data
- High dependency on human intervention for invoice creation
- Increased risk of data errors and delays
- Limited auditability and repeatability
- Time-consuming email communication and follow-ups
Solution Overview
LeverageAxiom designed and implemented an end-to-end automation that seamlessly fetches data, validates and formats it as per Tally standards, creates sales invoices, and communicates outcomes automatically—ensuring accuracy, speed, and control.
Automation Flow (High-Level Steps)
1. Data Extraction
Automatically fetch sales data from the source application.
2. Data Validation & Formatting
Transform and validate data to meet Tally-compliant invoice structures.
3. Automated Invoice Creation
Create sales invoices directly in Tally without manual intervention.
4. Automated Email Communication
Send system-generated emails to relevant stakeholders with invoice details.
5. Testing & Optimization
Conduct internal testing, client demos, and iterative refinements.
6. Go-Live & Stabilization
Production deployment with post go-live monitoring and support.
Technology Used
- Excel Macros integrated with Power Automate
Delivery Effort & Timeline
- Total Effort: ~205 hours
- Delivery Duration: 6–7 weeks (including testing, demo, and go-live)
- Post Go-Live Support: 1 month included
Overall Investment
₹36,325 (Inclusive of solution design, development, testing, deployment, and initial support)
Key Business Benefits
⏱ Faster Invoice Processing
Reduced invoice creation cycle time from hours to minutes.
🎯 Improved Accuracy
Eliminated manual data entry errors through rule-based validation.
📊 Better Control & Consistency
Standardized invoice generation aligned with Tally requirements.
📩 Automated Communication
Seamless email notifications without manual follow-ups.
📈 Scalable & Repeatable
Easily extendable to higher volumes with minimal incremental effort.
💡 Optimal Use of Existing Tools
Leveraged existing Excel and Microsoft 365 capabilities—no heavy new system investments.
Why LeverageAxiom
We focus on practical automation at a granular level, enhancing your existing ERP and Microsoft 365 ecosystem—without overengineering.
Assess. Automate. Advance. Skip the jargon. Make your operations adaptable through automation.