Accomation: AI Accounting Automation Software
Accomation helps accounting firms and MSMEs automate repetitive bookkeeping tasks. It is designed for teams that need to extract data from financial documents and sync it with accounting software.
At a glance
- Category
- Finance & Accounting
- Best for
- Chartered Accountants, Accounting firms, Tax professionals, MSME owners
- Pricing
- A free trial is available. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Automating Invoice Processing, Managing High-Volume Bank Transactions, Expense Management for Remote Teams, Multi-Client Bookkeeping
- Integrations
- Tally, Saral, Falcon, Munimji, SAP
- Official website
- accomation.io
Accomation is a pre-accounting automation platform that uses AI and machine learning to extract data from invoices, receipts, and bank statements. It is designed to reduce manual data entry before information is pushed into core accounting systems.
The software is built for Chartered Accountants, tax professionals, and business owners, particularly those managing high volumes of transactions or multiple clients. It supports a variety of file formats, including PDFs, Excel files, and images, and provides tools to categorize these transactions using set rules.
Buyers can use the platform to organize financial documents and manage user permissions through a maker-checker workflow, which requires a senior reviewer to approve entries before they are finalized. This is designed to help maintain data accountability.
Before choosing Accomation, buyers should confirm that the software integrates with their specific accounting system and check if the available user roles meet their internal security and approval requirements.
Key Features
Extracts information from invoices and receipts in PDF, Excel, or image formats using AI and ML models.
Processes bank statements, including UPI transactions, and supports rule-based categorization of recurring entries.
A verification system where one user inputs data and another must approve it before it is pushed to the accounting software.
Provides granular access control and role-based permissions to help protect sensitive financial data.
A repository for captured documents that allows for filtering by month or party.
Logs user activities and timestamps to track uploads, edits, and approvals.
Use Cases
Collecting and extracting data from client invoices sent via email or WhatsApp to reduce manual sorting and entry.
Processing large bank statements with many small transactions, such as UPI payments, using automated categorization.
Allowing sales teams to upload receipts via a mobile app for automatic categorization and approval.
Organizing invoices and financial documents into dedicated folders for different clients to support CA practices.
Best For
Integrations
Pricing
A free trial is available. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
Users upload invoices, receipts, or bank statements in PDF, Excel, or image formats, and the AI engine extracts and validates the data for push to accounting software.
It integrates with Tally, Saral, Falcon, and Munimji, and can connect with enterprise ERPs like SAP.
It is a security feature where one user (the maker) inputs the data, and a second user (the checker) must approve it before the entry is finalized in the accounting system.
Source category: Finance & Accounting
Source subcategory: Workflow Automation
