Sales Invoicing Automation

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.

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