Help CentreEverything You Need To know
Here you’ll find all the resources related to Accomation.io, no matter which step you’re stuck on. In case you still don’t get a resolution, feel free to reach out to our team, and we’d be more than happy to assist you.
Set up your accomation.io account
Get started with Accomation in just a few clicks. Set up your account and link your tools to begin automating your accounting with ease.
Manage Business Users
Easily add your business partners, accounting team, and other users to your Accomation.io account.
Add accountants and assign and manage roles
Easily add your accounting team, and assign roles to them. Set access levels, and create a maker-checker workflow.
Quotation
Create quotations effortlessly, convert them into invoices in seconds, and streamline your entire accounting process with ease.
Invoicing
Manage all your invoices in one place with Invoicing. Create, track, and store invoices, generate e-way bills and e-invoices instantly, and convert them into sales with a single click.
Sales
Automate your sales process by uploading invoices, generating e-invoices and e-way bills, and pushing data to Tally in just a few clicks. Streamline billing and keep your sales records organized.
Purchase/Expense
Manage your vendor bills and expenses with ease. Upload purchase invoices, verify extracted data, and push entries directly to Tally for accurate and efficient accounting.
Manage Bank
The Banking Module in categorizes, and syncs data with Tally. Rule Management and Bulk Edit features help reduce data entry time minimizing manual effort.
Document Management
All bills, vouchers, bank statements are stored securely making them available on your fingertips. This makes finding documents hassle free, ensuring smooth and efficient audits.