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 your Companies
Easily add, edit, and configure your companies in one place. Set up each company as per your accounting process, and keep everything ready for smooth and automated operations.
Manage Business Users
Easily add Add and manage your clients or business partners.
Manage accountants and roles
Easily add and edit your accounting team, and assign roles to them. Set access levels, and create a maker-checker workflow.
Manage Users
Add and manage uploaders who can upload invoices and documents through the app or portal.
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.
Sales Excel
Upload multiple transactions at once using Excel and avoid manual entry of individual records. Save time, improve accuracy, and process your sales data faster with bulk uploads and easy mapping.
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.
Purchase Excel
Upload multiple transactions at once using Excel and avoid manual entry of individual records. Save time, improve accuracy, and process your sales data faster with bulk uploads and easy mapping.
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.