N° 01 — Flagship practice

AI systems and automation, built by people who understand your books.

Most automation fails because technologists don't understand finance — and finance teams can't build. Acugate's AI & Automation practice sits at the intersection: chartered accountants and engineers on one team, shipping systems that survive an audit.

Built for
Finance · Ops · Risk · HR
Delivery
Design → build → run
Standards
Audit-ready by design
Ownership
Your data, your systems

Why this practice exists

Advice that ends at a PDF isn't advice — it's homework.

Every consulting report ends the same way: a list of recommendations someone on your team is supposed to implement. Months later, half are done, none are measured and the problem is back.

We built this practice to close that gap. When Acugate recommends a control, a reconciliation, a reporting pack or a workflow — we can also build the system that runs it. The recommendation and the software arrive together.

"We don't hand over findings. We hand over working systems."

Apps we've built

Tools we built, not tools we resell.

Three examples from our deployed portfolio — each one custom-built for an Indian business, integrated with their ERP and in daily use.

Deployed · Mobile app

Site Expense

Field and site teams raise expense claims from their phone — photo the receipt, OCR fills the entry, GST and ITC eligibility are checked line-by-line, and the claim moves through approval to payout without a single email.

Claim turnaround
9 days → 2 days
ITC capture
60% → 94%
Case studyA services group with field teams across NCR was losing GST input credit on employee-paid expenses — receipts arrived late, unreadable or not at all. After deployment, OCR capture and line-item ITC checks lifted the capture rate from roughly 60% to 94%, and finance stopped chasing PDFs over email entirely.
9:41ACUGATE▮▮▮
Site ExpenseSITE-GGN-02 ▾
New claim · A. Mehta
Client travel · cabGST 5%
Amount
₹ 1,460ITC eligible
receipt_12jun.pdf · OCR matched
This month
147
ITC claimed
₹1.8L
Avg TAT
2.1d
Submit for approval
ClaimListApprovalsMore
Deployed · Mobile app

Inventory Tracking

Barcode-scanning stock verification for multi-warehouse operations — offline-capable, synced to the ERP in real time, with expected-vs-actual variance surfaced at the point of scan. Used by field operators across warehouses.

Count cycle
3 days → 4 hours
Integration
ERP-synced live
Case studyA multi-warehouse manufacturer ran monthly physical verification on printed sheets, then keyed results into the ERP — a three-day cycle with reconciliation errors every month. Barcode scanning with live ERP sync cut the cycle to four hours per warehouse, and variances now surface at the point of scan instead of at month-end.
11:07ACUGATE▮▮▮
Inv-TrackWH-04 ▾
Last scanned · 11:07:23
SKU-AX-2241 · Cu Wire 16AWGBin B-12
Expected
48
Actual
46
Variance
−2
Confirm count
Shift progress · 128 / 192 SKUs
ScanListSyncMore
Deployed · Web platform

Purchase Requirement → Vendor Selection

From requisition to purchase order in one flow: requirements raised by any department, RFQs sent automatically, vendor quotes compared side-by-side on price, delivery and track record — and the PO raised with a full audit trail.

Req-to-PO time
2 weeks → 3 days
Every step
Audit-trailed
Case studyAn HVAC contracting business ran procurement over WhatsApp and phone calls — quotes were incomparable, approvals undocumented and pricing history invisible. A structured requisition-to-PO flow with side-by-side vendor comparison brought the cycle from two weeks to three days, with every selection decision recorded for audit.
procure.acugate.in/req/PR-0447
PR-0447 · MS Pipes, 200 unitsRAISED BY PLANT-2
RequisitionApprovalRFQ · 5 vendorsComparePO
VendorQuoteDeliveryScore
Shree Steels₹ 4.12L6 days92 · Best
Kanha Metals₹ 4.05L14 days81
Apex Tubes₹ 4.38L5 days78
Recommend & raise PO →

Six practices

From strategy to shipped software.

Engage one practice or chain them — each is scoped as a standalone module with a defined deliverable.

N° 01

AI Strategy & Readiness

A pragmatic roadmap of where AI actually pays back in your business — ranked by effort, risk and return.

  • Process & data readiness assessment
  • Use-case prioritisation matrix
  • Build vs. buy vs. wait decisions
  • AI governance & usage policy
N° 02

Intelligent Document Processing

Invoices, bank statements, contracts and tax notices — read, extracted, validated and posted without manual keying.

  • Invoice & receipt capture to ledger
  • Bank statement extraction & matching
  • Contract clause & obligation extraction
  • Notice and correspondence triage
N° 03

Finance & Accounting Automation

The close, reconciliations and compliance calendar on autopilot — with exceptions routed to humans, not the other way round.

  • Automated reconciliations & matching
  • Month-end close orchestration
  • GST/TDS workpaper automation
  • Compliance calendar with escalations
N° 04

AI Agents & Copilots

Assistants trained on your policies and data — answering the questions your team asks each other all day.

  • Policy & SOP question-answering
  • Vendor & employee query desks
  • Draft-first workflows for review notes
  • Human-in-the-loop approval design
N° 05

Data Engineering & Dashboards

One version of the truth: pipelines from your ERPs and ledgers into dashboards your board actually reads.

  • ERP & ledger data pipelines
  • Management & board MIS packs
  • KPI definitions with drill-downs
  • Self-serve reporting for teams
N° 06

Risk & Compliance Automation

Continuous controls monitoring instead of annual sampling — the audit trail builds itself.

  • Continuous control testing
  • Exception & anomaly detection
  • Segregation-of-duties monitoring
  • Automated evidence collection

Technology stack

Fluent in the tools you already run.

We build on your stack where possible and introduce new tools only where they earn their keep.

Python
Engineering
LLM APIs
AI models
Google Workspace
Apps Script
Power BI
Analytics
SQL
Data
SAP
ERP
Tally
Accounting
Zoho Suite
Business apps
QuickBooks / Xero
Cloud accounting
RPA Platforms
Automation

Where it lands

Eight industries where the maths already works.

01

Manufacturing

Procure-to-pay automation, inventory reconciliation, GST at scale.

02

Financial Services & NBFC

Continuous controls, regulatory reporting, exception monitoring.

03

Retail & E-commerce

Marketplace reconciliation, returns accounting, multi-GSTIN compliance.

04

Real Estate

Project accounting, RERA compliance packs, collections dashboards.

05

Healthcare

Claims and receivables automation, vendor compliance, cost MIS.

06

Logistics

Freight invoice audit, POD matching, fuel and toll reconciliation.

07

Professional Services

Timesheet-to-billing automation, WIP dashboards, engagement economics.

08

Startups & Technology

Investor-grade MIS, runway dashboards, finance ops from day one.

Engagement model

Small pilots, proven fast.

No multi-year transformation programmes. We prove value on one process, then scale what works.

STEP 01 · WEEKS 1–2

Discovery sprint

We shadow the process, quantify the manual effort and agree a measurable success metric before any build begins.

STEP 02 · WEEKS 3–8

Pilot build

A working system on one process, running in parallel with your team — measured against the metric we agreed.

STEP 03 · ONGOING

Scale & run

Roll out to adjacent processes with training, documentation and a support model — or a full managed-service handover.

Why us

Boutique attention. Institutional discipline.

Senior-led, always

Every engagement is directly owned by the firm's senior leadership — your work is never handed down the ladder.

CA + technologist DNA

Chartered accountants who build software and design systems — the translation gap disappears.

Automation-first delivery

If a task is repetitive, we automate it — your fees buy judgement, not data entry.

Multi-software fluency

Tally, Zoho, QuickBooks, Xero, SAP, NetSuite — we work in your stack, not around it.

India + UK delivery

Domestic depth with proven offshore delivery for UK firms — same team, same standards.

SLA-backed, dashboard-proven

Turnaround commitments in writing, live dashboards to verify them. Trust, then verify.

Start here

Bring us your most manual process.

In one call we'll tell you honestly whether it's worth automating, what it would take and what it would save.

Discuss a use case