Automation you get
- Automated bookkeeping — up to 200 transactions/mo via portal, email, or WhatsApp into Zoho Books GCC or Xero
- AI document capture — OCR/LLM extraction of invoices & receipts (vendor, TRN, VAT, amounts)
- Bank feed reconciliation support with weekly exception cleanup
- CRM & invoice automation — standard Make.com scenarios for invoicing and reminders
- Client portal — document vault, task status, billing history
- WhatsApp / portal channel for day-to-day operational traffic
