Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
TaskAutomate is a cloud-based solution designed to streamline invoice and accounts payable processes for businesses and accounting firms handling supplier invoices, particularly those utilizing Tally in India. This innovative product allows users to easily upload or forward invoices, enabling AI-driven extraction of essential details such as supplier and buyer information, invoice dates and numbers, line items, GSTINs, tax amounts, and totals. To enhance accuracy, it includes validation checks and field-level confidence indicators that facilitate thorough reviews prior to approval. The platform features customizable approval workflows, batch processing capabilities, and a comprehensive audit history to efficiently manage invoice processing. Additionally, its Windows Tally Bridge automatically posts approved vouchers to TallyPrime and Tally.ERP 9, complete with ledger and voucher mapping, while also offering exports and integrations for various accounting software, spreadsheets, and data formats. The cloud service not only supports invoice processing but also provides robust reporting and spend analytics, and a local Windows service connects seamlessly to Tally installations, ensuring that users have a comprehensive solution for their accounting needs. Moreover, the integration of AI technology enhances the overall efficiency of managing financial documentation.
Description
Workplate is a cloud-based business solution tailored for professional services firms in India, such as CA and CS practices, law firms, IT companies, agencies, and consultancies. The software encompasses various modules for project management, customer relationship management (CRM), electronic signing, invoicing, and an AI-enhanced team communication platform. The project module facilitates engagement planning, task management, milestone tracking, time logging, approval processes, and comprehensive work reports. The CRM component oversees lead management, client records, deal progress, owner assignments, and follow-up tasks. The eSign feature allows for the management of engagement letters, non-disclosure agreements, and statements of work, incorporating Aadhaar-based signing capabilities in India, along with providing signed PDFs and detailed audit trails. The invoicing module ensures compliance with GST regulations, supporting retainer and milestone billing, payment link generation, receivables tracking, and exporting to accounting tools like Tally and Zoho Books. Each module can be purchased individually, and ongoing developments aim to enhance data integration and automate the time-to-invoice process, promising even greater efficiency for users. Overall, Workplate streamlines the operational aspects of professional services firms, enabling them to focus more on their core business activities.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Zoho Books
Yes
Busy Accounting Software
Yes
ChatGPT
No
Claude
No
Claude Duet
No
Claude for Legal
No
Marg ERP 9+
Yes
Model Context Protocol (MCP)
No
NetSuite
Yes
QuickBooks Online
Yes
Integrations
Zoho Books
Yes
Busy Accounting Software
No
ChatGPT
Yes
Claude
Yes
Claude Duet
Yes
Claude for Legal
Yes
Marg ERP 9+
No
Model Context Protocol (MCP)
Yes
NetSuite
No
QuickBooks Online
No
Pricing Details
₹2,999/month
Starter costs ₹2,999/month or ₹29,990/year for 500 documents per month and 3 users. Professional costs ₹7,999/month or ₹79,990/year for 2,000 documents per month and 10 users. Enterprise pricing is custom. Annual Starter and Professional plans charge for 10 months for 12. Each plan includes a 14-day trial with 50 documents and no credit card required; there is no free-forever plan.
Free Trial
Yes
Free Version
No
Pricing Details
₹249/user/month
Starter: ₹249/user/month or ₹2,490/user/year; includes Projects and Invoice. Growth: ₹399/user/month or ₹3,990/user/year; includes CRM and eSign. Three-seat minimum; GST extra. Annual billing includes two months free. Aadhaar eSign is ₹15 per completed sign; OTP signing is included with Growth. Other module mixes, including AI Chat, are quoted separately.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Just Think Technologies
Founded
2017
Country
India
Website
taskautomate.io
Vendor Details
Company Name
Workplate
Founded
2020
Country
India
Website
workplate.io
Product Features
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No