Skip to content
ONEOFFICEAUTOMATION

Solutions

Automation built for how your business actually works.

Start from example agents for your department or industry, then tailor them to your systems and rules.

By department

Finance & Accounts

Close books faster with fewer errors.

  • Accounts payable & invoice entry
  • Bank and vendor reconciliation
  • GST, TDS and statutory reports
  • Month-end close checklists

Human Resources

Give HR time back for people, not paperwork.

  • Employee onboarding & offboarding
  • Payroll input consolidation
  • Attendance and leave processing
  • Background verification follow-ups

Operations & Supply Chain

Keep orders and inventory moving without manual updates.

  • Sales order entry
  • Inventory and stock sync
  • Shipment tracking updates
  • Supplier portal downloads

Customer Service

Resolve requests faster across email, chat and portals.

  • Ticket classification & routing
  • Customer record updates
  • Refund and claims processing
  • Automated status emails

IT Operations

Automate the routine tickets that fill your queue.

  • User account provisioning
  • Password resets
  • License and asset audits
  • System health checks

Sales & Marketing

Keep your CRM clean and leads moving.

  • Lead capture into CRM
  • Quote and proposal generation
  • Data enrichment
  • Campaign reporting

By industry

Banking & Financial Services

KYC checks, loan processing, account opening and regulatory reporting.

Insurance

Policy issuance, claims intake, endorsements and renewals.

Healthcare

Patient registration, insurance pre-authorisation and billing.

Manufacturing

Purchase orders, production reports and quality data entry.

Retail & E-commerce

Order sync across marketplaces, returns and price updates.

Logistics

Freight booking, proof-of-delivery and invoice matching.

BPO & Shared Services

Scale back-office work across clients without adding headcount.

Public Sector

Citizen applications, records updates and portal reporting.

Start from an example agent

Editable example agents that get you to value in days.

Invoice to ERP

Reads invoice PDFs, extracts the fields with AI and posts them to your ERP.

GST reconciliation

Matches purchase register with GSTR-2B and flags gaps.

New-hire onboarding

Creates accounts, sends welcome mails and updates HRMS.

Email triage

Classifies incoming mail and routes it to the right queue.

Browse all examples

Find the right automation for your team.

Talk to an automation expert and see ONEOFFICEAUTOMATION on your own process.