AI employees
Run configured tasks, prepare records and manage routine follow-ups across products.
AUTOMIS · SI POWERED BUSINESS OPERATING SYSTEM
AI-first finance, HR and lending software for Indian businesses
Your Intelligent Financial Operating System.
Automis Workspace connects your financial systems, unifies business workflows, and transforms data into intelligent insights, evidence-based decisions, and automated actions. With integrated governance, security controls, and blockchain-enabled capabilities, Automis helps you build a smarter, more connected, and more efficient business.
For startups, growing businesses, enterprises and financial institutions.
A more autonomous way to work
Built to take care of the work around your business.
End-to-end automation
Connect steps across finance, HR, payroll, lending and APIs. Exceptions reach the right person.
Nexa assistance
Get help, context and clear next steps using the information your organisation permits.
Blockchain-backed trust
Use tamper-evident records in supported workflows where stronger traceability is needed.
Our goal is human-light operations, not uncontrolled decisions. Your organisation keeps control of policies, permissions and high-impact approvals.
What is taking up your team’s time?
You should not have to enter the same information twice.
Disconnected systems and repetitive work slow your business down. Automis connects products, workflows and intelligence for clearer decisions and greater control.
Fragmented Finance. Slower Decisions.
Scattered accounts, spreadsheets and bank data delay a clear view of cash flow and performance.
How Automis helps: Connect accounting, simplify reconciliation and improve financial visibility.
Explore Automis Books and NEXCFO.
Less HR Admin. More Time for People.
Separate recruitment, attendance and payroll processes create repeated work and follow-ups.
How Automis helps: Connect employee workflows and streamline HR and payroll tasks.
Explore Automis People and Plugin People.
Complex Lending. Limited Visibility.
Onboarding, credit reviews, repayments and compliance need coordinated processes and controls.
How Automis helps: Connect lending workflows, analysis and portfolio monitoring.
Explore Automis Lend, Automis ULI, and Plugin Lend.
Disconnected Systems. Costly Integration.
Isolated applications create manual data transfers and ongoing development work.
How Automis helps: Connect supported systems through APIs and automated data exchange.
Explore Plugin Books, Plugin People, Plugin Lend, and Adiscore.
More Data. Fewer Actionable Insights.
Teams struggle to identify cash-flow pressures, financial trends and emerging risks in time.
How Automis helps: Turn financial information into insights and practical planning inputs.
Explore NEXCFO.
Solve Today’s Challenges. Build for Tomorrow’s Growth.
Start with your most pressing challenge. Add connected workflows and intelligent automation as your business grows.
All products. One AUTOMIS.
Find the products that fit your business.
Choose a product for your immediate needs, connect an existing system with a plugin, or explore financial and risk intelligence. Review each option before planning your next step.
Automis Books
Accounting, billing and cash flow
Explore product ↗Automis People
Recruitment, HR and payroll
Explore product ↗Automis Lend
Loan origination, servicing and collections
Explore product ↗Automis ULI
Lending analysis and monitoring platform
Explore product ↗Plugin Books
Accounting workflows for your application
Explore product ↗Plugin People
HR and payroll workflows for your application
Explore product ↗Plugin Lend
Lending workflows for your application
Explore product ↗Adiscore
Credit, identity and payment integrations
Explore product ↗NEXCFO
Financial planning, cash-flow insights and CFO support.
Explore product ↗Features with a purpose
Make everyday operations easier to manage.
Give business owners, finance teams, HR teams and technology teams a shared view of responsibilities, pending work and the information needed to act.
Product access
A shared starting point for configured products.
Spend less time finding the right place to work.
Workflow coordination
Tasks, responsibilities and review stages.
See what is pending and who needs to act.
Business visibility
Reporting and operational context from selected products.
Bring more useful information into team discussions.
SI assistance
Preparation and exception support in configured workflows.
Focus human attention on work that needs judgement.
Access management
Roles and permissions around business activity.
Give people the access appropriate to their responsibilities.
Product connections
APIs and plugins for agreed integrations.
Reduce repeated hand-offs between supported systems.
AI assistance with clear responsibilities
Let AI prepare the work. Keep your team in control.
AUTOMIS calls its AI assistance Super Intelligence, or SI. It helps prepare routine work and flag exceptions. Your team sets the permissions and decides which actions need approval.
- 01
Prepare
Capture the request and organise the information needed for the configured task.
- 02
Review
Inspect the context, exceptions and proposed next action.
- 03
Approve
Let the responsible person decide what should move forward.
- 04
Follow through
Track progress through completion and retain a record of important activity.
Work with your existing systems
Build on the systems your team already uses.
Explore supported connections before replacing existing tools. Discuss your applications, data flows and permissions so the integration scope is clear from the start.
Plugin Books ↗
Accounting connections and finance workflows.
Plugin People ↗
People data and HR workflow connections.
Plugin Lend ↗
Lending and credit-operation connections.
Confirm supported systems, data access and integration scope during your walkthrough.
Plan your integrations →Getting started with AUTOMIS
A clear path from first conversation to onboarding.
Discuss your priorities
Tell us about your team, current systems and the challenge you want to address. Explore the relevant products in a guided demo.
Confirm the fit and scope
Review product capabilities, supported integrations, pricing and implementation responsibilities before agreeing a plan.
Plan your rollout
Agree data preparation, access, configuration and team onboarding with the implementation team. Start with a focused workflow and review before expanding.
Business stories
See how a similar business could get started.
Explore possible starting points for finance, people and lending teams. These fictional examples explain an approach; they are not customer case studies or verified results.
A growing trading business
From chasing numbers to a focused finance review.
The owner needs to understand upcoming commitments, but the team first has to assemble records from several places.
Explore the story
A possible approach
Use Automis Books to organise accounting work and explore NEXCFO for financial planning and cash-flow context.
The intended benefit
A structured review of the available information, with follow-ups assigned before the next business decision.
Product availability and outcomes depend on configuration, data and how the team uses the workflow.
A services business adding staff
Give people operations a clearer rhythm.
Employee updates and payroll inputs arrive through separate hand-offs, leaving the HR team to chase missing details.
Explore the story
A possible approach
Explore Automis People for employee and payroll workflows, with Plugin People where supported connections are needed.
The intended benefit
A clearer preparation process, with employee information and responsibilities reviewed together.
Product availability and outcomes depend on configuration, data and how the team uses the workflow.
A lending operations team
Make the next review easier to find.
Applications move between teams, and reviewers need to know what information is missing before they can proceed.
Explore the story
A possible approach
Explore Automis Lend for lending workflows and Adiscore for configured risk information, while keeping decisions with authorised reviewers.
The intended benefit
Better visibility into pending work and the context required for the next review.
Product availability and outcomes depend on configuration, data and how the team uses the workflow.
AUTOMIS on mobile
Stay connected when you are away from your desk.
Explore mobile access to your business overview, configured products and inbox. Confirm availability for your selected products during the demo.
Your overview
Review the available business indicators and workspace activity.
Your products
Find the products connected to your business account.
Your inbox
Keep relevant messages and escalations in view.
Ask our team about mobile access and availability.
AUTOMISEXAMPLE WORKSPACE
Your day, at a glance.
Workspace overviewClarity starts here.
Products, activity and your next review.
Your products
B
Automis Books
Finance & accounting
P
Automis People
People & payroll
L
Automis Lend
Lending operations
OverviewProductsInbox
Built around your team
Different businesses. The same need for clearer work.
Startups and small businesses
Get your accounts, people and everyday tasks organised. Start with your biggest need.
Mid-sized businesses and enterprises
Connect teams, review responsibilities and plan integrations around the way your organisation works.
Fintechs, NBFCs and banks
Bring lending workflows, provider connections and review steps into a clearer operating process.
One clear approach. Local requirements.
Our core message is simple: connect the work and keep people in control. Tell us which countries you operate in. We’ll confirm local rules, integrations and product availability before planning your rollout.
THE AUTOMIS ADVANTAGE
Less Manual Work. Better Visibility. More Capacity to Grow.
| Business challenge | How AUTOMIS addresses it | Intended business benefit |
|---|---|---|
| Repeated data entry across systems | Connect supported applications through APIs and plugins | Reduce duplicate work and reconciliation effort |
| Routine tasks consuming staff time | Use AI-assisted preparation and exception handling | Free staff capacity for customers, analysis and higher-value work |
| Slow hand-offs and approvals | Coordinate responsibilities and review stages | Reduce follow-ups and avoidable delays |
| Information scattered across reports | Bring relevant financial and operational context together | Help teams identify priorities and make informed decisions |
| Growing workloads across disconnected tools | Expand configured products and workflows as needs evolve | Support growth with less additional administrative effort |
Cost, staff-capacity and time savings are potential benefits, not measured results. Outcomes depend on your workflows, selected products, integrations and implementation.
Explore What AUTOMIS Could Improve in Your Business →Picture your working day
Explore a workflow your team recognises.
Select a scenario to see the information, review steps and responsibilities to discuss in your own walkthrough.
Illustrative workflow
What is holding up our month-end work?
A more focused review conversation, with clearer ownership of the remaining work.
- 01
Review the accounting records and pending reconciliation items in Automis Books.
- 02
Bring financial questions into a NEXCFO discussion with the relevant context.
- 03
Assign the next review or follow-up to the responsible person.
Control builds confidence
Agree controls before bringing your team onboard.
Start with the products and workflows that fit your priorities. Agree roles, approvals and data access before rollout, and request security documentation relevant to your planned use.
Roles and access
Define who needs access to each product and which responsibilities they hold.
Review and accountability
Agree the actions that require a human decision and the record your team needs.
Security and data requirements
Review applicable policies, deployment requirements and integration permissions with the team.
A network around your business
Find the right way to partner with AUTOMIS.
Explore partnership options if you advise businesses, implement systems or support client operations. Discuss the responsibilities and scope that fit your organisation.
Resellers & Distributors
Help businesses choose and adopt suitable products.
Explore partnership ↗Practicing Accountants
Explore finance tools for the businesses you advise.
Explore partnership ↗Recruitment Agencies
Explore products around people and recruitment workflows.
Explore partnership ↗Outsourcing Agencies
Explore tools for the client processes your team supports.
Explore partnership ↗Let’s find the right starting point for your team.
Share your priorities and current systems. We’ll help you explore relevant products, discuss implementation needs and identify a practical next step.