Arya KulkarniCA

Services / Automation

Finance work that runs itself

Small automations that take repetitive work off your plate: bills read from your inbox and drafted in your books, approvals sent to the right person, and overdue invoices chased on time.

A workflow, step by step

Illustrative example
New emailbills@ inbox
Read invoiceExtract details
Draft billXero / QuickBooks
Ask to approveMessage to owner
ApprovedScheduled to pay
Step 1New emailRunning

Bills & receipts capture

  • One inbox or shared folder for every supplier bill and receipt
  • Supplier, dates, amounts and tax read from each document
  • Draft bills created in Xero or QuickBooks Online with the file attached
  • Coding suggested from how that supplier was coded before
  • Duplicates flagged before they reach the books

Reminders & approvals

  • Bills over a set amount sent to the owner for approval
  • Polite reminders on overdue sales invoices, on a schedule you choose
  • A collections tracker that updates itself
  • Month-end checklist tasks sent to the right person on the right day
  • Reminders stop as soon as an invoice is paid
How I build them

Small, tested, and yours

Built with n8n, Airtable and Google Sheets, connected to Xero or QuickBooks Online. You own every account and every workflow.

  1. Map the process

    We go through how the work is done today and pick the steps worth automating.

  2. Build and test

    I build the workflow and test it on real examples before anything touches your books.

  3. Run side by side

    For the first month it runs next to the manual process, so we can compare results.

  4. Hand over

    You get written notes on what it does and what to do if something changes.

Arya has been a great help with managing our accounts and operations for our UK property management business. She handles Xero, tenant invoices, receipts, landlord statements, and our inbox remotely from India. She also takes the initiative to improve our processes and uses Airtable and n8n for automation. She's responsive, communicates well, and understands what needs to be done. I would happily recommend Arya to any business looking for reliable support.
RHRonaldo HareProperty investor, UK property management

Got a task you repeat every week?

Tell me what it is and which tools you use. I'll tell you whether it can be automated and what it would take.

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