Why automate payment reminders?
For many Indian MSMEs and distributors, receivables are the biggest headache. Payment follow-up happens when someone remembers, by phone, and it feels awkward, especially with long-standing customers. Consistent, polite, automated reminders take the awkwardness out and free the owner to handle only the accounts that need a real conversation.
What does a Tally and WhatsApp reminder workflow do?
- Reads outstanding bills (customer, invoice number, amount, due date) from Tally, or from a regularly exported report.
- Sends reminders on a schedule: a friendly note before the due date, a reminder on the due date and a firmer follow-up after, all using approved WhatsApp templates.
- Includes useful details: invoice number, amount, due date, payment link or bank details, and a contact person.
- Handles replies: "Paid", "Will pay Friday" or "Send invoice copy" are captured and routed. Promised dates create a follow-up.
- Escalates long-overdue or disputed accounts to the owner or salesperson, with history attached.
- Sends a daily summary to the owner: reminders sent, promises received, disputes raised.
How do you get data out of Tally?
It depends on your Tally version and setup. Common approaches include Tally's built-in data exchange capabilities (such as XML or ODBC interfaces), scheduled exports of outstanding reports to a folder or sheet, or third-party connectors. We assess what's practical for your installation during scoping. Sometimes a daily export into a Google Sheet is the most robust route. See Sheets to WhatsApp.
What should always stay with a person?
- Disputed invoices and quality complaints
- Requests for credit extensions or discounts
- Accounts flagged as sensitive relationships
- Any legal notice or recovery action
These are hard stops in the stop rule. Automation sends reminders; people negotiate.
How do you keep the tone right?
Templates are written in your voice, in English or Kannada (or both), and approved by you. The first reminder is friendly, and later ones are firmer but always professional. Customers can always reply to reach a person.
What should you prepare before talking to us?
You don't need a technical brief. A useful first conversation needs only a few things, and gathering them is valuable even if you never work with us:
- The process in plain words: what triggers it, who does what, and where it usually goes wrong.
- Rough volumes: how many messages, orders, tickets or invoices per week. A one-week tally is enough.
- Your tools: WhatsApp app or API, CRM, sheets, accounting or helpdesk software, including versions or plans where you know them.
- Three real examples: typical messages or cases, plus one awkward one, with personal details removed.
- What must never happen: the mistakes that would hurt most. These become the first lines of your stop rule.
- An owner: the person who will review the workflow once it runs.
Send these on WhatsApp or by email, or run the pilot scorecard first.
How is the integration maintained after launch?
Integrations break quietly when a connected tool changes its API, a field is renamed, or a template is rejected. We design for that: workflows log every run, failures alert a named person, and anything that can't be processed lands in an exception queue rather than disappearing. Each pilot ends with a handover document that lists every system, credential owner, template and rule, so your team (or another developer) can maintain it.
You can choose to run the workflow yourselves after handover, or ask us to look after monitoring, template updates and small changes. Either way, your flows, prompts and data remain yours and can be exported. Third-party costs such as WhatsApp messaging, automation tool plans and AI usage are billed by those providers. We list them in writing up front, as explained on our pricing page.
How does a pilot with us work?
Every engagement follows the same four steps. Consult: you walk us through the process, the tools and where it breaks. Pick the pilot: we choose one workflow and write down its inputs, outputs, tools, stop rule and success measure. Ship: we build it into the tools you already use and test it on real cases. Review: your team checks what the agent did and what it escalated, then decides whether to tune it, expand it or stop. Read the full pilot process.