Finance agent
Reads incoming bills, matches them to purchase orders and prepares entries in your accounting system.
Asks a person whenA bill does not match its order, or exceeds an approval limit.
AI automation with Zoho, Odoo and Microsoft
AI-powered digital transformation for modern enterprises
Automate operations. Connect your business systems. Modernise your technology. Build what comes next.
We combine AI automation with deep expertise in Zoho, Odoo and Microsoft to help organisations run smarter, connected and scalable operations.
Step 1Data
- Invoices and documents
- CRM and ERP records
- Emails and requests
Step 2Intelligence
- Reads and classifies
- Matches and checks
- Finds exceptions
Step 3Decision
- Your business rules
- Approval limits
- Human sign-off
Step 4Automation
- Posts to your ERP
- Updates your CRM
- Notifies your team
Step 5Outcome
- Less manual work
- Fewer errors
- Live reporting
Technologies we work with
- Zoho
- Odoo
- Microsoft Dynamics 365
- Power Platform
- OpenAI
- Claude
AI automation
AI is not an add-on. It is a layer across your business.
We place AI above the systems you already run, so your CRM, ERP, finance and support tools do more of the routine work, and your people handle the exceptions.
AI agents
Software agents that carry out multi-step work across your systems, with defined limits and approval points.
Learn moreFinance automation
Invoice capture, matching, posting and reconciliation, with exceptions routed to your finance team.
Learn moreSales automation
Lead qualification, routing, follow-up and CRM updates handled as enquiries arrive.
Learn moreCustomer support
Requests classified, answered from your knowledge base or passed to the right person with context.
Learn moreDocument processing
Data read from invoices, contracts and forms, checked and entered into your systems.
Learn moreData reconciliation
Records compared across systems, mismatches found and explained before they reach a report.
Learn moreReporting automation
Management reports assembled, checked and delivered on schedule from live data.
Learn moreKnowledge assistants
Staff ask questions in plain language and get answers drawn from your own documents and systems.
Learn moreBusiness transformation
From a manual process to an automated one, in five moves
Discover
We map the process as it runs today, including the workarounds nobody wrote down.
Design
We define what should be automated, what stays with people, and how the systems connect.
Automate
We build the workflows and agents, with approval points where judgement is needed.
Integrate
We connect them to your CRM, ERP, finance and other systems, so data is entered once.
Scale
We extend what works to other teams and processes, and measure the result.
What we do
AI automation, on the platforms your business runs on
Four areas of deep expertise, delivered by one team. AI sits across all three platforms, so automation is designed with the system, not bolted on afterwards.
AI Automation
Agents and automated workflows that sit above your existing systems, with people in control of the decisions that matter.
- AI agents
- Finance automation
- Document processing
- Knowledge assistants
Zoho
CRM, accounting, support and custom apps for growing companies, implemented and connected.
- Zoho CRM
- Zoho Books
- Zoho One
- Zoho Creator
Odoo
One ERP for manufacturing, inventory and accounting, configured around your process.
- Manufacturing
- Inventory
- Accounting
Microsoft
Dynamics 365 and the Power Platform for organisations built on Microsoft 365.
- Business Central
- Power BI
- Power Platform
Around these four, we deliver implementation, customisation, integration, data migration, training and support. See all services.
Solution finder
Pick the job. See the right tool on every platform.
Choose what you need to run. We show the product that does it on Zoho, Odoo and Microsoft, and the AI automation that sits on top, including where a platform is not the right choice.
ZohoZoho CRM
Zoho CRM implementation, customisation, data migration and support. See what Zoho CRM does, who it suits, and how BookMyTechies takes you live.
Read the guideOdooOdoo CRMOdoo CRM implementation: pipeline, lead scoring, activities and quotations configured and connected to Odoo Sales, Inventory and Accounting.
Read the guideMicrosoftDynamics 365 SalesDynamics 365 Sales implementation: pipeline, forecasting and Outlook and Teams integration configured for sales teams on Microsoft 365.
Read the guideAI automationAI Sales AutomationAI automation for sales teams: enquiries qualified and routed, CRM updated automatically, follow-ups drafted and pipeline risks flagged.
Read the guideZohoZoho Books
Zoho Books implementation: chart of accounts, invoicing, bank feeds, GST setup and migration from Tally or spreadsheets, with training and support.
Read the guideOdooOdoo AccountingOdoo Accounting implementation: chart of accounts, taxes, bank reconciliation and reporting, integrated with sales, purchasing and stock.
Read the guideMicrosoftBusiness CentralDynamics 365 Business Central implementation: finance, sales, purchasing, inventory and projects, set up and integrated with Microsoft 365.
Read the guideAI automationAI Finance AutomationAI automation for accounts payable, receivable and reconciliation: invoices captured, matched and posted, with exceptions routed to your finance team.
Read the guideZohoZoho Inventory
Zoho Inventory implementation for multi-warehouse stock, sales and purchase orders, and online channels, with migration, integration and training.
Read the guideOdooOdoo InventoryOdoo Inventory implementation: warehouses, locations, barcode operations, replenishment and stock valuation, connected to sales and accounting.
Read the guideMicrosoftSupply Chain ManagementDynamics 365 Supply Chain Management implementation support: inventory, warehousing, procurement, production and planning for larger operations.
Read the guideAI automationAI Data ReconciliationAI data reconciliation: records compared across CRM, ERP, accounting and bank systems, mismatches found, explained and resolved before reporting.
Read the guideZohoNot our recommendation
OdooOdoo ManufacturingProduction is not a Zoho strength. For manufacturing we recommend Odoo.
Odoo Manufacturing implementation: bills of materials, work orders, planning and quality, connected to inventory, purchasing and accounting.
Read the guideMicrosoftBusiness CentralDynamics 365 Business Central implementation: finance, sales, purchasing, inventory and projects, set up and integrated with Microsoft 365.
Read the guideAI automationAI AgentsAI agents that carry out multi-step work across your CRM, ERP and finance systems, with defined limits, approval points and a full audit trail.
Read the guideZohoZoho Desk
Zoho Desk implementation: channels, ticket routing, service levels, knowledge base and CRM integration, with migration, training and support.
Read the guideOdooOdoo HelpdeskOdoo Helpdesk implementation: ticket teams, service levels, channels and after-sales flows connected to sales, stock and invoicing.
Read the guideMicrosoftDynamics 365 Customer ServiceDynamics 365 Customer Service implementation: cases, queues, service levels, knowledge base and channels set up for Microsoft-based organisations.
Read the guideAI automationAI Customer Support AutomationAI automation for support teams: requests classified and routed, routine questions answered from your knowledge base, agents given suggested replies.
Read the guideZohoZoho People
Zoho People implementation: employee records, leave, attendance, onboarding and performance configured around your HR policies.
Read the guideOdooOdoo Employees and HROdoo HR implementation: employee records, time off, attendance, recruitment, appraisals and expenses configured in one connected system.
Read the guideMicrosoftNot our recommendation
AI automationAI Knowledge AssistantsWe do not implement a Microsoft HR product. Zoho People or Odoo fit better here.
AI knowledge assistants that answer staff questions from your own documents, policies and systems, with sources shown and access controlled by role.
Read the guideZohoZoho Projects
Zoho Projects implementation: tasks, milestones, Gantt charts, timesheets and client billing configured for the way your teams deliver work.
Read the guideOdooOdoo ProjectOdoo Project implementation: tasks, stages, timesheets, planning and project billing set up and connected to sales and accounting.
Read the guideMicrosoftNot our recommendation
AI automationAI Reporting AutomationProject management is outside the Microsoft products we implement. Zoho Projects or Odoo Project fit better.
AI reporting automation: management reports assembled from live data, checked for anomalies, explained in plain language and delivered on schedule.
Read the guideZohoZoho Marketing Automation
Zoho Marketing Automation implementation: lead capture, scoring, multi-channel journeys and CRM handover designed and built for your funnel.
Read the guideOdooNot our recommendation
For marketing we recommend Zoho, which connects to Odoo where needed.
MicrosoftNot our recommendation
AI automationAI Sales AutomationFor marketing we recommend Zoho.
AI automation for sales teams: enquiries qualified and routed, CRM updated automatically, follow-ups drafted and pipeline risks flagged.
Read the guideZohoZoho Analytics
Zoho Analytics consulting: data connections, dashboards and reports across Zoho CRM, Books and other systems, with training for your team.
Read the guideOdooNot our recommendation
MicrosoftPower BIOdoo has built-in dashboards. For deeper analysis we connect Power BI.
Power BI consulting: data connections, modelling and dashboards for sales, finance and operations, with training so your team can build its own.
Read the guideAI automationAI Reporting AutomationAI reporting automation: management reports assembled from live data, checked for anomalies, explained in plain language and delivered on schedule.
Read the guideZohoZoho Commerce
Zoho Commerce implementation: online store design, catalogue, payments and shipping set up and connected to your inventory and accounts.
Read the guideOdooOdoo Website and eCommerceOdoo Website and eCommerce implementation: site builder, online store, payments and shipping connected to inventory and accounting.
Read the guideMicrosoftNot our recommendation
AI automationAI Customer Support AutomationFor an online store we recommend Zoho Commerce or Odoo eCommerce.
AI automation for support teams: requests classified and routed, routine questions answered from your knowledge base, agents given suggested replies.
Read the guideZohoZoho Creator
Custom business apps built on Zoho Creator: forms, workflows, approvals, reports and mobile apps for the processes standard software does not cover.
Read the guideOdooOdoo StudioOdoo Studio customisation: fields, screens, reports, approvals and automated actions built for your process, kept safe for upgrades.
Read the guideMicrosoftPower AppsPower Apps development: custom business apps for approvals, inspections and data capture, built on Microsoft 365 with your security and data.
Read the guideAI automationAI AgentsAI agents that carry out multi-step work across your CRM, ERP and finance systems, with defined limits, approval points and a full audit trail.
Read the guideZohoZoho Flow
Zoho Flow integrations built for you: Zoho apps and third-party tools connected with triggers, conditions and actions, monitored and supported.
Read the guideOdooOdoo StudioOdoo Studio customisation: fields, screens, reports, approvals and automated actions built for your process, kept safe for upgrades.
Read the guideMicrosoftPower AutomatePower Automate consulting: approvals, notifications, data movement and desktop automation built across Microsoft 365 and your other systems.
Read the guideAI automationAI AgentsAI agents that carry out multi-step work across your CRM, ERP and finance systems, with defined limits, approval points and a full audit trail.
Read the guideZohoZoho Sign
Zoho Sign implementation: documents sent for signature from your CRM, with templates, signing order, reminders and a complete audit trail.
Read the guideOdooNot our recommendation
MicrosoftMicrosoft 365Odoo has its own Documents and Sign apps, which we set up as part of an Odoo project.
Microsoft 365 setup and migration: email, Teams, SharePoint and security configured, with data moved from your current systems.
Read the guideAI automationAI Document ProcessingAI document processing: data read from invoices, forms, contracts and scans, validated against your rules and entered into your systems.
Read the guideIndustry solutions
Built around how your industry works
A manufacturer, a hospital and a consulting firm need different things from the same technology. Each guide covers the challenges, the automation opportunities and the systems that fit.
AI agents
Agents that do the work, and know when to ask
Each agent has a defined job, access only to what it needs, and clear points where it hands a decision to a person.
Sales agent
Qualifies new enquiries, updates the CRM and drafts the first reply for each lead.
Asks a person whenA deal is large, unusual or needs a custom quote.
Support agent
Answers routine questions from your knowledge base and logs every conversation.
Asks a person whenThe customer is unhappy, or the answer is not documented.
Procurement agent
Watches stock and requirements, compares supplier prices and drafts purchase orders.
Asks a person whenAn order is above a set value or from a new supplier.
Data agent
Compares records between systems every day and corrects simple mismatches.
Asks a person whenA difference cannot be explained by its rules.
Operations agent
Tracks orders and tasks across teams and chases what is overdue.
Asks a person whenA delay will affect a customer commitment.
Technology ecosystem
We connect your technology ecosystem
Your systems were bought at different times for different reasons. The AI and automation layer connects them, so information moves without someone carrying it.
- Works with the platforms you already have
- Data entered once and shared everywhere it is needed
- Every automated step logged and reviewable
Why BookMyTechies
Business understanding first. Technology second.
Technology projects fail when the people building them do not understand the business process. We start there.
Business understanding
We learn how your sales, finance and operations run before recommending anything.
Technical depth
Implementation, customisation and engineering across the platforms your business depends on.
Integration expertise
Most of the value is in the connections between systems, and that is where we focus.
Practical AI
AI applied to specific processes with measurable results, and human control kept where it matters.
Structured delivery
Scope, timeline and cost agreed before work begins, with a working system shown at every stage.
Long-term support
We stay on after go-live for fixes, changes and the next process to improve.
Instead of a software development company
You get people who understand business applications, automation and data, not only code.
Instead of an AI tools vendor
Automation is built into the systems you already run, with your data and your approval rules.
Instead of separate platform consultants
One team works across Zoho, Odoo, Microsoft and your custom systems.
How we deliver
A delivery process you can follow from the first call
Discover
Understand the business, the process and the systems.
Architect
Design the solution and agree scope and cost.
Build
Configure and develop in stages you can review.
Integrate
Connect systems and migrate data.
Automate
Introduce workflows and agents with approvals.
Optimise
Measure, support and extend.
Insights
Guides from the people who do the work
Practical guides on choosing, implementing and connecting business systems.
Platform guide
Zoho CRM: what it does, who it suits and how it is implemented
A plain account of where Zoho CRM fits and where another platform is the better choice.
Industry guideERP and CRM for manufacturers
Planning from real demand, material availability, costing and traceability.
Platform guideOdoo Manufacturing: implementation explained
Bills of materials, work orders, planning and how a rollout reaches the shop floor.
Ready to automate your business?
Tell us which process costs you the most time. We will tell you what can be automated, what it would take and what it would change.