YesAutomate

ABOUT YESAUTOMATE

Built by Accountants.Powered by Technology.

We combine deep finance and accounting experience with Robotics, AI and technology to build practical solutions for the way businesses actually work.

Get to Know Us

OUR STORY

We understood the problem because we had lived it.

Our journey began in finance and consulting, including experience as auditors and accountants with Big 4 firms. Working closely with businesses, we saw Finance and Accounting teams spending significant time on repetitive work — entering data, reconciling information, preparing reports and moving information between systems.

We also saw that many automation solutions were built primarily by technology teams, without enough understanding of the underlying accounting and finance processes. As a result, these solutions were often difficult to adopt and did not deliver the effectiveness businesses expected.

We believed there had to be a better way.

That belief led to the creation of YesAutomate — bringing accounting expertise and technology together to build automation around the way businesses actually work.

ACCOUNTING

Understanding the work

TECHNOLOGY

Understanding what is possible

YESAUTOMATEBetter Automation

WHY WE EXIST

Technology should make work simpler, not make businesses change the way they work.

Businesses shouldn't have to redesign their processes just to adopt automation. We believe technology should fit into the way teams already work — connecting existing systems, handling repetitive execution and bringing intelligence where it creates value.

01

REMOVE THE REPETITIVE

Take high-effort, low-value work away from people.

02

CONNECT THE DISCONNECTED

Move information across systems and workflows.

03

ADD INTELLIGENCE

Use AI where processes require understanding or adaptability.

04

FREE PEOPLE TO THINK

Give teams more time for analysis, judgement and higher-value work.

WHAT MAKES US DIFFERENT

We understand both sides of the problem.

BUSINESS

We understand the process.

Finance, accounting and business workflows are not abstract use cases for us.

TECHNOLOGY

We understand what technology can do.

RPA, AI/ML, OCR, analytics, ERP and custom software give us multiple ways to solve a problem.

OUTCOME

We focus on what changes.

The goal isn't to deploy technology. It is to remove friction, improve visibility and make work better.

WHAT WE BELIEVE

The principles behind how we work.

  1. 01

    OUTCOMES OVER ACTIVITY

    We measure our work by the difference it makes, not simply by what we deliver.

  2. 02

    CUSTOMER FIRST

    We stay close to the people and processes we're solving for.

  3. 03

    DEEP EXPERTISE

    We combine domain knowledge with technology expertise to solve practical problems.

  4. 04

    SIMPLE IS POWERFUL

    The best automation is often the one that makes a complex process feel simple.

OUR TECHNOLOGY

The right technology for the problem.

We don't start with a technology and look for a problem to solve. We understand the workflow first, then determine whether Robotics, AI/ML, Document AI, Analytics, ERP or custom software — or a combination of them — is the right fit.

THE TOOLKITYESAUTOMATE

RPA

Execute repetitive work.

AI / ML

Understand, predict and adapt.

OCR & DOCUMENT AI

Turn documents into usable data.

DATA ANALYTICS

Turn data into insight.

ERP IMPLEMENTATION

Connect business processes and systems.

CUSTOM SOFTWARE

Build what standard tools cannot.

SECURITY, QUALITY & TRUST

Built with security, quality and trust in mind.

When technology handles financial information, business data and critical workflows, security and reliability are fundamental. We follow recognised standards and security practices designed to protect information, maintain quality and support responsible technology delivery.

CERTIFICATIONS & ASSURANCE

QUALITY MANAGEMENT

ISO 9001:2015 Certified

Demonstrates our commitment to structured quality management and consistent processes in the way we deliver our services.

INFORMATION SECURITY

ISO/IEC 27001:2013 Certified

Reflects our focus on information security management and controls designed to protect information and manage security risks.

SECURITY & CONTROLS

SOC 2 Type II

Demonstrates controls relating to security and the protection of information and systems over a defined period.

SECURITY PRACTICE

SECURE CONNECTIONS

256-bit Encryption

We use secure encrypted connections to help protect information while it is transmitted between systems.

Security is not an afterthought. It is part of how we design, implement and support technology.

From access controls and secure connections to information security and operational controls, we build security considerations into the technology lifecycle.

BUILT FOR BUSINESSES, WHEREVER THEY OPERATE

From India to the world.

We work with businesses, accounting firms and organisations, bringing together finance expertise and technology to solve operational challenges across geographies.

IndiaUnited StatesUnited Arab EmiratesSingaporeThailandJapanUnited KingdomOmanLuxembourg
  • India
  • Japan
  • Luxembourg
  • Oman
  • Singapore
  • Thailand
  • United Arab Emirates
  • United Kingdom
  • United States

THE IMPACT

Automation should create room for better work.

Our work spans finance operations, reporting, document processing, reconciliation, ERP workflows and other business processes — helping teams move away from repetitive execution and toward higher-value work.

USE CASE 01

MIS Preparation from QuickBooks

  1. CHALLENGE

    A CPA firm managing 178 bookkeeping clients.

  2. AUTOMATION

    Automating report downloads, transformation, calculations, PDF generation and distribution.

  3. IMPACT

    15+ man-days saved per month

USE CASE 02

Vendor Invoice Automation

  1. CHALLENGE

    E-commerce startup with 1000 vendor invoices everyday

  2. AUTOMATION

    Intelligent document processing, validation across rules, ERP posting and Exception reporting

  3. IMPACT

    70% reduction in manual effort with better accuracies

USE CASE 03

Multi-System Reconciliation

  1. CHALLENGE

    Information spread across 4 different sources.

  2. AUTOMATION

    Bringing data together, transforming templates, applying matching logics and generating reconciliation reports

  3. IMPACT

    TAT decreased from 3 days to 4 hours

PROFESSIONAL AFFILIATIONS

Recognised and empanelled.

Professional affiliation 1Professional affiliation 2Professional affiliation 3Professional affiliation 4Professional affiliation 5Professional affiliation 6Professional affiliation 7

Let's build a better way to work.

Tell us where your teams spend time on repetitive work. We'll help you explore where technology can simplify the process.

Talk to Us