LedgerOS Automation handles the repetitive work for you -- reminders, reports, alerts, and summaries. Set it once. It runs every day on its own.
Join the Waitlist -- Get Early AccessAvailable to all LedgerOS users when launched.
These are the tasks you do manually every day -- or forget to do. LedgerOS Automation does them for you, on schedule, without you lifting a finger.
Every morning, LedgerOS checks your ledger for overdue invoices and sends a polite reminder to each party on WhatsApp or SMS. You set the rules -- remind after 7 days, again after 15 days, stop after payment. No manual follow-up calls, no awkward conversations.
"Dear Ramesh Ji, Rs 12,400 against Invoice INV-0231 is due since 12 days. Kindly arrange payment at your earliest. Thank you. - Kumar Traders"
At month end, one click generates your GSTR-1 in the exact JSON format the GST portal accepts. Upload directly. No manual data entry, no Excel cleanup, no waiting for your CA to compile it. The data is always accurate because it comes straight from your invoices.
Every evening at 7pm, LedgerOS sends you a summary on WhatsApp: total sales today, cash and bank collections received, new outstanding created, top 5 items sold, any overdue amounts above Rs 10,000. Your day's business, in one message, before you lock up.
Set a minimum stock level for any item. The moment stock falls below it, you get a WhatsApp alert with the item name, current stock, and your last supplier's details. Never run out of fast-moving items again.
Still need Tally for your CA? LedgerOS exports each day's transactions to Tally XML every night automatically. Your CA works in Tally. You work in LedgerOS. Both stay in sync.
LedgerOS already backs up daily to your PC. With Automation, you can schedule it to also copy to a USB drive, a network folder, or an external hard disk -- automatically, every night. No more "I forgot to take backup."
Set a reorder quantity for any item. The moment stock falls to that level, LedgerOS auto-drafts a purchase order to your last supplier with the item, quantity, and last purchase rate. Review and send -- no manual work.
Every morning before you open, LedgerOS sends you a stock summary: items below reorder level, items that went out of stock yesterday, and fast-moving items likely to run out this week. Stay ahead of stockouts.
Schedule a weekly or monthly reminder to your operator to verify physical stock against system stock. LedgerOS generates the stock count sheet automatically -- just print and check.
Pick which automations you want to enable from the Settings screen. Each one has simple controls -- turn on, set timing, set conditions.
For reminders: after how many days, how often, which message template. For alerts: what stock level, which items. For reports: which time, which format.
LedgerOS runs in the background. Automations fire at the right time. You get notified only when action is needed.
Automation is in development. Join the waitlist and we'll notify you on WhatsApp the moment it's ready.
Join the WaitlistNo spam. One message when it's live.