Agents that finish the work, not just start it
Multi-step work across your CRM, email, ERP and spreadsheets, done end to end. The agent asks a person before anything important, and keeps a record of every step it took.
Run #1,284 Payment reconciliation
- 09:00
Read bank statement
HDFC current account, 214 lines
- 09:02
Match against Tally vouchers
206 matched automatically
- 09:04
Post receipts to customer ledgers
206 entries, ₹48,62,310
- 09:05
8 lines need a person
Waiting for approval from Priya, Accounts
- –
Email summary to finance team
After approval
In short
What is AI workflow automation?
AI workflow automation uses AI agents to carry out multi-step business tasks from start to finish, such as matching bank entries to invoices, updating a CRM after a call or preparing a daily report. Unlike fixed scripts, an agent reads what came in and decides the next step using your rules. Acropine builds these agents to work across CRM, email, Tally, ERP and spreadsheets, and to ask a person for approval before anything important.
Built for operations, finance and sales teams who spend their mornings moving data between systems.
Teams that use it
- Finance and accounts
- Operations
- Sales operations
- HR and admin
What it handles
- Payment reconciliation
- Match bank statement lines to invoices in Tally or your ERP, and flag what doesn’t match.
- CRM hygiene
- Update deals, contacts and next steps after every call and email, without anyone typing notes.
- Daily MIS reports
- Pull numbers from Tally, Excel and your CRM into one report that lands in inboxes at 9 am.
- Order and dispatch updates
- Move orders between systems and tell customers when their status changes.
- Vendor onboarding
- Collect documents, check them, create the vendor record and chase what’s missing.
- Month-end close tasks
- Accruals, ageing reports and follow-ups on overdue payments, prepared for your accountant to review.
How it works
- 1
Trigger
A new file, email, form or time of day starts the run.
- 2
Read and decide
The agent reads what came in and works out the next step using your rules.
- 3
Act across tools
It updates the CRM, ERP or sheet through their APIs, not by clicking around a screen.
- 4
Check with a person
Payments, refunds and anything unusual wait in an approval queue.
- 5
Log and report
Every step is recorded, so you can see what the agent did and why.
Works with the tools you already use
- Tally
- Zoho
- Salesforce
- HubSpot
- SAP
- Google Sheets
- Excel
- Gmail
- Outlook
- Slack
- Bank statements
- Custom APIs
Using something else? If it has an API or a data export, we can usually connect to it.
What you get
- A working agent on one process, tested on your real past cases
- An approval screen for your team
- A run log for every task the agent handles
- A monthly report on volume, accuracy and cost
Industries that use workflow automation
Common questions
Is this the same as RPA?
No. RPA follows fixed clicks on a screen and breaks when a layout changes. Our agents work through APIs and can read messy inputs like emails and PDFs, then decide the next step within the rules you set.
What if the agent gets something wrong?
Anything with money or customer impact goes to a person first. Mistakes that do get through are logged, fixed and added to the test set, so the same mistake is checked for before every future change.
Do we need to change our software?
Usually not. We connect to the tools you already use. If a system has no API, we can often work with its exports or email reports instead.