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Integrations & automation

The same data,
entered once.

We connect the systems you already pay for — payment gateway, WhatsApp, accounting, ERP — so an order becomes a payment, a message and a ledger entry without anyone retyping it. And when a connection fails, it raises an alert instead of going quiet.

What we build

Most small companies do not have a data problem. They have a retyping problem. An order arrives on the website, someone copies it into a spreadsheet, someone else messages the customer on WhatsApp from a personal phone, and accounts hears about it on Friday. Every copy is a chance for the three systems to disagree, and by month-end they always do.

We build the connections that remove the retyping. A payment gateway that confirms the order the moment money is actually captured. A WhatsApp Business API sender that tells the customer what happened, from your verified business number rather than a staff member’s. An accounting sync that posts invoices and payments into Tally or Zoho Books on the schedule you choose. Where a system has a proper API we use it; where it does not, we use its import format and a scheduled job — and we tell you which of the two you are getting before you pay for it.

The part that decides whether any of this survives contact with a real month is what happens when a connection fails, because it will. Gateways have outages, tokens expire, a GST number gets rejected, an ERP is rebooted mid-sync. Every job we build retries with a back-off, records what it sent and what came back, and raises an alert to email or WhatsApp when it finally gives up. Failures become visible instead of silent — the difference between a two-minute fix and a reconciliation nightmare in the last week of the quarter.

What’s included

  • Payment gateway with UPI, cards and netbanking — Razorpay or the provider you already use
  • WhatsApp Business API on your own verified number, with message templates submitted for approval
  • Accounting sync to Tally or Zoho Books — invoices, payments and customer records, on your schedule
  • ERP and inventory connections over an API where one exists, scheduled file imports where it does not
  • Webhook endpoints with signature checks and idempotency, so a repeated callback cannot double-charge
  • Retries with back-off, a searchable log of every request and response, and alerts when a job gives up
  • A one-page map of what talks to what, plus keys, credentials and documentation handed to your team
What we connect

Money in, message out, books updated.

Three connections cover most of the retyping in a small business. We build them one at a time, in the order that saves your team the most hours first.

Payments

UPI, cards, netbanking and wallets through Razorpay or the gateway you already hold. Order status is driven by the gateway’s signed webhook, not by the customer’s browser — so an order is paid only when the money is. Refunds, partial refunds and settlement reports included.

RazorpayUPIRefundsWebhooks

WhatsApp Business API

Order confirmations, dispatch updates, appointment reminders and payment links sent from your own verified business number. We write the templates, submit them to Meta for approval, and write delivery and read status back into your system so you can see what actually landed.

TemplatesNotificationsVerified number

Accounting & ERP sync

Invoices, receipts, customers and stock moved between your site, Tally, Zoho Books and the ERP — event by event or on a nightly schedule. Field mapping is agreed in writing first, and a reconciliation report shows you exactly which records crossed and which were rejected.

TallyZoho BooksERPScheduled sync
How it runs

Test keys first, live keys last.

Nothing touches real money or real customers until the same flow has run end to end in a sandbox. Four to five weeks for a typical set of three connections.

Step 01

Map what exists

We list every system holding the same record today, who types into each one, and which is the source of truth when two disagree. That argument is settled on paper, not in code.

Days 1–3
Step 02

Build in a sandbox

Test gateway keys, a sample WhatsApp template, a copy of your Tally company. Each connection is built and replayed against fake data until the edge cases stop surprising us.

Weeks 1–3
Step 03

Go live, watched

We switch to production keys on a quiet day, put real transactions through end to end, and sit on the logs for the first few days of genuine volume rather than walking away.

Week 4
Step 04

Alerts & handover

Failure alerts point at your inbox, not only ours. You get the keys, the logs, the map of what talks to what, and 30 days of fixes on us.

Week 5
Questions

The ones worth asking first.

Only if your system needs to send messages on its own. If a person types every message, the free WhatsApp Business app is enough and we will say so rather than sell you an integration. The API is for order confirmations, reminders and status updates at volume, from a verified number, using templates Meta approves in advance. Meta charges per conversation and bills you directly, and template approval takes a few days — both are built into the quote and the schedule.

That is the exact failure the design prevents. The gateway is the source of truth: we verify its signed callback and set the order from that, never from the browser the customer closed too early. Handlers are idempotent, so a repeated callback cannot create a second order or a second charge. If a callback never arrives at all, a daily reconciliation job compares the gateway’s settlement report against your orders and flags every difference by name and amount.

Usually yes, with a caveat worth saying before you pay anything. Tally Prime speaks XML over a local port on the machine it runs on, so a sync needs that machine switched on and reachable — either a connector service inside your network that pushes out, or a fixed link in. Zoho Books and most cloud ERPs are simpler because they have real APIs and are always on. We work out which category you fall into in the first conversation, and the quote says plainly what is required from your side.

Providers do change things, sometimes with short notice. Every integration logs its requests and responses, so when something shifts we can see exactly what came back instead of guessing from a blank screen. The first 30 days of fixes are included. After that most clients keep a small monthly retainer for upkeep, or simply call us when something breaks — either is fine. The code, the keys and the documentation are yours, so another developer can pick it up without starting over.

Next step

Tell us which two systems disagree.

Send a short list of the tools you run and where the retyping happens. We will reply with what can be connected, what genuinely cannot, and a fixed price for the piece worth doing first.