Deskera Workflow Automation
Automate business workflows across sales, purchase, accounting, banking, expenses, CRM, and payroll. Save hundreds of hours with Deskera’s all-in-one software.
Create Custom Automation Workflows
You can create countless automation workflows using the Deskera Workflow Builder. Add triggers to kickoff automations, define actions after the kickoff and configure the workflow to mirror your business processes. You have complete control.
Create complex email broadcasts or nuanced drip marketing campaigns with Deskera in a few clicks.
Scan Receipts & Barcodes to Auto-record Data Entries
Scan bills, purchase invoices, and expenses automatically to add and track them. Deskera’s intelligent image processing capabilities help you identify, fetch and fill scanned document fields.
The Deskera Mobile App also allows you to scan your product’s barcode and automatically record its details in the system, saving hundreds of hours of manual data entry.
Automate Inventory Tracking Across Warehouses
Track different types of products, including goods, services, raw materials, and finished goods.
Deskera records Inventory movement across multiple warehouses automatically when you carry out any transaction.
Get the flexibility of auto fulfillment and auto goods receipt when creating invoices and bills.
Automate Bank Reconciliation with Rules
Manually Adding bank transactions is a thing of the past. With Deskera, just set up the rules, and it will fetch the bank transactions from your bank and create transactions the way you like. All without you lifting a finger.
Add automation rules to reconcile banking transactions correctly with the accounting system.
Calculate & Apply Tax Automatically
Get accurate tax reports and know your tax liability at all times. According to local tax rules, tax is applied automatically to invoices and other documents.
You can configure your tax codes for any country or use inbuilt tax compliances for the USA, Singapore, India, Malaysia, Philippines, Australia, Canada, Indonesia, and more.
Automate Invoice and Bill Adjustments
Easily adjust your invoices and bills when needed with credit and debit notes.
Create credit and debit notes when necessary for your customers and suppliers. Apply credit and debit notes against invoices and bills in one click to knock off outstanding amounts.
Deskera makes accounting entries automatically so you can focus on your business.
Send Salary to Employee’s Bank Account
With Deskera People, you can start the payment immediately after processing payroll. Just capture the employee’s bank account details, and you’re set.
With our flexible payment schedules, you can pay the employees strictly on your chosen day. Make the process painless and straightforward with an automated workflow of paying your employees.
Simplify Approval Workflow
Worried whether a manager gets an employee’s request on time? With automated notifications in Deskera People, no request goes unanswered.
Once the employee submits a leave request, managers can approve it instantly with a click of a button straight from the Dashboard. They can even explain if the application was denied or needs modifications.
Automate Marketing Tasks
Design automation workflow based on triggers, such as when a visitor submits a form or adds a new contact.
Add a sequence of steps that must happen once the workflow is triggered, such as sending an email or creating a new deal.
Don’t spend countless hours on manual tasks; automate lead follow-ups, nurturing, and repetitive tasks in a few minutes.