Deskera Workflow Automation

Automate Your Business. Deliver Results Faster.

Automate business workflows across sales, purchase, accounting, banking, expenses, CRM, and payroll. Save hundreds of hours with Deskera’s all-in-one software.

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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.

Get Paid Faster with Recurring Invoices

Configure recurring invoices and schedule them to be sent automatically on specific dates to your customers with the payment link.

All payments are updated automatically, and accounting records are updated when the payment is made.

Setup Payment Reminders

Reduce late payments by setting up auto-reminders for outstanding and due invoices to your customers. Just set the rules, and Deskera will follow up for you. And as soon as the payment is recorded, the follow-ups stop.

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.

Fulfill Orders Faster

Manage your sales and orders from start to finish. Create estimates and convert them to invoices upon confirmation. Receive and record online payments automatically. Fulfill orders and keep track of your cost of goods sold.

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.

Auto-Segment Your Contact List

Create rules on any parameter you track to auto-segment your contact lists, mailing lists, and leads. Don’t spend another minute arranging your lists needlessly. Any future contacts will be automatically moved to the desired segment if they meet the criteria.

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.

Automate your business today
✓ Create custom business workflows
✓ Recurring invoices
✓ Payment reminders
✓ Scan receipts & barcodes
✓ Automate inventory tracking
✓ Fulfill orders faster
✓ Auto-reconcile bank transactions
✓ Auto-calculate taxes and apply
✓ Automate invoice & bill adjustments
✓ Send employee salary automatically
✓ Simplify approval workflow
✓ Auto-segment your contact list
✓ Automate sales & marketing tasks
Boost your productivity
You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference

Frequently Asked Questions

How does the 15 day trial work?
You have full access to the selected product and plan features during the 15 days. You can invite your team-mates and other users to be a part of the trial w/o restrictions.
What will happen to my account once the trial is over?
Don't worry, we will remind you when your trial is about to end. You can choose to subscribe to any available plan and enter payment details for the account to remain active. In case you choose not to subscribe within the trial period, the individual products will be inaccessible. You will still be able to go the Admin section and can choose to subscribe for any available plan and it will give you the appropriate access.
How often will I have to pay for renewal/subscription?
The payment frequency will depend on the subscription contract you choose. We have two options, Annual and Monthly. If you go for an annual subscription, you will get an immediate 20% off and will have to renew only after the annual subscription period is over. If you go for a monthly subscription, the payment will be charged each month.
Can I upgrade/change the plan any time?
You can upgrade/change any time and we will adjust the difference. Please note that if you are moving to a lower plan, you may end up losing access to some of your data/features that may be available only in the higher plans.
What are users? What are power users? What are free users?
A User is anyone who can access the system. A user can be a power user or a free user. Power Users are users with advanced access rights in the system. e.g. access to add/edit/delete other users, approving leaves, approving expenses, accessing financial reports. Free users are users with controlled access rights e.g. They can create and send invoices, they can manage deals, contacts, and can apply for leaves, expense reimbursements, and view their paystubs/payslips.
What is the limit on no. of free users?
You can add upto 5 free users to Deskera Books and Deskera CRM. And you can add upto 15 employees to Deskera People. If you need to add more, please contact us..
When will you start billing me?
Your billing will start as soon as you enter your payment details in the system.
Can I cancel my subscription?
You can cancel a monthly subscription any time. The account will become inactive at the end of the billing cycle, so you have sufficient time to transfer or download any data.
How safe is my data?
We use TLS security encryption which is the industry standard for transmitting data safely over the Internet.
How can I get support?
We have email and chat support available for you. You can either send an email to our helpdesk or chat live with us from within the system or from our website by using the chat icon in the bottom right corner.
How can I get a demo?
We run daily webinars on running your business with Deskera. We show the system and its features in these interactive sessions that last for around 1 hr. Book one today to see how we can help you.

Run Your Business With Deskera

What if you could replace at least three different SaaS tools (and their subscriptions) with a single application?

Start 15 days trial