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WhatsApp-Integrated Accounting Automation System for Corient Business Solutions

Services Covered:

Custom Software Development • Chatbot Development • Application Integration
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Industry
Industry

Financial Services

Duration
Duration

16 months

Budget
Budget

10K - 49K

Start Date
Start Date

1 February 2019

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Onshore

Project Capability Score (PCS)

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73/100
Good

Project Capability Score (PCS) estimates how capable Aidetic is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Corient Business Solutions

map India

Project Summary

An outsourcing firm (Corient Business Solutions) hired Aidetic to build a WhatsApp-integrated accounting automation system. Aidetic developed a Python-based solution, delivered a proof of concept, and produced an automated service that responded to client financial queries in about 20 seconds. The system earned positive client feedback, secured ~1,100 subscriptions, and was registered on the Xero marketplace as a certified partner.

Key Challenges

  • High volume (over 140 per day) of client queries for financial statements and reports
  • Need to provide fast, automated delivery of financial information to external clients via WhatsApp

Project Deliverables

  • WhatsApp-integrated accounting automation system
  • Proof of concept (POC)
  • Python-based backend

Project Solution

Aidetic automated the client's accounting information flow by developing a WhatsApp-integrated system that allowed external clients to request financial reports via WhatsApp and receive responses in about 20 seconds. The team developed the solution in Python, first delivering a proof of concept and then the full automation system without requiring end users to install additional apps.

Project Outcome

  • The system performed efficiently and received positive reviews from external clients
  • Registered on the Xero marketplace and recognized as a certified partner
  • Secured around 1,100 subscriptions from third-party clients
  • Delivered on time with effective project management

Platforms

  • API/Integration PlatformAPI/Integration Platform

Tech Stack

  • PythonPython

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Thanks to Aidetic Software Pvt. Ltd.'s efforts, the system was effective and efficient. End users were pleased with the end product resulting in 1,100 subscriptions. Timely and communicative, the client was most impressed with their flexibility and determination to complete their tasks.”

Sachin Lohade

Director

Note: This endorsement is based on publicly available client feedback from external review sources.

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