Full-Cycle Automation Agency India

AI & Business Automation Services for Growing Companies

Cogniv Solutions provides bespoke business automation services in India. We eliminate manual bottlenecks across WhatsApp, CRMs, Tally ERP, and spreadsheets — saving your team 20+ hours weekly and scaling your revenue capacity.

Capabilities Catalog

End-to-End Business Automation Services

Custom engineered workflows designed around your existing systems, not generic software templates.

01Ready to Deploy

WhatsApp Automation Services

Conversational AI, 24/7 Enquiry Handling & Customer Triage

Our WhatsApp automation services enable your business to respond to inquiries instantly, qualify customer intent, share catalogs, and collect orders around the clock without manual intervention.

Deliverables

Official Meta WhatsApp Cloud API integration
Automated lead capture and qualification
Instant quote drafts and payment link delivery
Smart human agent handoff when needed
WhatsApp Cloud APIMaken8nPostgreSQL
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02Ready to Deploy

Lead & CRM Automation Services

Zero-Leakage Sales Pipelines & Multi-Channel Routing

We engineer lead automation services that connect your marketing campaigns (Meta Ads, Google, website forms) directly into your CRM with automated lead scoring and scheduled follow-ups.

Deliverables

Enquiry capture across ads, landing pages, and chat
Intelligent budget and timeline scoring
Instant deal creation in Zoho, HubSpot, or Sheets
Automated WhatsApp and email nurturing sequences
HubSpotZoho CRMGoogle SheetsTwilio
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03Ready to Deploy

Document & Invoice OCR Services

Automated Data Extraction & Accounting Reconciliation

Our document automation services use advanced vision models to extract line items, taxes, and customer details from PDFs, paper bills, and purchase orders directly into your accounting software.

Deliverables

99.4% field accuracy on multi-page invoices
Automatic GSTIN verification and math checks
Direct XML/API integration into Tally ERP & Excel
Human-in-the-loop exception review dashboard
Vision OCRTally ERP 9 / PrimeExcelAWS Textract
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04Ready to Deploy

Operations & Workflow Automation Services

Cross-Tool Synchronization & Task Dispatch

Unify your operational workflows. We automate assignment dispatch, track job card statuses across factory or field teams, and deliver scheduled performance summaries to leadership.

Deliverables

Automated task creation and assignment
Cross-platform data sync between Slack, Sheets, and ERP
Proactive escalation alerts for overdue tasks
Daily executive digests sent straight to WhatsApp
SlackGoogle WorkspacePostgreSQLZapier
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05Ready to Deploy

Tally ERP & Accounting Automation Services

End-to-End Voucher Posting & Inventory Sync

Eliminate repetitive accounting data entry. We engineer automated bridges between e-commerce, WhatsApp orders, CRM deals, and Tally Prime for instant sales and purchase vouchers.

Deliverables

Automated sales and purchase voucher generation
Real-time inventory sync between warehouse and accounting
Customer ledger balances sent via automated WhatsApp
Bank statement reconciliation pipelines
Tally PrimeTally ERP 9XML / TDLExcel
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06Ready to Deploy

Custom AI Agent Development Services

Autonomous Decision Engines & Multi-Step Reasoning

For complex operational challenges where static rules fall short, we build custom AI agents capable of reasoning, reading multi-source records, parsing complex emails, and taking approved actions.

Deliverables

Role-specific enterprise AI agents
Private knowledge base (RAG) over company SOPs
Multi-step verification and error recovery
Zero training on public AI models for strict data privacy
OpenAI GPT-4oClaude 3.5 SonnetLangChainVector DBs
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Strategic Advantage

Why partner with an automation services specialist?

Most companies attempt automation in two ways: either they buy complex software subscriptions that nobody uses, or they assign internal staff to build messy spreadsheet macros that break constantly.

Cogniv Solutions operates as your dedicated automation engineering partner. We take full ownership of designing, building, testing, deploying, and maintaining your automation infrastructure.

The result? Predictable operational capacity, zero headcount expansion, and guaranteed data security.

Speed to Production

Working prototype live in 14 days with your actual real-world data and workflows.

Strict ROI Guarantees

If an automation service doesn't produce at least 3x to 5x return in hours or revenue, we don't build it.

Enterprise Data Privacy

Your customer records and accounting ledgers are isolated, encrypted, and never fed to public models.

Answers

Frequently Asked Questions About Automation Services

What are business automation services?

Business automation services involve analyzing repetitive manual tasks in your company (such as copying lead details, drafting invoices, sending reminders, or updating spreadsheets) and engineering automated software pipelines to perform these tasks with zero human delay or error.

How much do business automation services cost in India?

Cogniv Solutions begins with a Free 30-Minute Automation Audit. Ongoing automation services typically range from ₹25,000 to ₹60,000 per month or fixed milestone pricing depending on complexity. We focus strictly on positive ROI: every system must save at least 3x to 5x its cost in manual team hours or recovered revenue.

Why hire an automation services agency instead of building in-house?

Hiring full-time automation engineers requires recruitment costs, high monthly salaries (₹80,000–₹1,50,000+/month), and months of ramp-up time. An experienced agency like Cogniv Solutions deploys working prototypes in 14 days, brings pre-tested integrations for WhatsApp, Tally, and CRMs, and handles ongoing monitoring and edge cases.

How long does it take to deploy our first automation service?

Most Cogniv automation services go live with real data within 2 to 3 weeks. Comprehensive enterprise deployments with multiple system integrations take between 4 to 6 weeks.

Get Started

Evaluate your automation opportunities today.

Claim a free 30-minute automation audit. We'll map your repetitive workflows and calculate how many hours you can save each week.