Books on Autopilot | The Tax Planet — Cloud Accounting for Delhi-NCR
Cloud Accounting for Delhi-NCR’s Digital Businesses

Your Books. Your Taxes.
Your Compliance. On Auto Pilot.

Stop wasting hours on manual bookkeeping, reconciliations, tax preparation and compliance. Let our experts + automation handle your accounting operations, so you can focus on running your business.

Built for businesses looking to reduce manual work and improve accuracy.

Bank feed synced
42 entries recorded
Good morning, Riya
Cash Position
₹8,42,580
↑ 12.4% this month
Receivables
₹2.18L
GST Est.
₹48.2K
Bill auto-scanned
₹18,450 · Software
CA
For businesses above ₹24 lakh turnover
Delhi · Gurugram · Noida · Faridabad
Cloud Access Professional Review Timely Compliance
The Right Fit for Books on Autopilot
For business owners willing to move to cloud accounting
Access your records remotely, share bills digitally and see an up-to-date picture of your business without waiting for the year end.
Put My Books on Auto Pilot
Your Business Has Evolved

Has your accounting
process kept up?

You’ve automated sales.
You’ve automated marketing.
You’ve automated customer communication.

So why is your finance function still dependent on spreadsheets, manual entries and endless follow-ups?

Every Manual Step Creates Risk
Delays
Errors
Rework
Dependency
Lost Time
And when your business grows, manual processes don’t scale — they multiply. It’s time to stop managing accounting work the old way.
A Smarter Process

Your books don’t need more people.
They need a smarter process.

Books on Auto Pilot combines accounting expertise, technology and automation to streamline your bookkeeping, taxation and compliance processes.

Instead of manually managing everything, your financial operations are structured around a smarter, automated workflow.

The manual way Manual
With Books on Auto Pilot Auto Pilot
Data is entered by hand, one transaction at a time
Your business data flows in automatically
Reconciliation happens manually, month after month
Books stay reconciled as you go
Reports arrive late and tax season causes panic
Reports, tax and compliance move together
Compliance is handled in silos and deadlines slip
One connected process, always on auto pilot
The manual way Manual
Data is entered by hand, one transaction at a time
Reconciliation happens manually, month after month
Reports arrive late and tax season causes panic
Compliance is handled in silos and deadlines slip
With Books on Auto Pilot Auto Pilot
Your business data flows in automatically
Books stay reconciled as you go
Reports, tax and compliance move together
One connected process, always on auto pilot
Hands-Free for You. Professionally Controlled.

Three smart flows.
One clear picture.

Technology handles the repetitive work. Your accounting team reviews every cycle, checks what may be missing and takes responsibility for getting the books and compliance completed properly.

Bank feeds that do the fetching
Securely connect your business bank account. Transactions flow into your books, ready to be matched and reviewed.
Auto Recording
Bills that read themselves
Photograph or forward a purchase bill. Smart capture reads the supplier, amount, GST and date – then files it neatly.
Smart Document Capture
Your business, in your pocket
See cash, receivables, expenses and key trends from your phone – at the office, between meetings or on the move.
Always-On Visibility
Why Books on Auto Pilot

Why move your books
to auto pilot?

Save time, improve accuracy and get better visibility into your business — with structured processes and expert support built in.

Save Time
Reduce repetitive manual accounting work.
Improve Accuracy
Reduce errors caused by repetitive manual processes.
Scale Better
Handle growing transaction volumes without making every process more complicated.
Better Visibility
Get more organised financial information when you need it.
Structured Processes
Build accounting workflows that don’t depend entirely on one person.
Expert Support
Technology + accounting expertise working together.
The Books on Autopilot Promise
Less accounting effort for you. No reduction in professional responsibility.
Is This Built for You?

Built for businesses that are done with manual accounting.

Growing Businesses
Startups & SMEs
Businesses With Multiple Operations
Note: If your team is spending valuable hours doing repetitive accounting work, it’s time to put your books on auto pilot.
Quick Fit Check
  • 1Growing Businesses — spending too much time managing books internally?
  • 2Startups & SMEs — need organised books without building a large accounting team?
  • 3Multiple Operations — managing multiple entities, transactions or compliance requirements?
Recognise your business here? You’re a strong fit for Books on Auto Pilot.
I want to run my business – not spend the last week of every month preparing for my accountant.
Sound familiar? That’s exactly what this service is designed to change.
Fixed-Fee Packages for Sole Proprietors

Choose how much visibility your business needs.

No hidden fees
Effortless cloud accounting
Professionals remain responsible
Monthly packages start from ₹7,500 (+ GST).*
What’s Included
Compliance
Compliance Pack
Sole proprietorships
Growth
Growth Pack
Compliance plus insight
Cloud bookkeepingRemote access and monthly bank reconciliations
Included
Included
Zoho Books subscriptionYour cloud accounting software, included in the fee
Included
Included
Quarterly GST return filing
Included
Included
Quarterly TDS return filing
Included
Included
TDS deduction supportForm 16A and automated reminders
Included
Included
Annual Income Tax ReturnITR-3 or ITR-4, as applicable
Included
Included
Monthly MI report
Included
Cash-flow report
Included
Business tax advisoryQuarterly in-person or virtual meeting
Included

*Final scope and fixed fee depend on transaction volume, registrations and business requirements.

Put My Books on Auto Pilot →
Monthly packages start from ₹7,500 (+ GST).*
Compliance
Compliance Pack*
Sole proprietorships
Cloud bookkeeping
Remote access and monthly bank reconciliations
Zoho Books subscription
Your cloud accounting software, included in the fee
Quarterly GST return filing
Quarterly TDS return filing
TDS deduction support
Form 16A and automated reminders
Annual Income Tax Return
ITR-3 or ITR-4, as applicable
Put My Books on Auto Pilot →
Growth
Growth Pack
Compliance plus insight
Cloud bookkeeping
Remote access and monthly bank reconciliations
Zoho Books subscription
Your cloud accounting software, included in the fee
Quarterly GST return filing
Quarterly TDS return filing
TDS deduction support
Form 16A and automated reminders
Annual Income Tax Return
ITR-3 or ITR-4, as applicable
Monthly MI report
Growth only
Cash-flow report
Growth only
Business tax advisory
Quarterly in-person or virtual meeting
Growth only
Put My Books on Auto Pilot →
Trusted By Businesses Like Yours

Proof, not promises.

30+
Books Managed
1 lac+
Transactions Processed
15
Years of Accounting Experience
25%-30%
Reduction in Manual Work
Book a consultation now for Live Demo

See what accounting on autopilot looks like.

Join a practical, jargon-free walkthrough for Delhi-NCR’s software and digital business owners.

  • How bank feeds reduce transaction entry
  • How smart capture processes bills and expenses
  • How professionals review accuracy and completeness
  • How we manage timely GST and tax compliance

Book your consultation

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Thanks for your interest. Books on Autopilot is designed for businesses with an annual turnover above ₹24 lakh, so this particular session isn’t the right fit for you at this time.

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Our team will review your information and send you a link to book your consultation, at a time that works best for you.

Ready When You Are

Ready to stop managing
your books manually?

Let’s identify which parts of your accounting workflow can be automated and streamlined.

Get Your Books on Auto Pilot →

Book a free consultation with our accounting automation experts.

Built for ambitious Delhi-NCR businesses.
Less chasing. More control.

Meet The Experts

The professionals behind Books on Autopilot

Led by experienced accounting and cross-border advisory specialists, Manu and Kanika bring practical, business-first guidance to help you understand what moving to cloud accounting really means for your business.

Manu Gupta
Manu Gupta
Managing Partner, Optimyze

Manu brings a business-first lens to cloud accounting – helping companies understand where automation genuinely creates value, where professional review is essential, and what to consider before moving their books online.

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Kanika Bali
Kanika Bali
Founder, The Tax Planet

CA Kanika Bali is a Fellow Chartered Accountant with over 23 years of experience across accounting, taxation and finance. She brings deep expertise in compliance, business advisory and cloud accounting for sole proprietors and digital businesses.

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Common Questions

Frequently Asked Questions

Is Books on Auto Pilot completely automated?

No. Automation handles the repetitive data entry and capture, while experienced accounting professionals review the numbers, resolve exceptions and remain responsible for accuracy and compliance.

Do I need to change my existing accounting software?

In most cases, no. We work within Zoho Books or your existing cloud platform wherever possible, and guide you through a switch only where it genuinely helps.

Is this suitable for small businesses?

Yes. Books on Auto Pilot is built for growing businesses, startups and SMEs that want organised books without building a large in-house accounting team.

Can you handle tax and compliance as well?

Yes. GST, TDS and income tax filings are tracked and completed as part of the same workflow, alongside your bookkeeping.

Will I still have access to my financial information?

Always. Your books live on the cloud, so you can check cash, receivables and reports from your phone or laptop at any time.

How long does onboarding take?

Onboarding timelines depend on your transaction volume and existing records, but most businesses are fully set up within a few weeks.

What accounting software do you support?

We primarily work on Zoho Books, and can advise on migrating from spreadsheets or other platforms as part of onboarding.

Is my financial data secure?

Yes. Your data is stored on secure, access-controlled cloud infrastructure, and only your assigned accounting team can view it.

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