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

Your business moves fast.
Your books should too.

Meet Books on Autopilot – cloud accounting for business owners ready to work digitally. Technology handles the repetitive work while experienced professionals review your books, ensure accuracy and keep compliance on time.

📅
Date
25 August 2026
🕐
Time
11:30 AM | 4:30 PM
💻
Mode
Online
Reserve My Webinar Seat →
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.
Reserve My Webinar Seat →
The Old Way Is Costing You Time

Accounting shouldn’t begin with
“Please send the documents.”

When your bank, bills and books live in separate places, you spend every month looking backwards.

Books on Autopilot connects the moving parts – then professionals review the output, resolve exceptions and complete the compliance.

The usual month-end Manual
With Books on Autopilot Assured
✕Download and email bank statements
✓Business bank activity flows in automatically
✕Hunt for bills across inboxes and WhatsApp
✓Bills are scanned, read and organised smartly
✕Wait weeks to see last month’s numbers
✓Professionals review completeness and accuracy
✕Make decisions on outdated information
✓Your GST and tax compliance stays on schedule
The usual month-end Manual
✕Download and email bank statements
✕Hunt for bills across inboxes and WhatsApp
✕Wait weeks to see last month’s numbers
✕Make decisions on outdated information
With Books on Autopilot Assured
✓Business bank activity flows in automatically
✓Bills are scanned, read and organised smartly
✓Professionals review completeness and accuracy
✓Your GST and tax compliance stays on schedule
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
The Professional Assurance Layer

Autopilot doesn’t mean
unattended.

Automation captures and organises the information. Experienced accounting and tax professionals remain at the controls—reviewing the books, resolving exceptions and ensuring every agreed deliverable is completed accurately and on time.

Nothing Important Overlooked
Completeness
We check bank activity, bills and supporting records to identify missing information before the books are closed.
Human-Reviewed Accounts
Accuracy
Professionals review classifications, reconciliations, GST treatment and unusual transactions – not just the software output.
Deadlines Actively Managed
Timely Compliance
We track the agreed accounting, GST and tax deadlines and move the work through review to completion on schedule.
Experts Behind the Automation
Professional Oversight
Questions and exceptions are handled by an accounting team that understands your business and remains accountable.
✓
The Books on Autopilot Promise
Less accounting effort for you. No reduction in professional responsibility.
Is This Built for You?

Made for businesses that sell expertise, not paperwork.

Software consultants
IT & digital agencies
SaaS & app businesses
Tech-enabled entrepreneurs
Business owners ready for cloud accounting
Best fit: Delhi-NCR businesses with annual turnover above ₹24 lakh that are comfortable sharing records digitally and want cleaner books, timely GST data and less admin.
Quick Fit Check
  • 1Turnover above ₹24 lakh a year
  • 2Comfortable sharing records digitally
  • 3Based in or around Delhi-NCR
  • 4Wants monthly visibility, not a year-end scramble
4 out of 4? You’re a strong fit for Books on Autopilot.
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.

Reserve My Webinar Seat →
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
Reserve My Webinar Seat →
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
Reserve My Webinar Seat →
Free Live Webinar

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
▶

Reserve your seat

25 August 2026 · 11:30 AM | 4:30 PM

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

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✦

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.

LinkedIn
★★★★★
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Our Services
BusinessBespoke strategies for growing your wealth
Tax Services
Tax StrategyOur #1 priority — reduce your taxes. Startup Tax AdvisorySmart tax guidance for new and growing startups. Tax PreparationNo surprises come filing time.
Accounting Services
BookkeepingClean books, on time, every month. Outsourced AccountingYour accounting team, for hire. Fractional CFOSenior finance leadership on demand.
Other Services
Family BusinessesTailored solutions for family-run enterprises. Digital Compliance & Finance ControlsStrengthen your digital and financial controls.
PersonalAdvisory services for your financial goals
Tax Advisory
Tax StrategyForward-looking tax planning to help you keep more. Property Tax & Depreciation PlanningSmart planning for property tax and depreciation benefits.
Tax Filings
Tax Compliance & PreparationAccurate, strategic tax return preparation. Foreign Tax Compliance & PreparationGuidance for international filing obligations. HUF & Trust ComplianceCompliance support for HUF and trust structures. Personal Tax FilingsFile a return or address a notice — we have you covered.
Private WealthSolutions for your personal financial needs
Private Wealth & Tax
Private Wealth & TaxWealth Management without Tax Planning is not Wealth Management.