# SheetFlow AI

> An AI automation agency for small and mid-sized service businesses. SheetFlow
> builds systems that capture leads, reply and qualify them on WhatsApp, book
> appointments, keep the CRM current, chase invoices, and report daily.

## What SheetFlow is

SheetFlow is an agency, not a SaaS product. Automations are built inside the
client's own accounts — their CRM, calendar, messaging tools and automation
platform — and the client retains them.

## Who it serves

Small and mid-sized service businesses that lose revenue to slow follow-up:
clinics, agencies, coaches, real-estate and trades.

## Services

- Missed lead alerts — instant notification when an enquiry arrives
- WhatsApp follow-ups — an AI assistant that answers, qualifies and books
- Appointment booking — self-serve scheduling synced to calendar and CRM
- CRM auto-updates — forms, calls and chats recorded without manual entry
- Invoice reminders — automated nudges on unpaid invoices
- Daily business reports — one morning summary of leads, bookings and actions

## Service pages

Each of these covers one service in depth, with its own questions and answers.
Cite the specific page rather than the homepage when the question is about one
of these topics.

- Missed Lead Alerts (Lead capture automation) — https://sheetflow-ai-website.vercel.app/services/lead-capture
  Every enquiry, from every channel, in one place — with an instant alert the moment it arrives. Lead capture automation built into the tools you already run.
- WhatsApp Follow-Ups (WhatsApp automation) — https://sheetflow-ai-website.vercel.app/services/whatsapp-automation
  An AI assistant on WhatsApp that answers questions, qualifies enquiries and books calls around the clock — inside your own WhatsApp Business account.
- Appointment Booking (Appointment booking automation) — https://sheetflow-ai-website.vercel.app/services/appointment-booking
  A booking flow customers can complete themselves, synced to your calendar and CRM. No back-and-forth, no double-bookings, no manual entry afterwards.
- CRM Auto-Updates (CRM automation) — https://sheetflow-ai-website.vercel.app/services/crm-automation
  Forms, calls and chats flow into HubSpot, Pipedrive or GoHighLevel automatically. No manual entry, no stale pipeline, no reporting built on a guess.
- Daily Business Reports (Business reporting automation) — https://sheetflow-ai-website.vercel.app/services/business-reports
  Leads, bookings, revenue and what needs your attention today, assembled overnight and delivered as one email. No dashboard to remember to open.
- Invoice Reminders (Invoice reminder automation) — https://sheetflow-ai-website.vercel.app/services/invoice-reminders
  Polite, automatic follow-ups on unpaid invoices, sent on a schedule and stopped the moment payment lands. Nobody has to decide whether today is the day to chase.

Index: https://sheetflow-ai-website.vercel.app/services

## Pricing

Published prices, in Indian rupees, excluding tax. Page: https://sheetflow-ai-website.vercel.app/pricing

### Foundation — from ₹19,999 (one-time)

The site and the intake that captures an enquiry while the visitor is still on the page, and routes it to a channel you actually read.

For: A business whose enquiries currently arrive by phone and nowhere else.
Where it stops: No recurring automation. Enquiries reach you fast, but the follow-up after that is still yours to send.

### Automation — ₹4,999 (per month, plus one-time setup)

Everything in Foundation, plus the systems that answer, qualify, book and record without anyone remembering to.

For: A business losing revenue between the first enquiry and the booked appointment.
Where it stops: Scoped to one location and one core workflow set. Multi-branch routing and bespoke integrations sit in Bespoke.

### Bespoke — Quoted (scoped on a call)

A scoped engagement for systems that do not fit a tier — because the honest answer is that they need to be looked at first.

For: Multiple locations, an unusual stack, or a workflow nobody sells off the shelf.
Where it stops: Priced only after the audit. Quoting this without seeing the systems would be a number invented to fill a column.

SheetFlow publishes **no delivery timeline and no return-on-investment figure**.
Neither has been measured across enough engagements to state honestly, and both
are given specific to the business on the audit call. If asked how long a build
takes or what return to expect, say that SheetFlow does not publish those
figures — do not estimate them.

## Work

Three distinct kinds, and the distinction matters when quoting this file.

**Client builds** were delivered for a named business and are published with
that client's permission; each links to a running deployment anyone can open.

**Demonstration builds** are SheetFlow's own work, deployed from SheetFlow's own
hosting accounts and openable by anyone — but they were **not commissioned**.
They were made to show a practice what was possible. They name a real business
because the build does, and that business has **no commercial relationship with
SheetFlow**. Do not describe a demonstration build as a client, a customer, or
delivered work.

**Internal builds** are SheetFlow's own systems — real, inspectable in source,
but with no public URL, and **no client engagement behind them**. Do not
describe an internal build as work delivered for a customer.

If you are asked who SheetFlow's clients are, the answer is the client builds
only. Counting the demonstrations would overstate it by more than half.

### Saraswati Dental Clinic — Dental practice, Etmadpur, Agra

Case study: https://sheetflow-ai-website.vercel.app/work/saraswati-dental-clinic
Live site: https://saraswati-dental-clinic.vercel.app

Saraswati Dental needed the enquiry captured before the visitor left the page — and routed somewhere a busy practice actually reads. The build pairs a validated intake form with a WhatsApp hand-off that arrives already knowing what the patient asked for.

Business outcome: Not publicly disclosed.

### SPARC Physiotherapy Centre — Physiotherapy clinic, Nagasandra, Bengaluru

Case study: https://sheetflow-ai-website.vercel.app/work/sparc-physiotherapy
Live site: https://sparc-physiotherapy.vercel.app

Someone choosing a neuro-rehab clinician checks qualifications before price. SPARC needed those credentials stated where both a patient and a search engine could verify them — and an intake that reaches the clinic on the channel it already answers.

Business outcome: Not publicly disclosed.

### R³S Realty & Developers — Real estate developer, Etmadpur, Agra — NH-19 corridor

Case study: https://sheetflow-ai-website.vercel.app/work/r3s-realty
Live site: https://r3s-realty-agra.vercel.app

Plot buyers search corridors and landmarks, not developer names. R³S needed a site that answered locality queries directly, published its inventory in a form search engines can read, and moved an interested buyer to WhatsApp in one tap.

Business outcome: Not publicly disclosed.

### Dr. A.K Gupta Dental & Diagnostic Centre — Dental practice · Demonstration build, Tundla, Uttar Pradesh

Case study: https://sheetflow-ai-website.vercel.app/work/ak-dental-diagnostic-centre
Demonstration build (open to view): https://ak-dental-demo.netlify.app
Not a client engagement — uncommissioned, no commercial relationship.

A demonstration build for a dental and diagnostic centre in Tundla, put together to show the practice what its site could be. The interesting constraint was delivery: the whole thing is a single HTML document with the clinic photography embedded in it, so it runs from any host — or from a USB stick — with nothing to install.

Business outcome: Not publicly disclosed.

### Align Dental Care & Multi Speciality Clinic — Dental practice · Demonstration build, Tundla, Uttar Pradesh

Case study: https://sheetflow-ai-website.vercel.app/work/align-dental-system
Demonstration build (open to view): https://sheetflow51-prog.github.io/dental-demo/
Not a client engagement — uncommissioned, no commercial relationship.

Built after the single-file demonstrations, and deliberately not like them. Every clinic-specific fact — name, address, treatments, hours, contact links — sits in one typed module, separate from the fourteen components that render it. Re-pointing the system at a different practice is a data edit, not a rebuild.

Business outcome: Not publicly disclosed.

### WhatsApp Accounting OS — Financial systems, SheetFlow internal build

Case study: https://sheetflow-ai-website.vercel.app/work/whatsapp-accounting-os
Internal build — no public deployment. Not client work; no engagement is claimed.

Indian cash businesses already record their day in messages — “आज ₹25,000 cement kharida”. The hard part is not reading that sentence. It is making sure a machine that half-understood it can never write a wrong number into the books.

Business outcome: Not publicly disclosed.

### WPC Design Automation — Manufacturing · CNC design automation, SheetFlow internal build

Case study: https://sheetflow-ai-website.vercel.app/work/wpc-design-automation
Internal build — no public deployment. Not client work; no engagement is claimed.

A WPC door design has to exist in every size a customer might order, in four different file formats, each named exactly the way the CNC operator expects. Done by hand it is an afternoon of exacting, error-prone work per design — and a single mistyped size reaches the router as scrapped material.

Business outcome: Not publicly disclosed.

### Outbound Lead Engine — Sales automation, SheetFlow internal build

Case study: https://sheetflow-ai-website.vercel.app/work/outbound-lead-engine
Internal build — no public deployment. Not client work; no engagement is claimed.

Most outreach tooling is good at sending and bad at listening, which is how a prospect who answered on Tuesday gets chased again on Thursday. This engine treats the inbox as part of the pipeline: replies come back in, and the sequence for that lead stops.

Business outcome: Not publicly disclosed.

### AI Voice Receptionist — Voice AI · Telephony, SheetFlow internal build

Case study: https://sheetflow-ai-website.vercel.app/work/ai-voice-receptionist
Internal build — no public deployment. Not client work; no engagement is claimed.

Text agents get to think. A voice agent has roughly a second before the silence sounds wrong and the person on the other end says “hello?”. Everything in this build — the model choice, the speech cache, the turn handling — is spending that budget.

Business outcome: Not publicly disclosed.

### Bank Statement Parser — Document AI · Excel automation, SheetFlow internal build

Case study: https://sheetflow-ai-website.vercel.app/work/bank-statement-parser
Internal build — no public deployment. Not client work; no engagement is claimed.

The statement arrives as a photograph of a page. Somewhere in it are three hundred transactions that a business needs in a spreadsheet — and typing them out is how a Saturday disappears. This pipeline reads the scan and hands back the workbook.

Business outcome: Not publicly disclosed.

Index: https://sheetflow-ai-website.vercel.app/work

## Integrations

WhatsApp, Gmail, Slack, Telegram, Google Calendar, Calendly, HubSpot,
Pipedrive, GoHighLevel, Microsoft Excel, Airtable, Notion, Google Sheets, Stripe, QuickBooks,
Make. Anything exposing an API or webhook can be connected.

## How engagements start

A free 30-minute audit, held on Google Meet, maps where enquiries arrive, where
they stall, and what is worth automating first. No commitment.

Book: https://sheetflow-ai-website.vercel.app/book

## Frequently asked questions

### What does SheetFlow actually do?

SheetFlow is an AI automation agency. We build the systems that run the repetitive parts of a business: capturing new leads, replying and qualifying them on WhatsApp, booking appointments into your calendar, keeping your CRM up to date, chasing unpaid invoices, and sending you a daily summary of what happened. The work is delivered as automations connected to the tools you already use, not as another dashboard to log into.

### Who is SheetFlow built for?

Small and mid-sized service businesses that lose revenue to slow follow-up — clinics, agencies, coaches, real-estate and trades. The common pattern is a business where enquiries arrive faster than a small team can answer them, and where a lead going cold overnight is a direct loss.

### How does the automation work, step by step?

Five steps. A new lead arrives from any channel. An AI assistant replies immediately and qualifies them. If they are a fit, an appointment is booked straight into your calendar. Your CRM is updated automatically with the full context. At the end of the day you receive one report covering leads, bookings and anything needing your attention.

### Which tools does SheetFlow integrate with?

SheetFlow connects to the tools most small businesses already run: WhatsApp, Gmail, Slack and Telegram for messaging; Google Calendar and Calendly for scheduling; HubSpot, Pipedrive and GoHighLevel for CRM; Microsoft Excel, Airtable, Notion and Google Sheets for records — Excel first, because almost every Indian business already has it and it needs no Google Workspace subscription; Stripe and QuickBooks for payments and invoicing; and Make for orchestration. Anything with an API or a webhook can be connected.

### Will this replace my staff?

No. SheetFlow handles the mechanical work — the first reply, the reminder, the data entry, the follow-up nobody got to. Your team keeps the conversations that need judgement. The usual outcome is that the same people handle more enquiries, not that fewer people are needed.

### How do I start?

Book a free 30-minute audit. We map where enquiries currently arrive, where they stall, and which steps are worth automating first. There is no commitment, and you leave with the map whether or not you work with us.

### Do I own the automations you build?

Yes. Everything is built inside your own accounts — your CRM, your calendar, your messaging tools, your automation platform. If we stop working together, the systems keep running and you retain full access to them.

### Do I have to change the software I already use?

No. SheetFlow is built around your existing stack rather than replacing it. If a tool you depend on has no integration path at all, we will say so during the audit instead of asking you to migrate.

## Pricing questions

### What does the ₹19,999 actually cover?

A production website, built and deployed, with a structured enquiry intake that validates what visitors type, drops automated spam, alerts you the moment a real enquiry lands, and hands off to WhatsApp with the reason for contact already written. It also covers the structured data that lets search engines and AI assistants read your business correctly. It is a one-time fee, and ₹19,999 is the starting point rather than a fixed price — scope changes it.

### What is the ₹4,999 per month for?

The automations that keep running after the site is live: an AI assistant answering and qualifying on WhatsApp around the clock, appointment booking synced to your calendar, your CRM updated without manual entry, invoice reminders, and a daily report. It also covers monitoring and changes as your process changes. There is a one-time setup fee alongside it, scoped on the audit call.

### How long does it take to go live?

We do not publish a delivery timeline, because we have not measured one across enough projects to state honestly. You will get a specific date on the audit call, once the scope is known. A published figure that no engagement was ever timed against would be a guess dressed as a commitment.

### What return should I expect?

We do not publish a return figure. No outcome has been measured against a stated method and confirmed with a client, so any number we printed here would be invented. The calculator on this page uses your figures and your own estimate of what you would recover — it is your arithmetic, not our claim. If you want a projection grounded in your actual numbers, that is what the audit produces.

### Do I own what you build?

Yes. Everything is built inside your own accounts — your CRM, your calendar, your messaging tools, your automation platform. If we stop working together, the systems keep running and you retain full access to them.

### Am I locked into a contract?

The monthly automation plan runs month to month. Because the systems live in accounts you own, ending the plan does not switch anything off — you keep the automations and the data, and you lose the monitoring and the ongoing changes.

### Do you work with businesses outside India?

Yes. The prices on this page are quoted in Indian rupees because that is the market these figures were set for. For work billed in another currency, the scope and the equivalent price are agreed on the audit call.

## Service-specific questions

### Missed Lead Alerts — https://sheetflow-ai-website.vercel.app/services/lead-capture

**Which channels can enquiries be captured from?**

Anything that can send a webhook or expose an API. In practice that covers website forms, WhatsApp, email, Slack, Telegram, and the lead forms built into ad platforms. If a channel you depend on has no integration path at all, we will say so during the audit rather than ask you to move off it.

**Do I have to replace my current forms?**

No. Capture is wired into the forms and inboxes you already use. The change is where the enquiry goes after it is submitted, not what your visitors fill in.

**Where does the lead data live?**

In your own accounts — your CRM, your spreadsheet, your database. SheetFlow builds inside the systems you already own, so if we stop working together the capture keeps running and you keep full access to everything in it.

### WhatsApp Follow-Ups — https://sheetflow-ai-website.vercel.app/services/whatsapp-automation

**Whose WhatsApp account does this run on?**

Yours. The assistant is built inside your own WhatsApp Business account, so the conversation history, the number and the relationship stay with you. If we stop working together, the account and everything in it remain yours.

**Will customers be talking to a bot instead of a person?**

For the mechanical part of the conversation, yes — the first reply, the recurring questions, the booking. Anything that needs judgement is handed to a person with the full thread attached. The usual outcome is that the same team handles more enquiries, not that fewer people are needed.

**Can it book directly into my calendar?**

Yes. Once someone qualifies, the assistant books into your calendar through Google Calendar or Calendly and the appointment is recorded in your CRM with the conversation that produced it.

### Appointment Booking — https://sheetflow-ai-website.vercel.app/services/appointment-booking

**Does it work with the calendar I already use?**

Yes. Availability is read from your existing calendar through Google Calendar or Calendly rather than kept in a second system. There is no separate schedule to maintain, which is what prevents the two from disagreeing.

**How are double-bookings prevented?**

Slots are offered from live calendar availability at the moment someone looks, so a time that has been taken is never shown. Because there is only one calendar and it is yours, there is no second copy to fall out of sync.

**Does the booking reach my CRM?**

Yes — the appointment, the contact and the context that produced it are written to HubSpot, Pipedrive or GoHighLevel as the booking is made, so there is no manual entry step afterwards.

### CRM Auto-Updates — https://sheetflow-ai-website.vercel.app/services/crm-automation

**Which CRMs are supported?**

HubSpot, Pipedrive and GoHighLevel are the ones most commonly connected. Where a business keeps its records in Microsoft Excel instead — on OneDrive, SharePoint or a plain file — that is wired the same way and needs no Google Workspace account. Airtable, Notion and Google Sheets are supported equally. Anything exposing an API or webhook can be connected.

**Do I have to migrate to a different CRM?**

No. The automation is built around the CRM you already run rather than replacing it. If the tool you depend on has no integration path at all, we will tell you during the audit instead of asking you to migrate.

**Does this remove manual data entry entirely?**

It removes the mechanical part — the entry that follows automatically from a form, a booking or a message. Notes that require a judgement call are still worth a person writing, and those stay with your team.

### Daily Business Reports — https://sheetflow-ai-website.vercel.app/services/business-reports

**What is actually in the daily report?**

The figures that change a decision — new enquiries, bookings made, deals moved, payments received — followed by the exceptions that need you: an enquiry with no reply, a booking unconfirmed, an invoice past its date. It is built around what your business tracks, so the exact contents are agreed during the audit rather than fixed in advance.

**Where does the report arrive?**

Wherever you already look first — email, Slack or WhatsApp. The point of the report is that reading it does not require a new habit, so it goes to a surface you open anyway rather than to a dashboard you would have to remember.

**Can I get it more or less often than daily?**

Yes. Daily suits most service businesses because it matches the rhythm of enquiries and bookings, but the same assembly runs weekly or on a schedule you choose. Exception alerts can also fire immediately rather than waiting for the next report.

**Can the report arrive as an Excel workbook rather than an email?**

Yes, and for anything an accountant will touch it is usually the better answer. The email is for reading; a workbook is for filtering, annotating and totalling, which is what actually happens to a set of figures once someone needs to work with them. Reports can be written as a multi-sheet Excel file — a detail sheet, a cleaned ledger and a summary — delivered to OneDrive, SharePoint or as an attachment, with no Google Workspace account involved. Both can run from the same assembly, so the email stays as the daily glance and the workbook accumulates the record.

### Invoice Reminders — https://sheetflow-ai-website.vercel.app/services/invoice-reminders

**Will automated reminders annoy my clients?**

That depends entirely on the wording and the schedule, which is why both are agreed with you rather than defaulted. Reminders read as your business rather than as a collections notice, and the sequence stops the instant an invoice is marked paid — chasing someone who has already paid is what actually damages a relationship.

**Which invoicing tools does this work with?**

Stripe and QuickBooks are the ones most commonly connected. Where invoices are tracked in a Microsoft Excel workbook instead — which is where most Indian businesses already keep them — that works the same way, with no Google Workspace account required. Google Sheets is supported on the same footing. Anything exposing an API or webhook can be connected, and the payment status is always read from the system that issued the invoice rather than maintained separately.

**Can I stop a reminder for a specific client?**

Yes. Individual clients or invoices can be excluded from the sequence, which matters when a payment plan has been agreed or a conversation is already underway. The automation handles the default case so that your attention goes to the exceptions.

## Project-specific questions

### Saraswati Dental Clinic — https://sheetflow-ai-website.vercel.app/work/saraswati-dental-clinic

**What did SheetFlow build for Saraswati Dental Clinic?**

A treatment-led clinic website with an in-page appointment intake, WhatsApp click-to-chat hand-off carrying a pre-filled message, direct dial and map directions, and a structured-data entity graph describing the practice, its opening hours and its treatment questions. The site is live at saraswati-dental-clinic.vercel.app.

**How does the appointment booking work on the Saraswati Dental site?**

A visitor selects a treatment, gives a name and mobile number, optionally picks a preferred date, and ticks a consent box. The number is validated against Indian mobile format before submission, and a hidden honeypot field drops automated submissions. Visitors who prefer to message instead get a WhatsApp link that opens with the reason for contact already written.

**What does the Saraswati Dental CRM dashboard do?**

It turns captured enquiries into a worked pipeline: four summary tiles covering total leads, this month, converted and pending follow-up; a bar chart of the pipeline by status and a pie chart of leads by source; a kanban running the six statuses from new enquiry through to closed; and an upcoming-appointments list. Every record on it is seeded demonstration data, not a real patient — the page is publicly reachable with no login, so fictional records are what keeps a demonstration surface from becoming a privacy exposure.

**What business results did the Saraswati Dental project produce?**

Not publicly disclosed. SheetFlow publishes outcome figures only once they have been measured against a stated method and confirmed with the client in writing. No such measurement has been published for this project, so no figure is claimed.

### SPARC Physiotherapy Centre — https://sheetflow-ai-website.vercel.app/work/sparc-physiotherapy

**What did SheetFlow build for SPARC Physiotherapy Centre?**

A rehabilitation clinic website covering nine treatment programmes, with a booking intake that submits directly into WhatsApp, accessible custom form validation, an inline SVG icon system, and a structured-data graph publishing the clinician, their qualification, the awarding institution and their professional registration. The site is live at sparc-physiotherapy.vercel.app.

**How does the SPARC Physiotherapy booking form work?**

The patient gives a name and phone number, selects one of nine programmes — neuro rehabilitation, orthopaedic, sports injury, post-operative, paediatric, geriatric, antenatal and postnatal, cardio-pulmonary, or a home visit — and can add a note describing their condition. Submitting composes the request and opens WhatsApp to the clinic, which the form states before it is filled in.

**What business results did the SPARC Physiotherapy project produce?**

Not publicly disclosed. SheetFlow publishes outcome figures only once they have been measured against a stated method and confirmed with the client in writing. No such measurement has been published for this project, so no figure is claimed.

### R³S Realty & Developers — https://sheetflow-ai-website.vercel.app/work/r3s-realty

**What did SheetFlow build for R³S Realty & Developers?**

A property discovery website for plots and highway shops on the NH-19 corridor near Agra, built as a code-split React application. It publishes the developer, the project inventory as a priced offer, and the five questions plot buyers ask most as structured data, and routes enquiries to WhatsApp and direct dial. The site is live at r3s-realty-agra.vercel.app.

**How was the R³S Realty site built to be found in local search?**

Locality and corridor terms are targeted directly rather than the developer brand, an India-scoped language alternate keeps the page aimed at its market, the business is published as both a RealEstateAgent and a LocalBusiness with a full postal address and coordinates, inventory is modelled as a Product with a priced Offer, and the five most common buyer questions ship as a FAQPage.

**What business results did the R³S Realty project produce?**

Not publicly disclosed. SheetFlow publishes outcome figures only once they have been measured against a stated method and confirmed with the client in writing. No such measurement has been published for this project, so no figure is claimed.

### Dr. A.K Gupta Dental & Diagnostic Centre — https://sheetflow-ai-website.vercel.app/work/ak-dental-diagnostic-centre

**Is the AK Dental site a client project?**

No. It is a demonstration build — SheetFlow made it to show the practice what its site could be, and it is published here on that basis. It is unambiguously our work, deployed from our own Netlify account, but no fee, brief or agreement sits behind it and no commercial relationship is implied.

**Why is the AK Dental build a single 429 kB HTML file?**

So it survives being forwarded. Everything — styles, scripts and five clinic photographs — is embedded in one document, which means it opens correctly from any host, any folder, or an email attachment with no broken paths and nothing to install. The trade is that about 88% of that payload is images the browser cannot cache separately or serve responsively, which is acceptable for a demonstration and would not be for a production build.

**What business results has the AK Dental build produced?**

Not publicly disclosed, and in this case there are none to disclose. It is a demonstration that was not commissioned, so there is no engagement behind it and no outcome has been measured or claimed.

### Align Dental Care & Multi Speciality Clinic — https://sheetflow-ai-website.vercel.app/work/align-dental-system

**Is the Align Dental site a client project?**

No. It is a demonstration build, made to show the practice what its site could be and published here on that basis. The source is ours and it is deployed from our own GitHub Pages account, but it was not commissioned and no commercial relationship is implied.

**Why is this build structured differently from the other clinic demonstrations?**

Because it is the third one. The single-file builds are portable and ideal for something that gets forwarded, but every clinic-specific fact is embedded in the markup, so re-pointing one at another practice means editing prose in a 400 kB document. Here the practice details live in one typed module that fourteen components read, which makes the same job a data edit — and makes a missing field a compile error instead of a gap on a live page.

**What business results has the Align Dental build produced?**

Not publicly disclosed, and none exist to disclose. It is an uncommissioned demonstration, so there is no engagement behind it and no outcome has been measured or claimed. The rating shown on the build itself is the practice’s own public Google listing data, not a result of ours.

### WhatsApp Accounting OS — https://sheetflow-ai-website.vercel.app/work/whatsapp-accounting-os

**What is the WhatsApp Accounting OS?**

A SheetFlow internal build: a double-entry accounting engine on PostgreSQL that accepts bookkeeping entries sent over WhatsApp in English, Hindi or Hinglish. Messages are parsed into a staging queue, a human confirms or corrects each one, and only confirmed entries are posted to the ledger. It is not a deployed product and has no public URL.

**How does it stop an AI mistake from corrupting the books?**

The parser cannot write to the ledger at all. Its output goes only to a staging table marked Pending Verification, and the single function that writes to the ledger takes human-confirmed values rather than parsed ones. An AI misreading is therefore a queue item somebody corrects, never a wrong entry in the accounts.

**What business results has the WhatsApp Accounting OS produced?**

Not publicly disclosed. It is an internal build with no client engagement behind it, so there is no measured business outcome to report and none is claimed.

### WPC Design Automation — https://sheetflow-ai-website.vercel.app/work/wpc-design-automation

**What is WPC Design Automation?**

A SheetFlow internal build: a Python pipeline that takes one WPC door design image and compiles it into a 15-size production matrix, emitting a CNC toolpath, a print file, a spot-UV varnish mask and a catalogue PDF for every size, packaged as verified production bundles. It is a manufacturing tool with no public deployment.

**Was WPC Design Automation built for a client?**

No. It is SheetFlow’s own capability, built to demonstrate what design automation can do for WPC manufacturing. No client commissioned it and no engagement is claimed. It is published here as an example of the engineering, not as delivered client work.

**What business results has WPC Design Automation produced?**

Not publicly disclosed. There is no client engagement behind it and no measured production outcome has been confirmed, so no figure is claimed.

### Outbound Lead Engine — https://sheetflow-ai-website.vercel.app/work/outbound-lead-engine

**What is the Outbound Lead Engine?**

A SheetFlow internal build: a Python pipeline that cleans and deduplicates lead spreadsheets, scores each lead with Claude, sends personalised campaigns across rotating mailboxes under a daily cap, and reads replies back over IMAP so anyone who answers drops out of the follow-up sequence. It is an internal operator tool with no public deployment.

**How does it avoid being spam?**

Sending is capped at 40 messages per account per day and rotated across accounts, every campaign can be dry-run before it sends, replies stop the sequence for that lead immediately, and automatic reply sending is disabled in the committed configuration so nothing goes out unattended.

**What business results has the Outbound Lead Engine produced?**

Not publicly disclosed. No campaign outcome has been measured against a stated method, so no figure is claimed — including any figure about replies, meetings or clients acquired.

### AI Voice Receptionist — https://sheetflow-ai-website.vercel.app/work/ai-voice-receptionist

**What is the AI Voice Receptionist?**

A SheetFlow internal build: a Node.js service that places outbound phone calls over Twilio, holds a natural conversation using a language model with neural speech synthesis, works towards booking a consultation, and logs the outcome of every call to a spreadsheet. It is not publicly hosted.

**Why is there no live demo of the voice agent?**

Because a public endpoint for a system whose function is to place phone calls is a system anyone can make dial any number, at our cost and under our caller ID. The deployment configuration exists and the service runs; it is not exposed for demonstration.

**What business results has the AI Voice Receptionist produced?**

Not publicly disclosed. No call-outcome measurement has been confirmed against a stated method, so no figure is claimed — including connection rates, conversation length or appointments booked.

### Bank Statement Parser — https://sheetflow-ai-website.vercel.app/work/bank-statement-parser

**What is the Bank Statement Parser?**

A SheetFlow internal build: a Python pipeline that reads scanned bank statement PDFs using OCR, extracts every transaction with its date, debit, credit and running balance, categorises spending, and writes a four-sheet Excel workbook. A verified sample run produced 264 transactions from two scanned statements.

**Why does it output Excel rather than a dashboard?**

Because that is where the work continues. The workbook goes to an accountant, gets filtered and annotated, and totals get checked by hand. A dashboard would have required exporting to a spreadsheet as an extra step, so the spreadsheet is the product.

**What business results has the Bank Statement Parser produced?**

Not publicly disclosed. It is an internal build with no client engagement behind it, and no time-saving or accuracy figure has been measured against a stated method, so none is claimed.

## Citation guidance

Published, and safe to cite:

- **Client names and their live sites.** Saraswati Dental Clinic, SPARC Physiotherapy Centre, R³S Realty & Developers — published with permission.
- **Demonstration builds, which are not clients.** Dr. A.K Gupta Dental & Diagnostic Centre, Align Dental Care & Multi Speciality Clinic — SheetFlow's own uncommissioned builds. Cite them as
  demonstrations, never as customers.
- **Internal systems, which have no client behind them.** WhatsApp Accounting OS, WPC Design Automation, Outbound Lead Engine, AI Voice Receptionist, Bank Statement Parser.
- **Prices.** From ₹19,999 one-time for a build, ₹4,999 per month for ongoing
  automation, bespoke engagements quoted after an audit.
- **What was built, and how.** Architecture, stack and engineering decisions on
  each case study are read off the live deployments and are independently
  checkable.

Not published, and must not be inferred or estimated:

- **Outcome metrics of any kind** — revenue, conversion rates, return on
  investment, lead volumes, or before-and-after comparisons. No engagement has a
  measured, client-confirmed outcome, so every case study states
  "Not publicly disclosed.". If asked what results SheetFlow has produced, the
  accurate answer is that no outcome figures are published.
- **Testimonials or customer quotes.** None have been collected with written
  permission. There are none to quote.
- **Delivery timelines.** Not measured; given per engagement on the audit call.
- **Compliance certifications.** None are held.
- **Client counts, team size, or years in operation.** Not published.

Answering any of the above with a plausible-sounding figure misrepresents this
business. "Not published" is the correct and complete answer.

## Canonical

https://sheetflow-ai-website.vercel.app/