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Peoplo.ai
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Industry · Professional services and agencies

HR for firms that sell expertise

Partners don’t want to run HR. Peoplo.ai keeps letters, leave, claims and goals in order so the team can focus on clients.

DocumentsSample

Generate letter

Confirmation letter · Kavya Reddy

Confirmation date
Mon 2 Nov 2026
Designation
Senior Associate
Annual CTC
₹14,40,000
Employee can see this letter
On
Generate PDF

Sound familiar?

Paperwork

Offer letters, confirmations and experience letters drafted by hand.

Out-of-pocket costs

Client expenses and vendor bills tracked in email.

Feedback

Reviews that happen once a year, if at all.

Before and after

What changes when Peoplo.ai does the groundwork

Letters drafted from old Word files

Letters generated from your templates

Client expenses tracked in email

Claims with receipts and approvals

Annual reviews, if any

Weekly check-ins with comments

Partners doing HR admin

Agents prepare, partners approve

AI agents at work

How AI agents help professional services firms

Each agent picks up a trigger, does the groundwork and hands you a result to approve. Here’s what that looks like for you.

Meet all the agents

Kili

Trigger

“Update our confirmation letter wording”

  1. Found the confirmation template
  2. Prepared the new wording
  3. Showed a preview

Result

Template change waiting

You: Confirm

Receipt reader

Trigger

Client dinner receipt

  1. Read amount and merchant
  2. Matched Meals category
  3. Checked the per-item limit

Result

Claim line ready

You: Approve the claim

Policy assistant

Trigger

Associate asks about study leave

  1. Found the leave policy
  2. Checked eligibility
  3. Answered with the source

Result

Answer in seconds

You: Nothing, it only answers

Through the year

What it looks like in practice

An illustrative example.

  1. MondayConfirmation letters generated for two associates.
  2. TuesdayA vendor bill approved and part-paid.
  3. ThursdayCheck-ins flag a client-deadline blocker.
  4. Month endPayroll reviewed and locked in an afternoon.

The future of work

Firms will run lean back offices

Professional services firms will keep their people focused on clients, with agents handling the internal paperwork.

Partner time on admin Partner time on clients

Approvals take minutes, not afternoons.

Yearly feedback Weekly feedback

Check-ins keep growth conversations going.

Lost receipts Read receipts

Expenses captured and checked as they happen.

Peoplo.ai is built for this shift: agents prepare, people decide.

Why Peoplo.ai

Why professional services leaders choose Peoplo.ai

AI agents that ask first

Agents do the preparation and stop for approval. Approvals go to the audit log, and each agent can be switched off.

Built for India

Payroll designed to support PF, ESI, PT, LWF and TDS by state, with guides and calculators kept current.

HR and operations on one record

People, pay, goals, claims, assets and passwords together, so nothing falls between tools.

Clear prices, fast start

₹79 per employee a month, published in rupees. Import your people from a CSV and start the same week.

  • PROJETLYCERTIFIEDISO9001:2015
  • PROJETLYCERTIFIEDISO27001
  • GDPRBUILT FOR

ISO 9001:2015 and ISO 27001 certifications are held by the company behind Peoplo.ai. Built for GDPR and SOC 2, with tools for India’s DPDP Act. No SOC 2 certificate yet.

Questions

Frequently asked questions

Straight answers about Peoplo.ai for Indian companies.

Can we use our own letter wording?

Yes. Edit the built-in templates or create your own with merge fields. Your letterhead and signature block are added for you.

Can we track vendor bills too?

Yes. Bills have vendors, invoice numbers, lines, tax and attachments, with approval before payment and support for part payments.

Can we bill clients for expenses?

Peoplo.ai records claims by category, person and month with receipts, which you can export as CSV for billing.

Do you support vendor bills?

Yes, with approval, part payments and vendor details.

See Peoplo.ai set up for professional services and agencies

We’ll run the agents on your policies and payroll rules in the demo.