The operating layer for Indian MSMEs
Connect Tally, Excel, WhatsApp, ERP, CRM and the tools your team already uses. Automate repetitive work and manage your business from one intelligent platform.
No rip-and-replace implementation required.
Interactive demo: data from Tally, WhatsApp, Excel, a CRM and banking flows into one owner dashboard. Choose a view to see sales, receivables, orders, inventory, people or tasks. All figures are demo data.
Good morning
Monday, 9:02 AM · All branches
Revenue this month
₹42.8L
+8.2%
Cash collected
₹31.4L
73% of billed
Outstanding
₹18.2L
142 invoices
Overdue > 30 days
₹6.7L
11 customers
Sales & cash flow
Last 12 monthsOpen orders
38
6 due this week
Low-stock SKUs
12
3 critical
Employees present
184/196
Sales
September · All salespeople
Orders this month
₹42.8L
+8.2% vs Aug
Quotes sent
31
₹1.1Cr value
Quote → order
29%
+3 pts
Quote turnaround
1.4 days
Target 1 day
Billed vs collected
₹ lakhTop salespeople
Receivables
From Tally · synced 9:00 AM
Total outstanding
₹18.2L
142 invoices
Overdue > 30 days
₹6.7L
11 customers
Collected this month
₹31.4L
73% of billed
Expected this week
₹7.9L
18 promises
Ageing
Top overdue accounts
14 reminders sent todayOrders
Open sales orders · All plants
Open orders
38
₹64.2L value
Due this week
6
3 at risk
Awaiting material
3
2 POs pending
Ready to dispatch
9
Invoice drafts ready
Due this week
Inventory
From Tally stock · 3 locations
Stock value
₹1.36Cr
3 locations
Low-stock SKUs
12
3 critical
Dead stock > 180 days
₹8.4L
41 SKUs
Reorders drafted
5
Awaiting approval
Days of cover (based on last 60 days)
Stock by location
People
Attendance synced from plant devices
Present today
184/196
94%
Late marks today
7
4 at Pune plant
Leave requests
5
Pending approval
Overtime (Sep)
412 hrs
+9% vs Aug
Attendance by location
LivePayroll inputs · September
Tasks
Created by workflows and your team
Overdue
4
2 assigned to you
Due today
9
Auto-created
23
By workflows this week
Completed (week)
61
+12 vs last week
Open tasks
Excel
Google Sheets
WhatsApp
Razorpay
Product names are trademarks of their respective owners and are listed only to describe compatibility. No partnership or endorsement is implied.
The real problem
Every system you use works fine on its own. The cost is in the gaps between them — filled by people copying, checking, calling and chasing.
Sales
Leads slip. Rates get mistyped. Nobody knows the conversion rate.
Collections
Cash stays with customers longer than it should.
Operations
Decisions wait for one person. Growth adds calls, not capacity.
Management
By the time the numbers arrive, the moment to act has passed.
Before and after
You keep the tools. What changes is that they share data, hand work to each other, and report into one place.
Your existing tools
One operating view
Sales · cash · stock · people · approvals · tasks
One customer record
Enquiries, quotes, orders, invoices and payments together.
One approval system
Purchases, discounts and expenses — with context and a log.
One dashboard
Sales, cash, stock, people and tasks in one place.
Automated workflows
Reminders, hand-offs and follow-ups that run on their own.
Answers on demand
Ask a question in plain language; get the list behind it.
Real-time visibility
Management sees what's happening today, not last week.
What it runs
Start with the part of the business that hurts most. Add the rest when you're ready. Every module works with the systems you already have.
Every enquiry, quote, follow-up and order in one place — even if your sales team still works from WhatsApp.
Explore Sales & CRMFrom quotation to dispatch to invoice without typing the same order three times — and invoices still post to Tally.
Explore Quotations, Orders & InvoicingKnow exactly who owes you money, what is overdue and what needs attention today.
Explore Finance & CollectionsSee what's in stock, what's stuck and what will run out — across every godown and branch.
Explore InventoryPurchase requests, approvals and vendor follow-ups in one flow — not in the owner's WhatsApp.
Explore Procurement & VendorsAttendance, leave, advances and payroll inputs collected in one place — ready for your payroll process.
Explore HR, Attendance & PayrollYour whole business on one screen at 9 AM — without asking anyone to prepare a report.
Explore Owner Dashboards & AnalyticsApprovals, reminders and hand-offs that happen on their own — with a record of who did what.
Explore Workflow AutomationAsk your business
A plain-language interface over your company's operations. Not a chatbot that writes essays — a faster way to reach the numbers and act on them.
Ask your business
Demo dataSuggested questions
Who owes me money?
Here's your receivables position as of 9:00 AM today.
₹18.2L
Total outstanding
₹6.7L
Overdue > 30 days
Top overdue accounts
Source: Tally (synced 9:00 AM), CRM, inventory · All names and figures are demo data.
How it works
The platform sits on top of the systems you already run. Data flows between them; work moves between them; you see all of it in one place.
Tally, Excel, WhatsApp, your ERP and CRM stay where they are.
Customers, orders, invoices, stock and payments flow between them.
Hand-offs that people do by copy-paste happen on their own.
Retire legacy tools one at a time, when the business is ready — or never.
Example: one enquiry, from first message to the owner's dashboard — typed once.
Step 1
IndiaMART enquiry
Lead source
Step 2
CRM
Captured & assigned
Step 3
Quotation
From price list
Step 4
Customer approval
On WhatsApp
Step 5
Order
Created once
Step 6
Inventory check
Tally / ERP stock
Step 7
Invoice in Tally
Voucher for review
Step 8
WhatsApp notification
Invoice to customer
Step 9
Payment tracking
Bank + reminders
Step 10
Management dashboard
Owner view
Good. Keep using it.
Tally is excellent at what it does. We don't ask you to replace it, retrain your accountant or migrate your books. The platform sits around Tally — reading from it, and writing back only what you allow.
Stays in Tally
Added around it
The same applies to Busy, Marg, SAP or a custom ERP your team has used for fifteen years. If you decide to replace it one day, your workflows and dashboards stay — only the connection underneath changes.
The 9 AM view
Revenue, cash, receivables, orders, stock, approvals, attendance and the tasks that can't wait — on one screen, from every system you run.
Revenue this month
₹42.8L
+8.2%
Cash collected
₹31.4L
73% of billed
Outstanding
₹18.2L
142 invoices
Overdue > 30 days
₹6.7L
11 customers
Cash position · 30 days
184/196
Mobile
Most owners run their business from their phone — between the plant, the bank and the customer's office. So the owner experience is designed for the phone first.
A different approach
Traditional ERP projects ask the business to stop, switch and relearn. We start from what already works.
Implementation
There is no stop-the-world go-live date. Each step delivers something useful on its own, and your team keeps working throughout.
We map your existing software, spreadsheets and workflows — and find where time and money leak.
We connect the tools your business already uses. Nobody changes how they work on day one.
We remove repetitive manual processes, one workflow at a time, starting with the highest impact.
Legacy systems are consolidated gradually, only when the business is ready.
ROI calculator
Move the sliders to match your business. The estimate is deliberately conservative and shown as a range — it's a starting point for a conversation, not a promise.
Illustrative estimate
Not a guaranteeWho it's for
Typically ₹1–500 crore turnover, 10–500 people, running on Tally or an ERP — with no in-house technology team.
Auto components, engineering, chemicals, packaging, textiles, electronics, plastics
Customer order status
Order stage visible to sales — material ready, in production, QC, ready to dispatch — updated by supervisors on mobile.
FMCG, pharma, electrical, building materials, auto parts, industrial consumables
Order capture
Salespeople enter orders on mobile against the price list; orders flow to billing with no retyping.
Steel & metals, chemicals, yarn & fabric, paper, plastics granules, electronic components
Quotation
Quote generated from today's rate sheet with margin shown to the salesperson; only exceptions need approval.
Engineering goods, textiles & garments, handicrafts, chemicals, agri products, auto parts
Order lifecycle
PI → production → QC → packing → shipment stages with dates, visible to the whole team.
Engineering services, facility management, IT services, consultancies, logistics, agencies
Milestone billing
Milestone marked complete; invoice draft created in Tally; client notified.
Something else?
Construction materials, logistics, packaging, chemicals — if your business runs on Tally, spreadsheets and WhatsApp, the problems are similar.
Tell us about your business →Low-risk by design
You can't pause dispatch for a software project. Every part of how we work is designed around that.
Addresses: Downtime
Tally, your ERP and spreadsheets keep running. Nothing is switched off to start.
Addresses: Implementation complexity
One workflow, one team at a time. Each step is useful on its own.
Addresses: Employee adoption
People learn the two or three screens they need, not the whole system.
Addresses: Migration risk
Replace legacy systems only when there's a clear reason — on your timeline.
Addresses: Support
A named implementation team works with your people, not a ticket queue.
Addresses: Vendor dependence
Your business data can be exported in standard formats. No lock-in by design.
Security
Built with enterprise-grade security principles. Your ledgers, customers and payroll are the most sensitive data you have — access to them is controlled, logged and encrypted.
We don't display certification badges we haven't earned. Ask us for our current security documentation during evaluation.
Read how we handle security →Each person sees only what their role needs — by department, branch and data type.
Who viewed, changed or approved what, and when.
Data encrypted in transit (TLS) and at rest.
Regular automated backups with tested restore procedures.
Each customer's data is logically isolated from every other customer's.
Restrict sensitive fields — salaries, margins, bank details — to named roles.
Strong authentication, session management and admin controls over users.
Connectors to Tally, your ERP or CRM request only the access they need — and can be revoked by you.
Customer stories
We're working with our first customers now. Their stories will appear here — with their permission and their real numbers.
“Customer quote goes here — a specific before/after in the customer's own words, approved in writing.”
“Second customer quote — ideally from a finance or operations head describing a workflow that changed.”
FAQ
No. Tally can remain your book of accounts. We connect to it, read the data needed for dashboards and workflows, and — where you allow it — post vouchers back for your accounts team to review.
It depends on how many systems and workflows are in scope. We start with one or two high-impact workflows so you see results early, then add more. You'll get a clear plan with timelines after the business audit — we won't quote a timeline before understanding your setup.
Usually, yes. Customer, vendor, item and employee masters are typically imported from Tally, Excel or your ERP. Historical transactions can be imported where they're reasonably structured. We assess data quality before committing.
Often. Custom and legacy systems can usually be connected through their database, an API, or scheduled file exports. Feasibility depends on how your system stores data and who maintains it, which we check during the audit.
The goal is for most people to keep working the way they do, with less copying and chasing. New screens are introduced role by role with short, practical onboarding — not a classroom programme.
Yes. The owner view — sales, collections, approvals, alerts — is designed for the phone first.
Yes. Access is role-based: sales sees their customers, a branch head sees their branch, accounts sees finance, and the owner sees everything. Sensitive data such as salaries can be restricted.
Workflows, dashboards and history on the platform stay in place; we reconnect them to the new system. Because the platform sits around your core systems, changing one of them is less disruptive.
The platform is built on established security practices: encryption in transit and at rest, role-based access, audit trails, backups and logical separation of each customer's data. See the Security page for details. We don't claim certifications we don't hold.
Yes. Multi-company Tally setups, multiple branches and multiple plants can be viewed separately or together, with permissions per location.
We'll map your current systems, identify manual bottlenecks and show what can be automated.
Free, no obligation. 45–60 minutes with someone who understands Tally, GST and how MSMEs actually run. Prefer WhatsApp? Message us.