Product overview
Not another ERP. An operating layer over the systems you already have.
It connects your existing software, keeps data in sync, automates the work between systems and gives every role — from owner to accountant — one place to see and act.
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
- Amit S. · Pune₹12.4L
- Priya K. · Mumbai₹10.1L
- Rahul M. · Nashik₹8.7L
- Sneha D. · Pune₹6.2L
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
- 0–30 days₹11.5L
- 31–60 days₹3.9L
- 61–90 days₹1.8L
- 90+ days₹1.0L
Top overdue accounts
14 reminders sent today- ABC Industries47 days₹2.1L
- Shakti Components38 days₹1.4L
- Metro Distributors41 days₹92K
- Kiran Traders33 days₹74K
- Delta Packaging31 days₹58K
Orders
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
- OrderCustomerDueStatus
- SO-4471Shakti ComponentsWedMaterial short
- SO-4480ABC IndustriesThuCredit hold
- SO-4486Metro DistributorsFriAwaiting QC
- SO-4490Om EngineeringFriReady to dispatch
- SO-4493Kiran TradersSatIn production
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)
- HR-19 Copper wire 1.5mm4 days
- PP granules (natural)6 days
- Carton 18×12×108 days
- M8 hex bolts9 days
Stock by location
- Pune plant store₹71L
- Chakan godown₹43L
- Bhiwandi depot₹22L
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
Live- Pune plant121/128
- Chakan plant48/52
- Head office15/16
Payroll inputs · September
- Missed punches to regularise11
- Salary advances outstanding₹1.9L
- New joiners this month6
- Payroll input fileReady 30 Sep
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
- Approve PO — Shree Polymers, ₹1.8LYouOverdue
- Call Metro Distributors — ₹92K overdueAmit S.Today
- Follow up quote Q-2291 · Kiran TradersAmit S.Today
- Raise PO for HR-19 copper wireStoresToday
- Regularise 11 missed punchesHRTomorrow
- Review dead stock list before quarter-endYouFri
How it works
No migration nightmare.
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.
Connect existing systems
Tally, Excel, WhatsApp, your ERP and CRM stay where they are.
Synchronise business data
Customers, orders, invoices, stock and payments flow between them.
Automate between systems
Hand-offs that people do by copy-paste happen on their own.
Replace only when ready
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
What it runs
One intelligent layer across your entire business.
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.
Sales & CRM
Every enquiry, quote, follow-up and order in one place — even if your sales team still works from WhatsApp.
Explore Sales & CRMQuotations, Orders & Invoicing
From quotation to dispatch to invoice without typing the same order three times — and invoices still post to Tally.
Explore Quotations, Orders & InvoicingFinance & Collections
Know exactly who owes you money, what is overdue and what needs attention today.
Explore Finance & CollectionsInventory
See what's in stock, what's stuck and what will run out — across every godown and branch.
Explore InventoryProcurement & Vendors
Purchase requests, approvals and vendor follow-ups in one flow — not in the owner's WhatsApp.
Explore Procurement & VendorsHR, Attendance & Payroll
Attendance, leave, advances and payroll inputs collected in one place — ready for your payroll process.
Explore HR, Attendance & PayrollOwner Dashboards & Analytics
Your whole business on one screen at 9 AM — without asking anyone to prepare a report.
Explore Owner Dashboards & AnalyticsWorkflow Automation
Approvals, reminders and hand-offs that happen on their own — with a record of who did what.
Explore Workflow Automation
Ask your business
Ask a question. Get the list, not a report request.
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.
- Answers come from your synced business data — with the records behind every number.
- It can act, not just answer: create tasks, send reminders, route approvals.
- It respects permissions. A salesperson can't ask about salaries.
- When the data isn't there, it says so instead of guessing.
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
- ABC Industries47 days overdue₹2.1L
- Shakti Components38 days overdue₹1.4L
- Metro Distributors41 days overdue₹92K
Source: Tally (synced 9:00 AM), CRM, inventory · All names and figures are demo data.
The 9 AM view
Everything an owner wants to know, before the first phone call.
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
Revenue vs cash collected
₹ lakhSales pipeline
Cash position · 30 days
Orders pending
38- Due this week6
- Awaiting material3
- Ready to dispatch9
Inventory alerts
12 SKUsNeeds your approval
7- PO · Shree PolymersStores₹1.8L
- PO · Om SteelPune plant₹1.2L
- Discount 7% · Metro DistributorsSales₹38K
Attendance today
Live184/196
- Pune plant121/128
- Chakan plant48/52
- Head office15/16
Critical tasks
- ApprovalApprove PO — Shree Polymers, ₹1.8L
- CollectionsCall Metro Distributors — ₹92K overdue 41 days
- InventoryHR-19 Copper wire — 4 days of stock left
- SalesQuote #Q-2291 unanswered for 9 days
Before and after
From eight disconnected systems to one operating view.
You keep the tools. What changes is that they share data, hand work to each other, and report into one place.
Your existing tools
- Tally
- Excel
- ERP
- CRM
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.
Mobile
Your business. In your pocket.
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.
- Approvals
- Purchase orders, discounts and expenses — with the context to decide in one tap.
- Receivables
- Who owes what, who's overdue, and what was collected today.
- Sales
- Today's orders, open quotes and each salesperson's numbers.
- Inventory
- Stock alerts before a customer or a machine is kept waiting.
- Alerts
- Only the exceptions that need you — not every notification.
- Ask
- Type a question and get the answer from your data.
Security
Your business data, handled with the seriousness it deserves.
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 →Role-based access
Each person sees only what their role needs — by department, branch and data type.
Audit trails
Who viewed, changed or approved what, and when.
Encryption
Data encrypted in transit (TLS) and at rest.
Backups
Regular automated backups with tested restore procedures.
Data segregation
Each customer's data is logically isolated from every other customer's.
Granular permissions
Restrict sensitive fields — salaries, margins, bank details — to named roles.
Access controls
Strong authentication, session management and admin controls over users.
Least-privilege connections
Connectors to Tally, your ERP or CRM request only the access they need — and can be revoked by you.
Find out where your business is losing time and money.
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.