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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.

Kanada · Owner view
Demo data

Good morning

Monday, 9:02 AM · All branches

5 sources synced

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 months
Demo chart: monthly revenue billed versus cash collected over the last 12 months, rising from ₹28.4L to ₹42.8L billed.

Open orders

38

6 due this week

Low-stock SKUs

12

3 critical

Employees present

184/196

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.

  1. Connect existing systems

    Tally, Excel, WhatsApp, your ERP and CRM stay where they are.

  2. Synchronise business data

    Customers, orders, invoices, stock and payments flow between them.

  3. Automate between systems

    Hand-offs that people do by copy-paste happen on their own.

  4. Replace only when ready

    Retire legacy tools one at a time, when the business is ready — or never.

See all integrations →
Diagram: Tally, Excel, WhatsApp, ERP, CRM, banks and IndiaMART connect into one intelligence layer, which powers sales, finance, inventory, HR, operations and analytics.

Example: one enquiry, from first message to the owner's dashboard — typed once.

  1. IndiaMART enquiry

    Lead source

  2. CRM

    Captured & assigned

  3. Quotation

    From price list

  4. Customer approval

    On WhatsApp

  5. Order

    Created once

  6. Inventory check

    Tally / ERP stock

  7. Invoice in Tally

    Voucher for review

  8. WhatsApp notification

    Invoice to customer

  9. Payment tracking

    Bank + reminders

  10. Management dashboard

    Owner view

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 data

Suggested 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
Send reminders to all 3Assign calls to salesOpen ageing report

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.

Owner view · Monday 9:02 AM · All branches
Demo data
Ask your business — “Which customers are overdue by more than 30 days?”

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

₹ lakh
Demo chart: monthly revenue billed versus cash collected over the last 12 months, rising from ₹28.4L to ₹42.8L billed.

Sales pipeline

  • Enquiries · 64₹1.9Cr
  • Quoted · 31₹1.1Cr
  • Negotiation · 12₹48L
  • Won (Sep) · 9₹22L

Cash position · 30 days

Orders pending

38
  • Due this week6
  • Awaiting material3
  • Ready to dispatch9

Inventory alerts

12 SKUs
  • HR-19 Copper wire4d
  • PP granules6d
  • Carton 18×12×108d

Needs your approval

7
  • PO · Shree PolymersStores₹1.8L
  • PO · Om SteelPune plant₹1.2L
  • Discount 7% · Metro DistributorsSales₹38K

Attendance today

Live

184/196

  • 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.

BeforeThe owner is the integration layer
AfterSystems work together

Your existing tools

  • Tally
  • Excel
  • WhatsApp
  • ERP
  • CRM
  • Email
Connected operating layer

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.

Book a Free Business AuditWhatsApp