We build AI agents and software for distributors and wholesalers: WhatsApp orders entered into Tally, claims with principals built and tracked, and secondary sales prepared for each principal’s DMS, with your team approving exceptions.
The agent does the legwork. A person makes the one decision that’s theirs.
Bansal Kirana Store sends Sahyadri Distributors a WhatsApp voice note: same as last time, plus two cases of 1 kg detergent. The agent copies the store’s last order, adds the detergent, applies the biscuit scheme, checks credit, and finds tea 250 g out of stock. The order desk sends 500 g packs instead; the order goes into Tally as SO-7781 for ₹18,940 and the store gets a reply.
Reads retailers’ texts, voice notes, clear photos of handwritten lists and emailed POs, matches each line to an SKU (even “same as last time”), applies the right price and scheme, and creates the order in Tally, BUSY or Marg. Unclear lines and over-limit accounts go to the order desk.
Prepares each claim in the principal’s format with the evidence attached, then matches incoming credit notes to filed claims and chases the gaps. Accounts approves each submission and reminder.
Prepares your secondary sales and stock for each principal’s system in the format it accepts: an upload file for your team, or the principal’s API where one exists. It lists anything that doesn’t match.
Anything outside your rules waits for a person, and every step is on record.
TallyPrime, BUSY, Marg ERP and others you may run. We check what each allows first, and nothing gets ripped out.
Works with: TallyPrime, BUSY, Marg ERP, ERPNext, Zoho Books and Inventory, SAP Business One, Odoo, NetSuite, Dynamics 365 Business Central, Epicor Prophet 21, Acumatica, Sage, QuickBooks, Xero, Principals’ DMS (Bizom, FieldAssist and similar), SPS Commerce EDI, Shopify B2B, BigCommerce B2B, WhatsApp Business, Razorpay, Cashfree, Stripe, GoCardless, Bank feeds.
We fix these one workflow at a time.
Then we tell you plainly what will work well, what needs a person, and what isn’t worth automating.
New price lists and circulars read into changes for approval.
Reads brand price lists and scheme circulars and proposes item-master and scheme changes with effective dates and a before-and-after view. The billing head approves; nothing changes without that.
Dues sent with a UPI link, and payments confirmed against the bank.
Sends retailers their exact dues with a UPI link, on templates you’ve approved, answers ledger requests, reads “paid yesterday” replies and payment screenshots, and confirms each against the bank before marking it paid. Credit decisions stay with the credit controller.
BOQ lines matched to your SKUs and priced at project rates.
Reads BOQs and tenders, maps each line to brands, SKUs and approved alternates, prices it at project rates against current stock, and lists the lines it couldn’t match. The sales manager checks the margin and approves.
Indents and branch transfers proposed with festivals and schemes in mind.
Uses stock, sales history, festivals, the season and upcoming schemes to propose purchase indents and branch transfers. The purchase head approves.
Near-expiry batches tracked, with time left to sell or return.
Tracks batches against expiry, suggests retailers who can still sell slow batches, and prepares expiry-return claims in time. A manager approves any clearance offer.
Before each visit: what’s usually bought, open schemes and what’s due.
Before each visit, tells the salesman what this retailer usually buys but hasn’t ordered, which schemes are open, and what’s due. The salesman decides what to offer.
Retailers’ own prices, schemes and dues, on basic phones.
Each retailer sees their own prices, schemes, stock and dues, in their language, on low-end phones. Ordering on WhatsApp stays an option.
Route sheets, photo or OTP proof, shortages, returns and collections.
Route sheet, photo or OTP proof, short or damaged quantities, returns and collections.
Every claim by principal, with evidence, status and credit notes.
Every claim by principal, with evidence, status, ageing and the credit notes matched to it.
Margin after schemes by principal, brand, beat and salesman.
Margin after schemes by principal, brand, beat and salesman, plus outstanding and stock ageing.
Daily secondary sales and stock from your books to each DMS.
Secondary sales and stock sent daily from Tally, BUSY or Marg to each principal’s DMS through its API, or as a file for your team to upload, with mismatches flagged.
Orders from over-limit accounts held for the credit controller.
Spots accounts over their approved limits and sends their orders to the credit controller before release.
Yes. It starts on WhatsApp, so retailers keep sending texts, voice notes and photos as they do now. The ordering app is there for those who want it.
Usually, yes. We check what each tool allows first, then connect through its API or a file export. Where neither exists, we tell you plainly, and your team does any upload to a principal’s portal.
Unclear lines go to your order desk, and the retailer gets a confirmation to check before anything is dispatched.
Yes. Slabs, free goods, combos and retailer-specific prices are set up from the circulars with your approval. Anything unusual is flagged for a person, never guessed.
Only your own team, each person by role, and every action is logged. Your retailer data stays yours, stored securely, and we show you where it lives.
Goes into TallyPrime
