We build AI agents and software for owners and leadership teams: plain questions answered from your own numbers, a rolling cash forecast, and decision notes laying out the options, with every decision left to you.
The agent does the legwork. A person makes the one decision that’s theirs.
Northstar Electricals’ managing director asks why margin is down this month. The answer comes from Tally, the CRM and the production log: margin is 23.4% against 25.9% last month, with a chart and three reasons, each with its source: copper cost up 6%, four deals below the discount band, and more scrap on the cable line. He asks for a note to sales about the four deals, and it is drafted for him to send.
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.
Answers the questions you ask most, set up and tested with you, from Tally, the CRM and production records, showing the figures and sources behind each answer and saying when data is missing or out of date. It can read but not change anything.
Cash, receivables, payables, sales, margin, order book, production and attendance on one mobile screen.
Estimates when each open invoice is likely to be paid from that customer’s history, adds payables, payroll, taxes and loan repayments, and shows the weeks where cash runs tight, with every assumption visible and editable.
TallyPrime, Zoho Books, BUSY and others you may run. We check what each allows first, and nothing gets ripped out.
Works with: TallyPrime, Zoho Books, BUSY, Marg ERP, SAP Business One, ERPNext, Odoo, QuickBooks, Xero, NetSuite, Sage Intacct, Dynamics 365, Zoho CRM, HubSpot, Salesforce, Keka, greytHR, Bank APIs and statements, Power BI, Tableau, Zoho Analytics, WhatsApp Business, Slack, Microsoft Teams.
Anything outside your rules waits for a person, and every step is on record.
What changed since yesterday in sales, cash, dispatches and production.
Each morning, sums up what changed across sales, collections, cash, dispatches, production and exceptions, with short explanations and links to the detail.
Possible reasons for each big move, drafted for your finance head.
Looks into why margin, costs or sales moved, down to customers, products, raw material prices and one-off entries, and drafts the possible reasons for the finance head to check.
Unusual discounts, credit notes and payments flagged to the right person.
Flags unusual discounts, credit notes, write-offs, duplicate payments and vendor bank changes, each sent to the right person with the documents to look into. A flag is a reason to check, not proof, and nothing is reversed automatically.
Margin, cash and capacity recalculated for the what-ifs you face.
Recalculates margin, cash and capacity for questions like a raw material price rise, an extra shift or a big customer paying late, from your BOMs, price lists and actual figures, with every assumption shown and editable.
Board packs, summaries and action lists drafted for review.
Drafts board packs, meeting summaries and action lists from approved figures and notes, for your CFO or company secretary to review before anything is shared.
Facts, risks and options for one decision, in one short note.
Brings the relevant facts, assumptions, risks and alternative actions into one short decision note for you to review. It lays out the options; your leaders decide.
Discounts, credit limits, POs and payments in one list.
Discounts, credit limits, large POs, payments and hiring requests in one list, each with the numbers needed to decide.
Figures from all your companies, side by side for management.
Approved figures from all your companies, combined and compared side by side.
MIS, board packs, minutes and covenants in one place, by role.
Versioned MIS, board packs, minutes, sanction letters and covenant tracking, with access by role.
Budgets and targets by department, against actuals every month.
Budgets and targets by department or plant, compared with actual figures every month.
Statutory filings tracked by due date and owner.
GST, TDS, PF and ESIC, advance tax and ROC filings tracked by due date and owner, with escalation.
An alert when cash, credit or a big order crosses your line.
An alert when cash drops below a set level, a customer crosses a credit limit, or a large order or payment comes through.
Each answer is worked out from your books, shows the figures and where they came from, and says when data is missing or out of date. It reads your books but can’t change them.
Usually, yes, with no new ERP or data warehouse needed. We check what each tool allows first, then connect through its API or a file export. Where neither exists, we tell you plainly what we can and can’t connect.
It drafts them from your books. Your CFO, CA or company secretary reviews and signs, and nothing goes out before that.
Yes. We set access by role, so each leader sees what their job needs, and salaries and personal data stay restricted.
No. It prepares the facts, the options and the assumptions behind them. You and your leaders make the decisions.
With one report you make every month, or one question you ask often, like why margin moved. Once that works, we add the next.
