The business dashboard for Tally users

Everything your business needs — read from Tally, delivered on WhatsApp.

Nine capabilities, one platform. Each one turns your Tally data into a decision you can act on the same morning.

Leak detection

Find where you're losing money.

SARASnova scans five domains — receivables, inventory, payables, loans and logistics — and surfaces every problem with a daily price tag: the overdraft interest on the cash it locks up. Dead stock and overdue receivables finally compare like-for-like.

  • Overdue customers & concentration risk
  • Dead & seasonal-stagnant stock
  • Vendors paid too early · costly loans · split freight
Top leaks this week
Receivables · Sharma Textiles 94d₹2,940/day
Dead stock · 62 SKUs₹4,200/day
Loan · ₹35L at 16%₹3,100/day
Total daily bleed₹12,770/day
Why did margin drop in October?
Gross margin fell from 22.4% to 18.1%. Main driver: ₹6.2L of discounted clearance on last-season textiles. Excluding that, margin held at 22.1%.
Download as ExcelShow by product
AI CFO chat

Ask your business anything.

Plain English or Hinglish, on your actual Tally data. Powered by Claude with 30+ financial analysis tools — it doesn't just answer, it can act: send reminders, pull a list, block credit. Every report downloads as Excel, CSV or PDF.

  • "kal ka sales kitna tha?" — instant
  • 30+ finance tools on live data
  • Export anything, anytime
WhatsApp CFO

Your CFO, in your chats.

The daily briefing, reminders and alerts arrive where you already are. Interactive buttons let you act in one tap — "3 customers crossed 30 days overdue → Send reminders / Show list". Text a keyword to ask a question, or upload a PDF or photo straight from your phone.

  • Daily summary, collections due, reorder & cash alerts
  • Interactive buttons — act without a dashboard
  • Inbound chat & PDF/image upload from the phone
Reorder alert
3 fast-movers under 7 days of stock.
Create POShow list
Show list
Steel almirah · 4 left
LED panel 18W · 6 left
Ceiling fan · 5 left
P&LReceivables agingPayables priorityInventory · dead stockCash flowSales by party/brandGroup comparison
Reports

Every report an owner needs.

P&L by month, quarter, FY and subcompany. Receivables aging in 0–30 / 30–60 / 60–90 / 90+ buckets. Payables with payment-priority ranking. Inventory with FIFO valuation and turnover. Sales with real margins by product, customer, brand and category. And AI chat sits on top of every one.

See a report in the demo
Forecasting & goals

Targets that respect reality.

Statistical forecasts blend trend and seasonality, from daily to annual, by product, customer or salesperson. Set a revenue or profit target and the engine allocates it down to daily goals per SKU and rep — then tracks variance and flags when a target contradicts your inventory or cash reality, in plain English.

  • Trend + seasonality forecasts
  • Top-down target allocation to daily goals
  • Variance tracking with plain-English explanations
FY target
₹18.0 cr
Pace
+4.2%
● Actual● Forecast
This month's recovery
12
reminders
₹2.3L
collected early
₹4,080
interest saved
13×
paid for itself
Collections

Get paid faster — and see the proof.

The Debt Reduction playbook sends aging-bucket WhatsApp reminders, applies dispatch-credit-block rules ("pay ₹X to unlock delivery"), and suggests surcharges for chronic defaulters. Then it closes the loop: "12 reminders → ₹2.3L collected 9 days earlier → ₹4,080 interest saved."

  • Aging-bucket reminders on WhatsApp
  • Dispatch credit blocks & surcharge rules
  • Closed-loop ROI reporting
Festive campaigns

Diwali marketing from your own data.

Build festive audiences — Diwali, Eid, Christmas — from your Tally customer list: de-duplicated by phone, WhatsApp-verified, and segmented by customer value (high/mid/low by net sales) and city. Export the send list or push it straight to a WhatsApp broadcast.

  • De-duplicated, WhatsApp-verified numbers
  • Segment by value & city
  • Export or broadcast in one click
Diwali audience
High value · Ahmedabad412
Mid value · Surat1,038
All verified · Gujarat3,204
Security & trust

Built so you never have to worry.

Isolated per company

A separate database schema per client — privacy by construction.

Read-only sync

Nightly, one-way. Nothing is ever written back to Tally.

Your data, yours alone

Encrypted, and never used to train public AI models.

See it all on your data

One demo. Every feature, your numbers.

Twenty minutes with your Tally connected and you'll see leaks, reports, chat and the morning briefing — all live.