Daily owner briefing
Every morning on WhatsApp: yesterday’s sales, collections, cash position and anything that needs attention, in plain English.
- Overnight sync
- Numbers summarised
- Sent on WhatsApp
AI Analytics & Dashboards
Know what’s happening in your business today, not at month end.
Most businesses have the data and still decide by gut, because getting an answer means a day in Excel. I turn your accounting, ERP and sales data into live dashboards, alerts that flag problems early, and AI chat that answers questions in seconds.
What is AI analytics for a small business?
AI analytics turns data a business already has, from accounting, ERP or sales exports, into live dashboards, early-warning alerts and answers to plain-English questions. Instead of building reports in Excel, owners see what changed today and can ask questions like “who owes us money?” directly.
Sound familiar?
These are the problems clients describe on the first call. Each one is fixable.
Reports arrive weeks after the month closesFixableDashboards don’t match the accountsFixableProblems are found after they’ve cost moneyFixableSimple questions need a day in ExcelFixable
What I build.
Live dashboards
Sales, collections, stock and cash on one screen, refreshed from your systems. Click any number to see what’s behind it.
Early-warning alerts
Overdue customers, slipping distributors, price jumps and expense spikes flagged with the money at stake.
Ask in plain English
Type “top 5 customers this quarter” and get the answer, a table and a chart.
Customer and partner health
Segments from Champion to Lost show who to look after and who to win back.
Numbers that reconcile
Every dashboard is checked against the source system, so finance trusts it.
Projects behind it.
Selected case studies that include ai analytics & dashboards work, from 50+ automations I’ve built.
Net sales (YTD)₹4.53 Cr▲ 12.4%
Collections91%▲ 3 pts
Days to collect38▲ 4 days
Receivables₹62.4 L₹9.8 L 90+ days
Net sales by month, ₹ lakh
Top 5 customers this quarter?
Patel & Sons · 94 days overdue
₹3.1 L at stakeSupplier price up 8.6%
Base oil, last 3 billsCash paid over ₹10,000
Sec. 40A(3) · 2 vouchersAI Analytics & DashboardsAccounting & finance
Tally Analytics & AI Chat
Tally books turned into live dashboards, early-warning alerts and plain-English answers.
Volume by state, kilolitres
JKPBHPUKSKARRJHRDLUPBRASNLGJMPCGJHWBMLTRMNMHTSODMZGAAPKATNKL
MH342 KL▲ 9% YoY
ERP_export_Oct.xlsx
Validated · 48,210 invoice lines
Distributor health · 207 partnersValidated · 48,210 invoice lines
Champion41
Loyal118
Slipping27
At risk12
Lost9
3 distributors moved to SlippingNo order in 62+ days · ₹18.4 L monthly volume
AI Analytics & DashboardsManufacturing & distribution
Sales Intelligence Dashboard
Nineteen hand-built Excel reports replaced by one live dashboard that refreshes from a single ERP upload.
More automations in this area.
Common processes I automate, set up around your own tools and data.
Something else your team repeats?
Most of my 50+ automations started as a process someone described in one message.
Describe it on WhatsAppQuestions people ask.
Your accounting software, ERP, store or Excel exports. I connect to what you have; you don’t need a data warehouse.
The AI only reads, through a checked and sandboxed query, and dashboards never depend on it. Every figure can be traced to its source records.
No. I set it up, keep it running and add reports as you need them.
Yes. Dashboards and alerts are built to be checked on a phone as easily as on a desktop.
Show me the work your team repeats.
A free 30-minute call. You walk me through the process; I tell you what can be automated, roughly how, and what it would take.