What it does
Live Tally sync
Discovers companies from a running Tally Prime instance and syncs masters/vouchers over its XML/HTTP interface, with incremental AlterId-based diffing so re-syncs only pull what changed.
Dashboards & drill-down
Today's Sales, Monthly Sales, Net Profit, GST Summary, Top Customers/Products, and rule-based AI Insights - every tile and insight card drills straight into a pre-filtered Voucher Browser.
No-code Report Builder
Click-to-add fields, filters, group-by, sort, and calculated fields backed by a real formula engine (tokenizer/parser/evaluator with circular-reference detection). Save, load, and re-run named report templates.
Dashboard Builder
Assemble a personal dashboard from a fixed widget catalog, reorder and remove widgets, each one backed by the same live Analytics/GST services as the built-in dashboard.
Voucher, Ledger & Stock browsing
Server-side-paged voucher grid (never pulls more than 100 rows at once), ledgers with computed running balances, and stock items with current-stock/reorder-level highlighting.
Exporting
Excel (.xlsx), CSV, and print-ready PDF export for any report or grid.
Users, roles & permissions
Five fixed roles, 12 resource+action permission codes with per-user overrides, an audit log for every mutation, and self-service TOTP two-factor authentication.
Backup, email & updates
Scheduled MySQL backup/restore with retention (via mysqldump/mysql), SMTP email delivery, and a manifest-based auto-update check - the same one serving this page.