Turn business conversations
into automated operations.
Connect WhatsApp and Email with your accounting systems. Automatically capture orders, process approvals, synchronize ERP transactions, and keep operations and finance connected.
Built for growing businesses that run operations through conversations.
Stage AI Engine
97% confidenceStructured business data extracted
Intent: Place order · Customer: ABC Enterprises · 2 line items · Warehouse: Mumbai
Every event, everywhere,
in perfect sync.
Live ERP synchronization
One event → every ledger in sync.
Every business event fans out to Tally Prime, Zoho Books, and Busy with retry, idempotency, and full audit history.
- Tally PrimeSynced
- Zoho BooksSynced
- BusySynced
From manual chaos to
autonomous operations.
The same team, the same conversations, the same accounting system — with an intelligent layer running everything in between.
- Manual data entry
- Phone-call approvals
- Copy-paste errors
- Delayed updates
- No visibility
- Missed follow-ups
- AI understands intent
- Automated workflows
- Routed approvals
- ERP synced live
- Real-time visibility
- Minutes, not days
From conversation to accounting.
Automatically.
The platform understands business communication, extracts structured information, executes configurable workflows, and synchronizes transactions with your accounting software.
Communication
- Business messages
AI Intelligence
- Intent classification
- Document extraction
- Entity recognition
- Business context
Workflow Automation
- Approvals
- Conditions
- Notifications
- Business rules
Accounting Integration
- Tally
- Zoho Books
- Busy
From WhatsApp order to sales order.
Automatically.
Capture customer orders, validate inventory, route approvals, create accounting transactions, and keep customers informed without manually copying data between systems.
- 01
Customer message
WhatsApp order received.
- 02
AI order extraction
Customer, products, quantities, and intent identified.
- 03
Customer verification
Existing customer detected or onboarding started.
- 04
Inventory validation
Available inventory retrieved from accounting software.
- 05
Approval
Authorized team member reviews the order.
- 06
Sales order
Customer ledger and Sales Order created in Tally.
- 07
Customer confirmation
Sales Order shared through WhatsApp.
- 08
Order completion
Customer confirmation updates the workflow.
Order
SO-2026-0142
ABC Enterprises
₹4,85,000
Workflow status
Automate procurement.
Control every payment.
Manage vendor quotations, approvals, purchase orders, goods receipts, invoice validation, and payment workflows from one connected platform.
- Quotation
- RFQ
- Approval
- Purchase Order
- Vendor Confirmation
- GRN
- Quality Inspection
- Invoice
- Three-Way Match
- Payment
- Closed
Three-way match
PO · GRN · Invoice validation
Purchase order
PO-4421
Quantity
100
Goods receipt
GRN-2201
Quantity
95
Vendor invoice
INV-8812
Quantity
100
AI recommendation
Hold invoice processing until the GRN discrepancy (5 units short) is resolved with the vendor.
Nine workflows,
running out of the box.
Every workflow is a starting point — clone, edit, and connect it to your ERP. Click any template to watch it run.
Customer Order
Order-to-Cash · workflow template
- 01WhatsApp order
- 02AI understands
- 03Inventory check
- 04Approval
- 05Sales order
- 06Customer notified
Your business process.
Your workflow.
Design automation around the way your organization actually works.
workflows / order-intake.v3
New
Existing
The right decision.
From the right person.
Route business transactions to authorized approvers based on your organization's rules.
- Orders above ₹5,00,000Sales head approval
- Invoices above ₹10,00,000Finance approval
- Payments above ₹25,00,000Director approval
Approval center
High priorityOrder approval
ABC Enterprises · ₹5,40,000
Waiting 12 minutes
AI recommendation
Inventory is available and the customer has no overdue invoices.
Every business conversation.
One operational inbox.
Bring WhatsApp and Email into one intelligent operations workspace.
Inbox
Live- AEPlace Order
ABC Enterprises
WhatsAppDetected intent
- ACVendor Quotation
Apex Chemicals
EmailDetected intent
- MEPayment Confirmation
Metro Electronics
WhatsAppDetected intent
- NPPurchase Order
Nova Packaging
EmailDetected intent
Unified inbox
WhatsApp and email in one workspace.
AI intent detection
Every message classified by business action.
Customer & vendor recognition
Auto-linked to ERP masters.
Automatic workflow triggering
Right process starts, hands-free.
Keep operations and accounting
perfectly synchronized.
Connect operational workflows directly with your accounting systems.
Tally Prime
Connected- Read masters
- Create transactions
- Sync inventory
- Sync outstanding balances
Zoho Books
Connected- Create masters
- Update transactions
- Fetch ledger information
- Real-time sync
Busy
Connected- Read masters
- Create transactions
- Sync inventory
- Retry failed integrations
Sync events
- 10:40:12Customer created
- 10:41:12Sales order synced
- 10:42:12Inventory updated
- 10:43:12Invoice created
- 10:44:12Payment recorded
Real-time sync
Sub-second event propagation.
Retry on failure
Automatic retries with backoff.
Sync logs
Complete integration audit trail.
Connection monitoring
Health checks and alerts.
See every workflow.
Know every status.
Operations overview
Orders in progress
142
Delayed
8
Pending approvals
23
Pending dispatch
17
Outstanding receivables
₹1.42 Cr
Outstanding payables
₹86.3 L
Collection efficiency
92%
Activity timeline
- 10:32WhatsApp order received
- 10:33AI extraction completed
- 10:34Inventory verified
- 10:35Approval requested
- 10:42Order approved
- 10:43Sales order created in Tally
Complete traceability from message to accounting entry.
Automation for businesses
where operations move fast.
FMCG
High-volume orders and distributor operations.
Chemicals
Quotation, approval, and compliance-heavy workflows.
Pharmaceuticals
Structured order and procurement processes.
Steel
Large transactions and approval-driven operations.
Packaging
Customer order and production coordination.
Textile
Vendor and purchase workflow automation.
Electronics
Inventory-driven order processing.
Auto Components
Procurement and supplier workflow visibility.
Built for teams handling
high-volume operations.
Sales
Capture and process customer orders faster.
Purchase
Control vendor and procurement workflows.
Finance
Keep invoices, payments, and ledgers synchronized.
Operations
Track every workflow from start to completion.
Management
See operational bottlenecks and financial visibility.
Automation with
accountability.
Audit log
10:42:12
SuccessOrder approved
Rahul Mehta
Sales manager
ORD-2026-0142
10:35:04
SuccessApproval requested
System
Workflow
ORD-2026-0142
10:33:48
SuccessAI extraction
System
AI engine
MSG-88213