Daily sales summary
Yesterday's numbers, this-month vs last-month, on the owner's phone by 9 am.
Scheduled reports Live
The Monday-morning report writes itself.
Every report you build in chat can be scheduled. Daily, weekly or monthly, in your inbox, with the numbers already filled in.
What teams schedule
Weekly collections
Receivables ageing, top overdue parties, suggested follow-up calls.
Monthly board pack
P&L view, cash trends, top customers and top items, formatted for sharing.
GST cycle reports
Input credit summary, output liability and party-wise GSTIN view, ready before filing.
Branch performance
Each branch head gets a tailored slice of the same dashboard.
Stock alerts
Slow movers, low cover, value tied up. Weekly, by location.
FAQ
Common questions
How do I schedule a report?
Ask a question in chat. When you like the answer, click 'Schedule'. Pick a day, time, and recipients. That is it.
What formats do recipients see?
Inline HTML in the email body for quick glances, with a PDF attachment for sharing. CSV is also available.
Can I personalise per recipient?
Yes. Filter the data per recipient (for example, each branch head only sees their branch) via the report builder.
Time zone?
All scheduling is IST by default. You can change it per report.
Pick one report you do by hand today.
On a 20-minute call, we will turn it into a scheduled report that lands in your inbox automatically.