Customer & Revenue
Understand your revenue growth on Month-to-Date and Year-to-Date basis
Get pie graphs to understand your client wise and item wise revenue break-up
Map your revenue as a company or client wise with your last year nos and your upcoming targets to get in-depth analysis
Credit History
Identify your top profitable clients by mapping the credit history
A quick check of client wise outstanding amount in exact days
Get invoice level outstanding dues for effortless follow-ups with clients
Risk Analysis
Get a real-time risk analysis of your company
A deep understanding and actionable guide on the nature of clients
Take course correction by re-deploying your resources to more profitable clients
Cash Flow
Real-time visibility on the cash flow of your company
Calculates cash runways so you can take immediate course correction steps
Shows three-month way ahead on immediate receipts and payments
Forecasting
Get client, item, vendor and expense wise forecasting for the year ahead
Revenues numbers are forecasted based machine learning ability
Plan your year better with your team as you get visibility on your numbers
Employee Analytics
Pie-chart of department wise salary break-up for better resource understanding
Understand the expense wise spends incurred by your employees
Get a month-wise break-up of salary and expenses incurred on employees
Vendor & Expense
A detailed evaluation of your vendors and business you give out to each of them
Month wise break up of your crucial expense for you to have better control over them
Understand your costs on Month-to-Date and Year-to-Date basis
Team Discussions and Reminders
Analyze each graph with your teammates by tagging them in your comments
Set monthly or quarterly alerts for revenues to ensure that you are on track to achieving your annual goals
Fix targets for your expenses so that you get mid-year alerts when you cross them
Instant MIS statements from Client & Vendor Portal
Business tracking on the go with
mobile app
Save time & money with online
document locker
No more resending of invoices to clients as
they can download it from this portal
Tab on the payments made, so they know how
much they still owe you
Live account status update for the client on
invoices and pending payments
Track your company’s health on the go
Understand which service is generating more
business and margin for you
Better prepared with data before attending
the meeting with the client
Upload all your client related documents
like contracts, PO at one place
Set timely reminders for renewals before
expiry of any contracts
Transfer documents to client from this
secured environment rather than on emails