📈 Sales vs Purchases
💰 Profit Waterfall
🏷 Top Debit Ledgers (TB)
🧾 Voucher Type Distribution
📂 All Synced Data
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🤖 AI CFO Insight
Click Refresh to generate AI insights.
Month:
→
🧾 Vouchers
| Date | Number | Type | Party | DR Total | CR Total | Items | Status | |
|---|---|---|---|---|---|---|---|---|
| Set filters and click Search | ||||||||
📈 Sales Overview
Trial Balance · P&L · Voucher Drill-through
📈 Sales — Quarterly (from TB)
🏷 Sales Ledger Breakdown
📊
Sales Ledger Detail
From Trial Balance / P&L · Filter by quarter
| Sales Ledger | Full Year (₹) | Q1 Apr–Jun | Q2 Jul–Sep | Q3 Oct–Dec | Q4 Jan–Mar | % of Total |
|---|---|---|---|---|---|---|
| Click Load to fetch from P&L | ||||||
📋
Sales Vouchers
Live from database · Click row to expand
| Date | Voucher No | Voucher Type | Customer | Invoice (₹) | GST (₹) | Net Sales (₹) | Narration | |
|---|---|---|---|---|---|---|---|---|
| Select date range and click Load | ||||||||
🛒 Purchases Overview
Trial Balance · P&L · Voucher Drill-through
🛒 Purchases — Quarterly (from TB)
🏷 Purchase Ledger Breakdown
📊
Purchase Ledger Detail
From Trial Balance / P&L · Filter by quarter
| Purchase Ledger | Full Year (₹) | Q1 Apr–Jun | Q2 Jul–Sep | Q3 Oct–Dec | Q4 Jan–Mar | % of Total |
|---|---|---|---|---|---|---|
| Click Load to fetch from P&L | ||||||
📋
Purchase Vouchers
Live from database · Click row to expand
| Date | Voucher No | Voucher Type | Vendor | Invoice (₹) | GST (₹) | Net Purchase (₹) | Narration | |
|---|---|---|---|---|---|---|---|---|
| Select date range and click Load | ||||||||
📒 Ledger Master
| Ledger Name | Group | Opening Balance | Closing Balance | Side | |
|---|---|---|---|---|---|
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⚖️ Trial Balance
or custom:
→
Select FY and click Load (saved data) or Generate (live from Tally)
💹 Profit & Loss Account
or custom:
→
Select FY and click Load (saved data) or Generate (live from Tally)
🏦 Balance Sheet
or custom:
→
Select FY and click Load (saved data) or Generate (live from Tally)
📊 Stored Financial Reports
All auto-saved reports from database — click any row to view full detail
Click Refresh to load saved reports
Profitability
GP/NP margins, cost analysis, recovery path
Expenses
Top costs, vendor concentration, savings opportunities
Sales Trend
Revenue patterns, growth rate, seasonality
Cash Flow
Working capital, receivables, liquidity position
Balance Sheet Health
Leverage, liquidity ratios, asset quality
Risk Flags
Unusual items, overdue, compliance concerns
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Select a company to begin
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💯 Financial Health Score
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🔔 Smart Alerts
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🧾 GST Reconciliation
Select dates and click Run.
📊 Industry Benchmarks
Select segment and click Compare.
🔮 3-Month Cash Flow Forecast
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👥 Users & Access
Approve client sign-ups and choose which companies each login can see. Admins see every company.
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📡 Client Monitor Live
See which clients use the dashboard, what they ask the AI CFO, and how they rate the answers.
👥 Clients
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⚡ Live activity
💬 Answer feedback
📊 Company MIS — One-Pager
Select a company and date range, then click Load
Period
—
⟳ Loading MIS data…
⚡ Sync Setup
Connect Tally, choose your company and date range, then run a full or incremental sync.
Tally
—
Port 9000
Database
—
PostgreSQL
Vouchers Synced
—
all time
Last Sync
—
—
⚙️ Sync Configuration
No company selected
Enter the exact company name as it appears in Tally
Downloads all data from Tally for the selected period
📊 Sync Progress
Last run: —
Ready to sync
—0%
0
Vouchers
0
Entries
0
Ledgers
0s
Elapsed
0
Months
Live Log
Waiting for sync…
🔄 Sync Pipeline
5 stages · ⬇ CSV after each completes⏱ Auto-Sync Schedule
Runs in background — queues if Tally is offline.
—
None
ℹ️
If Tally is closed when the schedule fires, the sync is queued and runs automatically the next time Tally reconnects. No data is lost.
⚠️
DR/CR Auto-Correction Active
Tally XML exports all entries as CR internally. TallySync Pro auto-corrects: Payment/Purchase → DR; Receipt/Sales → CR. Uses ISDEEMEDPOSITIVE flag — fully double-entry compliant.
📋 Section-wise Sync Status
Last run: —| Section | Records | Progress | Status | Last Sync | DR Fixed | CR Fixed |
|---|---|---|---|---|---|---|
| Ledger Masters | — | Pending | — | — | — | |
| Voucher Headers | — | Pending | — | — | — | |
| Voucher Entries | — | Pending | — | — | — | |
| Groups / Masters | — | Pending | — | — | — | |
| Voucher Types | — | Pending | — | — | — |
🕑 Sync History
| Company | Period | Vouchers | Entries | Status | Synced At | By |
|---|---|---|---|---|---|---|
| Click Refresh to load history | ||||||