Analyst, the AI employee who knows your numbers
Builds your dashboards from Tally and answers any question about them, with the records behind every figure.
Answers in minutes, not at month-end
Every number comes with the records it was worked out from.
Read-only from day one, so Tally stays as your accountant left it.
Ask at 11 pm before tomorrow's meeting.
Your numbers, in plain words
01dashboards
A dashboard built from your books
The Analyst reads Tally, Zoho Books, Excel or Google Sheets and builds your first dashboard, live from your books; ask about any tile, or ask for something new and it lands there.
- Built for you
- Real time, not T-1
- Filters for region and salesman
- Sent every Monday
DashboardsConversationsKnowledgeSettingsAnalystI read 2,006 sales lines from Tally. Here's your sales dashboard.
Why did Vidarbha drop?
AnalystTwo dealers in Nagpur stopped ordering in September: ₹6.2 lakh.
Add top dealers
Sales, FY to date₹1.84 Cr+12% on last yearOwed to us₹42 L₹9 L over 45 daysSales by monthTop dealersShutter House, Pune ₹32 LLensmart, Nagpur ₹26 LA new tile
02ask in plain words
Ask the way you would ask your accountant
Type the question, see the steps taken, and get the answer from your books as they stand right now.
- Sales by customer
- Who owes you
- What you owe
- Month by month
DashboardsConversationsKnowledgeSettingsYouWho owes us the most money right now?AnalystBharat Steel Works owes the most: ₹4.5 lakh of ₹6.5 lakh outstanding.Bharat Steel Works₹4,50,000Kaveri Textile Mills₹1,25,300Deccan Foods₹74,700The answer
03reports
Save a report, and share it safely
Keep any dashboard as a report, share it with named people by a private link, or send it on WhatsApp every Monday.
- Named people only
- Each sees their own slice
- Every Monday on WhatsApp
DashboardsConversationsKnowledgeSettingsWeekly salessaved report · 6 tiles Share securelyShare this dashboardOnly named people can open it, and each sees only what they're allowed to.ravi@shreeexports.in, sunita@shreeexports.in Private link sent to 2 · expires in 30 days Also on WhatsApp every Monday, 9:00Shared, and sent every Monday
04sources
Every figure shows where it came from
Each answer lists the records behind it and the assumptions it made, so nothing is taken on trust.
- Records behind the answer
- Assumptions
- Period covered
DashboardsConversationsKnowledgeSettingsAnalystSales came to ₹1.25 lakh over Oct 2025 – Mar 2026, from 3 synced records.AssumptionsSources behind this answerAssumptionsSales vouchers only, before tax. Gaps are months with no synced records, not zeros.The assumptions
05on whatsapp
Ask from your team's WhatsApp group
Start a message with @analyst and get a short answer with a link to the full analysis.
- @analyst in any group
- Short answer and a link
- Detail only for people allowed to see it
SSales teamMeera, Ravi, Sunita, AnalysttodaySunitaDid we beat last month?6:40 pm@analyst sales this month vs last month, same days6:41 pmAnalyst₹18.4 lakh so far this month, 12% above the same days last month.Open the analysis6:42 pmThe answer
Your books stay exactly as they are
The Analyst reads your books and sheets, and never writes to them.
- Read-onlyNever edits a voucher, a ledger or a sheet.
- Exact numbersThe sums are done in code, not guessed by a model.
- Only for the right peopleA group gets the detail only if everyone in it is allowed to see it.
Tally · Shree Exports read only
MMeera Shaheverything
RRavisales only
SSunitawho owes us
Dealers group a link only: someone outside your team is in it
The Analyst, Tally reports, or an MIS executive
The Analyst answers the questions you would ask an MIS executive.
| Analyst | Tally reports | An MIS executive | |
|---|---|---|---|
| Dashboards | Built for you, kept current | Build them yourself | Takes a week |
| Ask in plain words | Yes | Find the right report | Yes |
| Shows where each figure came from | Every record | Drill down by hand | If you ask |
| Answers on WhatsApp | Yes, with @analyst | No | When they're free |
| Hours | 24/7, every day | Whenever you open Tally | 9 to 6, five days |
| Changes your books | Never | Anyone with access can | Can, by mistake |
| What it costs | An annual salary, set by the volume of work | Included in Tally | A full-time salary |
Ask the Analyst about your books
Connect Tally once.Ask your first question the same day.
What people ask about the Analyst
What is an AI analyst for Tally?
An AI analyst for Tally is an AI employee who reads your books and answers questions about your numbers in plain words.The Analyst builds your dashboards from Tally, Zoho Books, Excel or Google Sheets, and answers on WhatsApp with the records behind every figure.The Analyst is read-only: they never change a voucher, a ledger or a sheet.
Can we use AI for Tally?
Yes.The Analyst reads your Tally books and answers questions about sales, receivables and payables in plain words.Nothing is written back to Tally.
Can the Analyst build dashboards from Tally?
Yes.The Analyst reads your books and builds your first sales dashboard, then keeps it current.Ask about any tile for the reason behind it, or ask for something new and it lands on the dashboard.
Is the Analyst's data real time?
Yes.You get real-time analytics on your Tally books, not yesterday's T-1 data.
Which tools does the Analyst work with?
Tally, Zoho Books, Excel and Google Sheets for your numbers, and WhatsApp for your team's questions.
What can I ask the Analyst?
Questions like “Who owes us the most right now?”, “How much do we owe suppliers?”, “Who are our top 10 customers this year?” or “Which customers stopped buying in the last 3 months?”.
How do I know an answer is right?
Every answer shows the steps taken, the assumptions made and the records behind each figure.The sums are done in code, not by the model.
Can the Analyst change my Tally data?
No.The Analyst is read-only and never edits vouchers, ledgers or masters.
Can my team ask on WhatsApp?
Yes. Start a message in your group with @analyst.The group gets a short answer and a link, and the full detail only if everyone in it is allowed to see it.
What can't the Analyst answer yet?
Invoice ageing, profit and margin, forecasts and stock valuation aren't part of the job yet.The Analyst says so plainly rather than guessing.
How much does the Analyst cost?
The Analyst is paid an annual salary, set by the volume of work, with no seats.We set the number with you on a call.
Meet the rest of the team
Customer SupportWhatsApp and email support
Chief of Staffthe work nobody on your team owns
Accountantin buildyour books, ready for TallyNew to the idea? What is an AI employee?
Tell us where to reach you.
Leave your email or WhatsApp number, and we'll get in touch to find a time that suits you.