Your daily CFO

Know what to do next in your business, every morning.

Tally tells you what happened. Sync Intelligence tells you what to do next. Sales, dues, stock and cash across every company, a score that shows what's wrong, and AI that answers from your own books.

Not sure where you stand? Take the 3-minute PRiSM Check
Works with today. More apps coming.
M
Murali, Accountsonline
AKS Store wants another order on credit. How much do they still owe us?
Let me check and call you back.
Message

We get the frustration.

Billing in Tally, accounts in Zoho Books, stock in a sheet. Someone has to put it together, and by the time it reaches you, it's already old.

Sync Intelligence was built so you never have to wait for that again.

Every number you need, already on your phone.

Synced minutes ago, not days.

Tally and Zoho Books, read for you. One live picture on your phone.

Keep scrolling

All companiesS

Dashboard

Sri Balaji Traders + 2 more Synced 2 min ago

78PRiSM healthUp 4 this week
Sales today
Sales

18% above last Tuesday

₹4,82,310+18%
Who owes me?
Finance

AKS Store owes ₹3,20,664

₹32.6 L41 parties
Is stock moving?
Operations

Stock not moving

₹4.2 Lof ₹58.4 L
Will cash last the month?
Cash

Covers the month

70%of the month

Examples shown for illustrative purposes only.

An MIS stops at See.
Sync Intelligence goes all the way to Act.

  1. 01See

    What happened. Health score, sales, dues and stock, for every company.

  2. 02Decide

    What it means. PRiSM shows what changed, why, and the one question to ask.

  3. 03Act

    What to do. Moves you assign to your team, tracked till done, reviewed every Monday.

Pillion AI

Just ask.

It answers from your own books, and shows the figures behind every answer.

Pillion AIWorking with Sri Balaji Traders
PILLION AI

What can I help you accomplish?

Ask in your own words, in English, Tamil or Hindi.

Review prioritiesOverdue, short and chase items
Who to call firstReceivables by customer
Cash positionBank balances and net position
Shortage listOn hand vs orders
What should I fix first this week?

Start with Finance, at 80. AKS Store owes ₹3,20,664 and the oldest bill is 62 days overdue. The suggested move: call them and send the oldest invoice.

Finance 80 → Health₹3,20,664 → ReceivablesMove → Health, Moves
Ask Pillion AI about the books…
Sri Balaji Traders

Know how the business is doing, in one number.

0/100PRiSM Health
PRiSM Health

Four parts of the business, scored out of 100.

Finance, Customers, Operations and Cash, weighted equally. Every score shows exactly what pulled it down.

▲ Up 4 this week

Finance

AKS Store: a bill 62 days overdue.

That, and a fall in gross margin, cost Finance 20 points.

80 /100
Customers

Ravi Electricals is buying 31% less than before.

And Meena Agencies is 34 days overdue on ₹1,48,200. Two findings, 15 points.

85 /100
Operations

₹4.2 L of stock is not moving.

One item bought above its usual rate, and stock grew faster than sales. Three findings, 25 points.

75 /100
Cash

Cash covers 70% of the month.

Cash and collections of ₹81.3 L, against payments of ₹1.16 Cr.

70 /100

Examples shown for illustrative purposes only.

From a number
to what to do next.

Finance80
Customers85
Operations75
Cash70

PPerformance

How each part of the business is doing, out of 100.

Starts at100
InvestigateAKS Store: a bill 62 days overdue−10
Warning signGross margin fell−10
Finance= 80

RRisk

What pulled the score down, line by line.

Two large customers are paying later than they used to.

IInsight

AKS Store and Meena Agencies hold ₹4.7 L of your dues.

Receivables up 3 months running

SSignal

₹24.1 L in July to ₹32.6 L now. A trend, not a one-off.

The move, on your list.And who to chase, every day.

01
Call AKS Store and send the oldest invoice.
AccountantDue Friday

Move

Assign any move to your team and tick it off when done.

02

Every Monday, a weekly review.

By email or WhatsApp: your score, the top moves and one question for the week. Switch it on in Settings.

03

Every day, who to chase.

A daily dues reminder: who owes you, and who to chase today.

04

“Three companies. Three logins.”

One picture across all your companies.

Up to 5 companies, in one view, on the Business plan.

Pay for decisions, not reports.

Launch prices. Billed monthly. Every plan reads Tally and Zoho Books.

Basic

Your daily CFO, for one business

₹2,999/month
+ GST

About ₹100 a day1 company · 2 users

Choose Basic

Choose Basic if you

  • Run one business on Tally or Zoho Books
  • Want daily answers without hiring a CFO or an MIS person
  • Need to answer customers while they're on the call

Key features

  • PRiSM health score, and what pulled it down
  • Who owes you, and who to chase today
  • Any party or item, answered in seconds
  • Invoices shared on WhatsApp

PlusRecommended

Ask your business anything

₹8,999/month
+ GST

About ₹300 a day1 company · 3 users

Choose Plus

Choose Plus if you

  • Want answers without opening reports
  • Would rather ask, or just speak, the question
  • Send a stock statement to your bank

Key features

  • Everything in Basic
  • Pillion AI: 60 questions a month
  • Ask by voice, in English, Tamil or Hindi
  • Bank stock statement

Business

One picture across all your companies

₹21,999/month
+ GST

About ₹730 a dayUp to 5 companies · 10 users

Choose Business

Choose Business if you

  • Run more than one company
  • Want one picture across all of them
  • Have a team that should see only their part

Key features

  • Everything in Plus
  • All your companies in one view
  • Pillion AI: 200 questions a month
PRiSM Foundation ₹9,999 once, + GST

We set up your books and your own rules so PRiSM is right from day one, then review the results with you after 30 days. Free when you pay for a year upfront.

See if you need it: take the PRiSM Check
Compare all plans
FeaturesBasicPlusBusiness
Clarity
PRiSM health score, and what pulled it downIncludedIncludedIncluded
Moves you can assign to your teamIncludedIncludedIncluded
Monday weekly review, by email or WhatsAppIncludedIncludedIncluded
Daily dues reminderIncludedIncludedIncluded
On the call
Stock by godownIncludedIncludedIncluded
Party ledger, invoices and ordersIncludedIncludedIncluded
Share invoices on WhatsAppIncludedIncludedIncluded
Ask
Pillion AI questionsNot included60 a month200 a month
Ask by voiceNot includedIncludedIncluded
English, Tamil and HindiNot includedIncludedIncluded
Reports
Bank stock statementNot includedIncludedIncluded
Companies and team
Companies11Up to 5
Users23Up to 10
Access set per person and per pageIncludedIncludedIncluded
All companies in one viewNot includedNot includedIncluded
Trust
Every sync checked against your books' totalsIncludedIncludedIncluded
Office agent connects outward onlyIncludedIncludedIncluded
Tally and Zoho BooksIncludedIncludedIncluded
More appsComing soonComing soonComing soon

Three steps. That's it.

Setup in under 15 minutes, or your Tally partner does it for you.

  1. 1Connect

    Install the small agent next to Tally, or sign in with Zoho.

  2. 2Sync

    Your books update in the cloud automatically.

  3. 3See

    Open the app on any phone.

Your books stay your books.

ReadWrite: you decide
ReadWrite: you decide

Tally and Zoho remain the record

We read, and only write where you allow it.

Sales in Tally₹96.2 L
Sales synced₹96.2 L
✓Totals match

Every sync is checked

Against your books' own totals. If anything doesn't match, we tell you.

Office PCAgentoutward onlyCloud
No way in from outside

Nothing opens your office network

The agent on your PC only connects outward.

AAccountantFinance only
SSales leadCustomers only

Each business kept separate

With access set per person and per page.

For Tally and Zoho partners

Sell Sync Intelligence to your clients.

Set clients up, watch their sync health, earn on every renewal.

Become a partner

Questions owners ask.

Does Tally need to stay open?

Yes, on the office PC, for new entries to sync. When Tally is closed, the app keeps showing the last synced figures and tells you when they were updated. Zoho Books needs nothing running at your end.

Is my data safe?

The agent on your PC only connects outward, so nothing opens your office network. Each business's data is kept separate, and you decide who sees which company and which pages.

Can my accountant use it?

Yes. Add your accountant as a user and choose the companies they can see. Billing and user settings stay with you.

Which apps do you support?

Tally and Zoho Books today, with more apps coming soon. If you use something else, tell us and it helps us decide what comes next.

What is PRiSM Foundation?

A one-time setup, done by our team or your Tally partner. We make sure payments are recorded against each bill and stock is kept with quantities and cost, set your own rules (what counts as slow stock or a fair margin), and review the results with you after 30 days. It costs ₹9,999 + GST once, and is free when you pay for a year upfront. The PRiSM Check shows whether you need it.

What happens after the trial?

Your trial runs for 7 days with Plus features. After that, pick the plan that fits your business and keep going.

Do I need a new computer?

No. The agent runs on the Windows PC that already has Tally. For Zoho Books, there is nothing to install.

Monitoring and visibility bring stability.
Stability is what lets you scale.

Unlock stability and complete control of your business, from one live picture on your phone.