AI business intelligence for Tally, Excel, ERP and SQL data

Ask your business anything.Get the answer, with the numbers.

Tatvanow connects your Tally, Excel, ERP and databases, answers questions in plain English with charts you can check, builds dashboards in minutes, and alerts you when numbers need your attention.

Connect data free Ask a question

Free plan with 1 data source, 3 dashboards and 2 users. No card required.

TallyExcelERPDatabaseTATVANOWESSENCE OF YOUR DATA
Ask Tatva
Ask Tatva: “
Data used:Tally (receivables) +ERP (sales orders)refreshed 10 min ago
7customers
₹38.6 Loutstanding over 60 days
₹12.4 Lstill ordered this month
CustomerOutstandingOldest dueOrdered in Oct
Rao Traders₹9.8 L94 days₹3.1 L
Kottayam Agencies₹7.2 L71 days₹2.6 L
Malabar Hardware Mart₹6.4 L66 days₹1.9 L
+ 4 more customers

How this was calculated

invoices.due_date < today - 60 · invoices.status = unpaid · joined to sales_orders from 1 OctOpen the query to check

Outstanding by age bucket

₹22.1 L
0-30
₹15.4 L
31-60
₹21.7 L
61-90
₹16.9 L
90+

Over 60 days, last 6 months

MayJunJulAugSepOct

Rising for 4 months

Pinned to  Monday review

Reads from the systems you already use

TallyPrimeTally.ERP 9ExcelGoogle SheetsZoho BooksSAP Business OneBusiness CentralOdooZoho CRMHubSpotSalesforceMySQLPostgreSQLSQL ServerCSV

The bench

Raw data goes in. Readings you can check come out.

Each experiment below is a real part of the product: a source in a flask, a plain question, and the screen that answers it.

Experiment 02 Data Connect

Tally, Excel, ERP and SQL, refreshed while you work.

Question“Pull this month's sales from Tally and the targets from our Excel sheet.”

TallyPrime, Excel, Google Sheets, Zoho, SAP Business One, popular CRMs and SQL databases connect in minutes and refresh on a schedule you choose.

  • Read-only connectors, nothing is written back
  • Incremental syncs every 15 minutes
  • Each sync logged with row counts
Explore Data Connect
Data sources 6 connected
TTallyPrimeAccounting Every 15 min4 min ago
EExcel on OneDriveSpreadsheet On file change22 min ago
GGoogle SheetsSpreadsheet Hourly38 min ago
ZZoho BooksAccounting Every 30 min11 min ago
SSAP Business OneERP Nightly 02:00Today 02:04
PPostgreSQLDatabase Every 15 minRetrying

Experiment 03 Ask Tatva

Questions in English or Hinglish, answered with working shown.

Question“Pichle 3 mahine mein kaunsi branch ki sales sabse zyada badhi?”

Charts and tables come back with the data sources, the filters and the calculation, so anyone can check the answer before acting on it.

  • Understands your customer, item and branch names
  • Asks when a question could mean two things
  • Follow-up questions refine the last answer
Explore Ask Tatva
Ask TatvaEnglish or Hinglish
Pichle 3 mahine mein kaunsi branch ki sales sabse zyada badhi?

Kochi grew fastest: +18.4% from Jul to Sep

+18.4%
Kochi
+9.1%
Thrissur
+6.7%
Kottayam
+2.3%
Calicut

net_sales by branch · Tally sales vouchers · Jul to Sep vs Apr to Jun

Only for the cable category?
Kochi still leads at +12.9%. Calicut fell -4.1%.

Experiment 04 Dashboard Builder

Boards built by dragging or by asking, on numbers everyone agrees on.

Question“Make me a Monday review board with sales, margin, receivables and stock.”

Drag tiles or describe the board. The Metric Library holds one approved definition of net sales, gross margin and receivables, so every tile matches the books.

  • Templates for collections, branches and stock
  • Approved metric definitions with versions
  • TV mode and phone layouts
Explore Dashboard Builder
Monday review Drag or ask
Net sales, Oct₹4.82 Cr+7.2% vs Sep
Gross margin29.6%-1.1 pts
Over 60 days₹38.6 L7 customers
Stock cover23 daystarget 30
Net sales by month
MayJunJulAugSepOct
Sales by branch
1.62
KOC
1.21
TCR
1.08
KTM
0.91
CLT
“Add top 10 customers by October sales”
Metric Library / Net sales Approved
net_sales =gross sales -sales returns -trade discountsexcludes GST and freight recovered
Owner
Finance
Version
v3, approved by CFO
Source
Tally sales and credit note vouchers
Used in
14 dashboards, 6 alerts
Related:gross_marginsales_per_branchdso

Experiment 05 Alerts Engine

A message on WhatsApp the moment a number crosses your line.

Question“Tell me every Monday if receivables over 60 days go above ₹30 lakh.”

Set limits for receivables, stock, sales or margins. Tatvanow checks after every refresh and alerts by email or WhatsApp, with a link to the answer.

  • Fixed limits, percentage changes or unusual values
  • Quiet hours and snooze
  • Every alert links to its calculation
Explore Alerts Engine
Alerts 2 triggered
Receivables over 60 days above ₹30 LNow ₹38.6 L · WhatsApp to Finance head · Mondays 9:00
Gross margin below 28%Now 27.9% · Email to CFO and Sales head · daily
Stock cover under 10 days for any A-class itemClear · WhatsApp to Purchase · checked hourly

Experiment 06 Shared Boards

Share with branches and partners. Check the data before anyone relies on it.

Question“Share this board with every branch head, each seeing only their branch.”

View-only rules, row-level filters and expiring access for auditors. Data Health flags missing, duplicate and stale data before the numbers reach a meeting.

  • Row rules by branch, region or customer
  • Weekly WhatsApp snapshots
  • Health score on every source
Explore Shared Boards
Share: Branch sales board Row rules on
Data health 92 of 100
92

Safe to report, with 3 issues to review

  • Missing 38 invoices without customer GSTIN
  • Duplicate 12 receipts entered twice in Sep
  • Stale Excel “Branch targets” not refreshed in 9 days
  • Matched Tally totals agree with ERP for Oct

Lab rules

How Tatva handles your numbers.

An AI that reports on your business has to show its working. These rules are built into the product, not added later.

Read how Ask Tatva works
  1. R1

    Every answer shows its working

    Data sources, refresh time, filters and the calculation are on every answer, and the query opens in one click.

  2. R2

    It asks instead of guessing

    When a question is unclear or the data is not connected, Tatva asks or says so.

  3. R3

    People see what they may see

    Permissions apply down to branch or team level, on answers, boards, alerts and exports.

  4. R4

    Your data trains nobody else

    Company data is never used to train AI models for other customers. It is encrypted and never sold.

  5. R5

    Decisions stay yours

    Tatvanow reports numbers. Business, tax and financial decisions remain the company's.

Who reads the results

Built for the people who ask for reports, not the people who make them.

Business owners

  • “How much cash will come in this week?”
  • “Which branch made money last month?”
  • “Who are my 10 most profitable customers?”

CFOs and finance heads

  • “What is our DSO compared with last year?”
  • “Which customers are over their credit limit?”
  • “Why did gross margin drop in Q3?”

Sales heads

  • “Which salespeople are below target this month?”
  • “Which key accounts have not ordered in 30 days?”
  • “How much discount did we give in October?”

Operations managers

  • “Which items will run out before the PO arrives?”
  • “How much stock is older than 180 days?”
  • “Which purchase orders are past due?”

Setup

From your Tally screen to your first answer, the same morning.

  1. Minute 0

    Create a workspace

    Sign up with your work email. Login details arrive in your inbox.

  2. Minute 10

    Connect a source

    Install the Tally connector or link an Excel file, ERP or database.

  3. Minute 30

    Ask the first question

    The first sync usually finishes in under 30 minutes for a year of vouchers.

  4. Day 1

    Pin your first board

    Save answers to a Monday review board and set your first alert.

Our Plans

Three elements. Priced per user, per month.

Start with Hydrogen for free. Move to Carbon when the team joins, and Gold when you need row-level permissions, Data Health and India hosting.

Compare plans
1HHydrogen$0 forever6CCarbon$14 /user/mo79AuGold$29 /user/mo

Questions

Asked before connecting.

Something else on your mind? Contact the Data Desk.

Does it work with Tally?

Yes. Tatvanow reads TallyPrime and Tally.ERP 9 through a small connector installed on the machine running Tally. It reads ledgers, vouchers, stock items and cost centres, and never writes back.

Can it be wrong?

It can. Every answer shows the data and the calculation so you can check it. When a question is unclear or the data is missing, Tatva asks or says so instead of guessing.

Does our data leave India?

Hosting in India is available on the Gold plan, with data stored and processed in Indian data centres. Other plans are hosted in secure cloud regions with encryption in transit and at rest.

Can staff see only their own branch?

Yes. Row-level permissions limit answers, dashboards, alerts and exports to the branches, regions or teams each person is allowed to see.

Do we need an analyst to set it up?

No. Whoever manages your Tally or ERP can connect it. Tatvanow suggests how sources join and ships with starter metric definitions for common business numbers.

How long does setup take?

Most companies connect their first source and ask their first question within an hour. Building the boards and alerts your team relies on usually takes a few days of use.

Final reading

Every number your business needs is already in your data. Pour in one source and ask.

Your question is saved to your new workspace and answered as soon as your first source finishes syncing. Prefer a walkthrough? Contact us.