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🔒 Read-only — the app never writes to Tally. Each company has its own login; switch between them from the top bar.

Collections Dashboard

What you're owed, who to chase, and the aging behind it
Tally synced

⚡ Today’s priority — collect these first

Open collection worklist →
◍ Amount to collect
owed to you
⏰ Overdue
👥 Parties with balance
⚖ MSME 45-day+ exposure
interest lever

Receivable by age

Aging detail →
receivable

Top exposures

All parties →
₹ Sales (this FY)
◍ Outstanding
owed to you
🏦 Cash & bank
closing balance
📈 This month vs last

Sales trend

Cash & bank

Top customers

Customers gone quiet

no movement 60+ days
Owe you, with their oldest open bill past 60 days — worth a check-in. Tap a row to drill in or WhatsApp.

Purchase trend

Top items

Filter: All Overdue MSME 45-day+ High risk (90+) > ₹1L
Click a party to drill into bills · WhatsApp opens a pre-filled reminder from your own number (you tap send).
Payables (money out). What you owe vendors.
Total payable (net)
to vendors
Overdue
Vendors with balance
Supplier advances
prepaid

Vendors — what you owe

By overdue bucket

overdue+curr

Bucket sizes

Breakdown

Ask — answered instantly from your synced data on this machine (no external AI, nothing leaves your PC). Try a question or a suggestion.
Ask a question above.
Dangling / under-review bills. Opening bills that do NOT reconcile to the party's FY-start ledger balance — typically settled-but-uncleared references. Surfaced for review, not counted in your trusted figures. Clear them in Tally, then re-sync.
Receivable side Payable side
Reports & exports. Download as CSV (opens in Excel). Formula-injection-guarded, dates DD/MM/YYYY.

Connection

Served from
Company
Auth12-hour dashboard token (read-only)
Token expires
Last loaded
"Disconnect" only clears this browser. "Sign out everywhere" revokes the tokens server-side, so every device must sign in again.

📦 Inventory / Top Items

Off by default. Item-wise sales appear once Tally has been re-pulled with item lines; toggling is instant — no re-pull needed each time.

✉ WhatsApp Reminders

Until your WhatsApp Business account is connected, reminders run in test mode (logged, not actually sent). The cap protects you from runaway spend.
💬
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