Dashboard

Real-time financial monitoring

Total Revenue (INR)

₹0.00

This month

Outstanding Invoices

₹0.00

Unpaid client retainers

Expenses (INR)

₹0.00

This month

Net Profit

₹0.00

0% margin

Department Overheads & Expense Breakdown

Granular split of Employee Salaries, Software Tools & Subscriptions, and Operating Overheads

Total Overheads: ₹0.00

Employee Salaries & Payroll 0%

₹0.00

Software Tools & AI Subscriptions 0%

₹0.00

Rent, Utilities & Operations 0%

₹0.00

Department	Employee Salary	Software & AI Tools	Rent & Operations	Total Overheads	Expense Composition
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Department Profitability & Performance

Revenue vs Expenses vs Net Profit by Department

Revenue Share by Department

SMM (Social Media) 0%

Revenue₹0

Staff Payroll₹0

Operating Costs₹0

Net Profit₹0

Website Development 0%

Revenue₹0

Staff Payroll₹0

Operating Costs₹0

Net Profit₹0

SEO & Growth 0%

Revenue₹0

Staff Payroll₹0

Operating Costs₹0

Net Profit₹0

AI Academy 0%

Student Fees₹0

Staff Payroll₹0

Operating Costs₹0

Net Profit₹0

Meta Ads & Boosting Pass-Through

Client Ad Budget₹0

Actual Ad Spend₹0

Staff Payroll₹0

Budget Status₹0

Office Administration Cost Center

Rent / Utilities₹0

Pantry & Wifi₹0

Furniture / Maint₹0

Total Overhead₹0

Active Clients

Client Name	Company	Tax Classification (Accountant Tag)	Email	Phone	Currency	Monthly Retainer	Branch
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AI Financial Advisor

Profit optimization & actionable recommendations

Active

Analyzing ledger...

Recent Transactions

View Full Ledger →

Date	Description	Category	Dept	Type	Amount (INR)
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Ongoing Website Projects

0

Active in pipeline

Website Outstandings

₹0

Pending client balances

New Projects (This Month)

0

Added this month

Average Project Age

0 Days

Days active since creation

Website Work Operations & Outstandings

Track ongoing website project progress, client milestone outstandings, and project age in real time

Ongoing Website Projects & Age Tracker

0 Active

Client Name	Project Title & Scope	Contract Total	Paid	Outstanding	Project Age	Target Due Date	Status	Actions
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Website Outstanding Invoices & Balances

0 Outstandings

Client Name	Invoice # / Reference	Issue Date	Due Date	Total Amount	Outstanding Balance	Status	Action
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Smart Ledger Entry

Type or speak freeform text — AI extracts and assigns transactions automatically

⚡ Quick Fill: Office Rent AI Tools Salary Meta Ads License Fee Student Fee

Attach Receipt / Bill Image

AI Extracted Transaction Parameters

Income

Amount & Currency

Client / Payee

Transaction Type

Main Category

Sub Category

Department

Recent Smart Entries

Live history of AI-parsed ledger records

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Import Clients Excel

Invoice #	Client	Date	Status	Currency	Total	INR	Actions
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Receipt #	Client	Date	Payment Method	Amount Paid	Status	Actions
Loading payment receipts...

Total Clients

Active Clients

Monthly Retainer Rev

₹0.00

Active Department

All Depts

Client Directory & Department Management

Manage department-wise client directory, retainers, tax classifications & automated client sync

Department Filter:

Client / Company	Department	Monthly Retainer	Tax Category	Location	Contact Info	Status	Actions
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Selected Dept Revenue

₹0.00

Selected Dept Expenses

₹0.00

Selected Dept Net Balance

₹0.00

Date	Description	Category	Dept	Type	Method	Fee	Amount (INR)
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Bank Statement Upload

Reconcile payments with outstanding invoices

Bank Format

Drag & drop or browse files

.xlsx, .xls, .csv supported

Reconciliation Engine

Match bank inflows to open invoices

Upload a statement to see matches.

Recurring Invoices

Runs on 1st of every month

Active

Overdue Reminders

Daily at 09:00 — invoices > 7 days

Active

Staff Salary Scheduler

Daily check at 08:00 per pay_day

Active

Budget Alerts

Daily check at 10:00

Active

GST Report

Monthly PDF — taxable income

Budget vs Actual

Current month spend against limits

Loading budgets...

Payment Tracker

Track travel expenses, ad funds, payouts & bills (Paid/Unpaid)

Title / Item	Payee	Category & Dept	Due Date	Amount (INR)	Status	Actions
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Email Reminders Config

SMTP settings for overdue alerts

Automation Activity Log

Last 20 automation events

Loading activity...

Review Queue 0 Pending

Multi-channel captured entries awaiting approval before posting to the ledger. Phase 2 — Coming Soon

Review Queue — Phase 2

When Phase 2 is live, all auto-captured entries from Bank/UPI Statement Import, WhatsApp Quick-Entry, and Text/Voice Entry will appear here for a human to approve, edit, or reject before they are posted to the ledger.

Bank / UPI Import

Phase 2

WhatsApp Quick-Entry

Phase 2

Text / Voice Entry

Phase 2

Alerts 0 Unread

Overdue payment alerts, budget threshold warnings, and renewal reminders.

No Active Alerts

Overdue invoices, budget warnings, and renewal reminders will appear here automatically.

Email + in-app delivery is available in Phase 2 via SMTP configuration.

Master Admin

SUPER ADMIN

Multiple WhatsApp Groups Connection

Route alerts & parsing per WhatsApp group / department

Loading WhatsApp Groups...

User-Wise / Role-Wise Google Sheets

Sync Google Sheets per PM (Website PM, SMM Manager, Academy)

Loading Google Sheets...

Active System Connectors

Loading connectors...

Live Integration Log

Webhook & sync stream

LIVE

[System] Webhook endpoint ready at /api/webhook/whatsapp

Select Service / Description	Qty	Rate	Total
			10,000

Username	Full Name	Role	Assigned Branch	Action
Loading system users...

Receipt #	Client	Date	Payment Method	Amount Paid	Actions
Loading payment receipts...

Client Name	Budget Collected	Ad Spend to Date	Wallet Balance	Utilization	Status
Loading client ad wallets...

Project Title / Client	Total Value	Received	Pending Balance	Target Date	Status	Actions
Loading active projects...

Date	Type	Category / Item	Description	Client / Payee	Amount (INR)
Loading transactions...

Date

Type

Category / Item

Description

Client / Payee

Amount (INR)

Department Overheads & Expense Breakdown

₹0.00

₹0.00

₹0.00

Department Profitability & Performance

Revenue vs Expenses vs Net Profit by Department

Revenue Share by Department

Active Clients

AI Financial Advisor

Recent Transactions

0

₹0

0

0 Days

Website Work Operations & Outstandings

Ongoing Website Projects & Age Tracker

Website Outstanding Invoices & Balances

Smart Ledger Entry

AI Extracted Transaction Parameters

Recent Smart Entries

Client Directory & Department Management

Bank Statement Upload

Reconciliation Engine

Recurring Invoices

Overdue Reminders

Staff Salary Scheduler

Budget Alerts

GST Report

Budget vs Actual

Payment Tracker

Email Reminders Config

Automation Activity Log

Review Queue 0 Pending

Review Queue — Phase 2

Alerts 0 Unread

No Active Alerts

Master Admin

Multiple WhatsApp Groups Connection

User-Wise / Role-Wise Google Sheets

Active System Connectors

Live Integration Log

Add New Client

Month-End Checklist

AI Invoice Audit

Create Export Invoice

Line Items

Edit Invoice

Line Items

Record Manual Ledger Transaction

A4 Invoice Preview

TAX INVOICE

Billed By

Billed To

Bank Payment Details

A4 Payment Receipt

Payment Receipt

Issued By

Issued To

Payment Summary

Add Payment Tracker Entry

User Roles & Access Permissions Matrix

Active System Access Users

Create System Access User

Change My Password

1-Click Sync Clients from Google Sheet

All Client Payment Receipts

Create Payment Receipt

Edit Payment Receipt

Department Overview

₹0.00

₹0.00

₹0.00

Expense & Tool Breakdown by Sub-Category

Client-Wise Ad Budget Wallet Ledger

Project Work Pipeline & Milestone Tracker

₹0.00

₹0.00

₹0.00

0

Recent Department Ledger Transactions