From Enquiry to Revenue. One Connected Business Platform.

INTEGRATED SALES, FINANCE & HRM

Manage the complete business lifecycle, from enquiries and quotations to bookings, invoicing, accounting and workforce management. Gain financial visibility, control profitability and streamline operations across every branch.

See a Finance Demo

From quote to cash — margins protected every step

END-TO-END WORKFLOW

See revenue, cost and receivables move together until cash lands.

Quote

Sales issues a priced job with lane, service and margin floor.

SELL

T+0

Rate card
Margin floor
Approve

Job live

Operations execute; costs start posting against the job.

OPS

OPEN

Cost accrual
Vendor bills
WIP

Leak check

Profit-leak detection flags quote vs actual gaps early.

ALERT

Rate variance
Cost spike
Owner ping

Invoice

Invoice generates from approved actuals with tax packs.

BILL

Auto invoice
Tax
Send

Collect

Risk alerts highlight customers likely to pay late.

CASH

Ageing
Risk score
Reminders

Reconcile

Cash applied; job margin locks for reporting.

DONE

Payment match
Margin lock
Board view

Sales & Financial Engine

AI ADVANTAGE

AI that protects your margins

Accurate Books Without the Month-End Scramble

BUSINESS IMPACT

No unbilled jobs

Invoices are raised straight from confirmed bookings.

11 days lower DSO

Quote-to-invoice runs in hours, not weeks.

Margin on every job

See profit per shipment before you bill it.

Revenue protected

kept, not leaked

Revenue

Core Systems for Profit Protection & Pipeline Control

STRATEGIC TRANSFORMATION

Sales Engine & Pipeline

Empower sales managers and representatives with a CRM built specifically for freight movement, not generic SaaS deals. Pipeline to Enquiry Management

Assign clients to salespeople, track pipeline stages, log call entries, and record detailed customer inquiries in one central hub.: Instant Quotation Generation
Create precise, professional quotations directly from customer inquiries with built-in preview modes, custom margin rules, and one-click quote sending.: Sales Intelligence & Follow-up Reminders
Automated task reminders ensure no warm lead drops off, while sales dashboards provide complete visibility into representative activity and close rates.: CRM Pipeline & Enquiry Matrix
Active Inquiries: 148 Leads
100% Representative Assigned: Quote Conversion
68.4%: ↑ 14% vs last month
Avg Quote SLA: 12 Mins
Instant Preview Mode: Follow-up Compliance
99.1%: Zero Drop-off Rate
Sales Pipeline Stage Map: Enquiry
Quotation: Common Invoice
Audited: Quotation Conversion Trend
Live: 720
Mon: Tue
Wed: Thu
Fri: Sat
Sun: Increase Throughput
Accelerate movement and improve order fulfillment.: Reduce Costs
Optimize resources and minimize operational waste.: Improve Accuracy
Real-time data ensures better decisions and fewer errors.: Scale with Confidence

Sales Engine & Pipeline: overview

Sales Engine & Pipeline: details

Logistics Accounting

A pure accounting engine engineered to process complex, multi-modal freight billing without revenue leakage. Flexible Invoicing & Common Invoices

Generate single-shipment invoices or consolidate multiple jobs into a single Common Invoice for high-volume enterprise clients.: Comprehensive GL & Journal Management
Full General Ledger (GL) account list management, journal entries, debit/credit notes, and automated receipt/payment logging.: Multi-Currency & Bank Master
Configure multiple bank accounts, trade partner financial terms, and automated exchange-rate adjustments across global branches.: Pure Accounting & Common Invoice Console
Reconciled Invoices: 1,420 Jobs
Zero Leakage: Common Invoices
38 Enterprise: Multi-Job Consolidated
GL Journal Accuracy: 100%
Audit Approved: Multi-Currency Sync
Live Rates: Global FX Synced
Multi-Branch Ledger Heatmap: Enquiry
Quotation: Common Invoice
Audited: Monthly Invoicing Velocity
Live: 900
Mon: Tue
Wed: Thu
Fri: Sat
Sun: Increase Throughput
Accelerate movement and improve order fulfillment.: Reduce Costs
Optimize resources and minimize operational waste.: Improve Accuracy
Real-time data ensures better decisions and fewer errors.: Scale with Confidence

Logistics Accounting: overview

Logistics Accounting: details

Credit Risk & Governance

Protect your business cash flow from bad debt and delayed collections with automated compliance checks. Automated Credit Limit Enforcement

Submit, approve, and enforce customer credit requests. The system automatically alerts or blocks sales reps if a customer attempts to book past their approved credit limit.: Trade Partner & Employee Master
Centralize trade partner profiles, vendor payment terms, credit histories, and internal employee access rights in a single secure environment.: Multi-Branch & Company Settings
Scale globally with company master and branch master configurations, allowing admins to set specific document layouts, tax settings, and billing defaults per office.: Credit Risk & Trade Partner Governance
Credit Limit Enforcement: Automated
Hard Cap Enforced: Blocked Over-Limit Bookings
12 Attempts: Risk Shield Active
Trade Partner Masters: 420 Profiles
Centralized Audit: Multi-Branch Tax Defaults
14 Offices: Bank-Grade Compliance
Partner Credit Risk Map: Enquiry
Quotation: Common Invoice
Audited: Credit Overdue Protection
Live: 1080
Mon: Tue
Wed: Thu
Fri: Sat
Sun: Increase Throughput
Accelerate movement and improve order fulfillment.: Reduce Costs
Optimize resources and minimize operational waste.: Improve Accuracy
Real-time data ensures better decisions and fewer errors.: Scale with Confidence

Credit Risk & Governance: overview

Credit Risk & Governance: details

AI Financial Intelligence

Turn financial data from a static accounting record into a proactive profit-generating asset. Job-Level Margin Analytics

Real-time variance tracking comparing quoted rates against final carrier invoices to flag 'Silent Profit Leaks' before closing a job.: AI-Powered Cash Flow & Aging Forecasts
Machine learning algorithms predict payment dates based on historical client settlement speed, highlighting high-risk receivables early.: Conversational Financial Assistant
Query your financial engine in plain language ('Show outstanding invoices over 60 days for Client X' or 'Compare profitability between Air Import and Sea Export for Q2').: Job Margin Analytics & Cash Flow AI
Profit Leak Detection: 0.00%
Carrier Invoices Audited: Predicted Cash Flow
₹48.2L: ↑ 18% Accuracy Forecast
Receivables Aging: 24.2 Days
↓ 12 Days vs industry: AI Conversational Query
< 1 Sec: Plain Language Assistant
Job Margin Variance Map: Enquiry
Quotation: Common Invoice
Audited: Cash Flow Forecast Trend
Live: 1260
Mon: Tue
Wed: Thu
Fri: Sat
Sun: Increase Throughput
Accelerate movement and improve order fulfillment.: Reduce Costs
Optimize resources and minimize operational waste.: Improve Accuracy
Real-time data ensures better decisions and fewer errors.: Scale with Confidence

AI Financial Intelligence: overview

AI Financial Intelligence: details

Interactive Capabilities

SYSTEM DEEP-DIVE

Explore the functional components of the Sales and Financial Suite

Sales & CRM Engine

Power your entire sales cycle From lead capture to customer management, empower your team to build stronger relationships, pipeline visibility, and close more deals.

Sales Representative Portal: Call entry logs, automated follow-up reminders, assigned customer lists, and personal sales performance dashboards.
Manager Oversight & Pipelines: Assign sales managers to allocate leads, monitor pipeline health, and track rep conversion benchmarks.
Enquiry & Quotation Lifecycle: Record raw inquiries, generate multi-option quotes with preview modes, and convert approved quotes directly into active bookings.
Customer Interaction Matrix: Maintain full communications logs, customer credit terms, and historical booking frequencies in one central place.

Sales & CRM Engine: overview

Sales & CRM Engine: details

Pure Accounting & Billing

Master multi-branch freight accounting Eliminate manual data re-entry, automate common invoices, manage GL journals, and achieve 100% audit compliance.

Complete Ledger Controls: Manage GL Account Lists, Journal Entries, Bank Master Settings, and Company Branch Financial Defaults.
Invoicing Engine & Common Invoices: Create custom job invoices, common consolidated invoices, payment receipts, and settlement vouchers.
Financial Reporting Suite: Real-time balance sheets, trial balances, profit & loss reports, and branch-wise profit reports downloadable in PDF/Excel.
Job-Level Margin Audits: Compare quoted rates against carrier invoices in real time to catch silent profit leaks before closing.

Pure Accounting & Billing: overview

Pure Accounting & Billing: details

Governance & Admin

Bank-grade governance & risk controls Enforce strict credit limits, manage global trade partners, control branch settings, and set granular role-based security permissions.

Credit Request Approvals: Workflows for customer credit line evaluation, approval matrices, and automated hard cap locks.
Trade Partner Master: Global database of carriers, overseas agents, vendors, and direct customers with individualized tax/billing configurations.
Role-Based Security: Granular access permissions controlling who can view margins, approve discounts, edit GL entries, or export financial reports.
Multi-Branch Tax & Entity Master: Configure country-specific GST/VAT taxes, localized invoice headers, and multi-office accounting rules.

Governance & Admin: overview

Governance & Admin: details

Faster billing. Tighter control. Cleaner audits.

THE RESULT

60% faster billing

One-click common invoicing.

Live job P&L

Silent profit leaks flagged early.

Credit protection

Hard limits cut bad debt.

Multi-branch ready

All hubs on one ledger.

Billing time saved

faster

60%

Fits the Finance Stack You Have

CONNECTIONS

Accounting systems

Two-way sync with Tally, SAP, Zoho Books and QuickBooks.

Banks and tax portals

Bank feeds and GST e-invoicing built in.

Open APIs

Push bookings and invoices to any system through REST APIs.

Connection mix

connectors

Works with the Tools You Already Use.

TOOLS & INTEGRATIONS

Accounting

Tally Prime
SAP Business One
Zoho Books
QuickBooks
Oracle NetSuite
Microsoft Dynamics

Banks and tax

HDFC Bank
ICICI Bank
Axis Bank
GST e-Invoice
e-Way Bill
Razorpay

Logistics

NXT Orbit Freight
NXT WMS
Courier Express
CargoWise
Descartes
SAP TM