Business Intelligence & Data
Know what is happening in your business.
Connect operational data and put consistent answers in front of the people making decisions.
Explore Data & AnalyticsPlatform Data & AI / Tally reporting for distributors
See what needs attention across orders, stock and cash.
We help distributors connect Tally with sales, purchasing and inventory data to investigate delayed orders, stock risks and overdue payments in one place.
QUESTIONS TO INVESTIGATE
What is holding up an order?
Start with a free conversation. We'll check what your systems can support before recommending a solution.
VISIBILITY STUDIO / CONNECTED VIEWS
SALES · SUPPLY · STOCK · CASHDECIDE THE NEXT STEP
THE PROBLEM
Your business already has the data. It just isn't working hard enough.
Growth adds systems, teams and handoffs. Getting a clear answer should not mean another week of spreadsheets.
We turn these problems into systems that run.- Management reports built manually in Excel
- Data scattered across Tally, ERP, CRM and spreadsheets
- Different teams working with different numbers
- Repetitive operations and customer follow-ups
- AI experiments that never become reliable workflows
- Fragile pipelines and no dedicated data team
THE SOLUTIONS
Three ways to make data useful.
Begin with the outcome you need. We work backwards to the right engineering.
AI & Workflow Automation
Stop spending people-hours on repetitive work.
Identify a workflow worth automating, connect it to your systems and keep a human in control.
Explore AI AutomationData Engineering & Platforms
Build the data foundation your business needs to grow.
Reliable pipelines, cloud platforms, quality checks and architecture designed for analytics and AI.
USE CASES
Start with a business problem. Not a technology stack.
Automated Management MIS
Manual month-end consolidation → connected reporting → a consistent view of performance.
Tally & ERP Analytics
Transactions locked in separate tools → unified data → answers without exporting spreadsheets.
Sales & Revenue Intelligence
Pipeline and revenue in different places → shared metrics → clearer sales decisions.
Finance & Receivables
Overdue payments hard to track → receivables visibility → faster prioritization of follow-ups.
Inventory Intelligence
Stock spread across locations → consolidated inventory → better replenishment decisions.
AI Customer Support
Repeated customer questions → grounded assistance with escalation → less manual triage.
AI Sales Automation
Leads waiting for follow-up → assisted routing and reminders → fewer missed conversations.
Document & Invoice Automation
Manual document entry → extraction and review → less repetitive processing.
Internal Knowledge Assistants
Answers buried in documents → searchable, permission-aware help → quicker access to context.
Data Platform Modernization
Fragile pipelines → monitored, maintainable data flows → a dependable base for growth.
THE SHIFT
From fragmented operations to an intelligent operating layer.
BEFORE / TODAY
- Multiple Excel files to consolidate
- Different teams, different numbers
- Days spent preparing MIS
- Manual customer follow-ups
- Data trapped in systems
AFTER / THE GOAL
- Connected operational data
- A single source of truth
- Regular management visibility
- AI-assisted workflows
- Data ready for analytics and AI
HOW WE WORK
Start small. Prove value. Then scale.
No giant transformation programme required to get started.
Discover
Understand systems, workflows, data and business priorities.
Diagnose
Identify the highest-value data or automation opportunities.
Build
Deliver a focused pilot with measurable success criteria.
Scale
Expand what works with ongoing engineering and support where needed.
A SCOPED ENGAGEMENT
Need the bigger picture? Start with an assessment.
For broader data and reporting work, we'll examine your environment, workflows and repetitive processes to find where better data, automation or AI can create value. The AI opportunity review below is a separate, optional starting point.
FIXED-SCOPE ASSESSMENTWhat you leave with
- Current-state assessment
- Data and workflow map
- Top opportunities and prioritized roadmap
- Recommended architecture
- Implementation plan
- Estimated effort and business impact
AN OPTIONAL NEXT STEP
Spend ₹7,999. Find out where AI is actually useful.
Start with a free consultation. If a deeper review makes sense, we examine your workflows and data to find credible uses for AI, and tell you when a simpler fix is the better answer.
No payment is collected on this site. We confirm the scope, payment method and full refund process in writing before you decide to proceed.
THE AI OPPORTUNITY REVIEW01 / DISCOVER
Clarity before commitment.
- 01Where manual work slows your team down
- 02Which data and systems a solution would need
- 03AI opportunities worth exploring and where not to use it
- 04A practical next-step recommendation
AI OPPORTUNITY REVIEW₹7,999
Fully refundableWHY US
Enterprise-grade thinking. Without enterprise consulting overhead.
Senior technical expertise
Work directly with experienced engineers rather than layers of account management.
Business-first engineering
Technology choices follow the business problem, not the other way around.
Focused delivery
Start with a scoped problem, measurable outcome and practical implementation.
Built to be owned
Documentation, architecture and knowledge transfer are part of delivery.
UNDER THE HOOD
Built on modern data and AI engineering.
We choose tools to fit the problem, your existing environment and the team that will own the result.
- Cloud
- Azure · AWS · GCP
- Data
- Spark · Kafka · Databricks · BigQuery · SQL
- AI
- LLMs · RAG · AI agents · automation
- Engineering
- Python · Kubernetes · Docker · CI/CD
- Analytics
- Power BI · BI platforms · custom analytics
EXAMPLE BUILD PATTERNS
What we build
Illustrative solution patterns, not customer case studies or claims of delivered results.
Connected management reporting
Problem Reports require manual exports and inconsistent definitions.
Solution A shared data model and dashboards fed by business systems.
Technology SQL, data pipelines and BI platforms, selected to fit the environment.
Intended outcome Consistent, timely management visibility.
Assisted document processing
Problem Teams re-enter invoice or document data by hand.
Solution Extraction, validation and human review integrated into the workflow.
Technology Python, document processing and workflow integration as appropriate.
Intended outcome Less repetitive entry with review where it matters.
PEOPLE BEHIND THE WORK
Built by engineers who understand production data systems.
Platform Data & AI is founder-led. Work directly with technical people who can connect business priorities to data engineering, cloud, distributed processing, data quality, AI/ML, AI agents and enterprise systems.
Meet us on LinkedInINSIGHTS
Practical thinking for better decisions.
What makes a data platform AI-ready?
Where quality, shared definitions and access controls matter more than another demo.
Why executive dashboards fail without operating discipline
Dashboards need owned metrics, repeatable data and people who use the answers.
Moving from AI pilots to production decisions
Define the workflow, evaluation criteria and human checkpoints before scaling.
LET'S TALK
Have a data, reporting or automation problem?
Tell us what is slowing your team down. We'll help identify the right technical path, even if the answer isn't AI.