PLATFORM DATA & AI · FLAGSHIP PRODUCT

Visibility Studio

Stop the 7:00 PM Excel routine. Turn Tally into a live operations cockpit.

Built specifically for wholesale distributors, traders, and multi-branch suppliers using Tally. Visibility Studio replaces fragile evening spreadsheets with live operational visibility, intelligent exception recommendations, and one-click actions.

✓ Works with your existing Tally setup · Zero disruption to accounting workflows · Live in 48 hours.

OUR OPERATING SYSTEM

Visibility Drives Recommendation. Recommendation Drives Action.

Dashboards that just display numbers are passive. Visibility Studio closes the operational loop from raw vouchers to revenue-protecting decisions.

STEP 01

1. Live Visibility

Automatic, non-intrusive synchronization directly from your Tally company database. No manual ledger exporting, no broken CSV formulas, no waiting until month-end.

  • Multi-branch consolidated inventory
  • Real-time order-to-dispatch status
  • Live customer credit exposure & aging
STEP 02

2. Smart Recommendation

The system scans every transaction and highlights the exact operational risks that threaten your margins before they become expensive problems.

  • Fast-mover stockout alerts (e.g. 4 days cover left)
  • Overdue receivable risk & credit limit breaches
  • Dead stock identification & capital tie-ups
STEP 03

3. Daily Actionability

Turn recommendations into immediate, friction-free business execution without jumping across four different software tools.

  • 1-click WhatsApp/Email payment reminders
  • Auto-generated supplier purchase requisitions
  • Dispatch hold notifications for defaulting accounts

THE OPERATIONAL SHIFT

The Evening Excel Trap vs. Visibility Studio

The 7:00 PM Excel Routine

  • Accountant spends 90 minutes exporting raw ledgers from Tally every evening.
  • Sales managers work off outdated morning spreadsheets and promise stock that was already sold.
  • Goods get dispatched to customers who have 90-day overdue payments because credit limits aren't enforced live.
  • Stockouts on top 20% high-velocity SKUs cost 3%–5% in lost sales every month.
  • Business owners spend weekends manually reconciling branch discrepancies.

With Visibility Studio

  • Continuous automated data refresh directly from your Tally environment.
  • Sales reps check real-time stock and pending dispatches on their phones before taking orders.
  • Automated credit locks flag defaulting dealers before the dispatch slip is generated.
  • Reorder alerts trigger purchase orders before popular inventory drops below safety thresholds.
  • Owners review a single executive morning pulse with clear action priorities.

THE MISSING LAYER IN TALLY

Tally Records Past Accounting. Visibility Studio Drives Daily Execution.

In most distribution companies, Tally is locked away with the accounting department. Operations, sales, and floor teams work in silos on phone calls and WhatsApp. Critical execution details—promised payment dates, customer disputes, dispatch delays—are never recorded. Visibility Studio bridges this gap.

FEATURE 01

Invoice-Linked Task Assignment

Business owners and managers can assign concrete tasks to team members directly tied to live Tally transactions—no more verbal follow-ups lost in translation.

Assign to: Ramesh (Sales)
Task: Payment follow-up for Customer X
Invoices: INV-204, INV-209 (Total ₹3.4L)
Status: Overdue 42 days
FEATURE 02

Prioritized Daily Action Queues

When team members log in, they don't drown in complex financial ledgers with 50 debit/credit lines. They see their clean, prioritized daily execution list.

Today's Priority Queue:
• 3 High-value overdue collections
• 2 Pre-dispatch credit checks
• 1 Supplier delivery confirmation
FEATURE 03

Operational Context & Notes

Add critical operational notes that Tally cannot store. When a customer promises to pay next Tuesday or an order is delayed at the godown, the comment is logged right against the invoice.

Execution Log:
"Called owner. Promised ₹2L RTGS on Thursday after retail sale. Hold fresh dispatch until cleared."
Logged by Ramesh · Today 11:30 AM

INSIDE THE WORKSPACE

Four Core Control Engines for Growing Distributors

ENGINE 01

Inventory & Stockout Prevention

Live stock levels across all godowns, days of inventory cover, reorder alerts on fast-moving SKUs, and dead stock identification to release trapped working capital.

ENGINE 02

Receivables & Credit Control

Aging analysis categorized by 0-30, 31-60, 61-90, and 90+ days. Spot high-risk customer balances, overdue payment trends, and enforce credit terms proactively.

ENGINE 03

Sales & Margin Protection

Track gross margins by SKU, customer, and sales representative. Flag unauthorized discounting and catch margin-negative orders before fulfillment.

ENGINE 04

Fulfillment & Dispatch Bottlenecks

Follow orders from sales voucher to picking, invoicing, and carrier dispatch. Uncover delivery bottlenecks and eliminate order-to-cash friction.

TAILORED FOR YOUR INDUSTRY

Proven for High-Volume Distribution Businesses

Wholesale FMCG & Packaged Goods

Track fast shelf-life expirations, batch numbers, and high-velocity reorder cycles across multi-tier retail networks.

Pharma & Healthcare Distribution

Manage strict credit windows, regulatory batch compliance, and multi-depot stock availability with zero errors.

Industrial Goods & Auto Parts

Manage thousands of SKU variants, minimum order quantities (MOQ), and supplier lead times without manual spreadsheets.

Building Materials & Electricals

Prevent large-ticket payment defaults with strict credit limits and track high-value consignments in transit.

CASE STUDY & FIELD GUIDE

How Wholesale Distributors Lose 3%–5% Net Margin in the 7:00 PM Excel Trap

Read our detailed operational teardown on fixing silent stockouts and credit risk.

Read Operational Guide →

SEE YOUR NUMBERS LIVE

Book a 20-Minute Visibility Studio Demo.

We'll show you exactly how Visibility Studio connects to your Tally environment, reconciles your inventory and receivables, and surfaces your highest-priority actions.