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Data analytics and AI that turn your business data into decisions.

Whatever software runs your business, we connect it, clean the data and keep it updated automatically. AI then forecasts what's next, flags what's wrong and answers your questions in plain English.

  • Works with Tally, Zoho Books, Busy, Marg, POS, hospital software and Excel
  • Power BI dashboards refreshed automatically
  • AI forecasts and alerts before problems cost you
FREE · NO OBLIGATION

Get a free data assessment

Tell us what you need. An expert will call you back with a clear plan and a fixed quote.

Prefer to talk now? Call +91 63804 56464

The problem

You have the data. You don't have the answers.

Every invoice, purchase, payment and patient visit is already recorded somewhere: in your accounting software, billing system, bank statements and spreadsheets. But the data sits in different places, and monthly reports are built by hand, too late to act on.

Our data engineers bring it together into one trusted source, and AI does the heavy lifting: spotting trends, predicting cash and stock needs, and flagging anything unusual.

Questions we help you answer

  • Which products, branches or doctors actually make money?
  • Will we have enough cash to pay GST and salaries next month?
  • Which customers pay late, and how much is overdue?
  • Which items are slow-moving or close to expiry?
  • Why did margin fall this month?
How it works

From raw data to decisions in four steps

Tally PrimeZoho BooksBusyMargSAP Business OneHospital / clinic softwarePOS & billingBank statementsExcel & Google Sheets+ any software with an export or API
1

Connect

We pull data automatically from every system you use, through exports or APIs.

2

Engineer

Pipelines clean, de-duplicate and combine it into one trusted source.

3

Analyse with AI

Machine learning finds patterns, predicts trends and spots anything unusual.

4

Act

Dashboards, monthly MIS and alerts on email or WhatsApp.

Data engineering

Automated pipelines from your accounting, billing and banking systems into one clean data warehouse.

Example: three branches on different software combined into one daily view.

AI forecasting

Sales, cash flow and stock demand forecasts built on your history and seasonality.

Example: a 90-day cash flow forecast that shows a shortfall weeks in advance.

Anomaly & risk alerts

AI flags duplicate bills, unusual expenses, margin drops and GST mismatches before they cost you.

Example: an alert when a supplier invoice is missing from GSTR-2B.

Ask your data

An AI assistant on your own data. Ask in plain English and get the answer with the numbers behind it.

Example: “Which ten items lost the most margin this quarter?”

Document AI

AI reads bills, invoices and bank statements, including PDFs and scans, and turns them into ready-to-post data.

Example: hundreds of purchase bills captured without manual typing.

Dashboards & MIS

Power BI and Tableau dashboards for owners and managers, plus an automated monthly MIS pack.

Example: item, branch, party and doctor-wise views on one screen.

Fintrix360 Insight Assistant · example
Why did our gross margin fall in September?
Gross margin fell from 24.1% to 21.3%. Most of the drop comes from 3 product groups where purchase prices rose about 9% but selling prices stayed the same. Suggested action: update price lists for these groups and renegotiate with two suppliers.

Illustrative example. Answers come from your own data.

Built for

Business owners

Know your profit, cash and best customers every week, not at year end.

Finance teams

Close faster with automated reconciliations and reports that build themselves.

Clinics & hospitals

Patient volumes, revenue by department or doctor, pharmacy stock and expiry.

Retail & distribution

Fast and slow movers, reorder levels, branch comparison and demand forecasts.

FAQ

Data & AI questions

What do I need to get started?

Only access to your software or a sample export. We start with a free data assessment and show you three insights from your own data before you decide.

Which software can you connect?

Tally Prime, Zoho Books, Busy, Marg, SAP Business One, hospital and POS systems, bank statements and Excel. Almost any software that can export data or has an API can be connected.

Is my data safe if you use AI?

Yes. We work with secure access and strict confidentiality. Your financial and patient-related data is never shared, and it is never used to train public AI models.

Do I need to buy Power BI licences?

It depends on how many people need to view the dashboards and how they share them. We explain the options and recommend the most economical setup for your team before you buy anything.

How often is the data updated?

Usually daily, and more often if your business needs it. Refreshes run automatically, so nobody has to rebuild reports by hand.

Get started today

Your first step takes 15 minutes.

  • Free consultation with an expert, not a salesperson
  • A written plan and a fixed quote before any work starts
  • One dedicated manager for accounts, licences and data

Request your free consultation

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