Biz Analyst Tally mobile app brings real time information & allows you to access your Tally ERP9 data anytime / anywhere. It is securely synced with your Tally ERP9 installation.
Multiple Reports, dashboard and graphs allow you to make decisions in the office, at meetings or out on the road. Biz Analyst is not only for CEO and other senior management of the company but for everyone who uses tally data while on the move.
Just a few clicks on the mobile phone, be it an iPhone or Android platform, you can count on Biz Analyst to give you information you need.
1) Security:
BizAnalyst is a perfect example of end-to-end encryption in action. The BizAnalyst desktop app syncs the data with Tally ERP9 on your desktop and encrypts to store in on your computer. Next, the BizAnalyst mobile app connects its desktop version and the encrypted data is transferred through cloud to your phone. Rest assured, your data is decrypted only on your phone and can be accessed through the BizAnalyst mobile app only. Moreover, you can set a passcode for the app to restrict access to it and the data stored in it. After 10 incorrect attempts, the data is deleted from your phone, which can be downloaded again after a correct login.
2) Real-Time
Time is precious and so is updating of data. BizAnalyst mobile app accesses your Tally ERP9 on your desktop in almost real time. Once you set up BizAnalyst desktop app, it syncs with the mobile version automatically to transfer data. That means, you get access to updated data without any manual efforts.
3) Works Offline
Once you transfer data from the BizAnalyst desktop app to mobile app, you can access it without an active internet connection on your mobile device. You only need to connect to the internet, if you wish to update the data by syncing with the desktop app. We agree it’s close to magic!
1) Outstandings: BizAnalyst mobile app lets you view all your receivables and payables at one touch. The app sends you a notification about the bills that are due on the day. You can easily share the complete outstanding of a customer and the list of bills to follow up with the customer. You can view the average payment performance and ageing analysis of customers to know delay in payments and make informed decisions about credit extensions accordingly.
2) Sales / Purchases: Get complete Sales / Purchases Reporting from wherever you are with BizAnalyst. You can browse through the voucher details, view items sold by batch/godown, share invoices through email, WhatsApp and more. It also segregates sales analysis data by Ledger Group, Stock Group, Stock Category, Stock Item etc.
3) Customer Profile: Know your customers before your plan to do further business with them. BizAnalyst lets you view the profile of customers like average sales, number of invoices, last sale date, average payment performance etc. Moreover, you can also view the entire transaction summary including sales/ purchase/receipts/payments by month, outstanding/pending sales purchase orders and more. Going ahead, you can create a sales strategy by viewing the last sale date and rate of items purchased by a customer. Additionally, you view all the invoices where you sold a certain item to that customer along with their email address, contact number, address, GSTIN etc. Lastly, you can share item sale and purchase summary of the selected ledger as PDF and EXCEL.
4) Inventory Item Profile: BizAnalyst has dived deep into how a business works to offer features that are truly useful to run a business. You can view stock item performance like last sale date, total sale quantity, last rate etc. it gets you quick access to the stock item closing value by batch and godown. Additional features include:
5) Inactive Items / Customers: Boost your business with BizAnalyst by your side. View the list of inactive items or dormant customers to increase your business. Follow up with your customers and get them rolling or optimize your stock holding by getting rid of inactive inventory. Share a detailed report with the teams as PDF and EXCEL.
6) Notifications: BizAnalyst lets you stay updated on every move in your business. It notifies you every day about your previous day’s sales, purchase, receipts, payments etc. What better way to start your day with!
1) Top Report: Treat the ones on the top! BizAnalyst lets you get reports of top customers (sales), suppliers (purchase), items sold and items purchased. Filter data by top 5, 10, 30, 50, 100 or choose custom time period. Share the reports as Excel or PDF.
2) Daybook: Managing a daybook is easier than ever. View all vouchers created during the selected time period or filter by available voucher types. Share daybook report as Excel or PDF.
3) Ledger Report: With BizAnalyst, ledger reports are in your pocket. Check opening and closing balance for selected ledger and its transactions in selected time period, till transaction details. Share report as PDF, Excel or in text format.
4) Expense Analysis: BizAnalyst understands that for a business, it is important to keep an eye on expenses. You can view direct/indirect expenses with selected time period and get reports of individual expenses, transactions and other details.
5) Sales / Purchase Order Analysis: Insights is what drives a business forward. BizAnalyst offers complete sales/purchase order reporting up till the voucher details. You can also view the items ordered by batch and godown. Share the order report through Email, WhatsApp etc.
6) Multiple companies: With BizAnalyst you can add multiple companies from your Tally ERP9. All you’ve to do is sync the list with Biz Analyst desktop application and connect with the mobile app. You can view each company’s data separately by selecting the company from the menu on the BizAnalyst mobile application.
7) Dashboard:
Business performance / data on the go
Sales, purchase
Receipt, payment
Cash & bank balance
Accounts Receivable & Payable
Sales, Purchase orders
Filter by Date range
8) Invoice Detail:
Get detailed invoice
Share it as a Text, Pdf via WhatsApp, Email, SMS etc
You can also print the invoice directly from the mobile app
Share
Share Invoices, Daybook, Outstandings and all Reports
Share Excel, PDF via WhatsApp, Email, SMS etc
Or you can Print via a compatible printer
9) Reports:
Item Wise Stock Summary, Customer & Supplier transactions for the item
Ledger Wise Transaction Summary, Items sold & Purchased from the party
Expense analysis
Top customers, suppliers, items sold and purchased
Inactive Items and Customers
Profit & Loss
Know how your business has performed over selected period
Briefly view Direct & Indirect income & expenses
10) Multiple Users:
Add multiple users for a company
Assign permissions to user by Ledger Group, Stock Group, Voucher Type
Also, permission to access reports and share reports
Grant administrator privilege for accessing everything