A real ERP, hidden behind a conversation.
ERPSense is built on a mature open-source ERP core and wrapped with a conversational AI assistant called Genie. Below is what each layer does today, grounded in code that ships in production. Use the nav at the top to jump.
- Feature areas
- 9
- Document types
- 95+
- Indian languages
- 12
- Integrations
- 15+
One conversation, every screen, twelve languages.
Tour Genie in depth- 12
- languages
- 95+
- doctypes
- 40+
- tools
- 6
- surfaces
Genie is the AI assistant that runs through every part of ERPSense — main chat, form panels, dashboard, Tally sync, CA workspace, onboarding. It speaks twelve Indian languages, knows 95+ business document types, and is grounded in your tenant so it can’t leak data across clients.
- Auto-detects 12 Indian languages — Hindi, Tamil, Telugu, Kannada, Malayalam, Marathi, Gujarati, Bengali, Punjabi, Odia, Assamese, Urdu
- Forty-plus tools across the agent surface: document CRUD, ERP metadata, BoM analysis, file ingestion, validators
- Multi-turn memory with seven-day session retention
- Guardrails layer — profanity, jailbreak, and off-topic prompts are blocked before the LLM sees them
- Daily Note in your inbox synthesises overnight events into three actions
- Whispers — short observations on the dashboard when something material changed
A multi-client cockpit for Chartered Accountants.
Tour the CA Dashboard- 11
- tabs/client
- 20
- KPIs in board report
- 7
- compliance rows
- 10/min
- bulk export
Built for the CA who serves fifteen, fifty, or two hundred clients. One login, every client’s books, eleven dashboards per client, bulk reports, scoped invite-based access, full audit trail.
- Cross-tenant home — Today’s Priority strip, KPI cards, searchable client grid
- Eleven per-client tabs — Financial, Cash Flow, Cost Analysis, Sales, Compliance, GSTR-2B Recon, Health, Idle Funds, Alerts, Board Report, Configure
- Bulk reports across the practice — Board Report, Tax Summary, Health Snapshot, rate-limited at 10/min
- JWT-bounded active-tenant switching — fifteen-minute scoped tokens, no cross-tenant leakage
- Invite-based access with three scopes — read-only, advisor, full — revocable in one click with cascade
- Audit trail with acting_user_id on every action
Keep using Tally. Run the rest of your business in ERPSense.
Tour the Tally workstream- 2
- directions
- 3
- error tiers
- 24h
- undo
- 13
- Genie tools
Most Indian SMBs run accounting on Tally and operations everywhere else. The ERPSense Tally plugin streams voucher changes both ways in real time, while Genie clusters errors and writes resolution plans you can preview, apply, or undo.
- Real-time bidirectional sync via a Windows plugin — initial bulk-load and ongoing voucher streaming
- Three-tier error clustering (T1 deterministic, T2 heuristic, T3 LLM) so duplicates collapse cleanly
- AI-generated Resolution Plans with Preview / Apply / Undo and a 24-hour undo window
- Resolution Rules — promote a working plan into a permanent rule with LLM-normalised matching
- Sync Health Score (green / amber / red ring) blending success rate, cluster decay, and connector heartbeat
- Filterable audit timeline of every sync event, exportable to CSV
GSTR-2B that reconciles itself. Compliance that reminds itself.
Tour GST & compliance- 7
- compliance rows
- 3
- GSTR-2B exception types
- 4
- validators
India compliance is a first-class layer in ERPSense, not a plugin. The chart of accounts is GST-aware. GSTR-2B reconciliation is one click. The compliance checklist sits on the dashboard, drillable, with Ask AI on every row.
- GSTR-2B reconciliation — line-item matching with three exception buckets (missing, qty mismatch, rate mismatch)
- Supplier health dashboard — rank suppliers by exception count, email them with templated outreach
- GSTIN validator + GST portal lookup at form-fill time, with company name and address pre-fill
- HSN / SAC suggestions for new items, with confidence scoring
- Seven-row compliance checklist — GSTR-1, GSTR-3B, TDS, ITC, e-invoicing, e-way bills, ROC
- Validators that catch typos at source — GSTIN, IFSC, PAN, pincode
From spreadsheets to a real ERP. In days.
Tour onboarding- 5+
- source formats
- 9
- guided steps
- 20 / 10MB
- batch / file
Sign in with your GSTIN, bring whatever data you have, and Genie walks you through the rest. No template downloads, no implementation engineer, no fourteen-page form. The wizard is resumable across devices and adapts copy to your business type.
- GSTIN-based pre-fill from the GST portal — legal name, address, state, constitution
- Multi-source import — Excel, CSV, Tally backup, Zoho Books, other ERP exports
- AI column mapping with fuzzy matching and confidence scoring; samples shown before you confirm
- Duplicate resolution with merge / skip / keep-separate; cross-file consistency checked
- Opening balance import — customer outstandings, supplier payables, inventory, bank
- Resumable across devices, with mobile-to-desktop handoff via SMS / email link
- First-invoice walkthrough — your first real document, not a sample
Bank statements in. Matched ledgers out. Audit trail intact.
Bank Reconciliation Sessions are a guided workflow — upload a statement, let Genie match against your books, override anything that looks wrong, close the session with a signed audit trail.
- OFX, CSV, XLS supported — Genie auto-detects column structure (date, ref, amount, description)
- AI-assisted match suggestions with high / medium / low confidence badges
- Manual override on every row; cheque mark-stale and reverse-entry actions for closing periods
- Idempotent close — partial success is allowed; failures queue for retry
- Full audit trail per session — every match, unmatch, reverse, mark-stale logged with actor
A health score, not a 30-tab spreadsheet.
- 45+
- metrics
- 6
- chart types
- 7
- alert categories
Forty-five-plus financial and operational metrics, six chart types, AI-written insights on every chart, and an alert system with seven categories and four severities. What-if sliders to model scenarios. Aging buckets that drive collections.
- Seven KPI cards — Cash, Sales, Dues, Bills, Stock, Orders, Jobs — with trend and period-over-period delta
- Composite Health Score (0–100) blending cash runway, DSO, inventory turnover, debt-to-equity, margin
- AI Insights — click any chart, Genie explains the change in one plain-English sentence
- What-if simulation — adjust revenue / cost / cash sliders, project six KPIs forward; five preset scenarios
- Alert engine — 7 categories × 4 severities × 5 statuses, with snooze / dismiss / acknowledge
- Aging-driven collections — receivables bucketed 0/30/60/90/120+ with templated reminders
If this happens, do that. Reliably.
Define rules: a doctype + a condition + an action. Notify users, escalate to a manager, fire an outbound webhook, schedule a report. Every rule runs on the same backbone the rest of the product runs on.
- Thirteen condition operators — equality, range, in / not-in, like, between, date-based, status, custom expression
- Four notification channels — in-app, email, SMS, WhatsApp (early access via Meta Tech Provider)
- Approval workflows — pending docs route to approvers; approve / reject via email link or in-app; audit-logged
- Outbound webhooks with HMAC-SHA256 signed payload; three retries at 5 min / 30 min / 2 h
- Scheduled report delivery — define once, fires on cron, emails the recipient list
- Background job queue (RQ-backed) with exponential backoff and dead-letter queue
An owner, an accountant and a warehouse manager — same login model, different views.
Six roles map to how Indian SMBs actually staff up. Multi-company switching is a first-class concept. Tenant data is application-isolated and rate-limited. Every team member can use their own language without a setting toggle.
- Six roles — Platform Admin, Tenant Admin, Manager, Accountant, Operator, Viewer — plus a Chartered Accountant role for cross-tenant CAs
- Multi-company switching for tenants with multiple legal entities under one roof
- Per-tenant feature flags so plans roll out cleanly without forking code
- Bulk user import via CSV with email invites
- Per-tenant rate limits (login, chat, file upload, API) with sliding-window enforcement
- Circuit breaker on ERP failover — graceful 503 + plain-English fallback if the upstream is down
Not a generic AI agent. An ERP with one good assistant.
Genie doesn’t replace your accountant, doesn’t auto-post journal entries without your sign-off, and doesn’t hide the underlying ledger records. Every number you see is a real document you can audit, edit, or export.
How we handle your dataReady to put your books in one place?
Book a 20-minute demo. We’ll walk through your invoicing, GST and Tally setup live — no slides, no sales script.