OfficeMitra AI / SSDV
OfficeMitra AI / SSDV Your AI Business Analyst for SMEs

Read-only KPIs and AI insights from your ERP data.

Not a live login to Tally, Zoho, Busy, or MitraBooks. OfficeMitra connects to your journal exports and acts as an intelligent sidecar vault—providing instant CEO, CFO, and Board dashboards, cash forecasts, and plain-English root cause answers.

✔ Secure ✔ Simple ✔ Intelligent ✔ Actionable
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localhost:8501 / OfficeMitra AI Executive Dashboard
OfficeMitra AI / SSDV Infographic & Dashboard Overview
100% Read-Only
Zero impact or write-backs to your source ERP
CEO / CFO / Board
Unified real-time visibility across executive roles
AI Why-Engine
Explains WHY metrics changed & highlights risks
3-Minute Setup
Export CSV → Upload → Instant AI Insights
🗄

What is SSDV?

SanMitra Synthetic Data Vault (SSDV) is an intelligent layer that connects to Tally, Zoho Books, Busy, MitraBooks, or any custom ERP using standard daybook and journal exports (CSV/XML).

  • Read-only & secure: Your accounting database remains strictly untouched
  • No impact on your ERP: Operates as an independent sidecar vault on your PC
  • AI-powered insights & actions: Calculates 14 CEO tiles, working capital, and predictive cash flows
  • Works with any ERP: Ready-to-use adapters for TallyPrime, Zoho, Busy, and generic CSV
💡

Key Benefits for SMEs

Gain executive clarity without waiting for manual month-end Excel compilation or hiring expensive consultants.

  • One unified view: Tailored dashboard packs for CEO, CFO, and Board
  • Real-time insights: Instant computation from your latest daybook export
  • AI explains root causes: Uncovers why margins dipped or cash dropped
  • Predicts future & highlights risks: 30/60/90-day cash forecasting & policy red flags
  • Saves hours of manual reporting: 1-Click Board PDF and multi-tab Excel export
  • Better decisions, faster growth: Move from reactive accounting to proactive management
How It Works

Connect any ERP in minutes with zero disruption

A seamless, 4-stage pipeline that converts raw daybook entries into executive clarity.

1

Your ERP & Export

Export your DayBook or Journals from Tally, Zoho Books, Busy, MitraBooks, or any ERP as a standard CSV or XML.

2

SSDV Vault

Upload to the SanMitra Synthetic Data Vault. Double-entry integrity gates verify balanced debits and credits automatically.

3

AI Engine

The core engine computes 14 executive tiles, aging buckets (including 90+ & 120+), cash forecasts, and benchmark comparisons.

4

Intelligent Output

Interact with CEO/CFO/Board dashboards, ask plain-English AI questions, and download 1-click Board PDFs and Excel workbooks.

Role-Based Intelligence

Powerful dashboards designed for every stakeholder

Every role gets the exact level of detail, telemetry, and risk signals needed to drive performance.

👨‍💼

CEO Dashboard

At-a-Glance Business Health

High-level operational scorecards tracking revenue, margin strength, and liquidity at a glance.

Sales Growth: +31.8% vs prior YTD
Gross Profit %: 20.3%
Working Capital: ₹8.04 Cr
Collection Efficiency: 101.8%
Receivables: ₹5.46 Cr | Payables: ₹6.77 Cr

Includes 14 CEO tiles, profit waterfalls, and traffic-light policy alerts.

📊

CFO Dashboard

Deeper Financial Control

Granular working capital control, creditor schedules, debt covenants, and cash conversion tracking.

DSO / DPO: 154 days / 98 days
Cash Conversion Cycle: 300 days
Current Ratio: 0.95
Top Vendor Share: 8% (Diversified)
30/60/90 Cash Horizon: Predictive AR vs AP

Detailed aging charts, bank overdraft monitoring, and statutory GST balances.

🏢

Board Dashboard

Strategic View & Risk Signals

Governance-ready summaries highlighting enterprise solvency, return on capital, and concentration risks.

ROCE & ROE: Capital efficiency tracking
Top Customer Share: 18% concentration
Debt / Equity Ratio: Solvency health
Risk Summary: DSO policy breaches, inventory build-ups
1-Click Board Pack: Printable PDF & Excel

Automated red-flag disclosures formatted for directors and advisory boards.

🤖

AI Copilot — Ask a Why Question

Grounded strictly in double-entry books (zero hallucinations)

Ask natural questions about your business and receive instant, mathematically backed root-cause explanations:

❓ Why did profit fall in March?
❓ Why is cash balance negative?
❓ Which customers are delaying payments?
❓ Which products have low gross margins?
❓ What will be our cash position in 30 / 60 / 90 days?
❓ How can we improve DSO to meet company policy?

Runs locally on your PC via Ollama (LLaMA 3.1) or optional secure cloud AI — keeping all company financial data strictly confidential.

⚡

AI Insights That Matter

Automated telemetry generated from your journal stream
📈 Revenue Momentum: Revenue increased 31.8% vs prior YTD.
📊 Margin Analysis: Gross margin 20.3%. YTD profit (Sales - COGS - Opex) is ₹-30.16 Lakhs.
⚠ Overdue Receivables Alert: AR 90+ is 61.1% of total receivables (₹3.34 Cr of ₹5.46 Cr).
💰 Working Capital & Liquidity: Operating working capital is ₹8.04 Cr with negative cash position of ₹-24.93 Lakhs.
⏱ Collection Cycle: Collection efficiency 101.8%, with DSO at 154 days against a 120-day benchmark.
Deep Analytics

Advanced financial charts & telemetry built-in

Every critical operational relationship visualized without configuring complex BI tools.

Sales vs. COGS

Track month-on-month sales revenue against weighted-average cost of goods sold to isolate pricing lag and input cost shocks.

Cash Movement

Overlay customer receipts directly against vendor payments and operational expenses to identify liquidity gaps early.

P&L Mix

Visual breakdown of cost structures — Direct Product Costs (COGS) vs. Gross Margin vs. Fixed Overhead.

AR & AP Aging Buckets

Granular aging across 0-30, 31-60, 61-90, and 90+ days for both receivables and payables, highlighting overdue concentrations.

Monthly Profit Series

12-month trailing profit trendline (Sales - COGS - Opex) showing seasonal peaks and operational margin trends.

Stress Scenario Sandbox

Simulate financial shocks: Cash Flow Crisis, Customer Concentration, Inventory Buildup, and Margin Erosion.

Tailored For Your Business

Perfect for Indian businesses & advisory firms

🏢

SMEs & Growing Enterprises

Get instant CEO & CFO clarity on working capital, profit leaks, and cash burn without hiring expensive full-time analysts.

🚚

Traders & Distributors

Track inventory turnover, monitor high-risk debtor exposure (AR 90+), and protect against customer concentration risks.

🏭

Manufacturers

Analyze COGS vs sales margin, optimize raw material payment cycles (DPO), and balance inventory holding costs.

💼

Service Businesses

Streamline professional billing, improve collection efficiency, and track operational overheads with precision.

⚖️

CA Firms & Financial Consultants

Deliver high-value monthly MIS advisory reports, forensic audits, and board packs to clients in seconds from their Tally or Zoho export.

📋

Board Members & Directors

Receive clean, standardized 1-click Board Pack PDFs with clear policy traffic lights before every executive meeting.

Transparent Desktop Licensing

Simple, honest pricing — no forced cloud subscriptions

OfficeMitra uses a one-time desktop license + annual maintenance (AMC) model. Your financial data stays 100% on your PC.

Starter

Starter Plan

“See your business in one screen.” Best for micro & small businesses.

₹3,999
One-time desktop license (1 Company)*
Includes for 1 Company:
  • Full 14-Tile CEO Dashboard
  • Universal CSV DayBook Import
  • Multi-state GST & Accounting Engine
  • Desktop Installer & Local SQLite Vault
  • Standard email support
Professional Launch Offer

Professional Plan

“Your AI CFO for a growing company.” Complete executive MIS & AI diagnostics.

₹6,999
Launch offer for 1 company*
Regular price: ₹7,999
Everything in Starter PLUS:
  • Full CFO, Board & Chart Packs
  • Tally DayBook XML Direct Ingest
  • 30/60/90-Day Predictive Cash Forecast
  • 1-Click Board Pack PDF & Multi-Sheet Excel
  • MSME Section 43B(h) Overdue Analyzer
  • AI Copilot: Ask a Why Question (Local AI)
  • What-If Stress Testing Simulations
Enterprise Group

Enterprise Plan

“One group, five entities — consolidated MIS.” Multi-branch & multi-company.

₹9,999
One-time license (Up to 5 Companies / Branches)*
Everything in Professional PLUS:
  • Up to 5 Companies / Branches (Same group)
  • Multi-Entity Group Consolidation
  • Live Tally HTTP Sync (Zero export listener)
  • GSTR-2B ITC Automated Reconciliation
  • Priority WhatsApp & Remote Desk Setup
* Note on Annual Maintenance (AMC): 1st year product updates and technical support are included with every license. AMC is applicable only from Year 2 onwards (Starter: ₹1,299/yr · Professional: ₹2,999/yr · Enterprise: ₹4,999/yr) for continuous feature additions, new ERP connectors, and priority support.
⚖️ For Chartered Accountants & Advisory Firms

CA Practice Multi-Client Packs

Manage separate client company vaults and deliver monthly executive MIS & advisory reports effortlessly.

CA Pack 5

Ideal for independent practitioners

₹12,999
One-time license (5 Clients)*
5 Separate Client Companies

Full CFO/Board packs, PDF generator, and client advisory reports.

Mid-Size Practice

CA Pack 20

Best value for active audit firms

₹15,999
One-time license (20 Clients)*
20 Separate Client Companies

Complete forensic suite, GSTR-2B checker, and multi-client switching.

CA Pack 50

For large CA practices & consulting firms

₹39,999
One-time license (50 Clients)*
50 Separate Client Companies

Full enterprise features, batch processing, and priority tech support.

* Note on CA Practice AMC: 1st year updates and multi-client maintenance are included. AMC is applicable only from Year 2 onwards (CA Pack 5: ₹4,999/yr · CA Pack 20: ₹6,999/yr · CA Pack 50: ₹9,999/yr) for continuous statutory template updates and priority support.

Optional Onboarding & Forensic Consulting Services

🩺 Comprehensive Financial Health Check (₹15,000)

SanMitra experts review your working capital, DSO leaks, GST ITC mismatches, and cash burn to deliver an executive turnaround plan.

🔗 Custom Tally / ERP Mapping Assistance (₹5,000 – ₹15,000)

Assisted initial setup, customized chart-of-accounts mapping, and team training for your accounting personnel.

Connect Any ERP in Minutes

Experience OfficeMitra AI / SSDV Today

Export your daybook → Upload to SSDV → Get instant KPIs, AI notes, cash forecasts, and executive alerts.

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