Stop waiting for monthly reports.
Business intelligence that shows what’s happening right now.
exactllyBI connects directly to exactllyERP — delivering live dashboards, visual reports, KPI alerts, and instant analysis across finance, sales, inventory, operations, and collections data, without a single manual export or spreadsheet.
Built for management teams that need real-time visibility across finance, operations, sales, and HR.
Decisions on month-old data. No single view. Alerts that come too late.
The problem is not that the data does not exist — it is ERP data that still needs to be assembled manually for management review.
Monthly Excel reports arrive after the window to act has closed. Stock is gone, deals are lost, receivables have aged — and management finds out at the review meeting.
Finance in one sheet. Operations in another. Inventory in a third. No one person has the full ERP data picture without spending two days assembling it manually.
Revenue misses targets. Receivables cross 60 days. Inventory depletes below reorder. Management hears about it at the next review — weeks after it happened.
Someone has to pull numbers manually from the ERP, combine them in Excel, and format them into a presentation — every week, for every meeting, for every manager.
Bring all your business indicators into one live visibility layer.
Finance, sales, inventory, production, collections, and workforce indicators — connected from exactllyERP and visible to management in one place.
Production output, inventory levels, dispatch rates, and purchase order status — live across all branches and departments.
Revenue, P&L, cash position, receivables ageing, payables, and GST compliance — current numbers, not last month’s report.
Pipeline performance, collections progress, overdue receivables, and sales vs target — by team, branch, and period.
Headcount, attendance trends, and payroll cost distribution — from the Exactlly ecosystem, alongside operational and financial performance data.
KPI dashboards that update the moment a transaction is posted — no manual refresh required.
exactllyBI reads directly from exactllyERP in real time. The moment a sale is invoiced, stock moves, or a production entry is posted — your dashboard reflects it. No export. No delay. No stale numbers.
- Pre-built dashboards for finance, operations, sales, and HR — ready on day one
- KPI tiles showing revenue, margin, stock, receivables, and production in one view
- Role-based views — each manager sees only the dashboards relevant to their function
- Multi-branch and multi-department data consolidated into a single management view
- Configurable dashboard layouts to match how each team monitors performance
80+ pre-built report templates — scheduled to land in the right inbox automatically.
Stop asking someone to compile and send reports. exactllyBI delivers the right reports to the right managers on a schedule you set — and any report can be run on-demand for any date range, in seconds.
- 80+ templates covering finance, operations, sales, inventory, purchases, and GST compliance
- Schedule any report to run daily, weekly, or monthly and deliver by email
- Filter by date range, branch, department, product, or salesperson
- Export any report to Excel or PDF in one click
- Build custom report layouts without IT involvement or technical configuration
Know the moment a KPI crosses a threshold — before it becomes a problem that costs money.
Most management problems are not discovered — they are noticed late. exactllyBI monitors every KPI you care about continuously and sends an alert the moment something moves outside the acceptable range.
- Set alert thresholds on any KPI — revenue, margin, stock levels, receivables, production output
- Alerts sent to the right person — not a generic notification everyone ignores
- Daily morning KPI briefing delivered automatically — key numbers before the workday starts
- Receivable overdue alerts — flagged by ageing bucket before the balance grows further
- Stock below reorder level alerts — procurement gets visibility before stockouts happen
All your business data. One centralised view. No manual export required.
exactllyBI is built natively on exactllyERP — giving you live visibility across finance, sales, inventory, production, and operations from day one. No integration project, no data pipeline, no manual exports. Designed to extend across the Exactlly ecosystem as your business visibility needs grow.
- Finance and accounting data — revenue, P&L, receivables, payables, GST, and cash position
- Operations and inventory data — production, dispatch, stock levels, and purchase orders
- Sales and collections data — invoicing, sales orders, collections, and customer-wise analysis
- Data updates automatically as ERP transactions are posted — no scheduled sync, no manual step
- Cross-functional analysis — compare revenue, inventory, operations, and purchases in one view
Click any number to see what is behind it — from summary to individual transaction.
A dashboard number is only useful when you can verify it. exactllyBI lets you click any metric to see the data behind it — which products, which customers, which branches drove that number — down to the individual transaction.
- Click any chart or KPI to drill into the data behind it
- Go from management summary to branch, team, product, and transaction level
- Filter on any dimension — date range, location, product category, or individual customer
- Period-over-period comparison — month vs month, quarter vs quarter, year vs year
- Export any drill-down view to Excel for further analysis or audit
Business visibility on any device — management dashboards accessible from wherever decisions happen.
Business decisions do not wait for office hours. exactllyBI is fully accessible from any mobile browser — live KPI dashboards, alerts, and reports available to management on the move without a separate app or login.
- Full dashboard access from any smartphone browser — no separate app required
- KPI alerts delivered to mobile — critical thresholds reach you immediately
- Morning KPI briefings viewable on mobile before reaching the office
- Role-based access — each manager sees only their relevant dashboards
- Drill into any metric from mobile — same depth of data as the desktop view
From raw data to management decision — one connected flow
exactllyBI handles every step from connecting your systems to delivering live dashboards to the right manager — with no manual work at any stage.
Beyond dashboards — the infrastructure your reporting needs
exactllyBI includes the operational capabilities that make management reporting reliable, auditable, and appropriate for every level of the organisation.
Set any report to run automatically and deliver to specific managers by email — daily, weekly, or monthly. No one needs to remember to send it.
Consolidate data across all branches into a single management view, or drill into a specific location. Useful for owners monitoring multiple geographies.
Each manager sees only the dashboards and reports relevant to their function. Finance sees finance. Sales sees sales. Operations manager sees inventory and production. Nothing more.
Track every report accessed, every dashboard viewed, and every alert triggered. Full audit trail for compliance and governance requirements.
Live data that drives specific business actions.
exactllyBI connects the insight to the action — so management knows not just what happened, but what to do next.
Ask your business data anything. Get answers instantly.
Instead of waiting for a report or calling someone in finance, ask exactllyBI directly — in plain language. Get answers from your live ERP data in seconds.
- Ask questions in plain language — no query language or report building required
- Answers drawn from live data — not last night’s export or last week’s report
- Ask about revenue, receivables, stock, purchases, production, inventory — any metric
- Instant results with breakdown by branch, product, team, or date range
Connected BI built for Indian businesses — not a generic tool bolted on after the fact
Generic BI tools require weeks of integration and empty dashboard templates. exactllyBI comes pre-connected and pre-built — live dashboards from day one.
Built by the same team behind exactllyERP — with three decades of understanding how Indian businesses actually run.
exactllyERP data connected without integration projects, data pipelines, or third-party connectors. One source, one version of truth.
Data updates as transactions are posted — not in nightly batches or scheduled syncs. Management always sees current numbers.
No one needs to export data, paste it into Excel, or format it before a meeting. The dashboard is always ready — no preparation required.
A live, connected BI layer is not the same as a spreadsheet or a generic tool
Every manager sees the data that drives their decisions
exactllyBI provides role-specific visibility — each manager sees the data that drives their decisions, without noise from unrelated functions.
Full business health at a glance — revenue, margins, cash position, collections, and workforce cost. One dashboard, everything that matters.
P&L, receivables ageing, payables, cash flow, and GST compliance — updated with every posted transaction, not at month-end.
Sales vs target, collections progress, pipeline health, and territory performance — visible by team, branch, and salesperson.
Inventory levels, production progress, dispatch rates, and purchase order status — all live, without waiting for manual status updates.
Headcount trends, attendance, payroll cost distribution, and workforce metrics — connected alongside business performance data.
Branch-wise revenue, stock position, collection performance, and operations output — filtered to their location and team.
See these dashboards live on your actual business data.
Request a Personalized BI DemoCommon Questions
Questions business owners and management teams ask before their first demo of exactllyBI.
See a live dashboard built on your actual business data.
A focused walkthrough of dashboards built on your exactllyERP data — not a generic demo with sample numbers.