See cash, sales, receivables, payables, profit, stock, bank matching and compliance in one role-based command center. PeppyBooks AI highlights risks and recommends actions before they become problems.
PeppyBooks continually analyses your accounting, inventory, banking and compliance data — then puts the few things that actually need you at the top, each with a ready action.
Suggested crop: the top “Business Health Score” band of the command center (score ring + status chips).
Suggested crop: the “Cash Flow” panel — 6-month trend line with the 30-day forecast and Money in / Money out / Current cash figures.
Eight live tiles across finance and operations — each pulled from the same database, each drillable to the transaction behind it.
Problem. Balances live in different bank portals, so no one knows the true cash position.
PeppyBooks. Every account's balance and movement in one tile — ₹1.84 Cr across 3 accounts, up 21.2%.
Problem. Is this month better or worse than last? Hard to tell without digging.
PeppyBooks. Sales with period-on-period trend and sparkline — ₹8.45 Cr, up 17.4% vs last month.
Problem. Cash is stuck with customers and nobody's actively chasing it.
PeppyBooks. Total receivables with the overdue slice and full ageing — ₹4.23 Cr owed, ₹16.8L overdue.
Problem. A bill you forgot quietly becomes a late fee or a strained supplier.
PeppyBooks. What you owe and what's due this week — ₹2.81 Cr payable, ₹8.4L due this week.
Problem. Revenue looks healthy, but is the business actually making money?
PeppyBooks. Net profit with live gross and net margins — ₹92.0L profit at 10.9% net margin.
Problem. Cash sits in dead stock while bestsellers quietly run out.
PeppyBooks. Stock value with low-stock, negative-stock and dead-stock flags — ₹6.14 Cr, 12 low-stock items.
Problem. The books don't match the bank and nobody knows why.
PeppyBooks. Open and unmatched items per account with last-synced status — 23 open, synced today.
Problem. A missed GST or VAT deadline turns straight into penalties.
PeppyBooks. Every return, e-invoice and e-way bill status with due dates — 2 filings due, GST return 15 Jul.
Activity, quick actions, company switching and permissions — so the command center fits your structure, not the other way round.
Problem. Who created that invoice, approved that bill, or moved that stock? Nobody's sure.
PeppyBooks. A live feed of transactions across every module — invoice created, payment received, bill approved, bank matched.
Problem. The tasks you do fifty times a day are buried three menus deep.
PeppyBooks. One-tap Create Invoice, Record Payment, Enter Bill, Purchase Order, Stock Transfer and Add Customer, right on the command center.
Problem. Multiple companies and branches usually mean multiple logins and no group view.
PeppyBooks. Switch company and branch from the same screen — Head Office, Jun 2025 — and consolidate or drill down instantly.
Problem. Not everyone should see payroll, margins or another branch's numbers.
PeppyBooks. Role-based dashboards and data access — each user sees only the cards and figures their role and branch allow.
The command center is an adviser, not an autopilot. It surfaces and drafts — people decide. Here's exactly how that stays true.
Every recommendation becomes a draft — a reminder, a purchase order, a filing. Nothing posts, pays or sends until a person confirms it.
Bills, payments and orders route to the right approver with email intimation, and only take effect once approved — with limits you set.
Every action — human or AI-assisted — is logged with who, what and when, and each figure links back to its source transaction.
Dashboards and data are scoped by role and branch, so people see and do only what their responsibilities allow.
The AI reads your live data and never invents figures — so recommendations are grounded in fact, and the final call is always yours.
No. The command center drafts and recommends; nothing posts, pays or sends until a person confirms it. Every AI-assisted action is logged in the audit trail.
From your live books, stock, sales and bank data — not estimates. Each score and alert links back to the source transactions so you can verify it in a click.
Yes. Dashboards and data are role-based and branch-scoped, so each user sees only the cards and figures their role allows.
Yes. Switch company and branch from the same screen and see consolidated or drilled-down figures in real time.
Put PeppyBooks AI on your own numbers and see what needs attention today — free for 14 days, every feature unlocked. No card. No sales call.