Payment speed
How fast each customer really pays, worked out from their own past bills: fast, normal, slow or very slow.
Built for businesses running on SoftTrade or Tally
OpenBahi
Your accounts, collections and sales - clear on any phone, read by AI and machine learning. OpenBahi learns from your own books to show who to collect from, who to stop and what cash is coming, and sends new invoice PDFs and overdue reminders on WhatsApp after every successful sync.
Read-only connection Updates every hour WhatsApp delivery
Your books stay untouchedOpenBahi reads a temporary copy
Built around Indian tradeFinancial years, GST, credit and dalals
Follow-up without the chaseInvoices and controlled reminders on WhatsApp
AI & machine learning
Your books hold years of data. OpenBahi reads it with AI and ML.
Statistical and logic models, built on each firm's own history, turn your records into decisions. They tell you what to do; the decision stays yours.
Credit status, with the reason
OK, new, watch, hold or recover for every party, with the oldest unpaid bill and the days since anything came in.
Cash forecast
What is likely to come in over the next 2, 4 and 8 weeks, based on each customer's habit rather than a guess.
Dalal status
Where each broker stands: business brought, money stuck under him and how his parties pay.
Models learn from your own books only, using statistical and logic methods. Screens shown on this site use sample figures.
One clear view
Know what needs your attention today.
OpenBahi turns accounting records into practical answers: who owes you, which client has gone quiet, how sales are moving and what each dalal is bringing in.
OpenBahi
Updated 14 minutes ago
Collections
Customers who owe you
₹39.14 L124 open accounts
Due this week₹8.42 L17 customers
Overdue₹12.76 LNeeds attention
Collected this month₹18.20 LHealthy pace
CustomerOutstandingStatus
Mahesh Trading Co.Jaipur · Last paid 18 days ago₹2,84,50011 days late
Shree Balaji FoodsKota · Last paid 6 days ago₹1,62,2404 days late
Goyal EnterprisesAjmer · Last paid today₹96,880On track
Dalals
Business each broker brought in this year
₹1.09 CrSales via 14 dalals this FY
Money stuck under dalals₹27.40 L70% of all dues
Overdue under dalals₹9.85 LAcross 9 dalals
Direct sales, no dalal₹44.30 L29% of sales
DalalOutstandingOverdue
DL Ramesh23 parties · ₹31.6 L sales this FY₹8,64,200₹2,18,000
DL Suresh Kumar17 parties · ₹23.8 L sales this FY₹6,05,900₹1,02,400
DL Gopal Das12 parties · ₹17.2 L sales this FY₹4,31,750Nothing late
Day Book
Today's invoices and receipts
₹1.24 L7 sales invoices today
Received today₹1.08 L4 payments
Invoice PDFs sent6 of 71 has no WhatsApp number
Purchases today₹84,5002 bills
EntryAmountStatus
Shree Balaji FoodsSales invoice SL-2481 · 11:42 am₹38,640PDF sent
Goyal EnterprisesReceipt RC-0917 · Bank · 12:05 pm₹42,000Received
Sharma General StoreSales invoice SL-2482 · 12:31 pm₹16,280No number
Clients
Who is buying, and who has gone quiet
286Customers billed this FY
Bought this month131customers
Gone quiet18Regulars, no bill in 90 days
New this year23First bill after 1 April
CustomerOutstandingActivity
Mahesh Trading Co.Jaipur · Last invoice 3 days ago₹2,84,500Buying
Kothari ProvisionsBhilwara · Last invoice 104 days ago₹58,300Gone quiet
Goyal EnterprisesAjmer · Last invoice 9 days ago₹96,880Buying
Revenue
This year against the same months last year
+12.3%₹1.53 Cr vs ₹1.36 Cr
Sales this FY so far₹1.53 CrApril to today
Same period last year₹1.36 CrApril to this date
Gross margin8.9%Up 0.6 points
Apr
May
Jun
Jul
Aug
Sep
Top item this FYSalesShare
Refined soybean oil, 15 L tin₹34.6 L23%
Sugar M-30, 50 kg₹27.1 L18%
Chana dal, 30 kg₹19.4 L13%
CollectionsPrioritise dues and send WhatsApp reminders.
DalalsSee business and outstanding by broker.
Day BookReview invoices and transactions by date.
ClientsOpen a complete customer history in seconds.
RevenueCompare sales, margin, products and periods.
WhatsApp, built into the workflow
Invoice made. Customer informed.
After a successful sync, OpenBahi sends each new invoice PDF to the customer's confirmed WhatsApp number. For overdue accounts, you decide who receives a polite reminder and how often.
The complete invoice goes with the messageCustomers receive the PDF, including IRN, acknowledgement details and the signed e-invoice QR when available.
Reminders carry the current statementChoose once overdue, every 7 days, every 15 days or monthly for each customer.
Sensible safeguards stay onOnly confirmed numbers are used. Reminders skip Sundays, pause after payment and stop when nothing is overdue.
01Invoice createdContinue working in SoftTrade or Tally as usual.
02Books syncedOpenBahi detects the new invoice.
03PDF sentThe confirmed customer gets it on WhatsApp.
04Dues followed upYour selected reminder schedule takes over.
How it works
From your books to your phone.
Setup is done once. After that, OpenBahi keeps the dashboard current and turns new invoices and overdue balances into timely customer communication.
SoftTrade or TallySync appSecure cloudDashboard
01
Create and verify your account
Use your email and choose a simple password. Open the verification email and your account is ready.
02
Generate a setup code
From your profile, create a one-time code for the Windows sync app. No support call or database password is needed.
03
Your books sync safely
For SoftTrade, the app copies and reads the required files, sending only new or changed data during the day. For Tally, it asks Tally for the books through its XML port while Tally is open. It never writes to either.
04
Customers receive invoices and reminders
New invoice PDFs go to confirmed WhatsApp numbers after sync. From the dashboard, choose which overdue customers should receive scheduled reminders.
Your books remain yours at every step. Explore account controls
Read-only booksOpenBahi reads a copy from SoftTrade or Tally and never writes back.
Separated businessesEach login can reach only its assigned company data.
Protected setupVerified email, expiring setup codes and visible sync health.
Common questions
Before you connect.
No. OpenBahi copies the required files into a temporary folder and reads that copy. It never writes into your live books.
OpenBahi analyses your own books with statistical and logic models: how fast each customer pays, a credit status for every party with the reason behind it, a cash forecast for the coming weeks and a status for each dalal. They point out what needs attention; you decide what to do.
Yes, with TallyPrime. A small Windows app on the PC where Tally runs reads your books through Tally's own XML port and never writes to Tally. Turn the port on once in Tally: Gateway of Tally > F1 (Help) > Settings > Connectivity > Client/Server configuration, then set Enable ODBC to Yes and Port to 9000 (leave “TallyPrime acts as” on None). Tally must be open on that PC for the hourly sync. Several companies in one Tally can each have their own dashboard from one install, and dalal figures depend on the broker name being entered on invoices in Tally.
The computer needs to be on for a sync to run. If it misses a scheduled time, Windows starts the sync when the computer becomes available again.
Yes. The dashboard works in a browser on phones and computers, and can be added to your phone's home screen for quick access.
The current sync app checks every hour from 9:00 in the morning to 9:00 in the evening. When the books have changed, the dashboard is rebuilt with the latest data.
Yes. After a successful sync, OpenBahi sends each new invoice PDF to the customer's confirmed WhatsApp number. If a number has not been confirmed, the invoice comes to you so it can be checked and forwarded.
Yes. Reminders start off for every customer. You choose the customers and select once overdue, every 7 days, every 15 days or monthly. OpenBahi attaches the current statement, skips Sundays, pauses after a payment and stops when nothing is overdue.