Cash position
₹ 4.72 Cr
+ ₹18L this week · 5 bank a/cs reconciled
AR — overdue
₹ 38.4 L
12 invoices · 3 over 60 days
Awaiting you
7
3 approvals · 2 mentions · 2 decisions
Pipeline · this Q
₹ 1.84 Cr
11 deals · 4 closing this month
tapAdvisor · ₹ at risk this FY
₹ 6.4 L
9 proactive, time-bound recommendations across Money, SCM and People — each with a with-vs-without comparison, the cited provision, and a recommend-then-approve gate. 1 window closes in under 14 days. Open tapAdvisor →
Awaiting you
7 unread
universal inbox
DR
Approve 45-day terms — ABC Industries
Decision
Priya (CFO) requested approval · ₹42L exposure · 18-month payment history clean
Money · Finance · ABC Industries · 9:12 AM
RK
Rajesh Kumar @ ABC — "Can we finalize Tue?"
WhatsApp
Reply needed · last message 2h ago · Revenue · CRM · Opportunity Q2-renewal
Revenue · CRM · ABC Industries · ₹42L deal
✦
PO-2026-0142 — 3-way match flagged
AI · Anomaly
Invoice ₹2.4L vs GRN qty 8 boxes / PO qty 10 · short-shipped 20% · vendor: Tata Steel
SCM · Procurement · awaiting your call
⎯
Approve Paternity Leave — Karthik
Task
People · HR · 5 days · 12–16 Jun
PS
@you in Bharat Steel rollout
Internal
Priya: "AI estimate-from-scope says +2 weeks. Re-baseline before client review?"
Work · Projects · Bharat Steel · Yesterday 18:20
tapestree AI · surfaced for today
recommendation actions
✦
Cash flow forecast — 14 day
Tight
Projected dip to ₹ 28 L on 14 Jun — payroll run (Jun 10) and Tata Steel AP due (Jun 13). Three actions surfaced:
- Pull-forward AR collection on 3 invoices (₹ 18L) — auto-WhatsApp draft ready
- Negotiate Tata Steel payment to Jun 16 (MSME 45-day clear)
- Draw ₹15L on cash credit (HDFC) — 1-click via Banking
✦
Stale context · 4 records
tapHistory · Stale
4 strategic customers have no contact in 21+ days. Highest exposure: Bharat Steel (₹ 1.2 Cr/yr), last touch 28 days. Suggested: schedule 15-min check-in.
✦
Decision review due
tapHistory · Review
DR-447 — 45-day terms for ABC — review date today. AI checked: 0 payment delays since approval. Suggested: reaffirm (auto-comment ready).
Platform surfaces
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