SMI Insights
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From your accounts → live reports → instant answers

Your books, mirrored into live reports you can simply ask.

SMI Insights connects to Tally, Sage or your accounting software, keeps your numbers up to date automatically, and shows them as clear, easy-to-read dashboards. Ask “What were sales last month?” and get the answer in seconds. Your data stays private to your company.

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Built for business owners, finance teams and the accounting firms who support them.

Works withTallySageOther accounting softwareLive dashboardsAI chat

Four steps, zero manual work

From ledger entry to live dashboard

Each step runs on its own, so your reports stay current as your business grows — no exports, no copy-paste, no IT project.

Connect your accounts

Link Tally, Sage or your accounting software — in the cloud or on your office PC. We copy your full history once, then keep it updated automatically.

Add your own calculations

Margins, ageing, KPIs — set up the measures that matter to your business once, and they’re calculated for you every time the data updates.

See it on live dashboards

Your dashboards refresh straight from your own live connection — nothing extra to install or maintain.

Just ask

Type a question like “Which month had the highest revenue?” and get a clear answer in seconds — no formulas, no waiting for an analyst.

Working capital cycleSample data
Inventory ₹195.71 Cr 59 days−17 days
Debtors ₹22.61 Cr 107 days−8 days
Creditors ₹19.24 Cr 116 days−4 days
Working capital ₹199.09 Cr 94 days
Cash tied up in operations
10 days faster than usual 94 days

Your data stays yours

Every company gets its own separate database. You decide who sees what, passwords are encrypted, and every change is recorded.

How it works

Up and running in three steps

Accounting firm? Onboard each new client in the same three steps.

  1. 1

    Set up

    We create a private, secure space for your company — automatically, in minutes.

  2. 2

    Connect

    Link your Tally or Sage. SMI Insights brings in your full history, then keeps it updated on its own.

  3. 3

    See & ask

    Open your live dashboards, see your key numbers at a glance, and ask questions whenever you need an answer.

Why SMI Insights

Simple to run. Safe by design.

Light, efficient and built to keep costs low — it grows with your business without you needing an IT team.

  • Each company’s data kept completely separate
  • Choose exactly what each staff member or client can see
  • Logins and passwords encrypted and locked away
  • Billing set up for your region, with a grace period if a payment is late
At a glanceSMI Insights
Accounting software
Tally, Sage & more
Per company
1 private database
Updates
Automatic
Reports
Live dashboards
Questions
Plain English
Every company private, every report up to date.

Get in touch

Let’s see what your numbers can tell you

Tell us which accounting software you use and what you’d like to track. We’ll show you a live demo using sample data, and reply within one business day.

  • For businesses and accounting firmsLive dashboards and instant answers from the books you already keep.
  • Private and secureEvery company has its own separate, encrypted space.
  • Ready on day oneClean, organised data for live reports, custom KPIs and AI questions.

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