Customer & Supplier 360. Everything about a party, on one page.
Before you call a customer or pay a supplier, see the whole relationship: outstanding, how fast they pay, what they buy, open orders, GST filing status and every note your team has left.
- Outstanding & ageing
- Payment behaviour
- Buying trend
- Notes & documents
Everything in Customer & Supplier 360.
One page per party
Bills, receipts, credit notes, orders and challans in one timeline.
Payment behaviour
Average days to pay, longest delay and on-time rate, worked out from real history.
What they buy
Top items, trend by month and items they have stopped buying.
Supplier view
Purchases, rate changes over time, returns and whether they file GST on time.
Notes & documents
Call notes, promises and attachments, visible to everyone with access.
Send statement
Ledger and pending-bill statement on WhatsApp or email in one tap.
Know the story behind the numbers.
Atulya reads each party’s history and tells you what changed — slower payments, smaller orders, higher rates — before it becomes a problem.
- Early warning when a good payer slows down
- Supplier rate increases flagged
- Ask: “How has Verma Distributors changed this year?”
Three steps. No extra software.
Open any party
From a ledger, a voucher or a search — one click.
Read the summary
Numbers, behaviour and Atulya’s notes at the top.
Act
Send statement, log a call, raise an order, or block credit.
About Customer & Supplier 360
Is this a separate CRM?
No. It is built on your books, so every figure is always up to date — nothing to sync or re-enter.
Can I control who sees it?
Yes. Roles decide whether a user can see outstanding, rates or notes for each party.
Does it work for suppliers too?
Yes. Suppliers get purchase history, rate trends, returns and GST filing status.
See your own books in AiHisab in 30 minutes.
We bring your Tally data in, open the dashboard, and let Atulya AI answer the first question you would ask your accountant on a Monday morning.