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Finance Finance · Tafkiro Module

Analytics & BI.

Real-time dashboards, self-service report builder, KPI scorecards, and predictive analytics unified across every Tafkiro module.

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Finance module
Analytics & BI
What changes

Finance, operations, sales, HR, and supply chain data in one analytical layer — no data warehouse required, no BI tool license.

14
Key features
3
AI capabilities
Features

What Analytics & BI covers.

14 capabilities across 4 functional areas — all on the same database, sharing one record for every transaction, customer, and vendor.

Dashboards & Visualization
4 capabilities
Role-based dashboards
Pre-built dashboards for every role — CFO, COO, sales director, warehouse manager, HR head. Each shows the exact KPIs and alerts relevant to that role, updated live from transaction data.
Cross-module drill-through
Every number on every dashboard drills through to the source transactions. From consolidated P&L to individual journal entry in three clicks — no context switching to another screen.
KPI scorecards
Configure KPIs by department and role with target, threshold, and trend direction. Green/amber/red status visible at a glance; email alert when any KPI breaches threshold.
Mobile dashboards
Dashboards fully responsive on mobile. Leaders see live numbers from a phone — no app install, no VPN, no export-and-email ritual.
Report Builder
4 capabilities
Self-service report builder
Drag-and-drop report builder with row, column, filter, and group-by logic. Build any report from any data set in the platform without SQL or developer involvement.
Scheduled distribution
Any report or dashboard PDF emailed to a defined recipient list on daily, weekly, or monthly cadence. No manual export; no "can you send me that report" emails.
Ad hoc query in plain language
Ask the platform a question in plain English: "Which customers have overdue invoices above ₹10 lakhs from Q2?" System translates to a query and returns structured results instantly.
Multi-format export
Every report exports to Excel, PDF, CSV, and XBRL from the same interface. Finance-ready output with company header, period label, and preparer information.
Business Intelligence
3 capabilities
Consolidated group view
Group P&L, balance sheet, and cash position rolled up across all entities in real time. Drill into any entity or segment from the consolidated view.
Cohort and segment analysis
Customer cohort analysis: revenue by acquisition period, retention rate, and lifetime value by segment. Sales team sees which market segments are growing and which are stalling.
Product and SKU analytics
Gross margin by product, SKU, and customer. Dead stock and slow-mover rankings updated daily. Cross-sell attach rate by product pair surfaced automatically.
Predictive Analytics
3 capabilities
AI-driven forecasting
Revenue, expense, and cash flow forecasts generated from historical patterns and current pipeline. Forecast updates automatically as new transactions post — not just at month-end.
Anomaly detection alerts
Statistical anomaly detection runs continuously on every data stream. Unusual spending patterns, margin drops, or inventory variances surface as priority alerts — not discovered at period close.
What-if scenario modeling
Model the impact of a price increase, headcount change, or supply disruption on P&L and cash flow. Scenarios run against live data; output is a comparative financial projection.
Tafkiro AI

How AI works inside Analytics & BI.

Every AI capability runs continuously in the background. Outputs surface inside your normal workflow — approvals, queues, alerts — where your team already works. Nothing to open, nothing to trigger.

/ 01
Natural language queries
Runs continuously across all transactions in this module.
/ 02
Predictive forecasting
Runs continuously across all transactions in this module.
/ 03
Anomaly detection and alerts
Runs continuously across all transactions in this module.
Best fit

Where Analytics & BI matters most.

The module ships with industry-specific defaults, report layouts, and compliance configurations for each vertical — not a generic setup you adapt after go-live.

Industry
Manufacturing
BOM · MRP · Costing · Quality · Traceability
Explore
Industry
Trading & Distribution
Multi-warehouse · Routes · Credit · Channels
Explore
Industry
Professional Services
Engagements · Timesheets · Billing · Utilization
Explore
Industry
Financial Services
Compliance · Risk · KYC · AML · Reporting
Explore
Same platform

Modules that integrate with Analytics.

Every module shares one database. Data posted in Analytics & BI is immediately visible to these modules — no sync, no API bridge, no reconciliation.

Accounting & FinanceComplianceBudgeting & PlanningExpense ManagementTreasury & Cash Management
View all modules →

Ready to see Tafkiro
in action?

Book a personalized demo with our enterprise team. We'll show you how Tafkiro works for your specific industry, your specific scale, and your specific operations.