Five capabilities. One connected intelligence system.
IntelyGo sits above your accounting system and surfaces the financial intelligence your business needs — structured, verified and actionable. Every capability is connected by design.
Book a DemoOwner Intelligence Dashboard
Updated nightly from your Zoho Books data, the Owner Intelligence Dashboard presents your financial position in a single structured view — receivables, payables, liquidity status, working capital metrics and accounting alerts.
- 15+ working capital KPIs tracked nightly
- Receivables ageing by bucket
- Liquidity and facility utilisation
- Accounting alerts and compliance flags
- Today's management priorities, ranked
Total Outstanding
₹7.42 Cr
248 overdue invoices
DSO
82.4 days
+3.2 days vs last month
Working Capital Facility
87.6%
₹2.10 Cr drawn
Active Alerts
6
flagged for review
Receivables Ageing
Today's Priorities
Working capital facility at 87.6% — collections needed before month end
14 invoices marked paid with no matching receipt entry
TDS filing due in 4 days — confirm with accounts team
“What are the highest-priority financial actions I should take today?”
Aurum Business · Morning Intelligence · 3 Aug 2026
Morning Intelligence
Aurum Business
Updated nightly
7:00 AM
Cash flow pressure — Working Capital Facility at 87.6%
Outstanding
₹7.42 Cr
DSO
82.4 days
Facility
87.6%
Today's Priorities
Working capital facility at 87.6% — collections needed before month end
14 invoices marked paid with no matching receipt entry
TDS filing due in 4 days — confirm with accounts team
Implemented by Dolphy Ronald Carlo & Co LLP
IntelyGo
Morning Intelligence
Every morning, IntelyGo analyses your accounting data overnight and delivers a structured financial briefing before the business day begins. Delivered by email. Readable without a platform login.
- Cash and liquidity position — current and 30-day forecast
- Top overdue customers — ranked by amount and days
- Today's management priorities
- Inventory overview — total value and dead stock
- Payables due this week
- Accounting flags identified overnight
- Cash Conversion Cycle — DSO, DIO, DPO, CCC vs targets
Owner Copilot
Ask any financial question in plain language. Get a specific, data-grounded answer in seconds — from your own accounting data, not from a generic knowledge base. Voice input supported.
- Any financial question answered from your Zoho Books data
- Cash flow, payment capacity, risk — in seconds
- 30-day cash flow forecast and risk projections
- Priority ranking of financial actions — daily
- Zero-retention AI — no conversation data stored or used for training
“What are the highest-priority financial actions I should take today?”
Three priorities — ranked by financial impact. 1. Chase Crestwood Trading (₹88.4 L, 108 days) and Vantage Enterprises (₹74.2 L, 92 days) — resolving these brings your working capital facility back within comfortable range. 2. Apply 14 unapplied receipts (₹62.8 L) — some may already be collected and can improve your position immediately. 3. Confirm TDS filing — due in 4 days.
“Can I approve this payment of ₹18 L to Keystone Supplies?”
Yes — safely, with one consideration. Current facility drawn: ₹2.10 Cr. After this payment: ₹2.28 Cr (95% utilisation). That approaches your alert threshold. Consider chasing at least one overdue customer first to rebuild headroom before approving.
“Will I face a cash flow shortfall this month?”
At the current trajectory — yes, in approximately 11 days. Three actions this week can prevent it: apply the 14 unapplied receipts, follow up with Crestwood Trading, and defer the Keystone payment by 5 days. Together they reduce projected facility utilisation to 81% by month end.
Accounting Intelligence
Nine automated checks run every night on your accounting records. Issues are surfaced before they cost money — duplicates, unreconciled entries, compliance deadlines and unusual transactions.
Duplicate invoices
Identifies invoices with matching amounts, customer and timing — before they are paid twice.
Unreconciled payments
Flags receipts or payments posted without a matching accounting entry.
Liquidity Risk Forecast
Projects cash flow pressure and facility utilisation — identifies risk of a funding shortfall before it occurs.
Compliance deadlines
Tracks GST, TDS and professional tax filing dates — alerts before the deadline.
Accounting completeness
Flags periods where posting appears incomplete or delayed.
Unusual transactions
Identifies entries that fall outside normal operating parameters.
Receivable deterioration
Tracks ageing movements — flags customers showing payment pattern changes.
Payable timing
Monitors overdue supplier bills and upcoming payment commitments.
Cross-entry consistency
Checks for entries that are logically inconsistent across ledgers.
Business Execution
Raise purchase orders, generate invoices and apply customer receipts through conversation — with your explicit approval before anything is posted to your accounting system.
Raise a Purchase Order
- 1.Ask: "Raise a PO for [amount] to [supplier]"
- 2.Copilot checks financial headroom and confirms it is safe
- 3.Approval card appears — you review and confirm in one tap
- 4.PO posted to accounting system. Audit trail logged.
Generate an Invoice
- 1.Ask: "Generate an invoice for [customer] — [amount]"
- 2.Copilot verifies customer details and tax treatment
- 3.Invoice generated with correct tax treatment applied
- 4.Posted to accounting system. Ready to dispatch.
Apply a Customer Receipt
- 1.Ask: "Apply today's receipt from [customer]"
- 2.Copilot matches to open invoices intelligently
- 3.Tax deducted at source if applicable to this transaction
- 4.Receivables reduced. Bank reconciliation updated.
Nothing executes without your explicit approval.
An approval card shows exactly what will be posted before any action is taken. Every execution is logged — who approved, when, exact amount and account.