Meet Tara · AI Agent

Reporting AI Agent

AI reporting software for owners and managers who want answers, not another spreadsheet. Ask a question about sales, stock, production or purchase in plain language. The agent reads live data across your DotOne modules, points out what has changed and builds the report you need.

See the Agent in a Demo Reports & Analytics module

YouHow did this month compare with last month across sales, production and stock?

Reading sales, production and stock data
Comparing this month with last month
Finding the biggest changes
Building the summary report
Sharing it with the management team

Result · A one-page monthly summary with the main changes highlighted, shared with the people you chose.

Watch the agent work

Ask a question. Get the report.

Demo data

"Compare output between our plants this week"

Plant 1Plant 2Plant 3Output18,240 ▲ 6%14,960 ▼ 4%16,100 ▲ 2%OEE86%72%81%

Weekly MIS

₹46.2 L sales ▲ 7%

Sent Monday 8:00 to 6 people

Report schedule

Weekly MISEvery Monday
Stock statementFor bank, monthly
Receivables ageingDue today

The same job, two ways

In a traditional ERP the software stores the data and people do the analysis. In DotOne the agent does the analysis and your team makes the decision.

Traditional ERP

×Open each module and find the right report.

×Filter by date, plant, product and department.

×Export everything and combine it in a spreadsheet.

×Analyse the numbers to find what changed and why.

×Format the MIS and send it, then repeat next month.

With the Reporting AI Agent

✓Ask the agent, for example "What changed in sales this month?"

✓The agent reads data across the modules you are allowed to see.

✓It picks out the exceptions: big changes, unusual numbers, missed targets.

✓It generates the report as a table or summary you can export.

✓It schedules the report and shares it with the right people.

What it can see

Sales, quotations and invoices
Inventory and stock movement
Production orders, job cards and output
Purchase orders and vendor deliveries
Accounts data synced with Tally

What you can ask

"What were our top 10 products by sales this quarter?"
"Compare production output this month with last month."
"Which customers have overdue payments?"
"Show purchase spend by vendor for this year."
"Send me the weekly MIS every Monday morning."

What it can do

Generates reports from a plain-language question
Highlights exceptions and big changes so you do not read every row
Combines data from several modules and plants in one report
Schedules recurring reports and shares them with chosen users
Exports reports for meetings, banks and auditors

The agent only acts within the roles, permissions and approval rules you set in DotOne. Anything that changes data can be set to need a person's approval.

Frequently asked questions

What is AI reporting software?

It is software that builds reports from a question instead of a fixed menu. In DotOne the Reporting AI Agent reads your live ERP data, finds what has changed and puts the answer in a table or summary. It works as an AI report generator for anyone who needs numbers but does not want to build spreadsheets.

Can it replace our monthly MIS?

It can prepare it. You ask for the MIS once, check it and set it to repeat. The agent then builds it from live data each time, so your team spends time on the discussion instead of collecting numbers.

Is automated reporting software safe with sensitive data?

The agent only reads the modules and records your role allows, and it shares reports only with the users you choose. It works within the roles, permissions and approval rules you set in DotOne.

Does it work for more than one plant?

Yes. DotOne supports centralised multi-plant reporting, so the agent can answer for one plant or compare all of them in a single report, which is useful for AI business reporting at group level.