An AI Ops Manager for SMEs

SMEs are
run by Optriq.

Roy by Optriq — your AI Tally operator on WhatsApp.

Roy is your AI ops manager on WhatsApp. Today he runs your Tally — invoices, e-invoices, vouchers, ledger queries. Next he runs your sales, collections, marketplace listings, and customer service. One AI. Your entire ops.

Live on WhatsApp Works with Tally Prime 5 min to install

See Roy in
60 seconds.

Real factory. Real Tally. Real GST invoice. No edits.

REC · 2026.04 · ROY-DEMO-01

Roy generates a GST invoice
on a real Tally instance.

[ 60s · tap to play ]

Optriq · ID 001EMP / 2026
Name
Roy
Title
Tally Operator
Languages
Hindi · English · Hinglish
Hours
24 / 7
Sick days
0

Meet Roy.
Your AI Tally Operator.

Roy runs your Tally on WhatsApp. He generates GST-compliant invoices the moment you ask. He posts vouchers, e-invoices, and e-way bills. He answers ledger questions in plain language. He understands photos, PDFs, and voice notes — and turns them into Tally entries you approve. He works while you sleep.


Roy owns
your Tally.

Six things he handles, end to end. No spreadsheets in between, no copy-paste, no manual posting. You message, he books.

01

Generates invoices

Type or speak the request. Roy posts the GST-compliant sales voucher in Tally and sends the PDF back on WhatsApp.

Invoice ABC Traders, 500 units @ ₹100
Posted. Voucher SLS/2026/0418. PDF sent ↓
02

E-invoices & e-way bills

Roy creates these on demand with IRN and QR, and exports the data to your CA when you ask.

E-way bill for INV-0418, ship to Surat
IRN 4571… generated. EWB-3490212 active.
03

Posts any voucher

Purchase, payment, receipt, journal, contra. Roy creates them all from documents you forward.

[Forwarded: vendor_bill.pdf]
Purchase voucher drafted — ₹84,200. Approve?
04

Reads anything you send

Photos of bills clicked from your phone. PDFs of bank statements. CSVs. Roy extracts entries, adds new parties, and posts the vouchers — pending your approval.

[📷 photo of paper bill]
Read 7 line items. New party: Shree Ent. Draft ready.
05

Pulls reports

Today’s sales? Top five customers by outstanding? Stock below reorder? Just ask.

Top 5 customers by outstanding
1. ABC ₹4.2L 2. Shree ₹3.1L 3. Mehta ₹2.8L…
06

Speaks your language

Hindi, English, Hinglish. Type, paste, or tap the mic — Roy understands voice notes too.

Mehta ji ka outstanding kitna hai?
Mehta Bros — ₹2,84,500 (45 din overdue).

Three steps.
Five minutes to live.

No migration. No re-platforming. Tally stays where it is. Roy plugs in beside it.

01

Connect your Tally

Install Optriq's local connector on your factory PC. Five minutes. Tally never moves to the cloud.

$ optriq-connect --install
✓ Detected Tally Prime 4.x
✓ Local relay on :9099
✓ Pairing code generated
Pair → 7K2-9MX-44Q
02

Add Roy to WhatsApp

Scan a QR. Roy is now in your WhatsApp Business. He's also on Telegram if you prefer.

03

Type what you need

Plain language. English, Hindi, Hinglish, or voice — whatever you speak. Roy does the rest.

Aaj ka sales report bhejo
Today: ₹3,84,200 across 17 invoices. Top: ABC Traders ₹59K.

Your data never
leaves your Tally.

Your books are yours. Your CA stays in the loop. Roy proposes — you approve.

01 / Sovereignty

Your books, your machine.

Tally runs on your local server. Optriq's connector relays only what's needed for the action you asked for — invoice, query, voucher. Your ledger never gets copied to our cloud, never gets shared with third parties, and never gets used to train other models.

🖥️
Your PC
Tally
Local
relay
💬
WhatsApp
Roy
☁ Optriq cloud✕ ledger never stored
02 / Approval

Every write needs your nod.

Roy proposes. You approve. Each invoice, voucher, or transaction draft is sent to you on WhatsApp with the full breakdown — customer, items, GST, total. One tap to post. One tap to reject. Nothing happens behind your back.

Purchase Voucher — Draft
From: vendor_invoice.pdf
VendorShree Enterprises
Items3 lines
Total₹84,200.00

Roy is just
getting started.

Same Roy. Same WhatsApp. Bigger job. Optriq ships new capabilities to Roy every quarter — one AI, one subscription, your entire ops.

01
Tally Operations
Accounting / GST

Roy generates invoices, e-invoices, e-way bills, and vouchers. He reads photos, PDFs, and voice notes. He pulls reports on demand.

Live
02
Collections
Receivables

Roy chases unpaid invoices on WhatsApp. He pulls outstandings from Tally, sends reminders, and escalates politely until customers pay.

Coming Soon
03
Inquiries
Inbound Leads

Roy auto-qualifies and replies to inbound leads from IndiaMART and TradeIndia. He drafts quotations from live Tally pricing.

Coming Soon
04
Outbound
New Business

Roy runs cold outreach to qualified prospects on WhatsApp and email. He personalises every first touch. He books meetings on your calendar.

Coming Soon
05
Listings
Marketplaces

Roy manages your product listings across Amazon, Flipkart, Meesho, and ONDC. Pricing, inventory, and content in sync with Tally.

Coming Soon
06
Customer Service
Support

Roy handles inbound customer queries on WhatsApp — order status, delivery ETAs, FAQs, and returns.

Coming Soon

Pricing

Cheaper than your
Tally operator.

Hire Roy at a fraction of what a Tally operator costs. He never takes leave, never quits, never gets backed up at month-end. Roy gains new skills as you grow. Your CA stays in the loop — Roy just makes them faster.

Starter — Roy onlyLive
₹2,999/ mo
Billed annually. Plus GST. Pause anytime.
vs ₹15,000–2,50,000 for a Tally operator

  • Tally Prime & TallyERP 9 integration
  • Unlimited invoices & vouchers
  • E-invoices & e-way bills (with IRN, QR)
  • Voice notes, photo, PDF, CSV input
  • Hindi, English, Hinglish
  • 24/7 on WhatsApp & Telegram
Request a demo
Hire Roy

Talk to us about the
full ops team.

Hand-onboarding the first 100 businesses. Gaurav talks to every customer.

G
GauravFounder, Optriq · usually replies within the hour
Book a 15-minute call