Live AIInvoice sync
LedgerFlow AIby ClinexGen
For accounting practices and finance teams.
- AI reads PDFs, scans and photos
- 3-stage vendor matching
- A person approves
- Posted to TallyPrime
Reconciled with Tally · 7 outputs
Explore LedgerFlow AI
Enterprise operations · Sales and finance · Sales force automation
One record, from the first visit to the last service call
Lead, quote, order, invoice, installed unit and service call sit on one record — so sales, finance, stores and service stop keeping lists that disagree.
Illustration of the Beat workflow
36 of 42capabilities live today
39modules in 8 groups
8roles, including the customer portal
2 monthsto live, branch by branch
The challenge
Where a field sales business leaks money
Most field sales businesses do not lack software. They lack one record.
The field reports on paper
Visits written up that evening, or not at all; claims typed from memory.
Quotations live in spreadsheets
Each quote copies the last, and the discount was approved verbally.
Nobody owns collection
Invoices chased from memory; tax deducted at source reads as arrears.
Nobody knows what is installed where
Warranty is a guess: a covered repair billed, a chargeable one free.
Pay runs on spreadsheets
Commission nobody can reconcile to money collected.
The reports disagree
Sales, finance, stores and service each keep their own list.
How it works
Nothing re-keyed, nothing orphaned
A breakdown call five years on still points back at the unit, the order and the visit that started it.
- 01
Visit
On the phone, at the site
- 02
Lead
Scored, owned, de-duplicated
- 03
Quotation
Price list, tax, discount limit
- 04
Order
Against the accepted quote
- 05
Dispatch
Serials become installed units
- 06
Invoice
Per milestone, on schedule
- 07
Collection
Receipts close it
- 08
Installation
Training, UAT, warranty
- 09
Service
Contract, calls, escalation
What it does
Everything Beat runs, day to day
The field force
- Purpose, people met, competitor equipment, next action
- No signal? The call report saves and sends later
- Beat plans: planned, made, missed, unplanned
Enquiries and pipeline
- A visit, call, tender, campaign or web form becomes a lead
- Leads that age and score; duplicates merged
- A tender register with the deposit tracked apart
Quotation to cash
- Price lists with floor prices that hold
- Over-limit discounts wait for an approver
- Recurring invoices on schedule, never twice
Stock and the installed base
- Stock by branch beside a movement ledger
- Serials travel with the delivery challan
- Warranty dated from delivery
After the sale
- Response measured from the customer's report
- Preventive maintenance rounds per machine
- Resolved is not closed: the customer confirms it
Portal, partners and incentives
- A customer portal: invoices, quotes, calls, warranty
- Channel partners active only after KYC
- Commission accrues on money collected
Why BeatWhat makes Beat different
Discount leakage stopped before the quote leaves
Limits by role, product and person; the tightest wins. Below the floor price is refused outright. Nobody approves their own quote.
Cash, not just orders
Recurring invoices raised on schedule, tax deducted at source closes the invoice alongside the cash, and a collections queue chases the rest.
Field activity you can verify
A physical visit can't be submitted without a geo check-in at the customer — marked Verified on site or Outside the geo-fence.
Each role sees only what it should
Data scope by role: all records, the team's, or only their own. Rights checked at every endpoint, two-factor sign-in.
Who it is for
The same shape in four industries
Not a vertical build. Pipeline stages, numbering, discount ceilings and the escalation ladder are settings.
Medical devices and equipment
Tenders with an earnest money deposit, installation and training, then the service contract.
Industrial and electrical
Site survey, quotation to a specification, commissioning, then a contract with response times.
IT, security and building systems
Project sales with milestone billing, a signed handover and preventive maintenance rounds.
Anything sold through dealers
Partner enquiries, dealer price lists with their own floor prices, commission on money collected.
Module catalogue
39 modules in 8 groups
Every screen in the Beat sidebar. Which ones a team sees depends on the plan and on each role’s rights.
Overview 2
DashboardCalendar
Field activity 2
Daily call reportsCustomers
My work 4
ExpensesBeat plansAttendanceLeave
Pipeline 5
LeadsEmail repliesIn deliveryCallsFollow-upsTasks
Commercial 9
CampaignsTendersQuotationsOrdersInvoicesRecurring billingPaymentsCollectionsApprovals
Delivery and care 5
ImplementationAMCDispatchStockParts and loaners
Analysis 4
ReportsTargetsLeaderboardIncentives
Administration 8
EmployeesChannel partnersServiceInstalled basePartner commissionUsers and rolesSettingsAudit log
Roles
8 roles, each seeing only what it should
Data scope by role: all records, the team’s, or only their own. Add roles and set rights without a software release.
Super Admin
Sees: All records
Management
Sees: All records
Finance
Sees: All records
Implementation team
Sees: All records
Sales manager
Sees: Their team
Sales executive
Sees: Their own
Channel partner
Sees: What they sourced
Customer portal
Sees: Their own account
Told what ships
What Beat does today — labelled honestly
Every capability is labelled Live, In delivery or Roadmap. Live is shown running in your demonstration.
Live
Ships today and can be shown running.
- Field force and pipeline — 9 capabilities: call reports, beat and tour plans, attendance and leave, travel expenses and advances, call logging, leads, tenders, customers, follow-ups and tasks
- Quotation to cash — 8: quotations, price lists, discount authority, multi-currency, orders and invoicing, recurring billing, receipts and collections, tax deducted at source
- Stock, delivery and after-sales — 8: stock and dispatch, installed base and warranty, spare parts and loaners, implementation and UAT, service contracts, service desk, escalation ladder, satisfaction surveys
- Customers and engagement — 3: customer portal, campaigns and email templates, web-to-lead
- Partners, people and reporting — 4: channel partners, employee incentives, targets and leaderboard, reports
- Control and access — 4: roles and data scopes, audit trail, two-factor sign-in, paper document signature
In delivery
Scheduled, never assumed or demonstrated.
- Government e-invoicing
- Card and UPI collection
- WhatsApp notifications
- Single sign-on
- Electronic signature
- Inbound email replies
36 of 42 capabilities live. In delivery means built, but not yet proven against the outside service it depends on — so it is never demonstrated, warranted or bid. Calls are dialled from the record; there is no telephony integration. Beat runs in the browser and installs on the phone; there is no app-store app.
Editions
Three plans, one build
Moving up switches modules on; nothing is migrated or deleted. Customer portal logins are not counted as seats. Your proposal sets out the edition that fits.
Standard
Field force and pipeline
- Call reports, beat plans, attendance and leave
- Expenses and advances
- Leads, customers, calls, follow-ups and tasks
- Campaigns and reports
Professional
Quotation to cash
- Everything in Standard
- Quotations, orders, tenders and approvals
- Invoices, recurring billing, payments and collections
- Targets, leaderboard and incentives
- Scheduled reports
Enterprise
The whole business
- Everything in Professional
- Implementation, AMC, dispatch and stock
- Parts and loaners, service, installed base
- Channel partners and partner commission
- Several branches
Going live
Live in two months, branch by branch
Week 1
Configure
Stages, numbering, discount limits, roles
Weeks 2–3
Migrate
Customers by import; the rest by our team
Weeks 3–4
Train and pilot
One team, one branch, real visits
Weeks 5–8
Roll out
Branch by branch; the pilot team supports
We ask one thing: a named project owner on your side, and master data signed off in week 2.
Trust
Who sees what, and how it is protected
You stay in control of your data — on our cloud in India or on your own servers.
- Rights checked at every endpoint
- Each customer in its own database
- 7 staff roles; add more without a release
- Append-only audit trail
- Location only at check-in, never all day
- Two-factor sign-in; cloud or your own data centre
Recovery targets agreed per deployment. No external security certification is claimed.
Downloads
Everything about Beat, to keep and share
Free to download — no form to fill in.
BrochurePDF · 4 pages · 0.4 MBFlyerPDF · 2 pages · 0.3 MBPresentation deckPDF · 22 pages · 1.1 MBProcess flowchartPDF · 2 pages · 0.4 MBTrial run SOPPDF · 25 pages · 1.4 MBNext step
See Beat on your own data
Then go-live in stages: configure, migrate, train and pilot, roll out.
One partner, one support desk
Often paired with
Live AI
Hospital information system
Nalam360by ClinexGen
For multi- and super-speciality hospitals and groups.
- ICU and theatre charting
- Lab, radiology, blood bank
- IP billing, insurance, TPA
- Multi-branch operation
122 modules · 40 in general availability
Explore Nalam360
Healthcare integration engine
MediBridge Connectby ClinexGen
For diagnostic labs, hospitals and HIS / LIS vendors.
- ASTM analyzers
- HL7 v2 over MLLP
- FHIR R4, two-way
- Field-level AES-256
On your servers or your cloud account
Explore Connect