A collection call should not begin with a search for the latest sales sheet. Work from the agreed booking, see what is due and follow the receipt into the books.
First project onboarded in 48 to 72 hours.
A revised price or instalment plan reaches finance after the collection tracker is already updated.
Use the booking and agreed schedule as the starting point for demands and collection follow-up.
The bank entry, buyer’s message and demand allocation live in different places.
Review the receipt, clearing status, allocation and linked accounting reference together.
The team exports and reconciles operational records before it can explain the accounts.
Follow posted records into the ledgers and trial balance, with the source transaction close at hand.
Start with the agreed schedule and issued demands, then see the outstanding position.
Record and allocate receipts, follow clearing and keep the transaction references together.
Review posted entries and balances with a trail back to the booking, demand or payment.
These actual demo screens show the booking’s collection position and the trial balance built from posted records.
Agreed value, a partially paid demand and its cleared receipt appear together.
Review customer, bank and tax ledgers in the promoter’s books.
Use AI to turn your existing demand or receipt format into a tested template. Describe the conditions in plain language and check the populated output before publishing it for the team.
See the document workflow“Create our demand-letter template from this document. Include the relevant instalment, taxes and amount due. Test the relevant project records and list missing fields.”
Example instruction for your preferred MCP-compatible AI tool.
“Show the outstanding demands for this project, their due dates and the receipts already allocated to them.”
Ask through your chosen MCP-compatible assistant, using the records your role can access. The in-app AI Help Desk explains each screen when you need a hand.
Explore AI in NirmaanOneUnlimited seats. Pricing follows your active projects, regardless of project or team size.
How pricing worksControl who can see, change and approve work with role-based permissions.
Permissions & trustOnboard your first project in days. Onboarding for your first three projects is included.
Your onboarding planHave a project-specific question?
Bring it to the walkthrough.
Pricing is based on the number of active projects, regardless of project size or team size. Unlimited seats let sales, finance, marketing and the wider office work together from day one.
Yes. Role-based access control lets you limit what each person can see, create, change and approve. Give your team access to the work they need.
Your first project is onboarded in 48 to 72 hours. We work with your team on the project data, setup and workflow. Onboarding for your first three projects is included.
Yes. Use Gemini or another tool of your choice through a compatible MCP client or API. Your NirmaanOne permissions apply to the connection. We will walk through the setup for your chosen tool.
We will trace the agreed plan through the demand, receipt and accounting references, using the actual screens.
