AutoProbaho

Solution for management visibility

An automated reporting system that sends owners today's numbers, today

Most owners get their numbers by asking: a call to the accountant, a WhatsApp message to the sales manager, an Excel sheet from the store that arrives tomorrow. AutoProbaho builds an automated reporting system that pulls data from wherever it lives — ERP, accounting software, Excel, Google Sheets, POS, e-commerce — and delivers clear reports by WhatsApp or email at the times you choose, with dashboards for anyone who wants to dig deeper.

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Reports are assembled by hand, arrive late and are trusted less each month

The daily sales report depends on someone finishing their entry; the stock report depends on the store-keeper's count; the collection report depends on the accountant's ledger. Each is prepared in its own format, sent as a screenshot or Excel, and the owner ends up doing the arithmetic between them. When someone is on leave, the report simply does not come.

The result is decisions made on stale or partial numbers, managers who spend hours each week preparing reports instead of acting on them, and disagreements about which version is correct. The data usually exists already; what is missing is a reliable, automated way to collect it, check it and deliver it.

Who this is for

  • Owners and directors of factories, distributors, retailers and service businesses who want daily numbers without chasing
  • Group companies with several units or branches that need consolidated views
  • Managers who spend hours each week compiling reports from Excel, ERP exports and chats
  • Businesses that already have systems — ERP, accounting, POS — but no single management view

Current pain points

  • Reports depend on people

    If the person who prepares the report is busy or absent, management is blind for the day.

  • Different numbers from different sources

    Sales, stock and cash figures come from separate files and rarely reconcile without manual work.

  • Screenshots and Excel by WhatsApp

    Reports arrive as images with no history, no drill-down and no way to compare with last week.

  • Manager time lost to compilation

    Hours go into copying, formatting and sending instead of analysing and acting.

  • Exceptions are noticed late

    A dealer over credit limit, a line behind plan or a stock-out is discovered days after it mattered.

What AutoProbaho builds

  1. Automated data collection

    Scheduled pulls from ERP, accounting software, Excel/Google Sheets, POS, e-commerce and forms — validated and stored centrally.

  2. Scheduled report delivery

    Daily, weekly and monthly reports as short WhatsApp summaries, PDF or Excel attachments and emails at fixed times.

  3. Exception alerts

    Rules that message the right person when a threshold is crossed — low stock, overdue receivable, production behind plan.

  4. Live dashboards

    Role-based dashboards for owners and managers with filters, drill-down and comparison to previous periods.

  5. Consolidation across units

    Multi-company, multi-branch views with the same definitions everywhere, so numbers are comparable.

Modules & capabilities

  • Data connectors

    ERP and database connectors, accounting exports, Excel/Google Sheets readers, POS and e-commerce APIs, form inputs for manual data.

  • Data checks

    Completeness and plausibility rules; missing inputs are chased automatically before the report goes out.

  • Report designer

    Templates for daily sales, production, stock, collections, cash position, receivables ageing — in Bengali or English.

  • Scheduler & delivery

    Time-based and event-based delivery via WhatsApp Business API, email, Telegram or SMS, per recipient.

  • Alerts & thresholds

    KPI thresholds per unit, escalation to managers, acknowledgement tracking.

  • Dashboards

    Web and mobile dashboards with role-based views, filters and drill-down to transaction level.

  • Report archive

    Every sent report is stored and searchable, so last month's number can be found and compared.

Interactive demonstration

Example workflows

Daily owner summary

  1. 1Data is pulled from ERP, POS and accounting at the day's cut-off time
  2. 2Checks confirm all branches have posted; missing ones are reminded
  3. 3Sales, collections, stock cover and cash position are computed
  4. 4A short WhatsApp summary goes to the owner with a link to the dashboard
  5. 5PDF detail is emailed to managers

Production and delivery-risk report

  1. 1Line output and WIP are read from the production system or floor sheets
  2. 2Actual is compared to plan per style or order
  3. 3Orders behind plan are highlighted with days remaining
  4. 4Report is sent to production managers before the morning meeting
  5. 5Escalation goes to the director if slippage exceeds a threshold

Receivables and exception alerts

  1. 1Ageing is recalculated from accounting or ERP each night
  2. 2Dealers crossing limits or overdue thresholds are identified
  3. 3Alerts go to the responsible salesperson and manager
  4. 4Weekly ageing summary is emailed to finance and owner
  5. 5Acknowledgements and follow-ups are tracked

Integrations

  • Custom or packaged ERP databases and APIs
  • Accounting software (Tally, QuickBooks, Xero, local packages)
  • Excel and Google Sheets
  • POS and e-commerce platforms (Shopify, WooCommerce, Daraz seller data)
  • WhatsApp Business API, email, Telegram, SMS
  • Google Workspace / Microsoft 365
  • BI tools (Looker Studio, Metabase, Power BI) where preferred
  • n8n workflow automation

Implementation process

  1. 01

    Report inventory

    We list every report management receives or wishes it received, who prepares it, from where, and how long it takes.

  2. 02

    Definitions & sources

    KPIs are defined once — what counts as a sale, a collection, stock cover — and mapped to source systems.

  3. 03

    Connect & automate

    Connectors and schedules are built; reports run in parallel with the manual ones until they match.

  4. 04

    Dashboards & alerts

    Role-based dashboards and threshold alerts are added once the daily reports are trusted.

  5. 05

    Monitor & extend

    We monitor delivery and data quality and add reports as the business asks for them.

Expected business outcomes

  • Same-day numbers

    Owners and managers see today's sales, stock and cash without asking anyone.

  • One definition of every KPI

    Reports from different units and departments use the same rules and can be compared.

  • Manager time returned

    Compilation is automated; managers spend their time on decisions.

  • Exceptions surfaced early

    Threshold alerts reach the right person while action is still possible.

Security & ownership

  • Read-only where possible

    Connectors read from source systems without changing them; credentials are stored encrypted in your own environment.

  • Recipient-level control

    Each report and dashboard is visible only to defined roles; sensitive figures can be restricted per recipient.

  • Delivery and audit logs

    Every report run and delivery is logged; failures are retried and flagged.

Frequently asked questions

Yes. Excel and Google Sheets can be read on a schedule if kept in an agreed structure, and Tally and similar packages export data that we can collect automatically. Where entry is manual, a simple form replaces the sheet.

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Tell us which report you wish arrived every morning

Book a free consultation. We will list your current reports, find where the data lives and show how an automated reporting system can deliver them without anyone compiling.

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