Leads, quotations and sales orders that carry the same customer, items and agreed rates through to dispatch from Inventory and the invoice raised in Smart Books.
Built for Indian businesses. Designed for what’s next.
Illustrative interface. Quotations and customers shown are examples.
Sales owns the commercial commitment. What was invoiced and what is owed are Smart Books’ answers, and stock is Inventory’s — read live, never copied.
Every enquiry with who asked, what they need, who owns it and when they are called next. Conversion into a customer is an explicit step, never a side effect of quoting.
Sales orders checked against stock in Inventory, with dispatches requested from Inventory and delivery tracked against what was promised.
Invoices and credit notes are raised in Smart Books as the signed-in person, with that person’s Books permissions, and open as Books’ own PDF from the order.
Five dashboards, targets and territories, and CSV exports under the same filters and permissions as the screen.
Sales keeps the quotation and the order. Inventory moves the goods and Smart Books records the invoice — each the source of truth for its own half.
Quotation accepted, order raised.
Stock checked and the dispatch made.
The invoice, with its tax and the customer’s balance.
No AI runs on the Sales dashboards: every suggestion and explanation there comes from stated rules, and the performance projection is rule-based.
Sales works alongside the rest of Aicountly, so your data stays in one place and your teams stay aligned.
Items, warehouses, batches and serials in one place — with the valuation, movement history and reconciliation that yo…
Explore InventoryYour reports, the way you like them. Monitor and analyze your figures to grow your business.
Explore Smart BooksFor effortless contact management, synchronize your phone contacts and gather leads from your website. Want to add a ne…
Beta Explore ContactsAnswers specific to Sales — not generic suite copy repeated on every page.
The commercial side of a sale: leads and their conversion into customers, quotations and their revisions, pricing and discount approvals, sales orders, dispatch through Inventory, invoicing through Smart Books, returns, targets and territories.
In Smart Books. Sales raises invoices and credit notes there as the signed-in person, with that person’s Books permissions, and a posted invoice opens as Books’ own PDF from the order. If Books refuses, the request is shown as refused rather than retried.
No. Stock is read live from Inventory and what a customer owes is read live from Smart Books, so a credit check is never made against a stale copy.
No. Every suggestion and explanation on the dashboards is produced by stated rules, and the performance projection is rule-based with a what-if you control.
At sales.aicountly.com.
See how Aicountly Sales can work for your business.
These quotes reflect experience with the Aicountly suite — not a product-specific endorsement of every module on this page.
“Aicountly turned my financial chaos into harmony. The simplicity and automation make managing finances feel effortless — real-time insights are a game-changer.”
Shanav Garg
Director, Trans Rail Industries Private Limited
“Aicountly elevated how we approach business finances. The intuitive interface and automation empower informed decisions — I recommend it for teams that need reliable financial management.”
Karan Gupta
Director, Vesta Industries India Private Limited
“Aicountly is remarkably user-friendly — like a personal financial assistant. Integrations feel seamless and support is exceptional. A lifesaver for busy entrepreneurs.”
Srideep Samanta
Director, Walkwel Technology Private Limited
