The Next Evolution from the Team Behind DeskTrack
Why most Finance and Accounts teams can't show their impact
Financial visibility in most SMBs is a month behind. By the time your accountant sends the P&L, the overspend has already happened, the receivable has aged another 30 days, and the cash flow problem is already a crisis. TitaPro brings finance visibility to real time.
Reduction in overdue receivables
Automated follow-up sequences and aging alerts reduce days sales outstanding
Reduction in budget overruns
Mid-month AI alerts give you time to course-correct before month-end
Faster monthly close
Automated data collection reduces the time to close the books each month
Average recovered receivables in month 1
Systematic follow-up on aging invoices recovers money that was silently sitting
No real-time expense visibility
You find out you overspent when the month-end report arrives. By then, you can't undo the damage.
Receivables age silently
Invoices go out. Follow-ups don't happen. By the time you notice, a client owes you 90-day-old money.
Team cost vs. output is invisible
You know your payroll cost. You don't know what output you're getting for it. Cost per project, cost per client, cost per department — all unknown.
Billing milestones are missed
Project milestones are hit but billing doesn't happen because nobody connected the delivery to the invoice trigger.
Cash flow forecasting is manual
Someone builds a cash flow forecast in Excel once a month. It's outdated the day it's created.
Payroll reconciliation is painful
Reconciling attendance, leaves, overtime, and advances into payroll takes 2-3 days every month.
Every Finance and Accounts workflow gets its own intelligent board.
Receivables Aging Board
Every outstanding invoice with age, amount, and follow-up status. AI triggers reminders automatically.
Expense vs. Budget Board
Real-time expense tracking by department vs. approved budget. AI alerts when any department is trending above plan.
Billing Milestone Board
Connect project delivery milestones to billing triggers. Never miss an invoice because delivery wasn't communicated.
Cash Flow Forecast Board
Live cash flow projection based on expected collections and committed expenses. Updated automatically.
Finance and Accounts KPI Scoreboard — Track What Matters
This is what TitaPro looks like
for your Finance and Accounts team.
These are actual screenshots from TitaPro's Finance and Accounts boards — not mockups, not illustrations. This is what your team will use from day one.
Lead Cost Board — cost per lead by source vs. conversion value and revenue
Revenue Analytics — benchmark your revenue performance vs. industry segment
Revenue Analytics Input — configure your benchmark parameters and targets
Revenue by Geography — regional revenue breakdown and growth trends
What your AI Agent tells you every week.
Not raw data. Not charts you have to interpret. Plain-language insights with recommended actions — like having a business analyst on your team 24/7.
"Your receivables over 60 days have grown 28% this quarter. 3 clients account for 71% of that amount. AI has drafted follow-up sequences for your accounts team. Estimated recovery if actioned this week: ₹4.2L."
"Your marketing department has spent 78% of its monthly budget by the 15th of the month. At current pace, you'll overspend by ₹1.4L this month. Recommend: review remaining planned spend and defer non-critical items."
"Your average project billing cycle is 47 days from delivery to collection. Industry benchmark for your segment is 28 days. Closing this gap would improve your monthly cash flow by an estimated ₹6.8L. Recommend: review billing trigger process."
"I used to find out about cash flow problems when my bank balance was already low. Now TitaPro's AI tells me 3 weeks in advance when we're heading for a tight month. We've completely eliminated cash flow surprises. And our receivables collection improved by 34% in the first quarter."
See TitaPro for Finance and Accounts in action
Month-end financial reviews instead of real-time monitoring
Reviewing financials once a month means every problem you find is already 30 days old. Overspend has happened. Receivables have aged. Cash flow is already tight. You're managing the past, not the present.
TitaPro's finance boards update in real time. The AI sends mid-month alerts when any department is trending above budget — giving you 2 weeks to course-correct instead of 0.
Disconnecting billing from delivery
Your operations team delivers a project milestone. Nobody tells finance. The invoice doesn't go out for 2 weeks. The client pays 30 days after that. You've just added 6 weeks to your cash conversion cycle for no reason.
TitaPro's billing milestone board connects project delivery to invoice triggers automatically. When a milestone is marked complete, the billing workflow starts.
No cost-per-client or cost-per-project visibility
You know your total costs. You don't know which clients or projects are profitable and which are loss-making. You keep renewing contracts with clients who are actually costing you money.
TitaPro's cost allocation board tracks all costs — people, tools, overhead — against each client and project, giving you a true profitability picture.
Manual receivables follow-up
Your accounts team follows up on overdue invoices when they remember to. Some invoices age to 90 days because nobody sent a second reminder. You're leaving money on the table through inaction.
TitaPro automates receivables follow-up sequences — first reminder at 7 days, escalation at 30 days, senior contact at 60 days — without manual intervention.
Cash flow forecasting in Excel
Someone builds a cash flow forecast in Excel once a month. By the time it's shared, half the assumptions are already wrong. You make hiring and investment decisions on stale data.
TitaPro's cash flow forecast board updates automatically from expected collections and committed expenses, giving you a live 90-day cash position.
Finance Operating System
A connected platform that tracks receivables, expenses, billing milestones, and cash flow in real time — replacing month-end Excel reports with live financial visibility that lets you act on problems before they become crises.
Cash Conversion Cycle
The time between spending money on operations and collecting cash from customers. A shorter cycle means less working capital tied up in the business. TitaPro identifies the bottlenecks in your cycle.
Budget Variance
The difference between budgeted and actual spend for a department or project. TitaPro tracks budget variance in real time and alerts you when any department exceeds 80% of its monthly budget before month-end.
Days Sales Outstanding (DSO)
The average number of days it takes to collect payment after an invoice is issued. Lower DSO means faster cash collection. TitaPro tracks DSO per client and flags accounts where it's trending upward.
Billing Milestone
A project delivery event that triggers an invoice. Connecting delivery milestones to billing triggers in TitaPro eliminates the gap between work completed and invoice sent.
Receivables Aging
Categorising outstanding invoices by how long they've been unpaid: 0-30 days, 31-60 days, 61-90 days, 90+ days. Aging analysis identifies which clients need immediate follow-up and which represent collection risk.
Finance and Accounts questions, answered in full
TitaPro connects your billing, expense, and project data into live finance boards that update automatically as transactions occur. Instead of waiting for a month-end P&L from your accountant, you see revenue collected vs. target, expenses vs. budget by department, and receivables aging — all updated in real time. The AI sends alerts when any metric deviates from plan, so you can act mid-month instead of reacting at month-end.
TitaPro is not an accounting or tax software — it doesn't replace Tally, QuickBooks, or Zoho Books for statutory compliance, tax filing, or formal bookkeeping. TitaPro is your operational finance layer: real-time expense tracking, receivables management, billing milestone automation, and cash flow forecasting. The two systems complement each other — TitaPro gives you operational visibility, your accounting software handles compliance.
TitaPro's receivables aging board tracks every outstanding invoice with its age, amount, and follow-up history. The AI automatically triggers follow-up sequences — a reminder email at 7 days, an escalation at 30 days, and a senior contact flag at 60 days — without your accounts team having to remember. Customers who receive systematic follow-ups pay an average of 18 days faster than those who don't.
TitaPro allocates people costs (based on time tracked), tool costs, and overhead to each project and client automatically. You see a true profitability view for every engagement — not just revenue, but margin after all costs are allocated. This lets you identify which clients and project types are most profitable and make pricing and resource decisions accordingly.
TitaPro automatically tracks: revenue collected vs. invoiced, receivables aging by 30/60/90 days, expense vs. budget by department, cost per project and client, payroll accuracy percentage, cash flow forecast vs. actual, billing milestone compliance rate, and collection efficiency rate. All KPIs update from real transaction data — no manual finance reporting required.
Ready to give your Finance and Accounts team
the system they deserve?
Setup takes under 10 minutes. Your first AI report arrives in 7 days.
