GST invoices, payment reminders, expense tracking, and real-time P&L — all connected to your CRM and Operations. Won deals become draft invoices. Payments become CRM updates.
Tata Motors
Infosys Ltd.
HDFC Insurance
Bajaj Auto
₹23L
Collected
₹34.6L
Outstanding
₹9.4L
Overdue
What's inside
Daily workflow
Morning
3 invoices are 14+ days overdue totalling ₹6.4L. Sentinel has already sent 2 reminder emails each. Ravi clicks 'Send WhatsApp reminder' for all three — messages are personalised with the client name, amount, and a pay link.
"₹6.4L outstanding across 3 clients. Next WhatsApp reminder sent."
Midday
The sales team marks the Tata Motors deal as Won — ₹28L. Sentinel creates a draft invoice with the correct amount, GST type (IGST, Maharashtra buyer), and billing contact pre-filled. Ravi reviews and sends in 90 seconds.
"Draft invoice #INV-2902 created from Deal #D-418. IGST 18% applied."
Evening
At month-end, Ravi asks Claude: 'Why is our net margin down this month?' Claude pulls the P&L data, identifies a ₹1.2L spike in vendor expenses and two late customer payments that shifted into the next period, and summarises it in plain language.
"Net margin down 4.2 pts — ₹1.2L unbudgeted vendor costs + ₹2.8L deferred."
GSTIN-compliant invoices with CGST, SGST, and IGST auto-calculated based on buyer state. PDF export, e-mail delivery, and WhatsApp share in one click.
Automated reminders at 7, 3, and 0 days before due date — and again at 7 and 14 days overdue. Send via email or WhatsApp with the invoice PDF attached.
Log expenses by category, project, and vendor. Upload receipts. Expenses flow into P&L and budget reports automatically.
Set a billing cadence once — monthly, quarterly, or custom. Sentinel generates and sends invoices on schedule without any manual action.
Import bank statements via CSV or auto-fetch. Match transactions to invoices and expenses in bulk. Unmatched entries flagged for review.
Real-time P&L with revenue, COGS, gross profit, and operating expenses. Filter by month, quarter, or financial year. Export to PDF or Excel.
Track TDS deducted and TDS receivable per vendor and per invoice. Monthly TDS summary ready for your CA in one export.
Set departmental budgets at the start of the quarter. Track actual spend in real time. Overspend alerts before the budget is exhausted.
Claude projects your 30-day cash position using pending invoices, recurring expenses, and historical payment patterns. Updated daily.
Ask Claude to explain any variance in your P&L, project your cash position for the next 30 days, or identify your highest-cost vendors this quarter. It reads your live data — not a report you exported last week.
Sentinel AI
● ActiveCross-connections
When a payment is received against an invoice, the linked CRM deal is automatically marked paid — no manual status updates needed.
Learn more →Vendor expense requests approved in Operations flow directly into Finance as categorised expenses — with budget codes pre-filled.
Learn more →Payment received triggers a thank-you email and moves the client to the post-sale nurture sequence — all without touching anything.
Learn more →GST-compliant invoices·TDS tracking·Real-time cash flow forecast
Book a 20-minute walkthrough and see a live invoice workspace with real GST rules.