How Pragyantra Works

A Simple, Structured 5-Step Automation Process for Indian SMEs

Clear processes build trust. At Pragyantra, we follow a transparent, step-by-step approach so businesses always know what happens next, why it matters, and how value is delivered.

Most Indian SMEs struggle with scattered data across Tally, spreadsheets, CRMs, and multiple tools. Reports come late, teams depend heavily on Excel, and decision-making becomes reactive. Pragyantra solves this by connecting your systems into one integrated, automation-ready workflow designed for real Indian business operations.

Step 1: Business Discovery & Process Understanding

Before recommending any solution, we focus on understanding how your business actually works.

• Current accounting and ERP setup (Tally, Zoho, Odoo, Vyapar, QuickBooks)
• GST compliance and reporting process
• Inventory, sales, and purchase workflows
• Users, locations, and data flow challenges
• Areas where manual work or data duplication occurs

Why this step matters: We design solutions around your existing systems, not assumptions.

Step 2: Solution Planning & Integration Design

Once the requirements are clear, we plan a solution that fits your business needs.

• Planning the right setup such as Tally on Cloud and automation layers
• Designing API integrations between Tally, CRM, banking portals, or ERP systems
• Defining dashboards, reports, and access roles
• Ensuring data accuracy and GST-compliant workflows

Why this step matters: Every business is different. We focus only on what delivers real operational value.

Step 3: Technical Setup, Migration & Testing

Our team handles the complete technical execution.

• Secure system setup and configuration
• Data migration without disruption (where required)
• Integration testing using real business scenarios
• Validation of reports, dashboards, and data synchronization

Why this step matters: Testing prevents errors, mismatches, and future operational issues.

Step 4: Team Training & Confident Go-Live

Technology is useful only when teams can use it confidently.

• Practical training for accounts teams, managers, and owners
• Simple explanations in non-technical language
• Role-based access and workflow guidance
• Go-live support for smooth adoption

Why this step matters: Adoption reduces dependency on manual Excel tracking and guesswork.

Step 5: Ongoing Support, Optimisation & Scaling

Our work continues even after implementation.

• Ongoing technical support and monitoring
• Performance optimisation and system improvements
• Feature updates and process refinements
• Scaling support for new users, branches, or higher data volumes

Why this step matters: As businesses grow, systems must grow with them.

Who This Process Is Designed For

• Manufacturing and trading companies needing real-time stock visibility
• Growing SMEs managing GST and high transaction volumes
• CA and accounting firms handling multiple clients
• Multi-branch businesses requiring centralised data control

What You Can Expect After Implementation

• Real-time visibility of sales, inventory, and cash flow
• Faster and more accurate MIS, P&L, and GST reports
• Reduced manual work and data entry errors
• Better control over operations and decision-making