If your business runs on spreadsheets, WhatsApp, and Tally — start here.
No TMS to rip out. No data migration. No 6-month implementation. The fastest path from manual to agent-assisted: pick the one process that hurts most and let the agent take it.
Four reasons Excel + Tally shops hit a ceiling.
If you nod through three or more of these, this segment page is the right page for you.
Rate cards in Excel · 5 tabs deep
“Latest rates” tab. “Working rates” tab. Three different versions floating around your team. Quote drift is daily.
WhatsApp threads as customer files
Customer history lives in three salespeople's phones. Nobody can find what we quoted them last quarter when the same customer asks again.
Tally for the books · disconnected from ops
Invoicing in Tally. Operations in everywhere-but-Tally. Month-end reconciliation eats a Friday and a Saturday.
Senior person holds the knowledge
One person knows the rates, the partners, the customer quirks. If she leaves, half the institutional memory walks out with her.
Structure around what you already have.
We don't make you migrate. Your Excel rate cards keep their job. Your WhatsApp stays. The agent reads everything and installs structure on top.
Structure on top of the chaos
Your rate cards stay in Excel — the agent reads them. Your WhatsApp threads stay where they are — the agent reads those too. We don't make you migrate; we install structure around what's already there.
Quote response time collapses first
Most Excel-shop pilots start with the Quotation Agent. Response times drop from 60+ minutes to 15. Win rate climbs within four weeks.
Customer history captured automatically
Every quote, every shipment, every payment — captured on the customer record automatically. No more 'what did we quote Acme last time?'
Tally just gets the right vouchers
Auto-created accounting vouchers post into Tally — no double entry. Your bookkeeper doesn't notice the AI; the books just get cleaner.
For Excel shops, the pilot is light on integration, heavy on impact.
No legacy system to bridge. The agent works directly off your existing rate cards, customer threads, and Tally. Live in production in two weeks.
Week 1 — Quote bucket scoped
We capture your current rate-card structure, customer list, top lanes, partner network. Quotation Agent configured.
Week 2 — Quotation Agent live
Live in production handling real RFQs. Your team approves every reply for the first month — full Supervised mode.
Weeks 3–6 — Win rate climbs · second agent
Once Quotation is stable, we add Booking. Now accepted quotes flow into job orders without re-keying.
Weeks 7–8 — Tracking + Invoice
If your business runs international shipments, Tracking Agent goes live. If margin variance matters, Invoice Reconciliation goes live.
Infinity Logistics was an Excel + Tally + WhatsApp shop.
Five-person team. 100+ B2B accounts. Rate cards in Excel. Customer history in three WhatsApp threads. Tally for invoices. 12 months later: +70% business, same team.
Not quite this segment?
From Excel + Tally to +70% business — same team.
The Infinity story is the Excel-shop story. Two-week pilot. Quote agent first. Win rate climbs. Volume follows.