Quotation value
₹00 quotations recorded
HSD AI AccountsHSD ENERGY SOLUTIONS LLP
Loading secure workspace…
HAdministrator
BUSINESS CONTROL CENTRE
Good morning.
Here is what is happening across your business.
YOUR BUSINESS AT A GLANCEMake every business
Make every business
transaction count.
One place to manage your commercial workflow from quotation to payment.
LIVE BUSINESS SNAPSHOT
Key numbers
Awaiting purchase order
0Need follow-upInvoices raised
₹00 invoices recordedCustomer receivables
₹0Unpaid invoice balanceDAILY BUSINESS BRIEFING · INDIA
Today
Preparing your daily briefing from recorded business activity…
Priority actions
Loading actions…
SALES PIPELINE
Recent quotations
Loading…
SHORTCUTS
Quick actions
ACCOUNTS INSIGHT
Your business snapshot
Your latest records and follow-up priorities will appear here.
SALES MANAGEMENT
Quotations
Create and track customer quotations and follow-ups.
ORDER MANAGEMENT
Purchase orders
Register customer POs and monitor order status.
Purchase orders from Gmail
Find incoming PO emails, review details and import confirmed orders.
Gmail PO detection is ready when your account is connected.
BILLING & COLLECTIONS
Sales invoices
Create non-GST invoices and track customer collections. Invoice approval remains required.
CONTACT DIRECTORY
Customers
Keep customer contacts and transaction records in one place.
SUPPLIER DIRECTORY
Vendors
Manage suppliers and service providers.
COST CONTROL
Expenses
Record business expenses and review approval status.
CASH FLOW
Payments
Record receipts against customer invoices.
MANAGEMENT VIEW
Business reports
A simple live summary of records entered in HSD AI Accounts.
Important note
These are management summaries of records entered into this app, not audited financial statements, GST returns or a tax computation. Reconcile figures with Zoho and your bank before statutory or financial decisions.
CUSTOMER & BUSINESS FOLLOW-UP
Follow-ups & tasks
Keep customer calls, PO follow-ups and internal actions on schedule.
OWNER CONTROL
Approval centre
Review invoice approvals and email drafts. Approval does not itself send an email or issue an invoice.
INBOX AUTOMATION
Gmail connection
Connect the HSD company Gmail account to read incoming purchase-order emails and prepare drafts. Email sending remains manual.
Requested access: read email and create drafts only. No automatic sending permission.Select Sync inbox to retrieve the latest messages.
Pending and completed approvals
Prepared email drafts
Emails remain drafts until approved. Sending will be enabled only after a secure Gmail integration is configured.
HSD BUSINESS COPILOT
AI assistant
Ask questions about the business records currently loaded in your workspace.
Live-data assistant preview
Answers below are calculated from your HSD records. Free-form AI reasoning will require a secure AI provider connection.
Your business assistant is ready to answer questions using the current workspace records.