Apps / Insights
Insights
Dashboards without waiting on a report
Build dashboards and reports directly on your OneBook data — no export to Excel, no waiting on someone else to pull numbers.
No credit card required
[01] What it does
Everything Insights handles
Dashboards without waiting on a report
Interactive dashboards
Drag-and-drop charts against live OneBook data.
Query builder
Build custom reports without writing SQL.
Scheduled reports
Send dashboards to your inbox on a schedule.
Joins across data sources
Combine sales, inventory, and finance data in one query without exporting anything.
Alerts on data change
Get notified the moment a metric crosses a threshold, instead of checking manually.
Internal & external sharing
Share a dashboard with your team, or a client, with the access level you choose.
Pre-built ERP dashboards
Start from templates built for OneBook's own data model, not a blank canvas.
Drill-down charts
Click into any chart to see the underlying transactions behind the number.
No-code chart builder
Build charts by dragging fields, not writing formulas.
[02] Who it's for
What changes when you switch
Real-time answers without asking finance
Founders get a live view of the business without waiting on finance to pull a report.
Stop rebuilding the same charts in Excel every week
Teams currently exporting to Excel to build the same charts by hand get a dashboard that updates itself.
[03] Compare
See how Insights stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedData freshness
Live, updates as transactions post
Multi-source joins
Built in, drag-and-drop
Sharing
Live dashboard link, access-controlled
Alerts
Automatic on threshold breach
Excel
Data freshness
Manual export and refresh
Multi-source joins
Manual VLOOKUP or Power Query setup
Sharing
Static file, out of date the moment it's sent
Alerts
None — someone has to check manually
[04] Integrations
Insights works with tools you use
Connect to the tools your team already relies on: CRMs, payment providers, analytics platforms, data warehouses & more. We keep everything in sync — automated, accurate, and always up to date.
[05] Implementation
GO LIVE ON INSIGHTS IN 8–12 WEEKS
Most implementations fail on scope creep and bad data. We use process mining to catch failures before they happen.
Week
1–2
Process mining reveals reality
We mine your current systems: Tally, spreadsheets, emails to see how work actually flows. You get data on where things break, where people create workarounds, and where time disappears.
Deliverable: Process map showing your actual workflows
Week
2–3
Lock the scope in writing
Week
4–8
Configure, test, and train in parallel
Week
9–12
Go Live with continuous monitoring
[06] Modules
Everything inside Insights
Explore each Insights module in detail — what it does, and how it fits into the rest of OneBook.
specialized Features
Live charts against your OneBook data, no export required
Drag-and-drop chart builder
Pre-built ERP dashboards
Drill-down charts
Multiple chart types
Dashboard filters
Mobile-friendly dashboards
Dashboard folders & organization
Real-time refresh
Embed dashboards
What people say
“Our team went from dreading month-end to closing it without confusion. That's how you know you picked the right tool”
Suraj
Managing Director, AFA
[07] Apps
One platform, every app
ERPNext
The core operating system for your business
HRMS
HR and payroll without a separate system
CRM
Lead to cash, in one pipeline
Helpdesk
Support tickets, without a separate tool
Insights
Dashboards without waiting on a report
Raven
Team chat, built into the same platform
ERPNext
The core operating system for your business
HRMS
HR and payroll without a separate system
CRM
Lead to cash, in one pipeline
Helpdesk
Support tickets, without a separate tool
Insights
Dashboards without waiting on a report
Raven
Team chat, built into the same platform
[10] FAQ
QUESTIONS?
WE'VE GOT ANSWERS.
Everything You Need To Know About OneBook As A Business
For Partners
01.
I'm currently on Tally/Zoho. Will switching disrupt my finance team?
No. We support Embedded Accounting. Your operations team gets a unified ERP for inventory, production, and CRM, while your accountant can continue using the Tally format they love via our optional Tally Format data export. You get operational control; they get compliance comfort.
02.
Is my data secure on an Open Source platform?
Yes. OneBook runs on managed Azure Kubernetes with SOC 2, ISO 27001, GDPR, and HIPAA compliance. Your data is encrypted at rest and in transit, with role-based access controls and regular security audits.
03.
How long does it take to go live?
Most companies go live in 8–12 weeks. We scope the project upfront, migrate your data cleanly, train your team properly, and run process mining after launch to catch issues early.
04.
Why don't you charge per user like Zoho or SAP?
Per-user pricing is a tax on growth. When your warehouse team needs access, you shouldn't have to calculate ROI per login. OneBook charges by tier, not by headcount — so your whole team can use it.
05.
Can I keep using Tally for accounting?
Absolutely. Our native 2-Way Tally Sync lets your accountant stay on Tally while your operations team runs on OneBook. No double data entry, no disruption.
06.
What if it doesn't work for us?
We offer a 30-day free trial and a lifetime warranty. If OneBook doesn't fit your business after implementation, we'll help you migrate back — no lock-in, no penalties.