Apps / Insights / Query Builder
Query Builder
Custom reports without writing SQL
Build the exact report you need by combining and filtering data visually — no SQL required, and no waiting on someone who knows SQL.
No credit card required
[01] What it does
Everything Query Builder handles
Visual query builder
Filter, group, and aggregate data without writing a query.
Joins across data sources
Combine sales, inventory, and finance data in one query.
Saved queries
Save a report once and reuse it instead of rebuilding it.
SQL mode for power users
Write raw SQL directly when you need full control.
Calculated columns
Build custom metrics from existing fields without a spreadsheet.
Query-to-chart conversion
Turn any saved query straight into a dashboard chart.
Parameterized queries
Build a query once, run it with different filters each time.
Query performance on large datasets
Built to stay fast even as your transaction history grows.
Export to CSV/Excel
Still need a spreadsheet? Export any query result in one click.
[02] Who it's for
What changes when you switch
Build a custom report without knowing SQL
The visual query builder means you don't need a developer to answer a one-off question.
Save a query once, stop rebuilding it every month
Saved queries turn a one-time report into a reusable asset.
[03] Compare
See how Query Builder stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedTurnaround time
Self-serve, immediate
Reusability
Save and rerun any query
Asking IT/a developer
Turnaround time
Wait in a queue for someone else's time
Reusability
One-off, rebuilt each time
[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 QUERY BUILDER 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
[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.