Bring your Tally vouchers and masters into AIMS without retyping them.
- Pull sales, purchase, AMC and service invoices, suppliers, expenses and delivery challans for a date range and branch.
- AIMS IQ also pulls customers, products, receipts and credit notes.
- Everything lands in a review inbox first. You check it, then post it to AIMS or send it back.
- Customers, suppliers and products are matched to what is already in AIMS, or created as they come in.
- Connects to TallyPrime on your network, directly or through a small connector on the Tally computer.
Good to know: The sync runs from Tally into AIMS, when you start it. Posting back into Tally is limited today; tell us your setup on the demo call.
More about AIMS and Tally
Keep AIMS and Zoho Books in step, with a person approving every change.
- Customers, vendors, items, estimates, sales orders, invoices and credit notes, in both directions.
- Connect with your Zoho login. No passwords are stored in AIMS.
- Every change waits in a change inbox for approval. Conflicts are shown so you can pick the right version.
- Check Zoho for changes every five minutes, or sync when you choose.
Good to know: Payments, purchase orders and purchase bills are not synced.
More about AIMS and Zoho Books
Reach customers and staff where they already read their messages.
- Send an estimate or a brochure to a lead on WhatsApp from the lead record.
- Ask a customer for a Google review on WhatsApp after a job.
- Tell employees on WhatsApp that their payslip is ready, with their net pay.
Good to know: Messages go out from AIMS. Replies arrive in your WhatsApp as usual, not inside AIMS.
More about AIMS and WhatsApp
Tell the right Teams channel the moment a sales order comes in.
- Post a card to a Teams channel you choose when a sales order is created.
- Set rules for which orders go to which channel.
- Connect with your Microsoft work account, or with a Teams workflow link.
Good to know: Notifications only. Approvals inside Teams are not available.
More about AIMS and Microsoft Teams
Bring online orders into the same system as the rest of your sales.
- Pull products and orders from your Shopify store.
- Customers are created in AIMS from their orders.
- Syncs on a schedule, every hour by default, or when you choose.
Good to know: One way, from Shopify into AIMS. Stock and fulfilment are not sent back to Shopify.
More about AIMS and Shopify
Punches go straight from the device to attendance, then to payroll.
- Devices that push over ZKTeco ADMS (iClock), including many eSSL models, send punches to AIMS directly.
- Process punches as they arrive, or in batches every 5 minutes to 12 hours.
- Using eSSL eTimeTrackLite? AIMS pulls the previous day’s attendance every night.
- Punches become daily attendance, which feeds leave and payroll.
More about AIMS and Biometric devices
Send documents from AIMS and keep the replies with them.
- Email quotes, sales orders, purchase orders, goods receipts, invoices, credit and debit notes, and payment reminders.
- AIMS IQ also emails AMC, service and solar quotes.
- Send from your own domain, through your mail server or a mail service.
- Customer replies are matched to the quote or invoice they answer, and you can see when a quote was opened.
More about AIMS and Email