Cash & Revenue
Delivered but never invoiced
Gap: Shipped/closed 20 Jun, no invoice in the books after 3 days.
PULLS Projects/dispatch, Tally/SAP sales register, challans (OCR)
CHASES Accounts — raise it; invoice no. & date captured in the reply
Home / PolicyOS
Product 02 · PolicyOS
Sit back. Your company keeps running.
Mbots do the work. PolicyOS checks the work was actually finished — it audits every report the moment it lands, chases the owner with the evidence attached, and escalates to you only if it stalls.
0%hands-off chasing
0 emailcloses the loop
0/7audit, unattended
0 viewwhole company
Today · un-audited
Right now, you are the glue.
Payments promised but not arrived. Projects shipped but never invoiced. Hires approved but not made. Every gap between departments quietly lands on your desk — weeks later, as money that should already be in the bank.
PolicyOS becomes the glue instead: it sits between departments and watches every handoff, so nothing depends on someone remembering to check.
How the audit works
Four steps — then it earns the right to fix things itself.
PullTally · SAP · GST · banks · CRM · HR · OCRreading your systems…
Auditrules + evidence · finds the gapchecking the report…
Chaseemails the owner · date · amount · saveemailing the owner…
Act · tier 2writes the fix back to Tally/ERP · once trustedwriting back to the ERP…
What it catches
Delivered · not invoiced
Money already earned
Delivered 20 Jun, no invoice in the books.
→ Accounts: raise it
Payment overdue
Cash that didn't arrive
Promised 15 Jun, not in the bank.
→ Sales: chase customer
GST credit missing
Tax credit slipping
2B doesn't match your books.
→ Finance: push vendor
Hiring not closed
Headcount approved
3 roles signed off. 0 offers out.
→ HR: where are we?
The audit chase
The whole loop closes inside one email.
Approvals, dates, amounts and remarks — captured right in the mail. Nothing new to log in to. The moment the owner hits approve, it syncs to the dashboard.
PolicyOS · Mitrak.aisales@mindfulbots.com → accounts@yourco.in
AUDITInvoice pending — #2291 not billed
Hi Priya — audit flag on Order-to-Cash. Please confirm.
Raise the invoice and it's recorded here — no portal, no login.
Sales — closed-won12 Jun
Projects — delivered20 Jun
Tally — no invoiceto date
✓ Approve & save
Audit use cases
Every loop with a handoff.
Filter by area. Each is a place money or time quietly leaks between departments — and exactly who PolicyOS chases.
Cash & Revenue
Payment promised, cash not in
Gap: Committed 15 Jun, not credited by 17 Jun; DSO creeping.
PULLS Bank statements (all banks), AR ledger, PO commit dates
CHASES Sales — chase the customer, invoice & ageing attached
Cash & Revenue
Milestone hit, bill not raised
Gap: Delivery milestone complete, no invoice against it.
PULLS Project tracker, contract milestones, sales register
CHASES Project owner & Accounts — bill the milestone
Cash & Revenue
Return booked, credit note missing
Gap: Goods returned, no credit note issued — customer disputes.
PULLS Returns register, sales, credit-note ledger
CHASES Accounts — issue the credit note against the original
Procurement
GRN done, invoice unbooked
Gap: Goods received, no MIRO after 5 days.
PULLS GRN/MIGO, vendor invoices, PO
CHASES Accounts — book it; GRN & PO attached
Procurement
Advance paid, never adjusted
Gap: Vendor advance open against a completed PO.
PULLS Advance ledger, PO status, bank
CHASES Accounts — knock off the advance
Procurement
Duplicate payment risk
Gap: Same invoice number seen twice across entities.
PULLS AP ledger across entities, vendor master
CHASES Accounts — hold & verify before the payment run
Procurement
Vendor ITC mismatch
Gap: 2B shows credit your books didn't take.
PULLS GSTR-2B, purchase register, vendor master
CHASES Finance to reconcile, vendor to fix filing
Compliance
Filing deadline creeping up
Gap: GSTR-3B / TDS / PF-ESI due, no filed-proof uploaded.
PULLS Compliance calendar, portals, challans
CHASES Owner — file it; T-2 days escalates as penalty risk
Compliance
TDS short-deduction
Gap: Section/threshold mismatch before a payment.
PULLS AP, TDS masters, section rules
CHASES Finance — correct before the payment run
Compliance
Statutory / ROC dates
Gap: Board/ROC/annual filing dates approaching.
PULLS Statutory calendar, filing status
CHASES Company secretary / Finance — with the exact date
Compliance
E-way / e-invoice gap
Gap: Dispatch without a matching e-way / e-invoice.
PULLS Dispatch, e-way portal, sales order
CHASES Logistics — generate before the vehicle moves
People & HR
Headcount approved, roles open
Gap: Budgeted roles unfilled for weeks; cost unseen.
PULLS HR tracker/ATS, approved headcount
CHASES HR — status per role; escalates in 2 weeks
People & HR
Offer out, onboarding stalled
Gap: Candidate accepted, joining formalities pending.
PULLS ATS, onboarding checklist
CHASES HR — complete docs/assets before day one
Operations
Made, not moved
Gap: Produced, no dispatch/e-way past SLA; orders ageing.
PULLS Production confirmation, dispatch, sales order
CHASES Production/Logistics — with order age & value
Operations
Inventory variance
Gap: System vs physical stock drifting silently.
PULLS Stock ledger, GRN/issues, counts
CHASES Stores — investigate & adjust with proof
Operations
SLA breach unnoticed
Gap: A step blew its SLA and no one flagged it.
PULLS Process logs, SLA config
CHASES Owner — with elapsed time & next step
17 shown
Escalation
Ignored for 48 hours? Over to you.
Chased twice with no response, PolicyOS brings the flag straight to you — who's blocking, for how long, and the value at stake — so nothing stalls in silence.
₹4.2L
Invoice not raised · Project #2291
Accounts · chased 2×
₹3.2L
Payment INV-0442 overdue
Sales · chased 2×
48h
3 roles approved, no HR response
HR · chased 2×
Your seat · the dashboard
One screen. The whole company.
₹0Lmoney at risk
₹0Lrecovered · 30d
At risk by loop
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