GOALS

• Neha aims to automate her online store's accounting and tax filing processes to ensure compliance with GST regulations and avoid penalties
• She wants to gain a clear understanding of her store's profitability by tracking sales, expenses, and inventory costs through detailed reports and dashboards
• She wants to streamline order fulfillment, inventory management, and payment processing to handle the increasing volume of orders efficiently and improve customer satisfaction.

Frustrations

• Managing GST compliance and filing returns manually is time-consuming and prone to errors, causing her anxiety about potential penalties
• Reconciling sales data from various online platforms with her inventory and accounting systems is a tedious task, often leading to discrepancies
• She faces challenges in managing inventory levels accurately, resulting in overstocking or stockouts, impacting her ability to meet customer demands and optimize storage costs.

GOALS

• Rajesh wants to efficiently manage multiple clients' financial data, collaborate with them seamlessly, and ensure timely filing of tax returns and compliance reports
• He seeks to leverage technology to automate repetitive accounting tasks like data entry and reconciliation, freeing up his time to focus on providing strategic financial advice to his clients
• He aims to access and analyze his clients' financial data in real-time through comprehensive dashboards and reports, enabling him to provide proactive insights and recommendations.

Frustrations

• Manually handling accounting tasks for multiple clients is time-consuming and limits the amount of time he can dedicate to each client
• Consolidating data from disparate systems and ensuring data accuracy across multiple clients is challenging, increasing the risk of errors and delays
• Generating insightful reports and providing proactive financial advice to clients is hampered by the lack of real-time data analysis and visualization tools.