SoftDocket

Solution · AI & Analytics

Turn signals into action.

AI copilots, anomaly detection, forecasting, cross-product dashboards — grounded in your SoftDocket data, not generic models.

What enterprise GMs tell us

The reporting layer that never matures.

  • Signal-to-noise overload

    10 dashboards, 200 KPIs, zero clarity on what to act on first.

    Decision risk

  • Manual reporting cycles

    Monthly board pack takes 3 days to assemble. Half the data is already stale.

    Time drain

  • No forecasting

    Cash flow plans built on last quarter's data. No predictive lift.

    Planning risk

  • Anomalies caught late

    Water leak detected when the bill hits. Diesel theft caught at audit.

    Loss risk

  • AI feels gimmicky

    Generic chatbots that don't know your data. "Insights" that aren't.

    Adoption risk

How SoftDocket solves it

AI grounded in your operations.

Anomaly detection, forecasting, dashboards, copilots — wired to the same Postgres your operations write to. No data pipelines to build.

  • Anomaly detection on water, energy, revenue, vendor cost — out of the box
  • Cash flow + receivables + occupancy forecasting (30 / 60 / 90 day)
  • Cross-product dashboards — Operations + Financial + IoT in one view
  • AI copilot for queries: "Which sites had > 15% water spike last week?"
  • Scheduled board packs — PDF / Looker / Slack delivery
  • Open API + BigQuery + Looker Studio + Grafana integrations
  • Anomaly detection

    Real-time alerts on revenue, cost, IoT, vendor signals.

  • Forecasting

    Cash flow, receivables, occupancy — 30 / 60 / 90 day.

  • AI copilot

    Natural-language queries on your data. Grounded, not generic.

What you get out of the box

Four modules. One intelligence layer.

  • Anomaly detection

    Watches every metric. Alerts before it shows up in the P&L.

    • Water / energy spike detection
    • Revenue drop alerts
    • Vendor cost variance
    • IoT condition triggers
    • WhatsApp + Slack alerts
  • Forecasting

    Predictive lift on the metrics that drive cash flow planning.

    • Cash flow 30 / 60 / 90 day
    • Receivables ageing forecast
    • Occupancy / booking forecast
    • Demand forecast (commerce)
    • Confidence intervals + drivers
  • Cross-product dashboards

    Operations + Financial + IoT + CX in one executive view.

    • Pre-built executive dashboards
    • Drag-drop custom dashboards
    • Drill-down to row level
    • Scheduled email + Slack delivery
    • Mobile-first view
  • AI copilot

    Ask in English. Get a chart, a table, or a follow-up question.

    • Natural-language query
    • Grounded in tenant data only
    • Source-citation answers
    • Workflow trigger (create ticket, broadcast)
    • Hindi + Tamil + Kannada support

Signal-to-action loop

Four steps from anomaly to fix.

  1. 1

    Detect

    Anomaly detector fires on water spike, revenue drop, vendor variance.

    Signal captured

  2. 2

    Diagnose

    AI copilot shows the likely drivers — which site, which meter, which day.

    Root cause

  3. 3

    Act

    One click creates a work order, a ticket, or a broadcast. Auto-assigned.

    Action taken

  4. 4

    Verify

    Metric watched. Forecast updated. Loop closed.

    Resolved

AI is grounded in your tenant data only — no cross-tenant leakage.

Integrations

Talks to every BI tool and AI provider you use.

  • Postgres (your data)

    Data

  • BigQuery

    Warehouse

  • Snowflake

    Warehouse

  • Looker Studio

    BI

  • Grafana

    BI

  • OpenAI

    LLM

  • Anthropic

    LLM

  • AWS Bedrock

    LLM

  • Slack alerts

    Channel

  • WhatsApp alerts

    Channel

Security

AI without the data leak.

  • Per-tenant grounding

    AI sees only this tenant's data. Vector stores partitioned per tenant.

    Zero cross-tenant

  • Prompt + response logging

    Every AI interaction logged with actor, prompt, response, citations. Auditable.

    7-year retention

  • PII redaction at inference

    PII redacted before LLM call. Original data never leaves the platform unmasked.

    Configurable redaction

  • BYO LLM keys

    Use your OpenAI / Anthropic / Bedrock account. Your data, your contract.

    No vendor lock-in

Analytics

What customers actually measure.

Anomalies caught early
+340%

Vs manual review

Cash flow forecast accuracy
94%

30-day horizon

Water + energy loss recovered
₹12L / yr

Per 500-flat society

Board pack prep time
-87%

From 3 days to 4 hours

Copilot queries / month
1,400 avg

Enterprise tenant

Mean time to detect
-91%

Anomaly vs manual

  • Executive dashboard — revenue, cost, NPS, occupancy at a glance
  • Anomaly feed — by metric, site, severity, action taken
  • Forecast vs actual — accuracy tracked weekly
  • AI copilot usage — top queries, citations, action conversion

Customer voices

Decision-makers on the change.

  • We caught a ₹4.2 lakh water leak in 36 hours. Old workflow would have caught it on next month's bill.

    Rajan Iyer

    Estate Director · Brigade Cosmopolis

    ₹4.2L leak caught in 36h

  • My CFO trusts the cash forecast for the first time in 8 years. 94% accuracy on 30-day.

    Meera Bhattacharya

    CFO · Sattva Group

  • Board pack went from 3 days to 4 hours. The copilot does the chart-pulling I used to do.

    Anish Verma

    Head of Strategy · Embassy Group

    Board prep -87%

Ready when you are

AI grounded in your operations.

Get a 30-minute walkthrough. Bring a question; we'll show you the copilot answering it live on demo data.

AI & Analytics Solution — SoftDocket