Effortless
Add OnThe Self-Service Engine

Stop Being Your
Customer’s Help-Desk

Stop WhatsApp chaos. Transition your regular B2B buyers to a white-labeled, 24/7 web and mobile ordering portal. Let them browse your inventory catalogue, self-place orders within your predefined MoQ Or Price rules, and track their own invoices/payables/statements—without distracting your sales staff.

Problem/Solution Split

The “Dependency” Flip

From Manual updates to Zero Friction intelligence

The Friction

Manual steps, slow updates, and constant follow-ups

A buyer on the phone waiting for an account statement to be emailed

The Freedom

Instant Accessibility. Zero Friction.

Three phones showing the buyer portal statement, dashboard and payables
The Value Pillars

Feature Deep Dive

Your own B2B Amazon like portal & App

  • Buyer portal home screen with catalogue and recent orders

    Branded Catalogue & Rule-Based Self-Ordering

    Wholesaling on Autopilot.

    Showcase your dynamic digital product assortment. The portal strictly enforces your custom Minimum Order Quantities (MoQ), UOMs and locks in customer-specific tiered pricing layouts automatically

  • Statement of account listing all transactions

    The On-Demand Digital Ledger (SOA)

    Eliminate Month-End Reconciliation Disputes.

    Stop handling endless calls for lost invoices. Your buyers can securely access, filter, and extract their live Statement of Accounts (SOA) instantly compiled straight from your core ledger database.

  • Payables screen with invoice-wise outstanding amounts

    Real-time Payables Tracking

    Remove: What’s my payables? question.

    Buyer specific Payables Ledger with Invoice-wise payment history, and current outstanding Linked to your Tally

  • Unapproved invoice awaiting a one-tap approval

    Real-Time Approval Checkpoints

    No Calls. No PDFs. Just Approve.

    Sales reps get placed order alerts instantly. Approve or reject with one tap. Fast approvals keep dispatch moving without delays.

    Approvers get auto reminders on your set intervals for the pending approvals at their desk.

  • Order history with repeat-order and collection activity

    One-Touch Re-ordering & Scheme Visibility

    Accelerate Velocity on Repeat Purchases.

    Recurring buyers can look into their historical procurement ledger and hit “Repeat Order” inside 3 seconds.

    The engine transparently highlights active bulk schemes, MoQ, incentivizing larger average cart sizes without human sales intervention.

    Buyer can see, Live Status of placed Orders (Pending / Partially fulfilled / Fulfilled).

  • Owner dashboard with orders, collections and overdue totals

    AI Powered Owner Visibility Panel

    Orders. Dues. Cash. All in One Screen.

    Owners see Today's orders Today's collections Pending by customer Scheme-driven sales lift Cash stuck in overdue customers Everything updates in real time.

  • Two-way sync between Effortless and Tally Prime

    The Final Truth Remains True

    Tally Stays Updated. Always.

    Approved Orders, Invoices, and Collections move into Tally without typing.

Why This Matters

  • Happy Customers

  • Self Service

  • Enable Pro-Active Growth

See it in Action

Watch how regular customers order, track and reconcile on their own

video thumbnail

Ready to Equip Your Regular Customers?

See how finance teams are saving hours and catching errors before they become losses

See All Features