"XYZ Wholesalers," a mid-level distributor of electronic components, had been a loyal Tally user for over a decade. Their system was a fortress of historical data, but it offered no foresight. The owner, Mr. Sharma, was struggling with a problem he couldn't see: his cash flow was constantly tight, even though sales were stable.
The Problem: A Warehouse Full of "Hidden" Losses
Mr. Sharma's business was built on Tally. His team manually entered sales, purchases, and counted stock at the end of every quarter. His Tally balance sheet showed "Inventory (Assets): $100,000," which he assumed was a good thing. But he was wrong.
- The Tally Blind Spot: Tally couldn't distinguish a fast-selling $50 item from a $50 item that hadn't sold in two years. To Tally, both were just "$50 of assets."
- The Cash Flow Drain: This "dead stock" was tying up over $20,000 in capital—cash that Mr. Sharma couldn't use to buy the *new* components that were in high demand.
- The Missed Sales: While his capital was locked in old stock, his sales team was frequently telling customers, "Sorry, that new model is out of stock. It will be 3 weeks."
He was simultaneously suffering from **overstock** and **stock-outs**. This is the classic, costly paradox that manual inventory systems like Tally cannot solve.
[Image of a cluttered warehouse shelf] XYZ's warehouse: full of "assets" that were actually profit-draining dead stock.
The Solution: Turning on the Lights with Coinmate's AI
Mr. Sharma agreed to a 14-day trial of Coinmate. The onboarding team imported his Tally data (customers, products, and inventory levels) in a single afternoon.
Within **one hour** of the data being live, Coinmate's AI Risk Center lit up like a Christmas tree.
Day 1: The "Dead Stock" Alert
The AI dashboard immediately flagged 32 product lines as "Dead Stock Risk," identifying items that had zero sales in the last 180 days. The total value of this locked capital: **$21,450.**
For the first time, Mr. Sharma wasn't looking at a generic "Inventory" number. He was looking at an actionable, color-coded list of his worst-performing assets. Armed with this list, his team immediately created a liquidation plan: a flash sale for 10 items and a bundle-deal for 22 others.
Day 7: The "Stock-Out Risk" Alert
While the team was clearing old stock, a new alert popped up: **"Stock-Out Risk: 5 days remaining for 'Product ABC-123'."**
This was one of their best-selling items. The AI's demand forecast saw the sales velocity was high and warned them *before* they ran out. In their old Tally system, they wouldn't have known until a customer tried to order it. They placed an expedited order, preventing a stock-out and saving an estimated $2,000 in lost sales.
[Image of the Coinmate AI Risk Dashboard UI] The AI Risk Center immediately identified both dead stock (red) and stock-out risks (yellow).
The Result: $15,000 Saved and a 20% Cut in Waste
By the end of the first 30 days, the results were undeniable.
- Capital Recovered: From the liquidation sale of the AI-identified dead stock, XYZ Wholesalers recovered **$15,200 in cash**.
- Waste Cut: They cut their total inventory waste (money lost to dead/expired goods) by an estimated **20%**.
- Stock-Outs Prevented: They successfully prevented two major stock-outs on their high-demand items, protecting their revenue and customer relationships.
- Operational Efficiency: Mr. Sharma's team now spends 0 hours on manual stock audits and instead spends 10 minutes a day reviewing the AI dashboard.
"We Were Driving Blind."
In Mr. Sharma's own words: "We were driving blind with Tally. It's a good tool for filing taxes, but it's a terrible tool for managing a business. Coinmate's AI turned on the headlights. I can't believe we were just letting $20,000 sit on a shelf collecting dust. This AI paid for itself in the first week."