● A day on Neev

A typical workflow.
Connected records.

This walkthrough is an illustrative scenario, not a customer result or promised timeline. Actual steps depend on the Neev capabilities enabled for the business, the quality of its records, staff review, and any required third-party provider approvals.

06:00
Overnight

Standing orders generate.

In this example, recurring schedules create tomorrow's draft orders for an operator to review before fulfilment.

Capability status
Available in Neev · staff review required
09:00
Owner login

The morning summary.

The owner reviews recorded sales, receivables, ageing, and exceptions from the business's Neev data.

Capability status
Available in Neev · depends on recorded data
10:30
WhatsApp

A customer message arrives.

After Meta approval and WhatsApp configuration, an incoming order message can be interpreted into a draft for an operator to check against stock, credit, and the original message.

Capability status
Configuration required · interpretation must be reviewed
12:00
Approvals

The held queue clears.

Orders that trigger configured price, credit, or customer-data checks can be held for an authorised person to review and record a decision.

Capability status
Available in Neev · rules depend on customer setup
14:00
Warehouse

The warehouse works from pick lists.

Assigned staff can use order and pick records on a phone-sized screen, then record packing progress as work is completed.

Capability status
Available in Neev · device workflow may require setup
16:00
Dispatch

Invoices are prepared for review.

Neev uses the customer, line-item, HSN, tax, and state details entered in the workspace to prepare an invoice for customer or CA review before issue or filing. WhatsApp delivery requires provider configuration. Tally-compatible file export is available for supported records; direct Tally sync is planned.

Capability status
Invoice preparation available · external delivery configured separately
18:00
Accounts

Collections are recorded.

An authorised user records UPI, NEFT, or cash receipts and reviews how they are allocated to invoices before receivables are updated.

Capability status
Available in Neev · allocation requires accurate records
21:00
Tomorrow

The owner reviews exceptions.

Ageing, missed schedules, and other recorded exceptions can be reviewed before the next day. They support a decision; they are not a prediction or professional financial advice.

Capability status
Available views · conclusions remain with the customer
● The system underneath

Carry reviewed data into the next step.

When the relevant capabilities are enabled, a reviewed WhatsApp draft can feed an order, pick record, invoice draft, and receivable without recreating the same business record at each step. Staff remain responsible for reviewing inputs and outputs.

Step 01
Message
Provider configured
Step 02
Order
Draft reviewed
Step 03
Stock
Allocation recorded
Step 04
Invoice
Prepared for review
Step 05
Receivable
Recorded in Neev
● Reuse reviewed data. Neev can carry customer and order details into later records inside the product. Invoice preparation does not itself file a GST return, generate an IRN, or post to Tally; those steps require a supported workflow or separate provider process.
● Walk the day

Walk through your day with us.

Tell us about yesterday and we can discuss which parts of that workflow Neev currently supports, which need configuration, and which remain planned.