Quanta

A mobile companion for Tally, built for owners who can’t reach their own numbers.

Quanta mobile app dashboard showing business financial health at a glance

Overview

Quanta is a mobile companion for Tally — India’s default accounting software for over 2.7M businesses. It gives SMB owners and department heads an at-a-glance view of their business’s financial health, anywhere, anytime. It surfaces Tally data in a form a non-expert can actually read.

Role

End-to-end research & design (sole designer)

Team

  • 1 Designer (me)

  • 3 Developers

  • Director

  • Founder

  • Tally Domain Expert

Tools

  • Figma

  • Claude

Duration

4 weeks

Why Three Matter Labs built this

TML runs two products with a deliberate division of labor. Quanta is owner-facing insight and control that earns the daily relationship; Bitamin, TML’s workflow-automation engine, captures the workflow value.

The strategic bet: a huge, underserved base of Tally-dependent businesses whose decision-makers can’t reach their own data. Quanta was built to own that daily touchpoint — the thing that gets an owner to open the app on their own, not because a workflow forced them to.

The Problem

Primary user: Ramesh Agarwal

Owner of a wholesale and distribution business in a tier-2 city.

  • ₹2–3 Cr revenue

  • Android phone

  • Low tech comfort

His needs

  • Stop depending on someone else for business metrics

  • See who owes him money, and who he needs to pay

  • Check how sales are going — without asking anyone

A day in Ramesh’s life

Ramesh is out at a client meeting when a supplier calls: “Your payment is due today!” He remembers making a recent payment to this same supplier, but isn’t sure it went through — and Tally’s on the office desktop, in a format he can’t read anyway. He calls his accountant instead. Mid-task, out, or “let me check and call you back.” By the time the number comes back, the moment’s gone. A 30-second answer took half a day.

Why Tally itself doesn’t solve this

  • Desktop-only, licensed to a few machines

  • Heavily reliant on accounting terminology

  • Built for power-users — mainly accountants

Research & discovery

Given a 4-week timeline, I focused research on cadence and priority rather than exhaustive discovery:

  • Learning the domain — taught myself Tally by shadowing a domain expert and watching how the software is actually operated

  • 4 short interviews — owners and department/sales heads, focused on what they check and how often, not feature wishlists

  • Secondary research

  • Competitive analysis

Key insight from discovery

Sales and outstanding are the metrics owners actually reach for. Sales answers “how is my business doing” — a home-screen question. Outstanding is followed by action — it earns its own dedicated space.

Key design decisions

#1

Sales and Outstanding get top billing

Sales lives on Home — it answers “how is my business doing.” Outstanding gets its own action-oriented tab: a payable/receivable toggle, overdue/due-today/this-week filters, and a breakdown by party.

Quanta home screen showing total sales figure and payable/receivable alerts
Quanta Outstanding tab with receivable/payable toggle and overdue filters

#2

Purchases only became meaningful once tied to inventory

Raw purchase price or quantity wasn’t actionable on its own. Connecting it to stock level, reorder status, and last purchase price is what made it useful — answering “how many left,” “does this need reordering,” “what did I pay last time.”

Quanta Inventory screen listing items with stock quantities

#3

Parties, for the client-specific deep dive

Supports the moment a customer or supplier calls asking about their own balance, and the moment an owner wants to check one party in detail — separate from the aggregate Outstanding view.

Quanta party detail screen for Sharma Traders with balance and transactions

#4

Reports, scoped to depth rather than removed

Day book, P&L, balance sheet, ledgers — kept for users with moderate-to-deep Tally knowledge, rather than simplified into a general-audience feature. A deliberate call not to try to make everything beginner-friendly.

Quanta Reports menu with Day Book, Profit and Loss, Balance Sheet, and Ledgers

#5

MVP prioritization by cadence, not by feature size

Sales and Outstanding — daily. Parties and Inventory — weekly. Reports — occasional. Expenses and Invoice Creation were deprioritized entirely for v1.

Visual system: one product, six brands

TML owns Quanta but sells through distributors who require their own branding — so white-labeling was a requirement from day one, not a later nice-to-have.

Design principles

  • Neutral color carries the visual hierarchy

  • Brand color appears only on interactive elements

  • A very light brand-tinted gradient sits behind main screens

Scaled with Figma variable modes — one component set, six themes, switchable with no redrawing.

Trust through freshness: multi-company sync

Tally treats each business as a separate “Company,” with its own books and financial year — and owners often run several. Quanta mirrors that: every company is switchable, each with its own sync state.

Because Quanta is a read-only mirror of data that changes constantly in Tally, it’s only trustworthy if the user knows how fresh it is. That shaped two decisions:

  • A persistent “last synced” status, always visible

  • Automatic syncing, with manual re-sync always available

Measuring success

I used the HEART framework to define what success would look like post-launch:

Dimension

Goal

How we’d know

Happiness

Users trust the app over calling their accountant

App ratings, reduced accountant reach-outs

Engagement

Owners check it at moments that matter, not just once

Sessions/week, breadth of features used

Adoption

New users get through sync setup to a populated dashboard

Sync-completion rate, time-to-first-value

Retention

Usage holds across monthly business cycles

Repeat sessions, uninstall rate

Task Success

Core tasks (check cash, review payables) complete without friction

Task completion rate, search success rate

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