Naysa
Naysa Infotech India
ERP • Compliance • Platforms
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Unified modules Industry packages Governance-first

One platform that powers multiple industries

Your industry solution is not a one-off website — it is a curated bundle of modules built on shared platform layers: governance, integrations, reporting, and security.

See Architecture Platform Pillars Example Flows
Composable
Enable CRM first, add ERP later.
Controlled
Approvals, logs, export controls.
Scalable
Multi-tenant + API-first.
What this page explains
Non-technical + technical clarity
  • Modules and how data flows between them
  • Shared platform layers (governance, integrations)
  • Example workflows across industries
  • How to start small and expand
Want this to match your exact module naming? Share your latest feature list and we’ll align this diagram 1:1.
Visual overview

Unified architecture diagram

A simple diagram showing how industry packages sit on top of shared platform layers. Use the industry switcher to highlight what changes.

How modules connect
Shared platform layers + industry modules on top
Multi-tenant API-first Audit-ready
INDUSTRY APPS
Travel
Bookings • Reco • GST
Insurance
Broker CRM • Renewals
FFMC / Forex
A2/LRS • Inventory
Gift Cards
B2B • B2C • Wallets
CORE BUSINESS MODULES
CRM / Sales
Leads • Accounts • Deals
ERP / Accounting
Ledgers • Billing • AR/AP
Reconciliation
Bank/partner statements
Inventory
Stock control • masters
Campaigns
Coupons • UTMs • ROI
Support Ops
Tickets • SLAs • queues
PLATFORM LAYERS (SHARED)
Governance
RBAC • maker–checker • logs
Data & Reporting
Warehousing • BI • exports
Integration Layer
APIs • webhooks • adapters
Security
Encryption • backups • controls
Observability
Monitoring • alerts • audit
Config
Tenants • themes • masters
INFRA
Database
Tenant isolation
Services
Domain services
Queue
Async workflows
Storage
Docs & exports
Tip: Each industry is a curated bundle of modules + configurations, but governance, integrations, logs and reporting are shared platform layers.
Reference architecture

SaaS, On‑Prem, or Hybrid

Choose the deployment model that fits data residency, governance, and integration constraints.

What changes
Isolation, connectivity, operations
Tip: You can start SaaS for speed, then move select services to hybrid for bank or regulatory constraints.
Trust center
SOC2-ready narrative + audit evidence
  • ✓Encryption in transit & at rest, key rotation
  • ✓SSO / MFA, access reviews, least privilege
  • ✓Immutable audit logs, retention policies
  • ✓Evidence vault + reconciliation packs
Reliability targets
SLO language for enterprise buyers
Uptime
99.9%+ target
Latency
p95 API goals
RPO/RTO
Backup + recovery objectives
Throughput
Jobs/min via queues
Platform pillars

The building blocks

These capabilities are shared across all industries and modules.

Industry Packages
Travel, Insurance, FFMC, FinTech, Gift Cards — each is a curated bundle of modules and configurations.
SharedConfigurableAudit-ready
Composable Modules
CRM, ERP, reconciliation, inventory, campaigns — enable what you need and expand later.
Enable/DisableBundlesScale
Governance Layer
RBAC, maker–checker approvals, audit logs, evidence vault, export controls — shared across modules.
Maker–checkerRBACEvidence
Integration Layer
APIs, webhooks and adapters connect partners, banks, messaging, KYC, accounting and analytics.
API-firstWebhooksAdapters
Data & Reporting
Unified reporting with KPI dashboards, reconciliation packs, audit bundles and optional BI pipelines.
KPIAudit packsExports
Observability
Monitoring, alerts and operational dashboards keep workflows stable at scale.
AlertsOpsTracing
Who this is for

Architecture that answers every stakeholder

Different teams ask different questions. This page is designed to satisfy CFO, CTO, compliance, and ops in one place.

CFO / Finance
Accuracy & control
Ledger-first postings, period locks, reconciliation packs, and audit exports reduce closing time and disputes.
CTO / Tech
Scale & integrations
API-first adapters, event-driven workflows, sandbox tenants, webhook replay, and safe upgrades via versioning.
Compliance / Audit
Evidence & trails
Maker–checker approvals, immutable activity logs, evidence vault, retention rules, and export permissions by role.
Operations
Speed & stability
Queues for async work, retries, exception queues, monitoring, and operational dashboards to reduce manual firefighting.
Quick win: In demos, start with the stakeholder card, then jump to the matching section (Controls, Compliance, Resilience).
ADR highlights

Architecture decisions & rationale

Clear “why” answers reduce vendor risk. These are the decisions that make the platform stable and audit-ready.

Event-driven workflows
Queues + retries reduce failures vs cron/manual. Every step is traceable and replayable.
RetriesDLQReplay
Ledger-first accounting
Operational actions always produce ledger postings, enabling consistent finance reporting across modules.
Period locksAudit packsRecon
Config over customization
Tenants change rules, limits, approvals, and templates without breaking core logic or upgrades.
Feature flagsRulesTemplates
Multi-tenant isolation strategy
Tenant-aware access checks + encryption boundaries keep data isolated while allowing shared compute.
Versioning & safe upgrades
Backward-compatible APIs and versioned configuration prevent white-label tenants from breaking on updates.
Compliance mapping

Built for regulated workflows

Map requirements to platform controls. This makes due-diligence and audits faster.

Area Typical requirement Platform coverage
GST Invoice accuracy, period close, evidence Invoice engine, ledger posting, period locks, export packs
RBI / FFMC KYC, approvals, audit trail, evidence vault Maker–checker, RBAC, immutable logs, document vault, recon packs
IRDAI Renewals, commission trails, supporting documents Renewal workflows, commission ledger, evidence vault, exports
Bank / Partner audits Settlement proof, exception handling, approvals Reconciliation rules, exception queues, approvals, downloadable packs
Security Access control, export restrictions, retention RBAC, export permissions, retention policies, access reviews
Note: This table is intentionally generic. For your exact compliance needs, we can map to your internal SOPs and audit checklists.
Integration catalog

Connect to banks, partners, KYC & accounting

A realistic adapter layer makes the architecture credible — these are typical categories supported via APIs and webhooks.

Payments / Banking
Collections, payouts, reconciliation
ICICIHDFCRazorpayCashfreeUPI
Messaging
WhatsApp, SMS, email triggers
WhatsAppSMSEmailOTPTemplates
KYC / Identity
Onboarding, risk, KYB
DigiLockerPANGSTCKYC
Accounting Exports
ERP sync + ledgers
TallyZohoQuickBooksCSV/JSON
Travel Partners
GDS, LCC, hotel, bus
AmadeusSabreGalileoLCCs
BI / Data
Warehouse + dashboards
DashboardsETLExportsAudit packs
Examples

How data flows across modules

Sample workflows showing how CRM, ERP, ledgers and reconciliation connect — with controls at every hop.

Lead → Deal → Invoice
Typical workflow
CRM lead→Deal & approvals→Quotation→Invoice→Collections
Controls apply at every hop: approvals, logs, limits, exports.
Pay‑in / Pay‑out → Ledgers
Typical workflow
Onboarding→Pay‑in→Pay‑out→Ledger posting→Reconciliation
Bank statements match postings via rules + exception queues.
Issue → Redeem → Reconcile
Typical workflow
Bulk issuance→Delivery→Redemption→Ledger→Partner recon
Evidence vault stores invoices, approvals, and partner statements.
Data model

Single source of truth

Shared masters keep modules consistent. Events ensure every transaction becomes a ledger entry and a reconciliation candidate.

Core masters
Used across industries
CustomerProductLedgerPartnerBranchTax
Industry objects extend these masters: Booking, Policy, FX Deal, Gift Card, Payout, Settlement.
Event stream
From operation → ledger → recon
OrderCreated→ PaymentCaptured→ LedgerPosted→ ReconMatched → AuditPackReady
Idempotency
Safe retries
Versioning
Schema evolution
Traceability
End-to-end logs
Automation

Event‑driven workflow engine

Triggers, approvals, risk checks, retries, and exception queues — without hardcoding each industry.

Triggers
Start a flow
APIWebhookSchedulerManual action
Steps
Composable actions
Validation → Risk checks → Maker‑checker
Ledger posting → Notifications → Exports
Reliability
Retries & DLQ
Auto retries + backoff
Dead-letter queue + replay
Travel refund flow
Refund request → approval → partner API → ledger reversal → recon exception if mismatch.
Insurance renewal flow
Renewal due → WhatsApp reminder → payment link → policy issuance → commission posting.
Forex sale flow
KYC → risk category → stock reserve → approval → invoice → FLM‑ready evidence pack.
Resilience

Failure scenarios & recovery

Real systems fail. The architecture includes retries, idempotency, and exception queues so operations don’t stop.

Webhook failed
Partner callback times out → retry with backoff → DLQ for manual review → replay when fixed.
RetriesDLQReplay
Mismatch in reconciliation
Statement lines don’t match postings → route to exception queue → maker–checker approves adjustments.
RulesExceptionsApprovals
Duplicate request
Client retries API call → idempotency key prevents double posting → consistent ledgers.
IdempotencySafe postingTrace
Evidence on every step
Each hop records actor, timestamp, inputs, outputs, and attached documents — so disputes are defensible.
Operational visibility
Dashboards show queue backlog, failed jobs, and recon exceptions with drill-down audit logs.
Sandbox

Testing & integration readiness

Sandbox tenants, webhook replay, and mock connectors reduce go‑live risk and speed up partner onboarding.

Sandbox tenants
Separate environments for partners and internal QA with safe test data and isolated ledgers.
Webhook replay
Store inbound payloads and replay them for debugging without asking partners to resend.
Mock adapters
Simulate GDS/bank/insurer responses to validate flows before connecting real systems.
Optional: Provide a “Developer Pack” with API keys, Postman collections, sample events, and reconciliation fixtures.
Audit readiness

Audit‑day walkthrough

Show exactly how a team answers an audit query in minutes — not days.

Scenario: “Share March 2024 evidence for these 3 transactions”
1) Filter period → locked books view
2) Open transaction → see full audit trail
3) Download evidence pack (docs + approvals + logs)
4) Export reconciliation summary + exceptions
5) Share signed/dated exports with role-based permissions
Outcome: faster audits, fewer disputes, less manual work, and defensible records.
What’s included
In an audit pack
  • ✓Source documents & invoices
  • ✓Approvals & maker–checker history
  • ✓Immutable logs + timestamps
  • ✓Ledger postings & adjustments
  • ✓Reconciliation summary + exceptions
Governance

Role & permission matrix

A quick way to show stakeholders how maker‑checker, exports, and period locks are enforced.

Role Approvals Exports Period Close Configuration
Owner✓✓✓✓
Admin✓✓✓✓
Ops✓
Finance✓✓✓
Auditor✓
Partner
Rollout

Day 0 → Day 90 rollout blueprint

Make “start small and expand” concrete with a staged implementation plan.

Day 0–7
Foundation
  • ✓Tenant setup + themes
  • ✓Masters + RBAC
  • ✓SSO/MFA (optional)
Day 8–30
Go‑live
  • ✓CRM + billing
  • ✓Ledger posting
  • ✓Core integrations
Day 31–90
Scale & controls
  • ✓Reconciliation + exceptions
  • ✓Audit packs + evidence
  • ✓BI dashboards (optional)
FAQs

Frequently asked questions

Quick answers for stakeholders — with enterprise-grade topics.

Architecture Demo

Book a demo — modules + rollout plan

We’ll map your industry packages to modules, finalize governance requirements, and share a rollout timeline.

Book Demo Browse Integrations
Suggested agenda
  • Confirm industry package(s)
  • Choose modules and integrations
  • Review governance controls
  • Finalize rollout & milestones
Delivery
SaaS • White‑label
Controls
Approvals • Logs
Platform architecture
See how modules connect
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