MIS reports your clients can trace to source
Builds the client's monthly MIS from matched lines only: revenue, expenses, statutory dates and a few plain-language insights, each citing the transactions behind it. A partner signs it off.
Three jobs it does every single month
Not dashboards for their own sake. Each one ends in a decision someone would otherwise take late.
Figures you can open
Click any number in the MIS to see the transactions behind it, with a total that ties.
Insights that cite
Each insight names the transactions it is based on. If the data is not there, the MIS says so instead of guessing.
Review before it goes out
A partner signs off or sends it back with a note. Nothing reaches the client unseen.
What goes in, what comes out
It reads
- Reconciled lines
- Payment gateway reports
- Statutory due dates
Connect through Tally, a bank statement upload, or a document drop. Nothing needs to be re entered.
It produces
- Monthly MIS report
- Cited insights
- Signed-off PDF and Excel
Every figure stays linked to the source line, so a reviewer can trace it without asking anyone.
Works alongside the rest of the pipeline
Put the narrate on your books
Twenty minutes with your own data. You keep whatever it finds, whether or not you continue.
Free trial, 14 days from your first upload · No card needed