Power BI dashboards and MIS reports that update themselves.
Stop building reports by hand every month. We connect your accounting and billing software and give you live dashboards and a monthly MIS pack you can read in five minutes.
- Built from Tally, Zoho Books, billing, POS, hospital software or Excel
- Refreshed automatically, viewable on laptop and phone
- Designed around the decisions you actually make
Get a free dashboard demo
Tell us what you need. An expert will call you back with a clear plan and a fixed quote.
Prefer to talk now? Call +91 63804 56464
One screen for every key question
Sales
Sales by item, customer, branch and salesperson, with month-on-month and year-on-year trends.
Cash and bank
Bank balances, cash inflow and outflow, and a forecast of the weeks ahead.
Receivables and payables
Who owes you, whom you owe, ageing buckets and collection follow-up lists.
Profitability
Gross margin by product, customer, branch or doctor, and where margin is leaking.
Inventory
Stock value, fast and slow movers, reorder levels and items close to expiry.
GST and compliance
Tax payable, ITC claimed, GSTR-2B mismatches and upcoming due dates.
The numbers your management meeting needs
Alongside live dashboards, you get a short monthly MIS pack in PDF or Excel, ready for partners, investors or your bank:
- Profit and loss with month and year-to-date comparison
- Budget vs actual, with reasons for big differences
- Cash position and 12-week cash forecast
- Receivables and payables ageing
- Key ratios and KPIs for your industry
- Three things to act on this month
Works with your software
- Tally Prime (including custom TDL exports)
- Zoho Books and Zoho Inventory
- Busy, Marg and other billing software
- POS, hospital and clinic software
- Bank statements, Excel and Google Sheets
- QuickBooks for international clients
Your dashboard in five steps
Understand
We agree the questions you want answered and the KPIs that matter.
Connect
Data pulled from your software through exports or APIs.
Build
Data cleaned and modelled, dashboards designed and reviewed with you.
Train
A short session so your team can read and filter the dashboards.
Refresh
Automatic updates, plus support when your needs change.
Dashboard questions
Do I need to buy Power BI licences?
It depends on how many people need to view the dashboards and how they share them. We explain the options and recommend the most economical setup before you buy anything.
Can I see the dashboards on my phone?
Yes. Power BI dashboards can be viewed on a laptop, tablet or the Power BI mobile app.
How often is the data updated?
Usually daily, and more often if needed. Updates run automatically, so nobody rebuilds reports by hand.
Is my data secure?
Yes. Access is limited to the people you choose, and your data is never shared or used to train public AI models.
Can you start with just one dashboard?
Yes. Many clients start with a sales or cash dashboard and add more as they see the value.
More from Data & AI
Your first step takes 15 minutes.
- Free consultation with an expert, not a salesperson
- A written plan and a fixed quote before any work starts
- One dedicated manager for accounts, licences and data
Request your free consultation
Press Send and your details open in WhatsApp, ready to send to our team.