Mid-market services group, ₹30Cr turnover, 4 entities
- Scope
- Consolidated P&L, balance sheet and rolling cash forecast across 4 entities.
- Target outcome
- Month-end close: 4 days → 6 hours
industries
For Finance Teams
Excel for finance teams - build dashboards close faster models and pipelines the team you already have. 7 reports every CFO opens on Monday. From ₹6K fixed scope.
- finance
- fpa
- dashboards
- close
Finance teams do not have a data problem - they have a consolidation problem. The numbers are in the GL; getting them into one signed dashboard by the time the board meets is the actual work. We build the dashboards and pipelines that make that work routine, in the Excel your team already runs on.
What we usually see
The spreadsheets we work with.
- GL extracts from Tally, Zoho, SAP, QuickBooks or NetSuite - every entity, every period
- Budget and forecast workbooks maintained by the FP&A team
- Bank, vendor and inter-company reconciliation sheets that get rebuilt every month
- Manual variance commentary that takes two days to compile into a board pack
What we ship
The deliverables, in plain English.
- 01
A consolidated P&L, balance sheet and cash dashboard refreshed in a single click
- 02
Variance-to-budget and variance-to-prior-year with drill-through to the GL line
- 03
A month-end close that runs itself - refresh, validate, email the pack, done
Sample scenario
What a typical build targets.
Engagement
What we need from you, and what you get.
What we need from you
- 30 minutes on a call to walk us through your current close
- Sample GL exports from your ERP (Tally, Zoho, SAP, NetSuite, etc.)
- Your month-end checklist and the board pack template you use
- A single point of contact for review cycles
What you get
- A consolidated dashboard refreshed in a single click
- Variance commentary that auto-builds for the board pack
- 30 days of post-delivery support and a written spec
- A workbook your team owns, runs and can extend
Book a 30-minute discovery call
Walk us through your current close.
We will come back within a working day with a written fixed-scope proposal - no discovery retainer.
Industry-tuned
Direct channels
Built for
your workflow.
- Industry guides
- 12
- Price in writing
- Fixed
- Reply window
- 24h
- 1Tell us the shape
- 2We map the data
- 3Ship the dashboard
Mutual NDA availableCalls scheduled in your timezone