Performance Reporting
MIS and management reporting that earns its place
Decision-grade reporting delivered monthly: your true position, the margins underneath it, and a written explanation of what changed. Remote-first, so we work with businesses anywhere in India.
The problem
Most owners are steering on stale numbers.
The typical mid-sized Indian business sees a full picture of its finances once a year, when the audit is done. Everything in between is a bank balance and instinct.
That works until it doesn’t — until a product line has been quietly loss-making for three quarters, or a large customer’s payment terms have silently financed itself out of your working capital.
Monthly reporting isn’t administration. It’s the difference between finding that out in month two and finding out in month eleven.
The monthly pack
What lands in your inbox every month.
Profit & loss with comparatives
This month, last month, same month last year and year to date against budget — so a number is never presented without context.
Balance sheet, reconciled
Every line supported by a reconciliation. If a balance can’t be explained, it’s flagged rather than carried.
Cash flow statement
Where the cash actually went — which is rarely where the profit says it went.
Segment and product margins
Gross margin split by the dimension that matters to you: product, client, project, branch or channel.
Debtor and creditor ageing
Who owes you, how overdue, and what it’s doing to your working capital.
KPI dashboard
The eight to twelve numbers that actually run your business, on one page, tracked monthly.
Variance commentary
Written explanation of what moved and why — in sentences, not just a column of differences.
Open items note
Anything unresolved, stated plainly, with what we need from you to close it.
MIS reporting — common questions
What is an MIS report?
An MIS (Management Information System) report is the monthly reporting pack a business uses to run itself — profit and loss, balance sheet, cash flow, margin analysis, ageing and key operating metrics, presented together with commentary. Unlike statutory accounts, an MIS exists for decisions, not for filing.
What should a monthly MIS report contain?
At minimum: a P&L with prior-period and budget comparatives, a reconciled balance sheet, a cash flow statement, debtor and creditor ageing, gross margin by your key segment, and a short written commentary on what changed. Anything that doesn’t drive a decision is padding.
How is MIS different from the accounts my CA prepares?
Statutory accounts are prepared once a year to satisfy law and are optimised for compliance. An MIS is prepared monthly to satisfy you and is optimised for decisions — more granular, more current, and structured around how your business actually operates.
How quickly can we get the monthly pack?
Within 24 working hours of complete data, guaranteed — or your next month is on us. Reporting that arrives six weeks late is a history lesson, not a management tool; ours arrives while the month is still worth acting on.
Can you build reporting on top of our existing accounting?
Yes — reporting can be a standalone engagement if your bookkeeping is handled internally or by another provider. We’ll first check the underlying data is reliable, because reporting built on unreconciled books is worse than no reporting at all.
Do you build dashboards?
Yes. A one-page KPI dashboard is part of the standard pack, and where clients want live dashboards we build them on top of the same reconciled data so the dashboard and the statements never disagree.
Serving businesses across India
Show us your current reporting.
Send whatever you get today — a Tally P&L, a spreadsheet, nothing at all. We’ll tell you what’s missing and what a decision-grade pack would add.
Delivered within 24 working hours, or next month is on us. 24 working hours from the moment we have your complete data. The clock runs Monday to Saturday and pauses on Sundays and public holidays. Terms