Velixa CapitalVelixa Capital

Tax & Accounting

MIS & Financial Reporting

Monthly MIS dashboards — P&L, cash flow, receivables, payables, GST summary — so you always know where the business stands.

  • Monthly P&L & cash flow
  • Receivables / payables ageing
  • Inventory & GST summary
  • Custom KPI dashboards

Overview

What this service covers

Numbers in Tally aren't management information — they're raw data. We convert your books into a one-page monthly MIS dashboard that tells you exactly how the business is performing, where cash is stuck, and which customers / SKUs are profitable.

Custom dashboards designed for your industry — gross margin by product, store-wise P&L for retail, doctor-wise revenue for clinics, channel-wise CAC for D2C brands, project-wise profitability for contractors.

Who this is for

Ideal customers

  • Founders & CXOs of MSMEs
  • Multi-branch retail / clinic chains
  • D2C brands tracking CAC & contribution margin
  • Manufacturers tracking unit economics

How it works

Process & timeline

  1. 1KPI workshop — what does the founder want to see every month?
  2. 2Dashboard template designed in Excel / Power BI / Google Sheets
  3. 3Monthly data extraction from Tally/Zoho + manual inputs
  4. 4MIS published with variance analysis & action points by 10th of the month
  5. 5Monthly review call with founder / CFO

Typical turnaround: First MIS delivered within 20 days of onboarding.

Documents

What you need to share

  • Last 12 months books / Tally backup
  • Budget / target file (if available)
  • Sales & inventory MIS in current format

Fees

Transparent pricing

From ₹7,999/month. Power BI dashboard setup one-time ₹25,000 onwards.

FAQ

Common questions

Do you build dashboards in Power BI?+

Yes — Power BI, Google Looker Studio, or simple Excel/Sheets, depending on your team's comfort and data volume.

Get a callback

Talk to a MIS & Financial Reporting consultant

Share your business and the service you need — a senior consultant responds within 24 hours.

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Not sure which service fits?

Browse the full Tax & Accounting catalogue or read our Tax & Compliance guide first.

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