BI and Analytics Dashboards

Finance is the heartbeat of every business — but most SMB's struggle to move beyond static reports inside accounting software or any ERP software. Extracting, cleaning, and analyzing data from Tally Prime (or other ERPs) takes hours and often results in late, inconsistent reporting. We solve this by delivering automated BI & Analytics Dashboards that transform your Profit & Loss, Balance Sheet, and Cash Flow data into real-time, interactive insights. Whether you’re in manufacturing, retail, or services, finance dashboards help leadership track performance, spot risks early, and make faster, confident decisions.

Our Business Intelligence dashboards turn raw data into clear visual insights, helping you track performance, spot trends, and make faster decisions.

Solution Features / Capabilities

Automated Data Extraction

Direct connectors / ETL scripts to pull financial data from Tally Prime or other ERP/legacy systems

Data Cleaning & Transformation

Standardize ledgers, map account groups, and align chart of accounts for analysis.

Pre-Built Financial Dashboards

P&L (monthly / YTD drill), Balance Sheet (assets, liabilities), Cash Flow (operating, investing, financing flows)

Trend & Variance Analysis

Compare actuals vs. budget, monthly vs. previous year.

Consolidation

Combine multiple company books into one unified dashboard (ideal for group companies).

Drill-Through Analytics

Click from total sales to customer, product, or region-level details.

Role-Based Views

CFO, Plant Manager, Accountant — each gets the right slice of data.

Anywhere Access

Secure dashboards via browser or mobile, available to decision-makers 24/7.

Quick Case Study:
Mid-Sized Manufacturer

Problem: The finance team manually exported Tally Prime data every month into Excel, spending 6–7 days consolidating P&L across 3 factories. By the time reports reached management, decisions were already delayed. Solution: We built a Finance BI solution that automated Tally data extraction, cleaned ledger structures, and produced interactive P&L, Balance Sheet, and Cash Flow dashboards in Power BI.

What Clients Get?

Clear ROI directly to finance decision-makers.

Ready-to-use financial dashboards

(P&L, Balance Sheet, Cash Flow)

Training & handover

for finance teams.

ETL pipeline

for Tally Prime (customized for your chart of accounts) or any other ERP used by your organization.

Option to extend with Support & maintenance

with inventory, receivables, payables, and payroll dashboards. (monthly refresh, KPI updates, user onboarding).

Business Value & ROI

Speed

From days of manual Excel work → instant dashboards.

Accuracy

Eliminate errors from manual copy-paste or formula mistakes.

Clarity

Unified, interactive view of financial health for stakeholders.

Cash Control

Identify overdue receivables, optimize working capital.

Cost Savings

Save finance team’s manual reporting hours (often ₹2–5L worth annually).

Scalability

Works for single-entity firms or multi-company groups.

Success Stories

Automated P&L reporting from Tally → cutting reporting cycle from 10 days to 1.
Trading Firm
Dashboards highlighted high inventory holding costs → led to a 15% reduction.
Manufacturer
Consolidated 20+ Tally books → single CFO view across all stores.
Retail Chain

BI-Powered Finance using Microsoft Power BI

INR 95,000 / One Time Development Cost
  • Connect Tally ERP
  • Auto Data Extraction
  • Data Tranformation & Model
  • Data Visulization in Microsoft Power BI
  • 1 Year Support

BI-Powered Finance using Custom Built

INR 1,50,000 / One Time Development Cost
  • Connect Tally ERP
  • Auto Data Extraction
  • Data Tranformation & Model
  • Data Visulization in Custom Built Framework
  • 1 Year Support

Ready-To-Use Outcomes

Our packaged offerings that directly solve a factory’s pain point. It is industry-specific, outcome-focused, and demo-ready.

Factory Performance Dashboard

Real-time OEE, downtime, production KPIs.

Energy & Utilities Monitoring Dashboard

Track power usage, identify wastage.

Our Consulting Process

Step 1: Initial Consultation

We meet with you to discuss your needs, review your vessels, and identify key areas for improvement or compliance.

 

Step 2: Detailed Analysis & Inspection

Our team conducts thorough inspections, audits, or evaluations based on your requirements, ensuring no detail is overlooked.

 

Step 3: Customized Action Plan

We provide a detailed, actionable report outlining the steps needed for compliance, repairs, or optimization.

 

Step 4: Implementation & Ongoing Support

We support you through the implementation of recommendations, offering ongoing guidance and expertise as needed.

Quick Case Study

Before our dashboard, Client X spent hours manually compiling reports. After implementation, reporting time dropped by 60%.

Why Choose Us?

Experience unparalleled service with our expertise and global reach.

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See Your Data in Action. Get in Touch With Us Today!

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