Financial Dashboard.
We build a financial dashboard on your ERP data showing profit and loss, balance sheet, cash, receivables, payables and working capital, refreshed on a schedule instead of compiled at month-end. Figures are mapped to your chart of accounts and reconciled to the trial balance, so management can rely on them for decisions.
Typically 2–5 weeks. The number of entities, the ERP connection method and how consistently ledgers are used drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- CFOs and owners who want the current financial position without waiting for month-end MIS
- Multi-entity groups needing a consolidated view
- Businesses reporting regularly to lenders, investors or a board
What you receive at the end.
- 01Financial dashboard with P&L, balance sheet, cash and working capital views
- 02Account-to-report mapping document
- 03Period reconciliations to the trial balance
- 04Scheduled refresh and restricted access
Financial Dashboard, step by step.
Typically 2–5 weeks. The number of entities, the ERP connection method and how consistently ledgers are used drive the time.
- 1
Reporting design
We agree the statements, ratios and comparisons, such as budget versus actual and prior-year trends.
- 2
Account mapping
Your chart of accounts is mapped to reporting lines, with group mappings where there are several entities.
- 3
ERP connection
We connect to TallyPrime, Zoho Books, Odoo or another ERP, using a data gateway or scheduled exports where needed.
- 4
Trial balance reconciliation
Dashboard figures are reconciled to the trial balance for each period before release.
- 5
Publish and secure
We schedule refresh and restrict access to finance and management.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- ERP access, or regular trial balance and ledger exports
- Chart of accounts and the MIS format currently used
- Budgets or forecasts, if comparisons are needed
- Entity list and inter-company accounts, for groups
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Financial Dashboard.
Ready to discuss Financial Dashboard?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.