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Accounting & Finance

Management Reporting: Your Whole Business on One Page, Every Month

Management reporting turns your books into decisions: a monthly MIS that shows revenue, margins, cash and receivables with the trend behind each number, a budget the team can track against, and forecasts and models when you need to plan ahead. FinAura builds and runs this for you every month.

  • Reviewed by Chartered Accountants
  • Bangalore and across India
  • Reply within one business day

How we work · 4 steps

01Decide What Matters

The questions management needs answered each month, and the KPIs behind them.

Hover a step to read it. Left alone, it moves on its own.Tap a step to read it.

01 · Decide What Matters

The questions management needs answered each month, and the KPIs behind them.

What We Handle

Management Reporting & Budgeting, Piece by Piece

Monthly MIS, budgets, forecasts and dashboards built from reconciled books. Move along the list to see what each piece covers.

  1. A management information report you can read in ten minutes: P&L, cash, receivables, payables and the KPIs that matter in your business, with commentary.

  2. An annual budget built with your team, rolling forecasts updated monthly, and variance analysis that explains the gaps.

  3. Three-statement models, scenario planning and unit economics for fundraising, expansion or a new line of business.

  4. The handful of numbers that drive your business, defined properly and tracked month on month.

  5. Power BI and Google Sheets dashboards fed from your accounting system, so the numbers update without manual work.

  6. Profit by product, project, customer or location, so you know where the money is actually made.

Who This Is For

Businesses We Do This Work For

  1. 01Owners who see their numbers months late
  2. 02Companies with investors or lenders who expect a monthly pack
  3. 03Multi-location or multi-project businesses
  4. 04Teams moving from spreadsheets to dashboards

Why FinAura?

Three Reasons Clients Stay

01

Built on Reconciled Books

Reports come from the same books we keep and reconcile, so the numbers tie out.

02

Commentary, Not Just Numbers

Every pack says what changed, why, and what to look at.

03

Tools You Already Use

Zoho, Tally, Power BI and Google Sheets, connected rather than re-keyed.

FinAura Consulting is a CA-led finance, accounting and compliance firm based in Bangalore, working with companies, startups and individuals across India. Every engagement is reviewed by a Chartered Accountant.

Questions We Get Asked

Frequently Asked Questions

What is an MIS report?

A management information system (MIS) report is a regular summary of a company's financial and operating numbers for its managers: usually revenue, costs, profit, cash, receivables, payables and key ratios, with comparisons to budget and the previous period.

What should a monthly MIS for a small company include?

At minimum: profit and loss against budget, cash position and forecast, receivables and payables ageing, and three to five business KPIs. The format should fit on a page or two and carry a short commentary.

What is the difference between a budget and a forecast?

A budget is the plan you set for the year. A forecast is your updated expectation as the year unfolds. Good practice is to keep the budget fixed and refresh the forecast monthly or quarterly.

Can you build dashboards in Power BI or Google Sheets?

Yes. We connect dashboards to your accounting data so they refresh automatically, and we design them around the questions your management actually asks.

Do you build financial models for startups?

Yes, including models for fundraising, with unit economics, scenarios and the assumptions documented so investors can follow them.

Talk to a Chartered Accountant About Management Reporting & Budgeting

Tell us where you are and what you need. We reply within one business day with a clear next step and a fixed quote.