Data connection
From Zoho Books, Tally and other sources.
All management reporting & budgeting services
Management Reporting & Budgeting
Management Dashboards
FinAura builds finance dashboards that refresh themselves: connected to Zoho Books, Tally Prime or your other systems, laid out around the questions your management actually asks, and checked against the books so the numbers agree. No more rebuilding the same spreadsheet every month.
- Chartered Accountant-led
- Bangalore and across India
- Reply within one business day
What is covered
What Management Dashboards Covers
From the data connection to the page you open each morning.
Data model
Accounts mapped to the right lines.
Finance pages
P&L, cash, receivables, payables.
Drill-down
From totals to transactions.
Refresh
Scheduled, without manual steps.
Access
Each person sees what they should.
How the month runs
How It Works
Connect, model, design, hand over.
Step 1
Connect
- Sources
- Access
- Refresh method
Step 2
Model
- Account mapping
- Measures
- Checks against books
Step 3
Design
- Pages
- Filters
- Your review
Step 4
Hand over
- Training
- Access rights
- Support
Your part
What We Need From You
- 01Access to your accounting and other systems
- 02The questions management asks
- 03Who should see what
- 04A Power BI or Zoho Analytics licence, or we advise
Our part
What You Get
- Dashboards that refresh themselves
- Numbers that agree with the books
- Pages designed around your questions
- Training for your team
A common question
Power BI, Zoho Analytics or Google Sheets?
Zoho Analytics connects most easily if you are on Zoho Books. Power BI is stronger for combining several sources and larger data. Google Sheets is enough for a simple, low-cost view.
We recommend based on your systems, budget and who will maintain it, as implementation specialists rather than resellers.
See Power BI and Zoho Analytics reportingDashboardRefreshes itself
ModelMapped and checked
SourcesBooks and systems
Who it is for
Who It Is For
Owners tired of spreadsheets
Rebuilt by hand monthly.
Multi-location businesses
Comparing sites at a glance.
Zoho Books users
Ready for Zoho Analytics.
Leadership teams
One version of the numbers.
The rules, in plain English
What the Law Asks of Your Books
Companies Act, 2013
Section 128
Every company keeps books of account that give a true and fair view of its affairs, at its registered office or another place the Board decides, and preserves them for at least the eight financial years before the current one.
Official source: mca.gov.inCompanies (Accounts) Rules, 2014
Rule 3
Books kept electronically must stay accessible in India at all times, with a daily back-up on servers physically in India. For financial years starting on or after 1 April 2023, the accounting software must keep an audit trail of every change that cannot be switched off.
Official source: mca.gov.inCGST Act, 2017
Sections 35 and 36
Every GST-registered business keeps its accounts and records at its principal place of business and retains them for 72 months from the due date of the annual return for that year, or longer while an appeal or proceeding is open.
Official source: cbic-gst.gov.inIncome-tax law
Books and tax audit
Businesses and professions above the prescribed limits must keep books of account, and a tax audit follows above further limits. The limits change from time to time, so we confirm which apply to you before the year starts.
Official source: incometax.gov.inThis is general information, not advice for your situation; we confirm what applies to you before any work starts.
Questions we get asked
Management Dashboards: Questions, Answered
Can Power BI connect to Tally?
Yes, through an export or connector; the right method depends on your Tally set-up and how often you need the data refreshed.
Will the dashboard match our books?
Yes. We reconcile the dashboard totals to the trial balance before handing over, and the checks stay in the model.
Who maintains the dashboard?
It refreshes on its own. We can support changes and new pages, or train your team to do them.
Do you sell Power BI or Zoho licences?
No. We are implementation specialists, not resellers; you buy the licence directly.
Often Taken Together
All 9 Management Reporting & Budgeting services01Management Reporting & BudgetingKPI TrackingThe handful of numbers that drive your business, defined properly and tracked month on month.02Management Reporting & BudgetingMonthly MIS ReportingA management information report you can read in ten minutes: P&L, cash, receivables, payables and the KPIs that matter in your business, with commentary.03Systems & ControlsSoftware & AutomationZoho Books, Tally Prime and HRMS implementation, migration and automation.04Accounting & FinanceFinance OperationsReconciliations, payables, receivables and a predictable month-end close.