Financial Reporting & MIS is the discipline of converting raw accounting data into structured, decision-grade information for owners, management, the board, investors, lenders, regulators, and auditors. It spans two distinct but interconnected pillars — statutory financial reporting (audited financials in Schedule III / Ind-AS / AS / IFRS / US-GAAP format) and management reporting (MIS) covering monthly P&L, balance sheet, cash flow, KPI dashboards, variance analysis, and operational scorecards. Together, they ensure that decision-makers always have the right number, in the right format, at the right time.
Our financial-reporting and MIS engagements move you from "books closed" to "insights delivered". We design the reporting architecture (closing calendar, CoA, cost-centre / segment hierarchy), build monthly management packs, model budget vs actual variance, surface KPIs by department / product / region / cohort, and ship interactive dashboards on Power BI, Tableau, Looker / Data Studio, or refined Excel. On the statutory side, we prepare standalone & consolidated financial statements, Ind-AS conversions, IFRS / US-GAAP packs for foreign parents, related-party disclosures, segment reports, and cash-flow statements (direct / indirect). Whether you need a one-time MIS framework, an ongoing monthly retainer, or a board / investor reporting cadence, our Financial Reporting & MIS Services deliver clean, comparable, and explainable numbers — every cycle.
Standalone & consolidated balance sheet, P&L, cash flow, statement of changes in equity, and notes — drafted in Schedule III format under Indian AS / Ind-AS, audit-ready and AOC-4 compatible.
Ind-AS conversion, IFRS / US-GAAP reporting packs for foreign parents, GAAP differences working, fair-value measurements, lease accounting (Ind-AS 116 / IFRS 16), and revenue (Ind-AS 115 / IFRS 15).
Monthly P&L, balance sheet, cash flow, KPI dashboard, vendor / customer ageing, working-capital cycle, debt position, and exception report — issued on a fixed cadence post month-end close.
Budget loading, monthly actual vs budget vs forecast (3-way), variance analysis (price / volume / mix), root-cause commentary, and corrective-action tracker.
Daily / weekly cash position, 13-week rolling cash forecast, treasury dashboard, working-capital deep-dive, debtor / creditor cycles, and DSCR / liquidity metrics.
Industry-specific KPI tree (SaaS — MRR, ARR, churn, LTV, CAC; e-commerce — GMV, AOV, CM1; manufacturing — OEE, scrap, yield) and live operational scorecards.
Board pack, audit-committee deck, investor monthly / quarterly update, lender covenant pack, capital-raise data room, and quarterly earnings preparation.
Power BI / Tableau / Looker / Data Studio dashboards, ETL via Power Query / Python, data-warehouse setup (BigQuery / Snowflake), and self-serve analytics for leaders.
Schedule III of the Companies Act 2013 prescribes the format of balance sheet, P&L, and notes — Division I (AS), Division II (Ind-AS), Division III (NBFC Ind-AS).
Ind-AS (converged with IFRS) applicable to listed cos, large unlisted cos (net worth ≥ ₹250 cr), banks, NBFCs & insurance — others continue under existing AS.
Internal management reporting beyond statutory needs — flexible structure, decision-focused, often segmented by product / geography / function, and refreshed monthly or more frequently.
Comparison of actuals against budget / forecast / prior period, decomposed into price, volume, mix, FX, and one-off effects, with explanations and action items.
Industry-specific metrics that drive enterprise value — leading and lagging — tied to strategy and tracked over time on dashboards visible to the leadership team.
Statement reconciling movement of cash across operating, investing, and financing activities; presented as direct or indirect method per AS 3 / Ind-AS 7.
Required where the company has subsidiaries, associates, or joint ventures — line-by-line consolidation, equity / proportionate methods, and intra-group eliminations.
Interactive dashboards on Power BI / Tableau / Looker connected to live data, with role-based access, auto-refresh, drill-downs, and scheduled email distribution.
Closing calendar, CoA design, cost-centre / segment hierarchy, reporting cadence, and stakeholder-mapping for board, investors, lenders, and management.
Standalone & consolidated balance sheet, P&L, cash flow, SOCE, and Schedule III-compliant notes & disclosures, ready for audit and AOC-4 / XBRL.
First-time Ind-AS adoption, opening balance sheet, GAAP differences, area-wise impact (revenue, leases, financial instruments), and disclosure pack.
Foreign-parent reporting packs in IFRS / US-GAAP — local-to-group GAAP bridge, eliminations, intercompany, and group-template population.
Monthly P&L, BS, CF, KPIs, ageing, working capital, debt & covenants, exception report, and CFO commentary — issued on a fixed cadence.
Annual budget / quarterly forecast load, monthly actual comparison, P × V × M decomposition, and corrective-action tracker.
Daily cash position, 13-week rolling forecast, treasury dashboard, DSO / DPO / DIO, DSCR, covenant tracking, and liquidity scenario testing.
Quarterly board pack, audit-committee deck, performance review, risk register, related-party summary, and management-representation letters.
Monthly / quarterly investor updates, MIS for lenders, covenant compliance certificates, drawdown packs, and capital-raise data rooms.
Designing & building self-serve dashboards on Power BI / Tableau / Looker, ETL pipelines, data-warehouse setup, and security / access governance.
Segment-wise P&L (Ind-AS 108), cohort & vintage analyses, unit economics, contribution-margin walks, and product / geography / channel cuts.
XBRL tagging for AOC-4 / SEBI / RBI filings, validation, instance-document creation, and regulatory upload assistance.
Decisions are taken on Tally trial balance and gut-feel — you need a proper monthly pack with KPIs, variance, and commentary.
VC / PE / strategic investor on board — they expect a monthly investor update with covenant adherence, KPIs, and run-rate disclosures.
Net worth crossed ₹250 cr or about to list — Ind-AS conversion required with restated comparatives and disclosures.
Indian subsidiary required to report in IFRS / US-GAAP group format — building a local-to-group GAAP bridge and group pack.
Banks / NBFCs requiring quarterly MIS, stock statements, DSCR, and covenant compliance certificates as per sanction terms.
IPO / listing on the horizon — reporting cadence, audit-committee deck, segment reporting, and SEBI LODR readiness.
Multiple legal entities / branches / GSTINs — consolidation, intra-group eliminations, and unified group MIS.
MIS scattered across 20 Excel files — moving to Power BI / Tableau with ETL, data-warehouse, and self-serve dashboards.
Stakeholder interviews, current-state assessment, gap identification, and target-state reporting blueprint.
CoA refresh, cost-centre / segment hierarchy, MIS templates, KPI tree, dashboard wireframes, and approval cycle.
ETL pipelines, BI dashboards, MIS templates, variance models, and consolidation workpapers.
Monthly close, MIS pack, board / investor packs, covenant certificates, and stakeholder distribution on cadence.
Quarterly review, KPI refresh, dashboard enhancements, automation roadmap, and continuous-improvement cycles.
Partner with our reporting specialists for statutory financials, Ind-AS / IFRS group packs, monthly MIS, KPI dashboards, and board / investor reporting that drives decisions.
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