Read your books the way a CFO would.
Upload the P&L and Balance Sheet you already export from Tally, Zoho Books, QuickBooks or Excel. In under a minute you get margins, expense intelligence, working-capital days, key ratios and a management summary, with every number checked.
- No card needed for the trial
- Works with your existing exports
- Missing data shows N/A, never a guess
ERP 9
Excel / CSV
From a Tally export to a board-ready review in three steps
Export what you already have
P&L and Balance Sheet from your accounting software, or fill our ready template. Any layout with year columns works: FY24, 2023-24, 31-03-2024, Mar-24.
Upload and pick the unit
Tell us if the figures are in ₹, lakh or crore. Line items are matched using an accounting synonym dictionary, including Tally group names.
Review the dashboard
Tally checks flag gaps first. Then switch years, compare periods, change units and export a printable PDF report for the client or the board.
Everything a CA looks at, computed for you
All the finance maths runs on the server and is unit-tested, so the dashboard and the PDF always agree.
Revenue-to-profit bridge
See exactly how materials, people, finance costs, depreciation and exceptional items take revenue down to PAT, with gross, EBITDA and PAT margin trends across years.
Expense intelligence
Flags costs growing faster than revenue that also matter (5%+ of revenue). Not just the biggest rupee jump.
Working capital & CCC
Debtor, inventory and creditor days on average balances, the cash conversion cycle, and how much cash faster collection could free up.
Lender & investor ratios
Current and quick ratio, debt/equity, net debt/EBITDA, interest cover, ROE, ROCE and asset turnover.
Built-in data checks
P&L, PAT, equity and Balance Sheet tallies, plus a list of every row that couldn't be mapped.
Burn & runway
For loss-making startups: monthly burn and months of runway against cash in hand, clearly marked as an estimate.
Management summary & PDF
What's working, what to watch and what to do next, written only from the computed figures. Print it or save as PDF for the client meeting.
No fabricated numbers. Ever.
Advice is only as good as the data behind it. If a figure isn't in your upload, the dashboard says N/A instead of guessing.
- N/A, not estimatesMissing line items stay blank, and the analysis that needs them says so.
- Proxies are labelledIf credit sales aren't given, revenue is used and the basis is printed next to the number.
- Every formula is shownEach ratio states how it is calculated, so the CA can defend it in front of a lender.
One tool, three kinds of finance people
Founders
Know your margins, burn and runway before the investor call, without waiting for the month-end deck.
SME owners & finance teams
Spot rising costs and slow collections early, and walk into the bank meeting with lender-ready ratios.
CA & advisory firms
Run every client from one workspace and hand over a consistent, checked review each quarter.
Start free, upgrade when it's useful
Every account starts with a 14-day free trial: 1 company, 3 uploads, Full dashboard.
Starter
For a single startup
- 1 company
- 10 uploads / month
- Full dashboard
- PDF export
Growth
For founders with group entities
- 5 companies
- 50 uploads / month
- Full dashboard
- PDF export
- Priority support
CA Firm (Annual)
For CA / advisory firms managing many clients
- 50 client companies
- 500 uploads / month
- Full dashboard
- PDF export
- Priority support
Prices include applicable taxes. Pay securely with UPI, cards, net banking or wallets via Razorpay.
Questions CAs actually ask
Which accounting software does it work with?
Any export that has line-item names in one column and one column per financial year: Tally Prime, Tally ERP 9, Zoho Books, QuickBooks, Busy, or a plain Excel/CSV. If your layout is unusual, download our template and paste the figures in.
My figures are in lakh or crore. Is that a problem?
No. Pick the unit when you upload; everything is stored in absolute rupees and you can view the dashboard in ₹, lakh or crore.
What happens if a line item is missing?
The metrics that need it show N/A, and the upload report lists the missing fields and any rows that couldn't be mapped. Nothing is estimated silently.
Can I manage many clients?
Yes. Each company is kept separately with its own uploads and years. The CA firm plan is sized for advisory practices.
Can I share the analysis with a client?
Use Export PDF on the dashboard to print or save a clean report for the client or the board.
Who can see my data?
Only you. Uploaded files and statements are tied to your account, and other users can't open your companies.
Your next client review, in a minute.
Create an account, upload one company and see the full dashboard. No card needed.
Start free trial