Upload your P&L, Balance Sheet, and Cash Flow data in Excel. Get instant dashboards, KPIs, SBU analysis, budget variance, and group consolidated reports — with a bidirectional Excel Add-in.
| P&L Summary | Apr | May | Jun | Jul | Aug | Sep | Oct |
|---|---|---|---|---|---|---|---|
| Revenue | 48.59 | 53.62 | 53.57 | 50.78 | 48.50 | 52.46 | 50.44 |
| Raw Material | (30.15) | (33.58) | (33.47) | (31.02) | (28.50) | (31.88) | (30.89) |
| Product Margin | 12.71 | 13.26 | 13.41 | 12.18 | 12.42 | 12.85 | 12.57 |
| EBITDA | 0.05 | 2.02 | 2.19 | 0.65 | 1.67 | 3.81 | 2.26 |
| PBT | (1.48) | 0.90 | 1.02 | (0.59) | 0.43 | 2.52 | 0.99 |
From data upload to board-ready reports — every module works across unlimited entities and financial years.
Company-specific P&L with configurable line items and auto-computed subtotals. Monthly, quarterly, and YTD views. SBU-level breakdown with percentage analysis rows.
Monthly BS tracking with opening balances. Assets (Fixed, Core WC, Non-Core WC, Cash) and Funding (Equity, Term Loans, ICL, CC) with comparative period view.
Indirect method with Operating, Investing, and Financing sections. Free Cash Flow computation included. Company-specific CF configurations with FCF-to-Equity breakdown.
Uniform management view across all entities: Revenue, Product Margin, EBITDA, PBT, PAT — same structure regardless of each company’s underlying P&L config. Enables true cross-entity comparison.
Statutory formats for Statement of P&L (36 lines) and Balance Sheet (41 lines) per Indian Accounting Standards. Maps automatically from your GL structure.
Monthly budgets at entity and SBU level. Compare against actuals with absolute and percentage variance. Drill into line items to see where budgets are off.
Side-by-side P&L for all entities with group totals. Configure which companies to include. One view across your entire group — supports 50+ entities.
Matrix view: SBUs as rows, KPIs as columns. Click any SBU to drill into its full monthly P&L. Group child SBUs under a parent. Apportion unallocated overheads by revenue share.
20 pre-built KPIs across Profitability, Efficiency, Leverage, Returns, and Valuation. DSO, DPO, ROIC, WACC — with red/amber/green thresholds that update monthly.
Upload via multi-sheet Excel (one tab per month, SBU columns, auto-locked closed periods). Also supports Trial Balance, Sales Register, and AR/AP Outstanding uploads.
At-a-glance KPI cards: Revenue, EBITDA, Net Profit, Gross Margin, Working Capital (DSO/DPO), Budget Variance. Revenue trend and EBITDA trend charts with YTD context.
Six-bucket aging analysis (0–30, 31–60, 61–90, 91–180, 181–365, 365+). Party-wise outstanding with auto-reconciliation against TB data and red-flag indicators.
Visual cross-company query tool. Select companies and metrics as tags, pick time period and grouping (monthly/quarterly/yearly). Instant pivot table with one-click Excel download. Five preset queries included.
Bidirectional Excel integration — pull 13 report types into worksheets, edit data, push changes back. 30+ built-in analysis tools. Single sign-in, denomination switching, period validation.
Pull reports into Excel, edit data, push changes back — with 30+ built-in analysis tools.
Work in Excel the way your team already does. Pull any report into a worksheet, edit numbers in the familiar spreadsheet format, and push corrections back to the server — with full validation.
From setup to reporting in three steps.
Create companies with currency and FY start month. Add SBUs (with optional parent/child hierarchy for cost apportionment). Define P&L line items, BS structure, CF layout, and KPI formulas — all through the web UI, no code changes needed. Each company gets its own configuration.
Upload your financial data as multi-sheet Excel files — one tab per month, with SBU columns for multi-division companies. Closed periods are auto-locked (grey tabs, password-protected). Or push data directly from the Excel Add-in. Budget uploads follow the same format.
Instantly view Dashboard KPI cards, monthly P&L, Balance Sheet, Cash Flow, SBU matrix with drill-down, Budget vs Actual variance, Group Consolidated across all entities, Schedule III statutory formats, and 20 financial KPIs. Pull any report into Excel for further analysis with 30+ built-in tools.
Every report is configurable per company and built for precision.
Your financial data deserves enterprise-grade controls.
Lock historical periods with password-protected Excel tabs. Closed months cannot be modified — even via API or Excel push.
Every upload, edit, and push is logged with user, timestamp, and IP. Complete traceability from report number to source data.
Super Admin, Admin, Manager, Viewer roles. Company-level access control — users see only the entities assigned to them.
Work across multiple financial years simultaneously. FY 23-24, 24-25, 25-26 side by side. Denomination switching between Actuals, Lakhs, Crores, Millions.
Flat monthly fee per plan. No per-user charges within your tier.
See FinLens in action with your own data, or explore the interactive demo.
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