MIS, Automation & Dashboarding

Numbers your management team can actually act on.

Books that close on time are the input. What management needs is a recurring, reliable reporting layer built on top of them. We design and maintain that layer.

6.1

MIS & management dashboards

Recurring monthly MIS packs and live dashboards covering P&L, cash flow, AR/AP aging, and departmental spend, built in Power BI, Google Data Studio, or Excel depending on your stack.

6.2

KPI & metrics reporting

Definition and automated tracking of the KPIs that matter to your business, revenue and margin trends, burn rate and runway, unit economics, and departmental scorecards, refreshed on a fixed cycle.

6.3

Workflow automation

Automation of manual accounting and reporting workflows, invoice approvals, expense routing, bank feed reconciliation, and data consolidation across entities, using tools such as Zapier, Power Automate, and Google Apps Script.

6.4

Systems integration

Integration between accounting systems (QuickBooks Online, Xero), payroll platforms, banking feeds, and spreadsheets, so data flows into a single reporting layer instead of being re-keyed by hand.

6.5

Software

Dashboards and reporting built on Excel, Google Sheets, Power BI, and Google Data Studio, with automation layered on through Power Automate, Zapier, and Google Apps Script.