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Finance dashboards for owners, finance teams and boards

Finance dashboard packages start at ₹15,000 for sales, receivables, stock and P&L from TallyPrime in Power BI, refreshed daily. FP&A & Cash-Flow Model starts at ₹25,000, Finance MIS & Cash-Flow Dashboard at ₹45,000 and CFO Dashboard & Investor Pack at ₹25,000. All four are delivered in up to 30 days.
Fixed quotePlus GST

The details

01

Who is going to read the numbers?

Choose by who will read the output, because each package is built for a different reader and a different question. Some readers want last month’s position laid out clearly. Others want to know what happens to cash over the next quarter. A board wants the same figures every month, in the same shape, with commentary that someone has signed off.

  • An owner and their CA: Tally → Power BI Dashboard (₹15,000), with owner and CA views and branch and company consolidation.
  • A finance team running a monthly MIS: Finance MIS & Cash-Flow Dashboard (₹45,000), fed by Tally and bank data, with ageing, cost-centre views and a board-ready monthly pack.
  • Whoever sets the budget: FP&A & Cash-Flow Model (₹25,000), a driver-based model with budget versus actual and scenario toggles.
  • A board or investors: CFO Dashboard & Investor Pack (₹25,000), with covenant and KPI monitoring, an investor reporting template and a sign-off workflow for commentary.

Looking back or looking forward?

The MIS dashboard and the FP&A model both include a 13-week rolling cash forecast, so the difference is easy to miss. The Finance MIS & Cash-Flow Dashboard reports what has happened — P&L, balance sheet, cash flow, receivables and payables ageing — kept current from Tally and bank data rather than a month behind, with the forecast alongside.

The FP&A & Cash-Flow Model is a planning tool. Revenue and cost are driven by assumptions you can change, scenarios and sensitivities can be toggled, unit economics and contribution margin sit inside the model, and it refreshes monthly from your accounting data so budget and actual stay comparable.

Do we need a paid Tally connector?

Not for the Tally → Power BI Dashboard: it uses TallyPrime’s own XML export with no paid connector and refreshes automatically every day. Optional hosting and refresh support is available at ₹1,999 a month. All four packages list Power BI in their stack, so whether your team needs Power BI licences to view the reports, and whose account holds them, is covered on the scope call before anything is built.

Finance dashboard or business intelligence?

These four packages start from the books: Tally, bank data and your accounting records. If the numbers you need live in your CRM, sales pipeline or operations systems, the Business Intelligence category is closer. Sales & Revenue Analytics (₹40,000) covers pipeline conversion, rep performance and channel attribution, and the Business Intelligence Dashboard (₹45,000) includes metric definitions agreed in writing. For answers in a chat rather than on a dashboard, the Tally AI Assistant (₹22,000) answers plain questions about your books, cited to vouchers.

How it works

02
  1. 0115-min callTell us what’s breaking. We ask the questions that change the price.
  2. 02Scope in writingA fixed quote and a written scope: what’s in, what isn’t.
  3. 03Build & reviewWorking software early, with review rounds on real screens.
  4. 04LaunchWe go live with you, train your team and hand over access.
  5. 05SupportFixes, changes and growth on a retainer, if you want one.

FAQ

03
How much does a finance dashboard cost?

Finance dashboard packages start at ₹15,000 for the Tally → Power BI Dashboard. FP&A & Cash-Flow Model starts at ₹25,000, Finance MIS & Cash-Flow Dashboard at ₹45,000 and CFO Dashboard & Investor Pack at ₹25,000, each delivered in up to 30 days. Your fixed price arrives in writing after a 15-minute scope call.

How fresh is the data?

It depends on the package. The Tally → Power BI Dashboard refreshes automatically every day. The Finance MIS & Cash-Flow Dashboard runs on pipelines from Tally and your bank, so it shows the current position rather than last month’s. The FP&A model refreshes monthly from your accounting data, which suits a monthly budget-versus-actual review.

Can it combine several companies or branches?

Yes. The Tally → Power BI Dashboard includes branch and company consolidation, and the Finance MIS & Cash-Flow Dashboard includes cost-centre and branch views. How many companies and which Tally data are involved is confirmed on the scope call and written into the proposal.

What goes into the CFO dashboard and investor pack?

CFO Dashboard & Investor Pack (₹25,000) puts cash and runway in one view, breaks profitability down by product and channel, tracks receivables and collections, and watches the KPIs and covenants you report against. Each month’s investor pack starts from a template, and a commentary workflow lets someone write and sign off the narrative, so the pack is produced without a week of work.

Can these be built if our books are not in Tally?

Three of the four packages list Tally in their stack. The FP&A & Cash-Flow Model lists Power BI and Postgres instead and draws on your accounting data, so it is the natural fit when your books sit elsewhere. For the other three, whether your accounting software can feed them is scoped on the call.

Start with these

04
Tally & FinanceTally on Cloud MigrationSame Tally your CA knows — reachable from anywhere, backed up nightly.From ₹7,000 · Up to 7 days→Tally & FinanceTally Integration & AutomationStop re-typing invoices into Tally. Let the systems talk.From ₹12,000 · Up to 30 days→Tally & FinancePayroll & Statutory SetupSalaries, PF, ESI and TDS running on rails every month.From ₹12,000 · Up to 7 days→

15 minutes.
One quote.

Tell us what you need. We reply on WhatsApp or email with a time, and a written quote after the call.

Re: Finance

Reaches Lakshya directly. We reply on WhatsApp or email within one working day.