MIS Reports & Project Reports

Numbers tell stories — but only when interpreted correctly.

Fynotax creates accurate, insightful and decision-focused MIS & project reports to help you understand financial health, plan growth and secure funding. Delivered by Chartered Accountants in bank-ready formats.

Perfect for:

Startups

SMEs

Corporates

Investors / Loan Applicants

⭐ Why MIS & Financial Reports Matter

Track profits, cashflow & expenses

Identify performance gaps

Decide budgets & future plans

Apply for loans with confidence

Present to investors

Roadmap for sustainable growth

📌 Our MIS & Project Reporting Services

Monthly / Quarterly MIS

Structured reports for management and board meetings with ratio analysis, trends and customized dashboards.

P&L comparison

Balance Sheet summary

Cash & Fund flow

Ratio & variance analysis

Project Reports (Banks & Investors)

Bank-approved reports with projections, break-even, repayment schedules and credit analysis — accepted by banks, NBFCs & investors.

Executive summary & model

Projections & break-even

Repayment schedule

Creditworthiness analysis

CMA Data (Credit Monitoring)

Bank-ready CMA packs with past analysis, 3–5 year projections, ratios and working capital assessment.

Past financial analysis

3–5 year projections

Ratio & working capital

Bank-ready format

Financial Projections & Forecasting

Projections for fundraising, expansion and new projects with scenario & break-even analysis.

Sales & profitability forecasts

Capex & working capital planning

Break-even & scenarios

Feasibility analysis

Custom Business Reports

Tailored internal reports — branch-wise, dept profitability, KPI dashboards — delivered in Excel/PDF or interactive dashboards.

Dept / branch profitability

Margin & costing analysis

Sales & expense trends

KPI & dashboard delivery

Delivery & Integration

Reports delivered in the format you need — Excel, PDF or Power BI / Google Data Studio with Tally/Zoho integrations.

Excel / PDF / Dashboard

Power BI / GDS outputs

Monthly CFO review

Integration with Tally/Zoho

💼 Pricing Packages

Plan	Ideal For	Includes	Starting Price
Basic	Small Businesses	Monthly MIS + summary	₹2,499 / month
Standard	Startups & Service Firms	MIS + Quarterly review + Cash Flow	₹4,999 / month
Professional	SMEs & Loan Applicants	MIS + Full Project Report + CMA	₹7,999 / report
Custom Plan	Investors / Multi-Unit Companies	Tailored dashboard + forecasting	On Request

✔ CMA data for bank loans

✔ Pitch decks for fundraising

✔ Loan proposal preparation

✔ Power BI / Google Data Studio dashboards

✔ Monthly CFO review meetings

✔ Budgeting & target planning