Flagship · Monthly Retainer

Periodic MIS & Reporting

Reporting on the cadence your business actually needs — timed so the numbers reach you in time to decide, not just to know.

MIS is the visibility layer, not the finance function itself. It sits under CFO-level finance leadership, which owns what the numbers mean and what to do about them.

Finance Blind Spots addressed: Visibility blind spots. What are Finance Blind Spots? →

The Pain Behind This

“By the time I see the report, the problem is already old.”

If left as-is: Delayed intervention, missed opportunities, and management running the business on stale information.

What you actually need: Early visibility — problems surface before month-end, not after it.

What It Solves

The problem isn't reporting frequency — it's reporting timing

SCATTERED DATA

Data scattered across ERPs, custom software, PDFs, WhatsApp, Excel, emails, drives, departments, branches, entities, currencies and countries.

LATE DECISIONS

Reports arriving after the decision window has already closed.

NO SINGLE TRUTH

No single version of truth across systems.

What We Build

The full architecture behind the numbers you see

This absorbs everything the old “Data Consolidation” step used to cover — it's not a separate product, it's simply how this service is built.

  • Single automated data hub pulling from every source system
  • A reporting cadence set to match how the business actually makes decisions — daily where daily matters (cash, inventory), weekly or monthly where that's the right rhythm
  • Delivered on your preferred channel (WhatsApp, Email, Slack, Telegram, MS Teams, Google Chat)
  • System-to-physical reconciliation so the numbers can be trusted
Who It's For

Built for founders who need reporting timed to decisions

BUSINESS PROFILE

Inventory businesses ₹5Cr+, multi-location or multi-entity.

THE NEED

Founders who need reporting timed to decisions, without hiring a full finance team.

How It Runs

Consolidated, verified, analyzed — delivered as one message

On the agreed cadence, on your preferred channel. No dashboard login required. Need it off-cycle — request it on demand.

Not Either/Or

Periodic MIS & Reporting vs. Fractional CFO — different jobs, same system

Periodic MIS & Reporting — The Flagship

Timed clarity, most businesses run on this.

  • Runs on the cadence your business needs — scheduled automatically, or on demand
  • Cash, variance, inventory and working capital — the numbers, verified
  • Delivered on WhatsApp, Email, Slack, Telegram or Teams — no dashboard login
  • Monthly retainer, scales with your business from day one
Fractional CFO — The Optional Layer

Senior judgment, added when the stakes are higher.

  • Engaged as needed — fundraising rounds, board meetings, lender talks
  • Interprets what the numbers mean for a specific high-stakes decision
  • A person in the room, not a message on a channel
  • Built on top of that visibility — not a substitute for it

See the full Fractional CFO page →

Engagement & Pricing

Monthly retainer — the anchor most businesses start on

Option 1 · One-Time Setup Only
₹40K – ₹5.5L
$480 – $6,600
one-time

Best for: teams with strong internal capability to manage the system independently.

Option 3 · Setup + Fractional CFO
₹15K – ₹2.5L+
$180 – $3,000+
/ month

Best for: strategic growth, board/investor meetings, CFO-level guidance.

Start Here

Start the Free Diagnostic — it tells you where the gap is

Cash, inventory, costing or controls — the diagnostic ranks where your biggest visibility gap actually is.

Start the Free Diagnostic →

Or Book a Consultation →

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Know a founder who needs this? Send them a Fin-vite — that's how most conversations here start.