MIS Reports | Monthly MIS Pack

The monthly MIS pack the board reads, drafted from the books.

P&L, balance sheet, cash flow, KPI scorecard and variance vs budget assemble into a single MIS pack on month-end close. PDF for the board, Excel for the controller, slide-ready charts for the deck. Schedule to land in the CFO's inbox the morning after close.

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How it works

From close-day to MIS-pack delivery.

Step 01

Close triggers the pack

When the period close checklist signs off, the MIS pack assembles automatically. P&L, balance sheet and cash flow pull from the same ledger that produced the audited financials.

Step 02

KPIs and variance computed

Revenue YoY, gross margin, EBITDA, working capital ratios, segment performance and variance vs budget compute against the closed numbers. Last 12 months and last 4 quarters trend.

Step 03

Pack assembled and delivered

PDF, Excel and chart-ready images generate from the same data set. Delivery to email, Slack and S3 on the schedule the CFO sets.

What the system does

Capability, input, output.

Capability	Input	Output
P&L, BS, CF generation	Closed ledger + Schedule III mapping	Monthly P&L, balance sheet, cash flow
KPI scorecard	Pre-defined KPI master	Revenue, margin, EBITDA, ratios with trend
Variance vs budget	Budget master + actual ledger	Per-line variance with commentary slot
Segment view	Segment dimensions on JEs	Segment P&L per Schedule III note
Pack export	PDF, Excel, chart-image templates	Board-ready, controller-ready, slide-ready outputs
Scheduled delivery	Cadence + recipients	Email, Slack, S3 push

P&L, BS, CF generation

Input

Closed ledger + Schedule III mapping

Output

Monthly P&L, balance sheet, cash flow
KPI scorecard

Input

Pre-defined KPI master

Output

Revenue, margin, EBITDA, ratios with trend
Variance vs budget

Input

Budget master + actual ledger

Output

Per-line variance with commentary slot
Segment view

Input

Segment dimensions on JEs

Output

Segment P&L per Schedule III note
Pack export

Input

PDF, Excel, chart-image templates

Output

Board-ready, controller-ready, slide-ready outputs
Scheduled delivery

Input

Cadence + recipients

Output

Email, Slack, S3 push

Compliance + integrations

A pack the CFO defends in front of the board.

Every number in the MIS pack ties to the closed ledger. Drill from any number to the underlying JE to the source bill or invoice. The audit trail follows the recipient.

Regulations we work within

Companies Act, Schedule III

P&L and balance sheet aligned with audit format.
AS-3 / Ind-AS 7

Cash flow drafted by direct or indirect method per entity policy.
Rule 11(g), Companies Act

Drill-down audit trail preserved.

Connects to

Email PDF and Excel delivery
Slack Snapshot + live link
S3 Archive delivery

Monthly MIS Pack FAQ

What buyers ask.

Can the pack be customised to the format the board already uses?

Yes. The PDF template is fully customisable. Add the company logo, the cover page, the executive summary section and the slides the board has come to expect. The data sources stay the same; only the layout changes per template.

How are budget vs actual variances commented?

Each variance line has a commentary slot the controller fills in during close. The system prompts for commentary on variances above a threshold (configurable per cost-centre or per GL). The CFO reviews the commentary on the same screen as the numbers.

For multi-entity groups, does the pack assemble per entity and at the group level?

Yes. Per-entity packs assemble in parallel; the group pack consolidates with currency translation and intercompany elimination. The pack template can include both views or just the group view based on the audience.

Related features

Run last month's books through the MIS pack.

Connect one entity. The MIS pack assembles on screen with your numbers. Customise the template; schedule the delivery; done.