Finance Genie

A full set of finance reports built from your own data, plus an Ask Genie that answers plain-English finance questions from those same numbers.

Reports included

Every report below is built from your own imported data -- none of it is estimated or invented.

  • Profit & loss (P&L)
  • Cash flow
  • Balance sheet
  • AP ageing
  • AR ageing
  • Bank reconciliation
  • GST compliance
  • Advance tax / TDS & TCS
  • Budget vs actual
  • EBITDA by region / location
  • Fixed assets
  • Working capital
  • Key ratios
  • Cost structure & cost-centre reports
  • Related-party report
  • MIS summary

Ask Genie for finance

Ask a question in plain English -- about cash flow, a specific region's EBITDA, or where a budget is running over -- and get an answer built from the same finance data behind the reports above, not a general-purpose answer. Access to Finance Genie and its reports is scoped to the roles the company grants it to.

See Finance Genie with your own numbers