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Done-for-you service

Your monthly numbers, ready by the 7th

We take your accounting exports each month and send back a dashboard of P&L, cash and receivables, with three lines on what changed and what to watch. Your accountant keeps the books; you get a clear picture.

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Demo dashboard

Sample data for a fictional ₹9 crore home-goods brand. Change the month to see how the report reads.

Kaveri Home Essentials · sample data

Revenue vs budget

Receivables by age

P&L summary

This month in three lines

    How it works

    1. 20-minute callWhat decisions are hard today, which software you use, who sends data.
    2. Proposal and NDAScope, price and timeline on one page. NDA signed before any data moves.
    3. Setup in 2–3 weeksWe map your accounts once and build your dashboard.
    4. Every monthData by the 3rd, dashboard and commentary by the 7th, a 15-minute review call.

    Pricing

    Starter

    ₹4,000 / month

    ₹10,000 one-time setup

    • P&L and cash-flow dashboard
    • Monthly refresh and commentary
    • One review call a month

    Growth

    ₹8,000 / month

    ₹20,000 one-time setup

    • Everything in Starter
    • Debtor and creditor ageing
    • Margins by product or channel
    • Budget vs actual

    CFO-lite

    ₹15,000 / month

    ₹30,000 one-time setup

    • Everything in Growth
    • 13-week cash forecast
    • Board-ready monthly pack
    • WhatsApp support on working days

    Prices exclude GST where applicable. Cancel with one month's notice.

    Who this is for

    Owner-run businesses with roughly ₹2–50 crore in revenue: distributors, D2C brands, clinics, manufacturers and service firms. Usually the books are fine, but the owner sees numbers too late or in a format that doesn't answer their questions.

    Questions

    What do you need from us?

    Monthly exports from your accounting software (Tally, Zoho Books, Busy or Excel), your bank statement and a sales report. We set up a shared folder and a simple checklist.

    Do you replace our accountant?

    No. Your accountant keeps the books and files returns. We turn their numbers into a clear monthly report and explain what changed.

    How is our data protected?

    We sign an NDA before any data moves, keep files in one access-controlled folder, and delete them when the engagement ends.

    How long does setup take?

    Usually two to three weeks: one week to map your accounts, one to build and check the dashboard, and a first monthly cycle together.

    Can we cancel?

    Yes, with one month’s notice. You keep the dashboard and the last report.

    Which tool is the dashboard built in?

    Looker Studio by default, which is free and opens in any browser. Power BI is available if your team already uses it.