Every number, from every module, in one place
P&L, Balance Sheet, GST reports, sales by product and client, AR ageing, inventory levels, and HR analytics — all from live ERP data. Customizable dashboards, drill-down detail, and export to Excel, PDF, or CSV.
Live dashboard
Operations overview · Q2 FY26
+12.4% vs last quarter
SKU-442 · Widget Pro
Below reorder · 18 units left
Output
₹4.2L
ITC
₹1.8L
Payable
₹2.4L
50+
Ready-to-run report views
1 source
Live ERP data — no CSV stitch
3 formats
Excel, PDF, and CSV export
<1 min
From question to board-ready view
One truth across modules
Finance, sales, inventory, and HR feed the same reporting layer — no conflicting spreadsheets.
Drill when it matters
Dashboards are starting points. Open any number into the invoice, bill, or stock move behind it.
Built for decisions
Export, share, or hand off to Prism when you need budgets, forecasts, and scenarios.
Capabilities
Reports that stay faithful to your books
Eight layers — from interactive dashboards to a custom report builder.
Interactive Dashboards
Watch the business move — then drill into the why.
MRR
₹18.4L
Gross margin
42%
Cash runway
11 mo
Click any bar → transactions in one hop.
View shared with
Finance · Ops leadership
Why it matters — Static screenshots go stale before the board meeting. Live dashboards keep leadership on the same numbers the ERP already trusts.
Financial Reports
Board-ready statements without a month-end export marathon.
Why it matters — Finance shouldn’t rebuild P&L in Excel every close. Native statements stay linked to the ledger so review, not re-keying, is the work.
Financial suite
Period-ready statements
P&L
Balance Sheet
Trial Balance
Account Ledger
Revenue − expenses = net profit
GST & Tax Reports
Compliance drafts from the same invoices you already posted.
Month / quarter rollups · export-ready for filing.
GSTR-1
Draft readyOutward supplies
GSTR-3B
ReviewSummary return
Built from live invoices & purchases — not a spreadsheet dump.
Why it matters — GST errors usually start as spreadsheet gaps. Drafts from live sales and purchases shrink that gap before returns are due.
Sales & Revenue Analytics
See who, what, and where revenue actually comes from.
Why it matters — Revenue debates die when everyone can slice the same order book — not three competing Excel files.
Sales analytics
AR & AP Reports
Ageing buckets that tell you who to call — and who to pay.
Receivables & payables
Live ageingOpen invoices & bills · collection & payment priority lists.
Why it matters — Cash surprises come from blind spots in receivables and payables. Ageing reports make the next follow-up obvious.
Inventory & Stock Reports
Know what’s on hand, what’s low, and what it’s worth.
- Stock by SKU, warehouse, and branch
- Low-stock exception lists
- Live valuation & movement summaries
Why it matters — Stockouts and dead inventory both hide in spreadsheets. Inventory reports surface risk while there’s still time to reorder or clear.
Frame Kit
SKU-110
240
Healthy
Widget Pro
SKU-442
18
Low
Cable Pack
SKU-901
0
Out
Inventory value
₹1.24 Cr
Inward
+124
Outward
−98
HR & Payroll Reports
Workforce cost and coverage beside finance — not in a side tool.
Why it matters — People cost is usually the largest line on the P&L. Connecting HR reports to the same ERP means finance and HR argue from one data set.
HR & payroll
Headcount
142
+6 this month
Payroll cost
₹48.2L
Within budget
Leave liability
₹2.1L
Accrued
Attendance %
96.4%
Last 30 days
Custom Report Builder
When the canned view isn’t quite right — build your own.
Report builder
Why it matters — Every business has one “odd” question each week. A custom builder answers it without a ticket to IT or a weekend of VLOOKUPs.
Need budgets, forecasts, and scenario modeling?
Reporting shows what happened. Prism FP&A plans what happens next — annual and quarterly plans, variance bridges, and what-if scenarios on the same operational truth.
Export & Integration
Leave with the file stakeholders already expect
Excel, PDF, and CSV today — API, Zapier, and scheduled reports coming soon.
One-click export
API · Zapier · scheduled delivery coming soon
Excel, PDF & CSV
Export any view for auditors, investors, or offline analysis.
API & Zapier
Push report events into the rest of your stack when you need automation.
Scheduled reports
Coming soon — deliver packs to inboxes on a daily, weekly, or monthly cadence.
Stop exporting. Start deciding.
Put every module’s numbers on one dashboard — then drill, export, or plan the next quarter in Prism.