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Trial Balance & dimensional upload
Drag-drop CSV or Excel. Smart column detection, Debit/Credit or Closing-Balance formats, multi-period FY uploads in one shot, long-format dimensional files with auto-GL creation, Audit Entries layer. Reuploads supersede with full audit trail.
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Statutory when you need it — four frameworks
When statutory is due, the same mapped data produces Ind AS, Indian GAAP (AS Div I), IFRS and US GAAP — each a full Balance Sheet, P&L, Cash Flow, Schedules, Notes and Audit set. No separate process, no re-mapping.
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CFO dashboard cockpit
Revenue, EBITDA, net profit, operating & free cash flow, gross margin, working capital days, and budget variance at a glance. EBITDA trend vs budget, revenue by tag, last-estimate tracking, P&L summary for YTD and current month.
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Report Builder & configuration
Clone any framework or start from blank. Row hierarchies, structured formulas (SUM, arithmetic, multipliers) with cycle detection. Organise reports in folders and group any folder as one tabbed report — straight from the front end.
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Scenario simulation & analysis
Scenario / what-if with Budget, Last Estimate and Full-Year Estimate versions, plus KPIs & Ratios, Company Scorecard, Group Consolidated, and P&L / BS by Level with GL drill-down — ten-plus screens from the same mapped data.
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Product, Project & Segment P&L
Slice any P&L by product, project, channel, location, or SBU — with a second "then by" dimension for two-level pivots and expand/collapse groups. Every slice ties back to the statement.
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AI Query Builder
Ask your financials questions in plain English. Powered by your own Anthropic API key per company, permission-gated per user, disabled by default, with a logged query history. Your data never trains anyone's models.
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Schedules & notes to accounts
25+ Schedule III schedules with tie-to-TB checks, ageing and MSME blocks, PPE/ROU movement. Free-text notes with live figures that update with your data.
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Financials workbook & audit docs
One-click fully linked Excel workbook (TB → Schedules → P&L / BS / CF). Independent Auditor's Report and CARO 2020 drafts with live-token figures.
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Group consolidation, FX & currency
Consolidate any number of entities with FX conversion, intercompany eliminations, and denomination handling (thousands / lakhs / crores). Upload in any currency; report in your group currency.
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Excel add-in & REST API
Pull live figures straight into your own workbooks with token-secured add-in functions, or integrate via the REST API. Numbers refresh from FinLens — no more paste-and-pray.
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Teams, roles & audit trail
Company-scoped roles down to view-only, multi-company access with a one-click switcher, workspaces for groups, and a full audit log of every upload, mapping change, and period action — user, IP, timestamp.