Dashboarding & Finance Automation

Dashboarding and Finance Automation

Reduce manual work and improve reporting speed, accuracy and control.

Manual finance processes consume time and increase the risk of errors.

Businesses can improve reporting, reconciliation, MIS preparation and decision-making through practical automation.

eVikalp helps design finance dashboards and automation workflows using Excel, Google Sheets, Power BI, Python, Tally ODBC, Apps Script and AI-enabled systems.

eVikalp Advisory Stack Finance · Banking · Compliance · MIS · Automation
Virtual CFO
Bank Finance
MIS
Controls
Cash Flow ReviewActive
Bank DocumentationReady
Compliance RadarTracked
When this service is relevant

Common Situations We Address

  • Reports are prepared manually every month.
  • Data is repeatedly copied between systems.
  • Reconciliation takes excessive time.
  • Dashboards are not available for decision-making.
  • Errors occur due to manual consolidation.
  • Management reports are delayed.
Scope

What We Cover

  • MIS dashboard development
  • Excel automation
  • Google Sheets automation
  • Power BI dashboards
  • Tally data extraction support
  • Tally ODBC workflows
  • GST reconciliation workflows
  • Receivable and payable dashboards
  • Cash flow reporting automation
  • Python-based finance tools
  • Apps Script automation
  • AI-enabled reporting workflows
Business value

How This Helps Your Business

Reduced manual data preparation

Improved reporting speed

Reduced repeated errors

Better dashboards for decision-making

Improved reconciliation efficiency

Saved management time

Scalable finance workflows

Engagement note

Practical and Scope-Based Support

The exact scope is finalized after understanding your business, available records, urgency and expected outcome. eVikalp may support on assignment basis, retainership basis or implementation basis depending on the nature of work.

Need Dashboarding & Finance Automation?

Connect with eVikalp to discuss your requirement and suitable scope of support.