Management Reporting (MIS)

Overview

What we deliver

We build monthly MIS packs with P&L, balance sheet, KPIs, and variance analysis so leaders act on current data.

We design and run management reporting that gives operators a clear monthly view of performance against plan. Our team produces the standard pack of profit and loss, balance sheet, and cash flow with comparatives, alongside department-level views, KPI dashboards, and written variance commentary. We work inside your ERP and BI stack to automate data pulls, reduce manual rework, and shorten the close-to-report cycle. Reports are tailored to your audience, whether that is a founder, a board, a lender, or a portfolio operating partner. We also align reporting to your chart of accounts and cost-center structure so trends are comparable period to period. The result is a repeatable monthly cadence with reliable numbers, useful context, and clear flags on where the business is off track.

Fit Check

Built for teams like yours

Who it's for

Founders without a finance lead
CFOs scaling reporting maturity
Boards and investors needing cadence
PE portfolio companies
Multi-entity operators

Pain points we solve

Late or inconsistent monthly packs
No variance commentary on results
KPIs scattered across spreadsheets
Manual rework every close
Reports that do not match the chart of accounts

What's included

Capabilities

Everything we cover in this engagement.

Monthly board and management packs
P&L, balance sheet, and cash flow reports
Department and cost-center reporting
KPI dashboards and scorecards
Budget vs actual variance analysis
Written commentary and insights
Multi-entity consolidation reporting
Reporting automation in BI tools

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Pack design

We agree the audience, layout, and metrics for the monthly pack.

02

Data plumbing

We connect ERP, billing, and HR systems to the reporting layer.

03

Template build

We build report templates and KPI calculations once.

04

Monthly run

We deliver the pack each month with variance commentary.

05

Review and refine

We review with leadership and adjust metrics over time.

What you get

Deliverables & outcomes

What you get

Monthly management pack
KPI dashboard
Variance analysis with commentary
Department-level P&L views
Consolidation workbook
Reporting calendar and SLAs

Outcomes you can expect

Shorter close-to-report cycle
Decisions grounded in current data
Consistent metrics across the business
Board-ready monthly cadence
Early warning on off-plan trends

Timeline

3 to 6 weeks to launch, monthly thereafter

Engagement

Monthly retainer, Project, Sprint

Tools we use

Power BI, Looker, Fathom, Spotlight Reporting, Excel

KPIs we track

Days to publish, report accuracy, KPI coverage, variance explained, stakeholder satisfaction

Client stories

What clients say

"

We had been prototyping an AI quoting agent for nine months and could not get it past demo quality. They came in, scoped a real eval set, swapped our retrieval layer, and added guardrails for the edge cases that kept burning us. Went live in seven weeks. It now handles 41 percent of inbound quote requests without a human touching them.

Kyle A.

"

Our SDRs were spending two hours a day copying lead data between Salesforce, Outreach, and a Google Sheet nobody owned. They mapped the whole flow, stitched it together in n8n, and added a dedupe step we did not even know we needed. Got 38 hours a week back across the team. The SDRs were the ones who pushed to expand it further.

Rebecca F.

Proof