Accounting & Finance Management System

Overview Dashboard

Demo Date: 01 May 2026 Reset Demo

Multi-company financial control

One dashboard for funds, sales, expenses, collections and net balance.

Filter by company or date range to see cash flow, monthly movement, category-wise expenses, and company-wise profitability from the same screen.

Net Balance ₹6,007,720
C

Total Companies

5 Active company count
OB

Opening Balance

₹1,070,000 Company opening cash

Fund Received

₹3,200,000 Capital, loans, advances
S

Total Sales

₹3,385,000 Invoice value

Total Expenses

₹1,172,280 Amount including tax
P

Pending Collection

₹475,000 Sales not yet received
Collections Received₹2,910,000
Profit / Loss₹2,212,720
Expense Ratio34.6%
Cash FormulaOB + Funds + Collection - Expense

Monthly Trends

Funds, sales, collections and expenses by month.

View Trends
Jan 2026 Net ₹889,700
Funds
₹775,000
Sales
₹420,000
Collection
₹380,000
Expense
₹265,300
Feb 2026 Net ₹1,227,240
Funds
₹750,000
Sales
₹870,000
Collection
₹810,000
Expense
₹332,760
Mar 2026 Net ₹1,416,360
Funds
₹1,000,000
Sales
₹690,000
Collection
₹650,000
Expense
₹233,640
Apr 2026 Net ₹1,212,520
Funds
₹580,000
Sales
₹1,180,000
Collection
₹920,000
Expense
₹287,480
May 2026 Net ₹191,900
Funds
₹95,000
Sales
₹225,000
Collection
₹150,000
Expense
₹53,100

Expense Categories

Highest cost areas across selected data.

Analyze
Salary ₹410,000
Purchase ₹247,800
Marketing ₹177,000
Rent ₹100,300
Travel ₹84,960
Software ₹56,640
Utilities ₹42,480
Office ₹33,040

Company-wise Snapshot

Top companies by net balance.

Full Report
Company Funds Sales Expenses Net Balance
Zenith Services
ZS004
₹1,000,000 ₹690,000 ₹233,640 ₹1,716,360
BlackGold Enterprises
BGE001
₹680,000 ₹720,000 ₹265,300 ₹1,344,700
Royal Logistics
RL003
₹750,000 ₹360,000 ₹105,020 ₹1,069,980
Prime Infra Projects
PIP005
₹400,000 ₹880,000 ₹287,480 ₹952,520
Sunrise Trading Co.
STC002
₹370,000 ₹735,000 ₹280,840 ₹924,160

Recent Activity

Latest funds, expenses and sales entries.

Cash Deposit

Sunrise Trading Co. · 01 May 2026 · Fund In
₹95,000

Miscellaneous

Royal Logistics · 01 May 2026 · Expense
₹20,060

Office

Sunrise Trading Co. · 01 May 2026 · Expense
₹33,040

Royal Foods

Sunrise Trading Co. · 01 May 2026 · Sale
₹225,000

Urban Bazaar

BlackGold Enterprises · 25 Apr 2026 · Sale
₹300,000

Salary

Prime Infra Projects · 21 Apr 2026 · Expense
₹245,000

Customer Advance

BlackGold Enterprises · 18 Apr 2026 · Fund In
₹180,000

City Builders

Prime Infra Projects · 14 Apr 2026 · Sale
₹880,000