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Management reporting software and financial board packs for groups

Management reporting software turns the group accounts into what the board reads: dashboards, your own statement layouts and a monthly financial board pack. In Finconsol you build them without code, mix statistics with financial lines, and issue a pack that Finconsol locks, so the numbers cannot move.

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Build your own dashboard

Pick the figures and charts you want. Each one is a card you can place anywhere.

A dashboard for September 2026 with three tiles: revenue 5,956 thousand dollars, net profit 1,016, and revenue per employee 18,968 dollars. Below them are a revenue trend from April to September, revenue by company before group adjustments, and a profit bridge from the budget of 900 to the actual of 1,016.

Revenue5,956USD thousands4.5% ahead of budget
Net profit1,016USD thousands
Revenue per employee18,968USD

Revenue trend

April to September 2026, USD thousands

5,402 Apr 5,488 May 5,610 Jun 5,655 Jul 5,803 Aug 5,956 Sep

Revenue by company

Before group adjustments, USD 6,376 thousand in total

  • Inc.36.2%
  • Technologies28.9%
  • UK15.2%
  • FZ-LLC11.7%
  • Pte.8.0%

Profit bridge

Net profit, budget to actual, USD thousands

900 Budget +256 Revenue (140) Costs 1,016 Actual

The numbers are right. The pack takes a week.

Once the group accounts are final, the work is not over. The board wants a pack: the KPIs, the trend, budget against actual, a view by company, and a paragraph of commentary. Someone builds it in a spreadsheet and a slide deck.

Then a late adjustment arrives, and the deck and the accounts no longer agree.

  • The same layout, rebuilt monthly. Charts and tables are pasted from last month's file.
  • Ratios kept apart. Revenue per employee needs headcount, which lives somewhere else.
  • Numbers that move. The pack is correct until someone changes a source file.
  • Wrong figures look right. A ratio with a missing input still shows a number.

How groups do it today

A pack is usually assembled by hand from exports. A dashboard tool can show charts, but it rarely knows which month is locked or what changed.

Spreadsheet and slides, a dashboard tool and Finconsol compared for management reporting
Spreadsheet and slidesDashboard toolFinconsol
Source of the numbersExports pasted inA separate copy of the dataThe group accounts themselves
Own statement layoutsRebuilt each monthCharts, not statementsStatement layouts with statistic and formula rows
A figure with no inputShows a number anywayShows a number or zeroSays it cannot be worked out
After the board has read itCan changeCan changeLocked, so the numbers cannot move

How Finconsol handles management reporting

The dashboard builder

Name a dashboard and add cards: KPI tiles, trends, pies and donuts, stacked columns by company, bridges (profit bridge, cash bridge, your own steps, Pareto), tables and mini statements. Page filters set the period and the scope, and a card can be pinned to its own period or scope.

Formulas are built by clicking, and can mix financial lines with statistics. Each card says its period and scope. A figure that cannot be worked out says so in words.

The report builder

Design your own profit and loss, balance sheet or cash flow, with statistic rows and formula rows between the financial lines, then publish it for everyone.

Board packs

A pack is built from the board summary: KPIs, budget against actual, growth at constant currency, ratios and commentary, with a cover. Once the board has read it, the pack is locked, so the numbers cannot move.

Industry packs

Each industry pack is a starting point: statistic lines, dashboards and two draft report layouts, for manufacturing, services, retail, SaaS or hospitality. You can change or remove any of it.

The pack has to be a financial pack. A board portal moves meeting papers around, which is a different job. This page is about the numbers in them: a monthly management pack drawn from the same group accounts that were consolidated and locked.

The trend, the bridge and the table on a card all come from the group accounts, the same ones the board summary and the statements use.

Built, refreshed, locked

A board pack of four pages: a cover for the Zenvara Group board pack, September 2026; a summary with revenue of 5,956 and net profit of 1,016 in thousands of dollars; budget against actual with revenue 4.5% ahead, costs 2.9% behind and net profit 12.9% ahead; and commentary. Below it, three steps: built, refreshed with the month, then locked so the numbers cannot move after the board has read them.

Zenvara Group board pack September 2026
Summary
Revenue5,956
Net profit1,016
USD thousands
Budget against actual
Revenue4.5% ahead
Costs2.9% behind
Net profit12.9% ahead
Against the active budget
Commentary
  1. Built
  2. Refreshed with the month
  3. Locked: the numbers cannot move after the board has read them

Try it: switch the period, then open the manual journal entries in the month.

Board overview dashboard for Hartwell Precision Industries Group. Year to date, Apr 2026 to Sep 2026: revenue ₹2,54,68,00,962.95, up 17.0% on last year; gross margin 33.1%; net profit ₹19,25,61,242.44; cash ₹24,67,82,549.05. The period can be switched to Sep 2026 alone: revenue ₹48,12,15,081.21, net profit ₹3,81,36,888.05. Also a profit bridge, a cash bridge, revenue over a rolling 12 months, revenue against the same month last year, revenue with gross margin, and revenue by company.

Board overview
Period Month Sep 2026 Scope Hartwell Precision Industries Group · 4

Hartwell Precision Industries Group, Apr 2026 to Sep 2026

Revenue

Hartwell Precision Industries Group | Apr 2026 to Sep 2026

₹2,54,68,00,962.95

INR

▲+17.0% on Apr 2026 to Sep 2026 against Apr 2025 to Sep 2025

each month

Gross margin

Hartwell Precision Industries Group | Apr 2026 to Sep 2026

33.1%

▼-2.5 pts on Apr 2026 to Sep 2026 against Apr 2025 to Sep 2025

each month

Net profit

Hartwell Precision Industries Group | Apr 2026 to Sep 2026

₹19,25,61,242.44

INR

▲+1.3% on Apr 2026 to Sep 2026 against Apr 2025 to Sep 2025

each month

Cash

Hartwell Precision Industries Group | As at 30 Sep 2026

₹24,67,82,549.05

INR

▲+49.9% on Sep 2026 against Sep 2025
Profit bridge

Hartwell Precision Industries Group | Apr 2026 to Sep 2026

StepSize of the stepApr 2026 to Sep 2026 (INR)
Revenue ₹2,54,68,00,962.95
Cost of sales ▼ (₹1,70,50,70,861.78)
Operating expenses ▼ (₹54,14,69,803.10)
Other income ▲ ₹1,77,90,836.61
Other expenses ▼ (₹12,54,89,892.24)
Net profit ₹19,25,61,242.44
Cash bridge

Hartwell Precision Industries Group | Apr 2026 to Sep 2026

StepSize of the stepApr 2026 to Sep 2026 (INR)
Opening cash ₹17,75,50,015.94
Operating activities ▲ ₹25,02,86,384.09
Investing activities ▼ (₹31,82,11,147.78)
Financing activities ▲ ₹13,90,00,000.00
Exchange-rate effect ▼ (₹18,42,703.20)
Closing cash ₹24,67,82,549.05
Revenue, rolling 12 months

Hartwell Precision Industries Group | Sep 2025 to Sep 2026

₹510.1 Cr₹442.0 Cr

Sep 2025Mar 2026Sep 2026

Revenue, rolling 12 months

Revenue, same month last year

Hartwell Precision Industries Group | Last 12 months to Sep 2026

₹48.1 Cr₹0

Oct 2025Mar 2026Sep 2026

RevenueRevenue, same month last year

Revenue and gross margin

Hartwell Precision Industries Group | Last 12 months to Sep 2026

₹48.1 Cr₹0
37%28%

Oct 2025Mar 2026Sep 2026

Revenue Gross margin (right axis)

Revenue by company, largest first

Hartwell Precision Industries Group | Apr 2026 to Sep 2026

PartShare of the largestRevenue (INR)Sharecumulative
Hartwell Precision Industries Pvt Ltd ₹2,24,01,52,811.30 69.1%
Hartwell Europe GmbH ₹61,63,31,240.87 88.1%
Hartwell Americas Inc. ₹25,19,57,879.56 95.9%
Hartwell Gulf Trading FZE ₹13,32,98,334.68 100.0%
Companies before group adjustments₹3,24,17,40,266.41
Currency translation (₹54,34,465.90)
Manual journal entries (₹68,95,04,837.56)
Group total₹2,54,68,00,962.95

A board overview dashboard for a four-company manufacturing group: April to September 2026, or September alone
Custom reports: your own layouts of the three statements, published for everyone

What you get

  • Named dashboards with KPI tiles, trends, bridges, pies, tables and mini statements.
  • Your own statement layouts for profit and loss, balance sheet and cash flow.
  • Ratios from financial and non-financial figures, built by clicking.
  • A board summary with KPIs, budget against actual, growth at constant currency, ratios and commentary.
  • A board pack that is built once, refreshed with the month and locked.

Good to know

  • Everything is built on the group accounts, so the pack is only as final as the month behind it. Close and lock the month first.
  • A locked pack cannot be changed, so lock it once the numbers are final and before the board date.
  • Industry packs are starting points. They add statistic lines and layouts, but they do not decide your KPIs for you.
  • What is on screen exports to Excel and PDF, and prints.

Questions

What is the difference between a financial board pack and board portal software?
Board portal software distributes directors' meeting papers. A financial board pack is the numbers: KPIs, budget against actual, ratios and commentary for the group. Finconsol builds the financial pack from the group accounts. It does not run the meeting papers.
What should a monthly management pack for a group include?
A cover, the main KPIs, the statements, budget against actual, growth, key ratios and commentary. Finconsol builds its board packs from the board summary, which holds the KPIs, budget against actual, growth at constant currency, ratios and commentary, with a cover.
Can I design my own financial statement layout?
Yes. The report builder lets you lay out your own profit and loss, balance sheet or cash flow, with statistic rows and formula rows among the financial lines, and publish it for everyone.
What can I put on a dashboard?
KPI tiles, trends, pies and donuts, stacked columns by company, bridges, tables and mini statements. Trends include area, columns and line, same month last year, rolling 12 months, a 3-month average and growth.
How do I stop figures changing after the board has seen them?
A board pack is built from the board summary and refreshed with the month. Once it is locked, the numbers in the pack cannot move.
Do I need to write code to build a dashboard or report?
No. Dashboards and report layouts are built by choosing cards, lines and filters. Formulas are built by clicking the financial lines and statistics you want to combine.
What happens when a figure cannot be worked out?
The card says so in words. For example, a ratio with no headcount for the month says that it cannot be worked out, instead of showing a number that looks right and is not.

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