MIS & Financial Planning
Management Reports That Explain What Is Happening in Your Business
5th Quadrant converts your accounting data into reports, forecasts and dashboards that a non-accountant can actually use to make decisions.
Clear answers on revenue, margin, cash and performance — not just more spreadsheets.
Sound familiar?
The questions this should answer
- Where is profit actually being made or lost?
- Why is actual performance different from plan?
- Which customers, products, branches or projects need attention?
- What will cash look like over the next quarter?
Reporting
- Monthly P&L, balance-sheet and cash-flow review.
- Budget-versus-actual analysis.
- Receivable, payable, inventory and working-capital dashboards.
- Business-unit, product, customer, branch and project profitability.
- KPI and management dashboard design.
Planning
- Annual budget.
- Rolling forecast.
- Scenario and sensitivity analysis.
- Revenue, manpower and capital-expenditure planning.
- Financial models for growth decisions.
From report to action
- Validate the source data.
- Prepare the report pack.
- Explain the drivers and exceptions.
- Agree management actions.
- Track closure at the next review.
MIS and financial planning are management-reporting tools for internal decision-making. They are not a substitute for statutory financial statements, which are prepared and, where required, audited separately.
What You Receive
- Monthly MIS pack.
- Budget-versus-actual report.
- KPI dashboard.
- Profitability views by agreed dimensions.
- Rolling forecast and cash outlook.
- Management action tracker.
Ask us about our SME Monthly MIS Checklist when you get in touch.
Proof and trust
Built to Be Verified, Not Just Trusted
We're building out anonymised sample deliverables and case studies for this service. Ask us for examples relevant to your industry when you get in touch, and we'll walk you through our review controls and reporting frequency directly.
Frequently Asked Questions
What should an SME MIS report include?
At minimum, a P&L and cash-flow view against budget, receivable/payable ageing, and profitability by whichever dimension matters most to you — product, customer, branch or project. We tailor the exact pack to your business.
How is MIS different from financial statements?
Financial statements report what happened for statutory and tax purposes. MIS is built for internal decision-making — faster, more granular, and organised around the questions management actually asks.
Can reports be customised by product, branch or project?
Yes, that's the point of MIS — dashboards are built around the dimensions that matter to your business, not a generic template.
How quickly after month-end can MIS be prepared?
This depends on how current your books already are — it's fastest when outsourced accounting and MIS are run together, since the data doesn't need a separate clean-up step.
Can 5th Quadrant build dashboards from Tally or ERP data?
Yes, we build reporting from the accounting or ERP system you already have rather than requiring a new platform.
Who reviews and explains the numbers?
Every MIS pack is reviewed with your team before it's treated as final — the report comes with an explanation of the drivers and exceptions, not just numbers.