Reports and MIS

Every number in the business, one click away

These are real PaySaathi screens, filled with a sample company’s data. Every report is built from the same documents your team enters, so it is current the moment a bill is saved.

Accounts

The books, closed every day instead of every year.

Profit and loss

Sales, cost, gross profit and net profit for any period you pick.

Profit and loss report showing sales of ₹61,02,076, gross profit of ₹14,91,775 and net profit of ₹4,98,474

Trial balance

Every ledger with its debit or credit balance as on a date, and totals that match.

Trial balance listing ledgers by group with matching debit and credit totals

GST summary

Tax collected on sales against credit on purchases, month by month, with what is left to pay.

GST summary for June 2026 showing CGST, SGST and IGST on sales, credit on purchases and GST to pay

Sales and profit

What sold, to whom, and what you made on it.

Sales by item

Quantity, value, returns and margin for every item. Switch to group, customer or month.

Sales by item report listing twelve items with quantity sold, net amount, average price and margin

Gross profit

Profit and profit percent by customer and by stock group, with each one’s share of the total.

Gross profit report by customer with sales, cost, gross profit and percent, and a summary by stock group

Trend

Any measure, by customer or item, laid out month against month.

Trend report showing each customer’s sales for every month from April to November

360° view

Sales, profit, receivable, payable and invoice counts for every month of the year on one page.

360 degree view showing monthly sales, gross profit, receivables, payables and invoice counts

Targets

Target against actual, with how much a day is needed to finish on target.

A festive quarter target showing sales value and gross profit against target for each stock group

Customers

Where your customers are, and which ones have gone quiet.

Customers to call, on a map

Your sales shaded state by state on the map of India, with counts of customers billed, not billed, inactive and lost.

Customers to call report with a map of India shaded by sales in each state and tiles for billed, not billed, inactive and lost customers

Money owed

Who owes you, whom you owe, and how old each bill is.

Bills receivable

Every customer’s dues split into ageing buckets, with overdue amounts called out.

Bills receivable by party with not due, 0 to 30, 30 to 60, 60 to 90 and 90 plus day columns

Bills payable

The same view for suppliers, so payments go out in the right order.

Bills payable by supplier with ageing columns and total payable

Stock

What is on the shelf, where, and how long it has been there.

Godown stock

Quantity and value of every item in each location, by item, group or category.

Stock in the Pune Main godown listing thirteen items with quantity, rate and value

Stock health

Stock by age, what is not moving, and what the money tied up in it is costing you.

Stock health report with stock value by age bucket, non-moving stock and interest cost by item

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