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Overview Dashboard
Receivables Dashboard
Payables Dashboard
Cash Flow Dashboard
The six core dashboards are the same across every business. What changes is which ones your team opens first, and what “useful” looks like.
Founders and finance leads at startups live and die by burn rate and runway. The Overview dashboard puts both on the same screen as cash across accounts, so “how many months do we have?” never needs a spreadsheet. Board updates stop being a week-long project — the numbers you’d send your investors are the same numbers on the dashboard, live.
Manufacturing finance teams care most about working capital and vendor cycles. Payables aging and receivables aging are the two dashboards open all day. DPO tracking helps procurement negotiate supplier terms with actual data; DSO tracking keeps collections moving. If you run multiple Tally companies across units, AI Accountant consolidates them into one view.
D2C brands run tight on cash and need clean operating cash flow visibility — not the noise of platform settlements and inter-account transfers. Expense tracking by category, combined with monthly inflows versus outflows (internal transfers excluded), shows actual operating cash movement.
Services and consulting firms track receivables obsessively because billing is lumpy and collections drive cash flow. The accounts receivable dashboard with customer-level aging and DSO trends is where most services-firm finance leads spend their mornings.
CA firms use AI Accountant to deliver MIS dashboards to their clients — not just to run their own books. Switch between client companies in one click, hand over live dashboards instead of month-end PDF reports, and turn MIS into a monthly retainer service instead of a last-minute scramble.
For traders and distributors, cash conversion cycle matters more than headline profit. The combination of payables aging, receivables aging, and cash on accounts gives you a live view of where working capital is stuck.
“We went from 4-day MIS cycles to instant reporting. Now every board meeting starts with accurate, up-to-date numbers”
Prabhas K
Founder, ABC and Associates
