PRACTICAL TOOLS FOR EVERYDAY FINANCE
Make your numbers
work for you.
Excel tools and business automations that bring clarity to outstanding payments, reporting, and everyday finance tasks.
Built around the work you already do.
| Customer | Ageing | Balance |
|---|---|---|
| Evergreen Ltd | 61–90 days | ₹20,000 |
| Delta Works | 31–60 days | ₹18,000 |
| Coral Services | 1–30 days | ₹12,000 |
LESS COPYING. MORE CLARITY.
Track receivables
Review overdue balances
Refresh your reports
01 / EXCEL TOOLKIT
Your receivables.
One clear picture.
Follow outstanding invoices from the invoice detail to a customer-wise ageing summary. Update your source file and refresh the report in Excel.
AR Ageing & Collection Tracker
Know what’s due.
See what needs attention.
- Invoice-level overdue days and ageing buckets
- Customer summaries from Current through 91+ days
- CSV import with Power Query Refresh All
Designed for desktop Excel on Windows. Contact us for availability and pricing.
A SIMPLE WORKFLOW
From input to insight.
01
Update your data
Add your invoice records to the input file.
02
Refresh in Excel
Use Data → Refresh All to update the report.
03
Review & follow up
Use customer summaries and invoice detail to focus your collection efforts.
ON THE ROADMAP
Marketplace reconciliation.
Less manual matching.
We’re planning an online tool to compare sales and settlement files, highlight unmatched entries, and help you investigate differences.
IN DEVELOPMENT
Upload. Match. Review.
Sales data + settlement data
Proposed workflow: upload your files, run reconciliation, and export the exceptions.
Coming soon — not available for use yet.
LET’S SIMPLIFY YOUR NEXT REPORT
What takes up
too much of your time?
Tell us about your spreadsheet, reporting, or reconciliation task.