Data Analytics & Business Intelligence

Why JAKS

We don’t just show numbers. We help you understand what they mean and what to do next

CA-Led Analytics

financial logic first, visuals second

Business-Focused

insights aligned to real decisions

Zoho-Certified Partner

strong system implementation capability

Custom-Built Dashboards

not template-driven reporting

End-to-End Ownership

from data structure to management interpretation

Turn data into decisions

At JAKS, Data Analytics is not about charts and reports. It is about clarity, control, and confident decision-making.

We help businesses convert raw operational and financial data into actionable insights that management can rely on to improve profitability, manage cash flows, track performance, or plan growth.

As a Chartered Accountant–led advisory firm and an authorised Zoho Partner, our analytics solutions sit at the intersection of finance, operations, and strategy.

What We Do

1. Management Dashboards (MIS)

We design customised dashboards that give management a single source of truth across:

  • Revenue, costs, margins, and profitability
  • Cash flow and receivables
  • Department and project performance
  • Monthly, quarterly, and YTD comparisons

Dashboards are designed for decision-makers.

2. Financial & Performance Analytics

We go beyond bookkeeping numbers to deliver insights such as:

  • Budget vs actual analysis
  • Cost structure and leakage identification
  • Customer and segment profitability
  • Trend analysis and early warning indicators

This enables management to act early, not react late.

3. Zoho Analytics Implementation & Integration

As Zoho Partners, we implement and configure Zoho Analytics as a central reporting layer by integrating data from:

  • Zoho Books
  • CRM, Inventory, Payroll, Projects
  • Excel sheets and operational databases
  • Third-party systems (where applicable)

We ensure data is structured correctly so reports are accurate, automated, and scalable.

4. SaaS & KPI Reporting

For growing and tech-enabled businesses, we support reporting of key metrics such as:

  • Revenue run rates
  • Customer metrics
  • Retention and growth indicators
  • Unit economics and performance ratios

These reports are aligned to management and investor expectations.

5. Ongoing Analytics & CFO Support

Analytics is not a one-time exercise. We offer ongoing support to:

  • Review dashboards periodically
  • Refine KPIs as the business evolves
  • Support management reviews and board discussions
  • Ensure data remains reliable and decision-ready

Who This Is For

Business owners seeking better visibility and control
Management teams needing reliable MIS reporting
Growing companies preparing for scale, funding, or restructuring