A financial dashboard from the Excel trial balance you already export, where every figure opens to its ledgers

Excel-to-dashboard AI tools chart whatever columns they are given, and for sales data or a survey that is enough. A trial balance is different. Revenue sits as credit balances across dozens of ledgers, cost of sales is split between purchases, freight and stock movements, and a debtor that went into credit belongs somewhere else entirely. Chart the columns as they stand and the dashboard is wrong in ways that look right.

So the work starts one step earlier. Every ledger is mapped to a statement line once — rules first, AI for the ledgers rules cannot place, and anything uncertain left visible as Unmapped — and the engine computes each figure from the ledgers under it, checked against the trial balance. The dashboard draws from those figures, and so does the Excel workbook built alongside it. The full route is in trial balance to financial statements.

The first board is chosen for the company from the figures its books actually hold. After that, change it in words, in the chat beside it. Before you send, it says whether the message will update the dashboard or ask a question.

• “Show revenue and gross margin by month for this fiscal year.”

  A trend chart is added to the board, and Undo is offered.

• “Break operating expenses down by department and show the five largest.”

  A breakdown by the department split your books carry, sorted and limited to five.

• “Add a card for revenue per working day, at 22 working days a month.”

  A figure the books do not hold is added as a formula the engine computes, using the 22 you typed.

• “Why did gross margin fall in March?”

  A question, not a change: answered beside the board, every figure in the answer computed.

The AI turns a request into a change to the layout; it never types a figure. A number it puts in a formula has to be one you typed, and the result is computed by the engine. The layout is kept with the company, so next month lands on the same board.

Press Present and the board goes full screen for the meeting. What the room sees is the board itself, and when someone asks where a number came from, one click opens the ledgers behind it. That is the difference from a chart pasted into a deck, which is two steps removed from the books and cannot answer the question. A copy saved as a PDF says on every page when its figures were computed, so it never passes for this month’s.

Magic MIS is paid for in prepaid credits, with no subscription, and credits never expire. The Indian version of this page, in that market’s words, is the MIS dashboard.