Sample data
See the data first, then use it
Samples are grouped by who they are for — salaried or business — and every one is made up for demonstration. Open one to see exactly what it contains, load it into the feature with one click, and you get the same result, explanation and download you would get with your own numbers.
Documents you can upload
Three months of business account activity, ready to categorise into inflow and outflow.
A month of payouts with the bank credits that should match them.
A year of revenue, costs and expenses in the usual line-item form.
Assets, liabilities and equity at a single date.
A week of invoices with taxable value and the tax split.
Three lender offers with rates, tenures and fees, ready to compare.
Payments and settlements
What a month of card and UPI collections really costs you after fees and tax.
How much working capital sits with the gateway while you wait for payouts.
What refunds and disputes take off the top line and out of your margin.
What one order leaves behind, and how many orders cover the month.
Profit, costs and ratios
Gross, operating and net margin from one year of trading figures.
The difference between the markup you add and the margin you keep.
How many units a month you must sell before you start earning.
Return on a spend, stated plainly.
Whether short-term bills are covered, and how much you rely on debt.
Whether earnings comfortably cover interest and loan repayments.
How long the cash in the bank lasts at the current burn.
How fast sales are growing and how bumpy the ride is.
Loans and repayments
The monthly instalment on a business loan, and how much of it is interest.
Month by month, how the balance falls and where each instalment goes.
What one lump-sum prepayment saves in interest and time.
The loan size your income can carry once existing EMIs are counted.
How many months a cheaper loan takes to pay back its switching cost.
What a flat-rate quote actually costs on a reducing balance.
The real annual rate once compounding is included.
Saving and investing
Where a monthly investment could reach at an assumed return.
How a one-off amount grows over time at an assumed return.
The monthly amount needed to reach a target by a date.
The steady yearly growth rate behind an uneven result.
What a future amount is worth in today's money.
What a future payment is worth if you had it now.
Whether a project's future cash makes back the money put in.
The return a project earns on the money invested in it.
Whether a monthly surplus does more against the loan or in the market.
Sample figures are illustrative and are never saved to an account. FinBizDoc is an analysis tool, not a lender, adviser or auditor.