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Management & Investor Reporting

Decision-Making Reporting

Management and Investor Reports

NAM Fintech is a top management and investor reporting firm. Management accounts include vital data such as margin statistics, analysis, Red Flags, KPIs and cash flow. In addition, we provide financial control ratios, operational ratios, liquidity ratios and performance ratios. NAM is the world's leading co-sourcing Giving you a 360-degree view of your company's financial and operational working.

To ensure the quality of MIS and Investor reporting, we have established standards for data collection, analysis, and reporting and use appropriate data management systems and tools, such as dashboards and scorecards, to facilitate efficient and effective reporting. It is crucial to avoid intentional misreporting of data, as it can harm the organization's reputation, financial standing, and legal compliance. Therefore, any suspected misreporting should be avoided and corrected immediately to prevent further damage.

We Provide The Following Financial Reporting Services:-
Investors Reporting
Management/Internal Reporting
KPIs and Red Flag Analysis
Monthly/Quarterly Reporting
Ratio Analysis
NAM Fintech Services List Man

Our Process

How We Work

NAM is committed towards the highest levels of Confidentiality, Trust and Quality.

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We assign a team of certified experts to meet our clients' needs. After that, we sign an engagement letter and NDA.
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Data Sharing
NAM provides secure, encrypted access to client data and ensures confidentiality with ISO-27000-certified networks.
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Our goal is to surpass expectations by delivering customized, top-notch work while keeping clients updated and accommodating revisions.
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Our company strives for customer satisfaction. We will issue an invoice only when you are completely satisfied with our services.


Applications we use

Intuit Quickbooks brand logo
Xero brand logo
Sage brand logo
yardi brand logo
Oracle Netsuite brand logo
SAP brand logo
Blackline brand logo
Odoo logo
Microsoft Dynamics logo
Salesforce logo
Hubspot logo


Frequently Asked Questions

Managerial accounting, also known as cost accounting or management accounting, emphasizes inside information obtained through financial accounting. We use these reports to plan, regulate, make decisions, and measure performance. Per the requirements, we continuously generate managerial reports throughout the accounting and bookkeeping period.

Bookkeeping experts carefully craft these reports, as many critical decisions rely on their accuracy. Managers then examine these reports to identify patterns and turn them into helpful information for the company.

Co-sourcing gives you access to the most up-to-date cloud-based technologies and tools, allowing you to manage payments more effectively and get paid faster. An experienced finance and accounting co-sourcing firm can provide advanced technology at a lower cost than your company's current technology. You can see a real-time, up-to-date accounting analysis of your cash flow with a few mouse clicks.

Making a decision will be easier if you have confidence in our resources' skill set, quality of delivery, professionalism in our dealings, and communication process. That's why we offer you a free trial for up to 30 hours of our time so you can see what we can do for your project.

We take data confidentiality and intellectual property very seriously. We ensure that no client-related information is published, distributed, sublicensed, sold, or disseminated to a third party. All our data is highly encrypted and shared one-to-one only with the client on a secure server connected to a secure VPN.

No, we are only trying to make things simpler, faster and smoother for you. Your accountant and our team can work together, and we can even collaborate with a Certified Public Accountant of your choice. Your current accountant will help us with accurate data for our staff to process. However, if you later find that your workload has increased due to the expansion of your business, you can choose to hire only a few people or fully outsource all of your tasks, and we will take care of all your finance, taxation, and accounting needs.

Perks of working with NAM FinTech

Why Choose Us?

Top Certifications and Skilled Workforce

We have an elite set of professionals, hired from Big4s and MNCs, highly skilled in multiple domains having vast industry knowledge. In addition, NAM Fintech has received ISO-27000 certification, which means your data is highly secured and Encrypted.

Utmost Client Focus

From the beginning of a project to the end, we adhere to our client's values and ethics. In addition, we focus on increasing business-customer engagement to improve our service experience.

Complete Customised Solutions

Every company is differentiated and has its own set of requirements. We provide them with individually tailored solutions. We combine various services, applications, and tools to meet the company's specific needs, resulting in increased profitability and improved management.

Pay Only After Completion

Most importantly, clients adore our pay-later plan, and we contact them constantly to solicit feedback and implement changes. Then, after we render the service, we generate an invoice for the client.