For CA · Tax Consultant · CFO · 16 yrs

Project Report Software. Three minutes. Zero accounting.

World's 1st & most efficient Project Report Software

The world's 1st & most efficient Project Report Software, built for CAs, Tax Consultants and CFOs. Generative AI writes the narrative, seven engines compute the financials — one PDF, RBI-compliant, IND-AS 20 conformant.

Chartered AccountantsTax ConsultantsCFOs
01 · INPUTS
IndustryTextile spinning
Capex₹3.2 Cr
Term loan₹2.4 Cr · 84 mo
Moratorium12 months
02 · GENERATING
LIVE
03 · FINANCIALS
Y1Y10
DSCR avg2.41×
04 · OUTPUT
Up to 60 pages Professional DPR
Approval ready PDF · 3.6 MB
922,000+
DPRs delivered
7,600+
CAs onboard
4.94 / 5
100K+ reviews
490+
Institutions approve this format
Project reports approved by 490+ institutions — banks, state subsidy boards, industrial corridors · 7,600+ CAs use Projectzo
HDFC bankSBI bankBank of Baroda bankKotak bankAxis bankCanara bankBank of India bank
How it works

From inputs to bank-ready in 3 minutes.

The world's first and most efficient project report software replaces 7–15 days of Excel-and-Word work with a single guided flow.

STEP 01

Input basic detail

Plain-language inputs — select industry, land and building, machinery, monthly expenses. No accounting jargon required.

IndustryCold Storage
Capex₹3.2 Cr
Term loan₹2.4 Cr · 84 mo
Moratorium24 months
STEP 02

AI create & adjust the report

Industry profile, govt. subsidies, CMA, ratios, 25-year financials — written and computed in parallel by the smart AI.

Industry profile
100%
Promoter outline
100%
Govt. subsidy
100%
CMA · 25-yr
86%
DSCR · BEP
64%
Ratios · auto-fix
41%
STEP 03

eMail delivery in 3 minutes

A polished, paginated, RBI-compliant project report — branded for your CA firm, financials can be modified anytime.

The engine — seven built-in

Seven engines. One project report software.

Each engine replaces a half-day of senior-CA work. Stitched together, they produce the bank-ready Detailed Project Report your banker expects.

No hectic manual ratio adjustment.

Whatever you input, the smart AI auto-adjusts every figure so the output complies with banking ratio requirements — current ratio, DSCR, debt-equity, TOL/TNW — on the first attempt.

1st
attempt accepted
Current Ratioreq ≥ 1.331.41
DSCR avgreq ≥ 1.502.41
Debt / Equityreq ≤ 3.002.18
TOL / TNWreq ≤ 4.503.62
Interest Cov.req ≥ 2.003.84
Promoter Cont.req ≥ 25%29.4%
What's inside

Truly professional-grade DPR.
Zero rejection.

Most project report tools on the market are built by generic SaaS startups with zero background in finance. Projectzo is fundamentally different. Engineered by industry veterans with deep financial roots, our platform understands the complex reality of your business to deliver highly specialized, professional-grade documentation uniquely structured for bank, government subsidies, industrial land allotments, and critical internal assessments.

TABLE OF CONTENTS · projectzo-DPR.pdf
up to 60 pp
01Promoter Profile2 pp
02Industry Introduction2 pp
03Mfg. / Service Process2 pp
04Govt. Policies & Subsidies2 pp
05Market Demand & Drivers3 pp
06Project Cost · Means of Finance2 pp
07Working Capital Assessment6 pp
08Profitability Projections (up to 25y)3 pp
09Balance Sheet Projections3 pp
10Cash Flow Projections3 pp
11Repayment Schedule4 pp
12Break-Even Analysis2 pp
13DSCR · Sensitivity · Ratios3 pp
14CMA Data — Forms I to VI6 pp
15Annexures4 pp
AIRealtime industry data
Gen AIPerfect report in 1st attempt
PDFBank-ready, signed, paginated
Email deliveryIn your inbox, every export
Claim your trial access
For Professional Practices

Project Report Software vs. Manual Excel & Generic Tools

Stop wasting billable hours balancing complex financial ratios in error-prone spreadsheets. Projectzo AI is the definitive enterprise instrument for Chartered Accountants and Tax Consultants — synthesizing 4,000+ data points to generate 100% accurate, multi-module Detailed Project Reports (DPR) and CMA data in just 3 minutes. Scale your firm's bandwidth, eliminate calculation liability, and deliver sanction-ready excellence.

Break-Even Analysis Module
In-depth Financial Projections Module
Market Analysis Module
Auto Ratio Adjustment Engine
Mfg. / Service Process Detection Module
Risk Assessment Module
Advanced Projectzo
AI Engine
AI
Professional Grade
Project Report
Instantly synthesizes 4,000+ data points across 60+ pages. Rapid. Comprehensive. Perfect.
0
Total Compilation Time: 3 Minutes
Parameter
Manual Excel
(The Old Way)
Generic SaaS
(The Dangerous Way)
Projectzo AI
(The Professional's Instrument)
Time to First Draft
7–15 days of analyst time
3–4 hours.
User handles ratio balancing, takes 15 regenerations.
3 Minutes.
AI handles ratio balancing per project, industry-based defined institutional guidelines. Perfect report in 1st attempt.
Financial Forecast Tenure
Unlimited
Up to 10 Years
Up to 25 Years
Stress Testing & Sensitivity
Hours of manual formula building
Not offered
Fully Automated.
Multi-variable sensitivity analysis generated instantly.
Equity Fund Project Reporting
Complex, bespoke modeling required
Not offered
Native Integration.
Dedicated Equity Fund Project Report option also available.
Project Assessment
Manual calculation and scoring
Not offered
Automated.
Deep, institutional-grade project assessment included.
Output & CMA Quality
Separate, tedious Excel exercises
Basic templates that fail banking norms.
Complete 60+ Page Professional Grade DPR.
CMA data fully integrated and justified automatically.
Handling Client Revisions
Wastes hours of billable time per round
Frustrating software limitations for complex edits
Instant Regeneration.
Change one field, and the entire 25-year schedule recalculates in seconds.
Subsidy & Moratoriums
Re-do the entire schedule manually
Non-existent
Yes.
Phase-wise subsidy disbursement and complex up-to 36-month moratoriums integrated perfectly.
Firm Profit Margin
High staff overhead (₹15K+ cost per report)
Doesn't matter while their reports are rejected everywhere
Infinite Scale.
Unlimited reports. The license pays for itself by your second client.
TIME TO FIRST DRAFT
Manual Excel: 7–15 days of analyst time
Generic SaaS: 3–4 hours.
User handles ratio balancing, takes 15 regenerations.
Projectzo: 3 Minutes.
AI handles ratio balancing per project, industry-based defined institutional guidelines. Perfect report in 1st attempt.
FINANCIAL FORECAST TENURE
Manual Excel: Unlimited
Generic SaaS: Up to 10 Years
Projectzo: Up to 25 Years
STRESS TESTING & SENSITIVITY
Manual Excel: Hours of manual formula building
Generic SaaS: Not offered
Projectzo: Fully Automated.
Multi-variable sensitivity analysis generated instantly.
EQUITY FUND PROJECT REPORTING
Manual Excel: Complex, bespoke modeling required
Generic SaaS: Not offered
Projectzo: Native Integration.
Dedicated Equity Fund Project Report option also available.
PROJECT ASSESSMENT
Manual Excel: Manual calculation and scoring
Generic SaaS: Not offered
Projectzo: Automated.
Deep, institutional-grade project assessment included.
OUTPUT & CMA QUALITY
Manual Excel: Separate, tedious Excel exercises
Generic SaaS: Basic templates that fail banking norms.
Projectzo: Complete 60+ Page Professional Grade DPR.
CMA data fully integrated and justified automatically.
HANDLING CLIENT REVISIONS
Manual Excel: Wastes hours of billable time per round
Generic SaaS: Frustrating software limitations for complex edits
Projectzo: Instant Regeneration.
Change one field, and the entire 25-year schedule recalculates in seconds.
SUBSIDY & MORATORIUMS
Manual Excel: Re-do the entire schedule manually
Generic SaaS: Non-existent
Projectzo: Yes.
Phase-wise subsidy disbursement and complex up-to 36-month moratoriums integrated perfectly.
FIRM PROFIT MARGIN
Manual Excel: High staff overhead (₹15K+ cost per report)
Generic SaaS: Doesn't matter while their reports are rejected everywhere
Projectzo: Infinite Scale.
Unlimited reports. The license pays for itself by your second client.
Revenue · Not just savings

One license. ₹19+ Lakhs of new annual revenue.

Most CAs use Projectzo to bill DPRs as a productised service. The math works in your favour from your second client of the year. The world's 1st & most efficient Project Report Software pays for itself before lunch.

● LIVE ROI CALCULATOR
How many project reports does your firm deliver per month?
8
2 / mo40 / mo
Avg. you can charge per DPR₹20,500
8 DPRs × 12 months96 reports
Gross annual revenue₹19,68,000
Less: Projectzo license–₹27,999
Net annual profit19,40,001
Return on license69.3× in year one
YEAR-1 PROFIT · TYPICAL CA
₹19.4L+
Replace one analyst's month-of-work with three minutes — and bill the same as a senior partner. The license pays back on report #2.
69×
ROI on a 8-DPR/month practice
15 min
to first bank-ready DPR
~₹291
marginal cost per report
100%
retention · CAs renew yearly
FOR FOUNDERS & SMEs
Not a CA? Walk into your bank with the same professional-grade DPR — up to 60 pages — that senior CAs charge ₹40,000 to prepare.
Get a DPR for my business
Reviews

7600+ CA & consultants already onboarded.

From sole-prop CAs in Tier-2 cities to multi-partner firms in Mumbai — the verdict on the world's 1st & most efficient project report software has been remarkably consistent.

922K+
DPRs delivered
Gen AI
Advanced Engine
100%
Accuracy Tested

"We replaced four analysts on DPR work. The unit economics on this license are absurd."

Sharma & Gupta Asso. - Mid-tier CA firm, Mumbai
4 partners · 18 staff

"I generated first DPR for a client over breakfast. SBI accepted it without a single revision."

FinKind Consulting - Bengaluru
Loan · ₹62 L

"The subsidy engine alone paid for the year-long license on our first textile client."

Ashish Patel & Co. Sole proprietor CA, Surat
14 DPRs in Q1

"I stopped dreading client deadlines. The output is so good that I read it once and deliver."

Biz Finance Consultant - Startup , Pune
~3 DPRs / month
Pricing

Tailored plans. For every practice.

Plans and pricing are visible inside the dashboard, after a quick sign-up — so we can show you the right tier for your firm size, region, and renewal cycle.

Sign in to view plans
Login to view and choose your plan
Plan starts at ₹ 4,999. Pricing depends on your choice of modules and tenure.

We offer multiple subscription plans — monthly, annual, multi-year, and team licenses for CA firms. Sign in to see the right plan for your practice, regional pricing, and current launch offers.

EVERY PLAN INCLUDES
  • Unlimited DPRs · 1 user license
  • All 7 engines (Subsidy, Moratorium, CMA, Industry, Ratios, Sensitivity, CAPEX)
  • 2,500+ business categories
  • White-label PDF + brand cover
  • View AI generated DPR quality inside
  • IND-AS 20 compliant govt. grant treatment
  • Email + Chat support
  • Monthly & Annual plans available
WHY SIGN-IN GATED?

We tailor plans to your practice.

  • Solo CA vs multi-partner firm — different tiers
  • Regional pricing for India, UAE, USA, NL
  • Quarterly plugin offers + multi-year discounts
  • Bulk team licenses on request
Sign-in takes 30 seconds.
FAQ

The questions every CA asks first.

Working capital assessment is the linchpin of any credit appraisal, and our platform computes the Maximum Permissible Bank Finance using both the Tandon Committee's Second Method of Lending and the Nayak Committee turnover method, applied automatically based on the proposed loan ticket size. The system derives an accurate operating cycle from holding periods for raw materials, work-in-progress, finished goods, debtors, and sundry creditors. It auto-computes the Margin Money requirement at 25% of the working capital gap, validates it against the benchmark Current Ratio of 1.33, and aligns the output with the RBI's Master Direction on Loans and Advances. For MSME proposals below ₹5 crore, the Nayak Committee's 20%-of-projected-turnover route is invoked instead, ensuring the assessment matches the exact methodology each bank's credit department expects to see.
Sound financial projections must withstand adverse scrutiny, which is why our software embeds a multi-variable Sensitivity Analysis module as a default deliverable. The AI runs simulations across three critical variables—Sales Volume, Selling Price, and Raw Material Cost—applying downward shocks ranging from 5% to 15%, and recomputes DSCR, Break-Even Point, and Cash Accruals for every scenario. This produces a Sensitivity Matrix that demonstrates the project's resilience under stress, a non-negotiable requirement for term loans above ₹2 crore under most public sector bank credit policies. The engine flags any scenario where DSCR slips below 1.25 or where the Project IRR converges with the Cost of Capital, allowing the CA to advise the promoter on margin cushioning before submission. This pre-empts the very queries credit committees invariably raise during sanction.
The software is trained and calibrated for every major MSME and entrepreneurship credit scheme in the Indian ecosystem. PMEGP, Stand-Up India, PMFME, CGTMSE-backed proposals, and the PLI (Production Linked Incentive), CLI (Capital linked incentive) schemes for manufacturing, service, trading, food processing, agriculture and industrial processing across 2500+ business categories are all built into the engine and updated every week. The AI auto-applies the prescribed margin structures, subsidy quantum, and lock-in conditions specific to each. PMEGP reports automatically reflect the 15-35% subsidy slabs based on category and location, while CGTMSE-eligible proposals are flagged for zero-collateral coverage up to ₹5 crore. Subsidy treatment follows Ind AS 20 on Accounting for Government Grants, either deducted from asset cost or recognised as deferred income, depending on lender preference. This removes the scheme-specific guesswork that typically delays sanction by weeks at the branch level.
The Means of Finance schedule is where most amateur reports collapse under bank scrutiny, and Projectzo project report software treats it as a structurally critical section. The AI constructs a balanced funding pattern combining Promoter's Capital, Internal Accruals, Term Loan, Unsecured Loans from family, and where applicable, Subordinated Debt or Quasi-Equity instruments. It enforces the Debt-Equity Ratio within the 2:1 to 3:1 band that most public sector banks mandate, and verifies that Promoter's Contribution meets the minimum 20-25% threshold required for greenfield projects. The system phases capital infusion across project implementation milestones, producing a Source-and-Application Statement that ties precisely to the Cost of Project. For NBFC and private bank proposals, gearing ratios are auto-adjusted to match each lender's published credit appetite, eliminating multiple iteration cycles.
Investment appraisal is incomplete without rigorous discounted cash flow analysis, and our software computes Net Present Value (NPV), Internal Rate of Return (IRR), Modified IRR, Discounted Payback Period, and Profitability Index as standard outputs in every report. The Weighted Average Cost of Capital is derived dynamically from the project's debt-equity composition, the prevailing term loan rate, and an industry-adjusted Cost of Equity computed using a CAPM-equivalent approach. Project IRR is calculated on pre-tax operating cash flows, while Equity IRR factors in tax shields, principal repayments, and terminal value, giving promoters and bankers two distinct return metrics. For proposals evaluated by Venture Capital or Private Equity investors, the analysis extends to J-Curve modelling and exit-multiple sensitivities, elevating the deliverable beyond bank-financing utility into investment-grade documentation.
Generic templates collapse the moment a credit officer asks an industry-specific question, so our AI is trained on sector-level intelligence drawn from MoSPI statistics, RBI Sectoral Deployment data, and leading rating agency industry reports. When you select a line of business, whether dairy processing, textile spinning, pharmaceutical formulations, or EV component manufacturing, the system retrieves the relevant NIC code, average capacity utilisation benchmarks, input-output ratios, and the sector's typical working capital cycle. The narrative auto-incorporates demand-supply gap analysis, Porter's Five Forces commentary, and the applicable regulatory framework (FSSAI for food, BIS for engineering, CDSCO for pharma, FAME-II for EVs). For service-sector projects, the methodology shifts toward revenue-per-employee and asset turnover ratios. This sectoral precision is what separates a bankable report from a templated one.
Confidentiality of client financial data is non-negotiable, which is why the platform is hosted on ISO 27001-certified infrastructure with AES-256 encryption at rest and TLS 1.3 in transit. Every CA's workspace is logically isolated, no client data is ever used for model training, and reports are auto-purged from active servers per the retention period selected by the firm. For practising professionals, the software offers full white-label functionality. Reports can be generated with the firm's Logo, ICAI membership number, UDIN reference field, digital signature placeholder, and customised disclaimers. This positions the deliverable as the firm's own intellectual product rather than a third-party output. Combined with role-based access controls for articled assistants and partners, the platform integrates seamlessly into a structured practice without compromising professional ethics or client privilege.
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