Draft balance sheet and financials for private limited companies

Import company details, enter financial figures and prepare editable statements with SRA Secretarial OS.

Draft balance sheet and financials for a private limited company

Prepare draft financials for a Pvt Ltd company with SRA Secretarial OS. Import MCA company details, add shareholding and financial figures, and create a connected Balance Sheet, Profit & Loss statement, notes to accounts and accounting policies.

Automatic balance sheet preparation

Enter final financial figures once. Linked calculations update share capital, reserves, assets, liabilities and supporting notes. Review differences before downloading your draft balance sheet.

Financials for Pvt Ltd companies

This Beta tool supports small-company financial statement drafting using a Schedule III, Division I presentation. Review suitability, accounting policies and disclosures for your company before finalising.

Editable Word, Excel and PDF downloads

Download draft financials in Word, a formula-linked Excel workbook or PDF. Incomplete or mismatched figures can still be downloaded as a draft after confirmation.

Questions about drafting financial statements

How do I make a draft balance sheet for a private limited company?

Select Start preparing, import an MCA Excel file or enter company details manually, then enter shareholding, income, expenses, assets and liabilities. Review the linked statements and download your chosen format.

Is this an AI balance sheet maker or an automatic accounting tool?

This tool is available under Our AI Features. Its financial totals use rule-based calculations from the figures you enter. It automates statement drafting; it does not invent transactions, perform bookkeeping or replace professional review.

Can I download incomplete draft financials?

Yes. If data is incomplete or does not match, choose Yes, download in the confirmation popup. The output remains marked as a draft so you can complete and correct it later.

Where are my company projects saved?

Projects are saved in the current browser. Download a project backup to keep a portable copy or move it to another device.