For CAs · tax consultants · DSAs

Bulk project reports and CMA for every client.

One login, many drafts. Keep client files on a dashboard, reuse scheme templates, and download from a quota plan — the same bank engine, built for volume.

Quota 100 DPRs / year
Free to join · pay on download
Client files CA Priya Sharma
18this quarter
4ready
12paid
  • 🛒 Sharma Kirana MUDRA Kishor · Pune Ready
  • 🏋️ Elite Gym MSME term · Nashik Draft
  • 🐔 Green Poultry PMEGP · Satara Paid
  • 🚕 City Taxi MUDRA · Mumbai Ready
  • 🧵 Silk Boutique CMA / OD · Kolhapur Draft

Built for practices that file many bank reports

Chartered accountants

Draft MUDRA and MSME files for walk-in clients without rebuilding Excel every time.

Tax consultants

Keep promoter, scheme and projections in one place — regenerate when sales change.

DSAs & correspondents

Hand the branch a 12-section DPR with DSCR and repayment already filled.

Loan consultants

Quote a report, preview with the client, then download from your quota.

Why professionals

Volume work without a spreadsheet farm

The individual product, plus a client list, scheme templates and quota billing so you are not paying ₹999 on every file.

01

Client dashboard

Every report sits against your login with status: draft, ready or paid. Open, edit, regenerate.

02

Scheme templates

MUDRA category, PMEGP subsidy hint, MSME / CGTMSE and working-capital CMA — already wired.

03

Quota plans

Economy 25 / 3 months, Professional 100 / year, Master for DPR + CMA. Pay per download against the pack.

04

Live financials

Change sales or cost; P&L, DSCR, means of finance and repayment stay in lockstep.

05

DPR and CMA

New units on the project-report wizard; existing businesses on CMA for OD / CC and expansion.

06

Unlimited edits

Preview free. After a demo checkout, edit and print as often as the client’s banker asks.

Practice flow

Three steps for every client file

Same wizard your clients could use themselves — you just run it in bulk from one account.

  1. 1

    Open a professional login

    Register free, or try the demo CA account. All client drafts stay on your dashboard.

  2. 2

    Start DPR or CMA

    Pick the activity and scheme, enter cost and sales. The engine fills bank sections in about 10 minutes.

  3. 3

    Preview, then use quota

    Show the client the on-screen report. Download only when they confirm — one slot from your plan.

Bulk plans

Plans that pay for themselves

Join free. Checkout in this demo only marks a report paid so you can print. Individual one-time prices stay on the pricing page.

Economy

For consultants — 25 reports

₹2,750 quota plan
  • 25 DPRs in 3 months
  • Client dashboard
  • Unlimited edits per report
  • Up to 5-year projections
Get Economy

Master

DPR + CMA bulk plan

₹10,000 quota plan
  • 100 DPR or CMA / year
  • Both report engines
  • Unlimited edits per report
  • Up to 10-year projections
Get Master

Professional at ₹6,500 for 100 DPRs is about ₹65 a file — vs ₹999 one-time Pro for a single report.

From the practice

What professionals say

Illustrative quotes for this demo — the workflow is the same one on the member dashboard.

★★★★★

Mudra walk-ins used to eat a day of Excel. Now the draft is ready before the client finishes tea.

NI CA N. Iyer Practice · Chennai 100 / year
★★★★★

CMA for working capital used to be a separate mess. Master plan covers both engines from one quota.

Professionals

Questions from CAs and DSAs

Try the demo professional login, or register a fresh account — both land on the same dashboard.

Demo CA: ca@loandpr.local / demo123

More help
Is it free to join as a professional?

Yes. Create an account, draft unlimited client files and preview every page. In this demo you only “pay” when you want the downloadable / printable file.

How is this different from an individual account?

Same report engine. A professional account is meant for many clients and quota plans (25 / 100 files) instead of a one-time Lite / Pro / CMA purchase per report.

Can I do CMA as well as DPR?

Yes. Use New CMA for existing units (OD / CC, expansion). The Master plan is the bulk pack that covers both engines.

Do reports need a CA stamp?

A project report is the borrower’s business plan. This tool drafts the document. A CA stamp is not built into the demo — add one offline if the branch asks.

What if the bank wants edits?

Open the file from the dashboard, change numbers, regenerate and print again. Edits are unlimited on a paid demo report.

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