P&L INTELLIGENT REPORT
Our AI agent applies 7 CFO-level lenses to your financials and delivers a plain-English report in minutes. Every number is checked by code, so you can trust what it says.
The live demo is available now. Try it with one of 5 pre-loaded scenarios.
Try the Demo →How It Works
Upload your P&L CSV
Agent reads 12 months of data
Applies 7 CFO-level analytical lenses
Flags warnings, anomalies, trends
Generates plain-English report + PDF
Why you can trust the numbers
The AI writes the analysis. Deterministic code does the math and reconciles every figure. If a number is off by a penny, the system catches it. You get CFO-level insight without the AI making things up.
Built for business owners who want to understand their numbers, and for the bookkeepers, CPAs, and CFOs who serve them.
The Engine
01
Gross, operating, and net margins tracked against industry benchmarks.
02
Revenue and expense trajectories visualized with directional signals.
03
Every line item compared to plan, favorable and unfavorable flagged.
04
Concentration risk, recurring vs one-time, and customer dependency.
05
Fixed vs variable split, cost creep detection, ratio benchmarking.
06
3-month forward model based on historical trajectory and seasonality.
07
One concrete, specific action the business owner should take this week.
Try it free with one of our pre-loaded industry scenarios. No account needed.
Try the Live Demo →