// Close & Reporting
Month-End Close Assistant
Paste your close checklist and open items. Get an instant risk triage and a CFO-ready status narrative in seconds.
15→5
Days reduced
7
Day close achieved
3+
Entities managed
// Awaiting Input
Ready
Fill in your close details and hit Analyze.
Analyzing Close Status
Triaging risk and building narrative...
// Risk Triage
// CFO Status Narrative
// Close & Reporting
Variance Analyzer
Enter actuals vs. budget. Get a variance summary with favorable/unfavorable classification and board-ready management commentary.
10%
Margin improvement
∞
Line items
// Awaiting Input
Ready
Enter your actuals vs budget and hit Analyze.
Analyzing Variances
Calculating and classifying variances...
// Variance Summary
// Management Commentary
// Close & Reporting
Board Pack Narrator
Input financial highlights, pick your sections and audience. Get polished MD&A-style board commentary in under 60 seconds.
CFO
Quality output
<60s
Draft time
Financial Highlights
P&L Commentary
Cash & Liquidity
KPI Scorecard
Risks & Mitigants
Outlook & Guidance
Headcount
// Awaiting Input
Ready
Enter your financials and generate a board narrative.
Writing Board Narrative
Crafting CFO-quality commentary...
// Close & Reporting
Trial Balance → Financial Statements
Paste your raw Trial Balance or GL from any accounting software. Get a clean P&L, Balance Sheet, key ratios, and CFO commentary — formatted and ready to present.
Any
TB format
Auto
Classification
6
Output types
P&L Statement
Balance Sheet
Key Ratios
CFO Commentary
Cash Flow
Board Summary
// Awaiting Data
Ready
Paste your Trial Balance and generate financial statements.
Processing Trial Balance
Categorizing accounts...
// Business Intelligence
Cash Flow Forecaster
Project your 13-week cash position and identify danger zones before they become a crisis.
13
Week outlook
Early
Warning system
// Awaiting Input
Ready
Enter your cash details and generate a 13-week forecast.
Building Cash Forecast
Projecting 13-week position...
// Business Intelligence
Pricing & Margin Analyzer
Find margin leaks, benchmark your pricing against industry standards, and get specific recommendations to improve profitability.
10%
Avg margin lift
Quick
Wins identified
// Awaiting Input
Ready
Enter your pricing and cost structure to get margin analysis.
Analyzing Margins
Identifying leaks and opportunities...
// Business Intelligence
Business Health Scorecard
Input your key metrics and get an honest, graded financial health diagnosis — with specific priorities for the next 90 days.
5
Dimensions scored
A–D
Overall grade
// Awaiting Input
Ready
Enter your key metrics and generate your health scorecard.
Diagnosing Business Health
Scoring across 5 dimensions...
// Compliance
Audit Prep Assistant
Describe your open audit items, PBC requests, or auditor questions. Get priority triage and draft professional responses ready to send.
0
Material weaknesses
↓
Overage fees
// Awaiting Input
Ready
Enter your open audit items and get priority triage and draft responses.
Analyzing Audit Items
Triaging and drafting responses...
// Priority Triage
// Draft Auditor Responses
// Business Intelligence
Vendor Audit & Optimization
Paste a year of vendor spend — bank lines, AP report, credit card statements, or a list. Get a categorized vendor register, risk flags, duplicate detection, and a ranked Quick Wins list with estimated savings. Most $1M–$5M businesses surface $20K–$80K in annual leakage.
$20–80K
Typical savings
40–80
Vendors per audit
Auto
Dedup detection
// Awaiting Input
Ready
Paste your vendor spend data and run the audit.
Auditing Vendor Spend
Categorizing, deduplicating, and surfacing leaks...
// Quick Wins & Savings
// Vendor Register & Risk Flags
// Live Dashboard
Financial Health Dashboard
Enter your key metrics and generate a live AI-powered financial health snapshot — overall grade, 5-dimension scorecard, KPIs, charts, and CFO commentary.
A–D
Overall grade
5
Dimensions
3
Live charts
Ready
Enter your metrics above and generate your live health dashboard.
Building Dashboard
Analyzing financial health...
// Live Dashboard
Cash Flow Warning Dashboard
13-week early warning system. Identifies danger zones, flags critical weeks, and gives you specific actions to protect your cash position.
13
Week outlook
Live
Status alerts
Early
Warning system
Ready
Enter your cash position and monthly metrics to generate your 13-week early warning forecast.
Building 13-Week Forecast
Projecting weekly cash flows...