AI-Powered Financial Intelligence
Your P&L tells a story.
Most businesses never read it.
Our AI agent analyzes your financials across seven CFO-level lenses and delivers a plain-English report — in seconds.
How It Works
From Upload to Insight in 15 Seconds
No dashboards to configure. No jargon to decode. Just your numbers, analyzed like a CFO would.
Choose a Scenario or Upload Your Data
Pick from five pre-loaded industry scenarios, or upload your own P&L CSV using our template.
AI Applies 7 CFO-Level Lenses
Claude analyzes profitability, trends, variance, revenue quality, and forward projections — in seconds.
Get a Plain-English Report + PDF
Review results on screen and download a branded PDF report you can share with your team or advisors.
Choose Your Industry
See how the agent analyzes a business like yours
Five pre-loaded scenarios across real industries — each with a different financial story buried in the data.
Acme HVAC
Home Services
Labor costs outpacing revenue for 3 months straight. Find out when it becomes critical.
Analyze This BusinessBloom Med Spa
Wellness & Beauty
January always hurts. Find out why — and whether the summer bounce is real.
Analyze This BusinessMeridian Law Group
Professional Services
Q3 revenue concentration risk: one quarter driving 40% of annual revenue.
Analyze This BusinessVelocity Agency
Marketing & Agency
One client churn changed everything. Margins collapsed in a single month.
Analyze This BusinessSummit Roofing
Seasonal Business
Winter losses that aren't what they seem — the full-year picture is the story.
Analyze This BusinessYour Own Data
Analyze Your Own Business
Upload your P&L data in our template format. The agent applies the same seven CFO lenses to your numbers.
Drag and drop your CSV here
or click to browse files
Want this for your actual business?
We'll run a live analysis on your real P&L and walk you through what the AI found. No commitment required.