P&L Intelligence Report
Your P&L tells a story.
Most businesses never read it.
Upload a P&L CSV and get a seven-lens CFO-level analysis in minutes — trends, flags, variance vs. budget, forward projections, and a verified PDF report.
P&L Intelligence Report
From Upload to Insight in 20 Minutes
Upload a P&L CSV and get a plain-English CFO-level analysis — seven lenses, verified numbers, and a branded PDF report.
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 minutes.
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.
Bloom Med Spa
Wellness & Beauty
January always hurts. Find out why — and whether the summer bounce is real.
Meridian Law Group
Professional Services
Q3 revenue concentration risk: one quarter driving 40% of annual revenue.
Velocity Agency
Marketing & Agency
One client churn changed everything. Margins collapsed in a single month.
Summit Roofing
Seasonal Business
Winter losses that aren't what they seem — the full-year picture is the story.
Your Own Data
Upload Your P&L
Upload your P&L data in our template format. The agent applies the same seven CFO lenses to your numbers.
Have bank statements instead? Start from scratch with our Bookkeeping tool →
Tap or drag your CSV here
or tap 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.