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Financial Analyst Today Performance Forecast Business model Decisions Reports
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Today Performance Forecast Business model Decisions Reports Data & settings
Data & settings
Example: Other
Change example

Recurring / subscription

SaaS / subscription

Inventory

Distribution / wholesale Manufacturing Retail E-commerce

Projects & services

Construction Professional practice Agency

Location & asset-based

Logistics Clinic Hospitality

General

Other

What happened, compared with what, and why.

✦ Ask the analyst

Available on every tab in your workspace — answers come with sources, the period, the calculation, and a confidence level.

Why did the biggest cost line move this month? Which lines ran ahead of plan, and since when?

Answers run on your connected books after signup. The sample keeps every number deterministic — it never improvises a reply.

Monthly Close

Everything to review before you close the month

Not part of this example: Budget vs actual · Why it moved · Exceptions — what explains the variance

What changed

business shape confidence Apr 2026 ✓ second AI confirmed
The classifier could not confidently shape this business from the general ledger — the chart of accounts shows no Stripe signal, no inventory accounts, and no clear WIP / retainer pattern. The model ran the universal driver core (forecast + variance + scenarios) and flagged the shape for your review rather than guess.
monthly opex run rate Apr 2026 second AI disagrees — check
Operating expense ran 3% above the Q1 plan in April — a software renewal and a contractor true-up landed in the same month. The worker scored it timing; the supervisor saw a creeping run-rate, so it routed to your inbox to decide whether to reset the baseline.
gross margin pct Apr 2026 ✓ second AI confirmed
Gross margin held at 47.0% vs the 45.8% plan — a renegotiated primary-vendor rate lowered direct cost without a volume change, so the improvement flows through to operating cash.

Close pack

This close as a workbook: budget vs actual, category variance and the checklist sign-off. Preview it in Reports; the .xlsx export lands after you connect.

Preview
What this is
One page that pulls together what changed, budget vs actual, the reconciliation exceptions, and the per-account “why” — so close day is a review, not a scavenger hunt.

Ready when you are

Build this from your numbers

You just watched it work on sample data. Point it at your books and the same briefing rebuilds in under a minute — read-only, nothing written back.

What you get

A monthly refreshed forecast with a reviewable draft, a 13-week cash view, a working decision queue, an investor-ready management report, Excel & Google Sheets sync, and a Slack digest.

No ledger writes · Read-only connections · Cancel anytime