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Sample workspace — example data, not your own. Sign up free to run it on your own.
Example: Manufacturing
Change example

What happened, compared with what, and why.

Latest close · compared with the prior period

Ask the analyst

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

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

Financial model

Reigate Precision Works: monthly P&L — six trailing closes and the forward forecast in one table.

PeriodApril 2026 Compare with Overview Change comparison CurrencyUSD

Monthly revenue — last 14 closed months

Mar 25 — Apr 26 · $599,618 … $910,000

Revenue as recorded in each monthly close.

Ending cash at each month close

Mar 25 — Apr 26 · $298,719 … $604,000

The closing cash balance at each month close.

Line Nov 25 Dec 25 Jan 26 Feb 26 Mar 26 Apr 26
Revenue $825,104 $841,424 $858,068 $875,041 $892,349 $910,000
Cost of revenue $511,564 $521,683 $532,002 $542,525 $553,256 $564,200
Gross profit $313,539 $319,741 $326,066 $332,515 $339,093 $345,800
Operating expense $259,143 $260,852 $262,572 $264,303 $266,046 $267,800
Operating profit/(loss) $54,396 $58,889 $63,494 $68,212 $73,047 $78,000
Ending cash $446,907 $464,574 $483,622 $504,086 $526,000 $604,000

Closed-period income statement — actuals only. The forward view lives in Forecast → Outlook. Outlook →

Open the drivers → Period comparison →

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