A finance diagnostic from your statements
Upload financial statements and map them once, then run lens analyses that produce a health score, a list of actions, and the questions a sharp CFO would ask. Export the board report as PDF, Word, an Excel workbook, or the Diagnostic Deck.
CFO
Turn your financial statements into a health score, actions and a board report.
- Seven lens analysesCash, revenue, margin, growth, balance sheet, operations, readiness.
- Health scoreA score with a tier: Strong, Healthy, Watch or At Risk.
- Impact and effort matrixSort actions into Quick Wins, Big Bets, Fill-Ins and Reconsider.
- Questions to askGrouped by urgency: Ask Now, This Month, This Quarter.
- Trends across periodsSparklines and changes versus the prior period.
- Action work planTrack the actions you decide to do.