Financial Analysis Assistant
Available nowFinanceStatement analysis, KPI extraction, ratios and executive summaries.
Analyses financial statements you supply, extracts KPIs, computes ratios from the supplied figures and writes executive summaries. No market data feed, accounting system or benchmark database is connected — every number comes from your input.
Hi — I'm your financial analysis assistant. Statement analysis, KPI extraction, ratios and executive summaries.
Tell me what you're working on and I'll take it from there. If I need a couple of details to do it properly, I'll ask.
For example:
- Analyse a P&L and balance sheet supplied as text or CSV
- Extract the KPIs a board pack requires from raw statements
- Compute liquidity, leverage and margin ratios with the formulas shown
How to use this product
What it does
When to use it
Expected inputs
- · Financial statements
- · Business context
- · Financial data
- · KPIs required
- · Financial data and notes
- · Audience
- · File upload (optional) — text/plain, text/markdown, text/csv, application/json, application/pdf, up to 8 MB
Expected outputs
- · Statement analysis: formatted text — Analyse supplied financial statements.
- · KPI extraction: formatted text — Extract KPIs from supplied data.
- · Ratio analysis: formatted text — Compute ratios with formulas shown.
- · Executive summary: formatted text — Board-level summary of the period.
- · Financial statement analysis
- · KPI extraction
- · Ratio analysis
- · Executive summaries
Technical details
Use cases
Analyse a P&L and balance sheet supplied as text or CSV
Extract the KPIs a board pack requires from raw statements
Compute liquidity, leverage and margin ratios with the formulas shown
Write an executive summary of a reporting period
Related products
Formulas, CSV analysis and insights over real tabular data.
Report GeneratorBusiness and executive reports with chart specifications.
Invoice AssistantGenerate, read and chase invoices.
Cash Flow Commentary AssistantExplain movements you can evidence.
Credit Memo AssistantStructure credit decisions for review.
