P&L INTELLIGENT REPORT

Your P&L tells a story. Most businesses never read it.

Our AI agent applies 7 CFO-level lenses to your financials and delivers a plain-English report in a few minutes.

The live demo is available now — try it with one of 5 pre-loaded scenarios

How It Works

From upload to insight in 5 steps

Upload your P&L CSV

Agent reads 12 months of data

Applies 7 CFO-level analytical lenses

Flags warnings, anomalies, trends

Generates plain-English report + PDF

The Engine

Gross, operating, and net margins tracked against industry benchmarks.

Revenue and expense trajectories visualized with directional signals.

Every line item compared to plan — favorable and unfavorable flagged.

Concentration risk, recurring vs one-time, and customer dependency.

Fixed vs variable split, cost creep detection, ratio benchmarking.

3-month forward model based on historical trajectory and seasonality.

One concrete, specific action the business owner should take this week.

Try it free with one of our pre-loaded industry scenarios — no account needed.