Upload your Balance Sheet and P&L. Get an instant finance snapshot.
A lightweight finance analyst for quick management insight. Upload two statements, confirm the mapping, and get KPI cards, trend flags, and a short CFO-style narrative in minutes.
How it works
Keep the first version controlled. Use standard exports or simple templates with labels and current / prior values.
1. Upload two files
Upload a Balance Sheet and a P&L in CSV, XLS, or XLSX format.
2. Confirm the mapping
The tool reads your row labels and lets you map key lines such as Revenue, Cash, Current Assets, and Equity.
3. Review the snapshot
The analyzer calculates core KPIs and generates a short narrative highlighting profitability, liquidity, leverage, and working capital signals.
Finance Snapshot Analyzer
Upload files, review the preview, then map the required lines below. Excel and CSV are supported in the browser.
P&L file
Expected structure: label column plus current value. Prior value is optional.
Balance Sheet file
Expected structure: label column plus current value. Prior value is optional.
| Statement | Detected label | Current | Prior |
|---|
P&L mapping
Balance Sheet mapping
Benchmark profile
Select a profile to run an industry benchmark directional comparison against a selected peer group.