Instantly Understand Financial Reports, Statements and Metrics
Simplify Financial Documents with AI! Effortlessly analyze balance sheets, income statements, cash flow reports, financial projections, and investment portfolios in seconds — perfect for financial analysts, investors, accountants, and financial advisors.
Chat with Financial Document Features
Financial Statement Analyzer
AI scans balance sheets, income statements, and cash flow statements to extract key financial ratios, profitability metrics, and liquidity indicators.
Investment Portfolio Interpreter
Summarizes investment portfolios, asset allocations, and performance metrics to highlight returns, risks, diversification, and historical trends.
Financial Projections Analyzer
Analyzes forecasted financial data, budgets, and projections to identify trends, assumptions, and potential risks in future financial planning.
Different Use Cases
Balance Sheet Analysis
Asset evaluation, liability assessment, equity structure breakdown, liquidity ratio calculation, and solvency position determination
Income Statement Interpretation
Revenue analysis, expense breakdown, profitability assessment, margin calculation, and earnings trend identification
Cash Flow Evaluation
Operating cash flow analysis, investment cash flow assessment, financing activity evaluation, liquidity measurement, and cash conversion cycle calculation
Financial Ratio Analysis
Profitability ratio calculation, liquidity ratio assessment, solvency ratio evaluation, efficiency ratio calculation, and market value ratio interpretation
Investment Analysis
Portfolio performance evaluation, asset allocation assessment, risk-return profile, diversification measurement, and investment strategy review
Budget Analysis
Budget vs actual comparison, variance identification, expense categorization, budget allocation assessment, and financial planning guidance