Financial Analysis Platform
Upload your financials and get expert-level analysis in minutes. Built for M&A due diligence, business valuations, and strategic decision-making.
Simple Upload
Upload Excel or CSV files directly. No complex integrations required.
Instant Analysis
AI-powered analysis delivers results in minutes, not days.
Secure & Private
Your data is encrypted and never shared. Analysis expires after 90 days.
Client Isolation
Each user's data is completely isolated. You only see your own clients and projects.
8 Powerful Analysis Types
Each analysis is tailored to your specific needs with actionable insights, visualizations, and executive summaries.
FP&A Dashboard
Comprehensive financial KPIs, trends, and ratio analysis for operational excellence. Track revenue growth, profitability margins, and cash flow metrics.
Quality of Earnings
M&A due diligence analysis with normalized earnings, EBITDA adjustments, and sustainability assessments for informed deal decisions.
Valuation Analysis
Multiple valuation methodologies including DCF, comparable companies, and asset-based approaches with sensitivity analysis.
Gap Analysis
Current vs. target performance comparison with actionable insights to close operational and financial gaps.
Decision Matrix
Scenario modeling and strategic decision support with weighted criteria and outcome projections.
Projection Analysis
Validate and stress-test financial projections against historical trends and market benchmarks.
Assumption Stress Test
Test key assumptions under various scenarios to identify risks and validate business model resilience.
Altman Z-Score
Bankruptcy risk assessment using the proven Altman Z-Score model with trend analysis and peer comparison.
How It Works
From upload to insights in three simple steps
Create a Project
Add your client, set the activity purpose (M&A, loan prep, coaching), and choose which analyses you need.
Upload Your Data
Drag and drop your P&L, balance sheet, or any financial Excel/CSV file. We handle up to 1,000 rows with full fidelity.
Get AI Analysis
Select your analysis type and let our AI generate comprehensive insights, KPIs, charts, and recommendations.
Built for Your Use Case
Whether you're preparing for a sale, evaluating an acquisition, or coaching a business owner, our platform adapts to your needs.
M&A Sell Side
Prepare your business for sale with comprehensive analysis that buyers and their advisors expect.
M&A Buy Side
Conduct thorough due diligence on acquisition targets with normalized earnings and risk assessment.
SBA/Loan Preparation
Generate the financial documentation and analysis lenders need to approve your financing.
Business Coaching
Track progress, identify opportunities, and make data-driven decisions with your business coach.
Franchise Due Diligence
Analyze franchise opportunities with industry-specific metrics and performance benchmarks.
General Business Review
Get a clear picture of your business's financial health and performance trends.
Your Data, Completely Secure
We understand you're handling sensitive financial information. That's why security and privacy are built into every layer of our platform.
- End-to-end encryption for all uploads and storage
- User data isolation - you only see your own clients
- Analysis results automatically expire after 90 days
- No data sharing or selling - ever
- SOC 2 compliant infrastructure
Enterprise-Grade Security
Built on secure cloud infrastructure with the same standards used by leading financial institutions.
Ready to Transform Your Financial Analysis?
Join advisors and business owners who are making better decisions with AI-powered insights.
No credit card required • Free to start • Cancel anytime