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Financial report summary
Income, costs, cash and key ratios for a period, in plain words.
Overview
Income and costs
Cash and runway
Key ratios
Outlook
What it contains
- 1OverviewHow the period went in 4 sentences.
- 2Income and costsTable by category and one chart.
- 3Cash and runwayBalance, burn, runway.
- 4Key ratiosMargin, growth, costs per unit.
- 5OutlookWhat changes next period.
What the AI asks first
- Charts?No charts · One chart for the main number · A chart for each key finding
- How long?1 page · 2-3 pages · 5-8 pages · 10+ pages
You can skip any question; the AI picks sensible defaults and tells you which.