Today
What you get,
right now.
Files parse in your browser — never on a server you don't control. Claude does the judgment work. Run it from the web, from a desktop agent, or wired into your own stack. Each capability below is in production.
01
Spread & classify
Parse general-ledger exports as CSV or XLSX into a multi-period P&L and balance sheet. Rule-based account classification, with Claude as the tiebreaker on ambiguous accounts.
- ✓CSV + XLSX GL parsing
- ✓Multi-period P&L and balance sheet
- ✓Rule-based + Claude account classification
02
Variance & ratios
Actual-vs-budget variance with favorable/unfavorable scoring and material-variance flagging. Profitability, liquidity, leverage, and SaaS-specific metrics computed across periods.
- ✓Actual vs budget with materiality flags
- ✓Profitability, liquidity, leverage ratios
- ✓SaaS metrics: Rule of 40, NRR-class metrics
03
Narrative & PDF
A variance narrative grounded in your data, not a template. An executive summary your deal team can send. A board-ready PDF — cover page, exec summary, statements, KPIs, variance — in one click.
- ✓Variance narrative, written from your data
- ✓Executive summary on demand
- ✓Board-ready PDF, one click