Find out what your financial data is actually telling you. A structured, CFO-level analysis — delivered as a ranked report with actionable recommendations.
Buy Now — $497You get a P&L once a quarter. It's 45 days old. It tells you what happened — not why. Not what to do about it.
You have the data. Nobody has sat down and interpreted it for you.
You're making pricing, hiring, and investment decisions on gut feel — and you know it.
Drop in your P&L, balance sheet, and AR aging as CSVs. The Financial Diagnostic runs a structured analysis across five modules and delivers a ranked report.
Every finding is labeled CRITICAL, WARNING, or OBSERVATION — with a plain-English explanation and a specific recommendation.
You'll know exactly where to focus, what's urgent, and what to watch.
Revenue trends, concentration risk, recurring vs. one-time mix, and anomaly detection.
Gross margin, operating margin, EBITDA proxy, and margin trajectory over time.
Expense concentration, payroll ratio, OpEx vs. revenue growth, unusual items, and missing categories.
Liquidity ratios, leverage, working capital, asset quality, and equity structure.
Aging distribution, customer concentration, days sales outstanding, and bad debt risk.
Cross-module synthesis with overall health assessment. Ready to share with your board, lender, or leadership team.
Revenue has fallen from $2.4M to $1.97M over the last three reporting periods while operating expenses remained flat. At this trajectory, the business will face a cash shortfall within 90 days.
Recommendation: Conduct an immediate review of customer churn and pipeline. Adjust operating expenses to match current revenue run rate.
AR aging shows significant collection delays. $184K of $460K total receivables are past 60 days. This may indicate a collections problem masquerading as a revenue problem.
Recommendation: Implement a structured collections process. Consider offering early payment discounts for the top 5 delinquent accounts.
$497
Your diagnostic found expense concentration, high payroll ratios, or ops inefficiency. The Automation Audit maps every manual process and builds a 90-day fix plan with ROI.
$1,497
Learn About Tier 3Your diagnostic found stale financials, inconsistent close timing, or balance sheet anomalies. The CFO Close runs 15 automated steps and delivers a board-ready package.
$2,997
Learn About Tier 4Start with Tier 1: Spreadsheet Kit ($97) — get your accounting documented first. Or take our free Financial Health Checklist to see where you stand.