Catalog
10 tools
Client Intake & Document Portal
Document collection checklist by dossier type, reminder sequence, and closure tracking for accountants.
Financial Analysis & Reporting Kit
Analyzes financial data, calculates key ratios, and generates narrative reports for non-financial clients.
Client Communication Manager
Client dossier summaries, update emails, and pending item management for accountants and agencies.
FP&A Forecasting Kit
12-month rolling forecasts, P&L scenario modeling (base/optimistic/pessimistic), sensitivity analysis on key variables, and forecast vs. actual variance diagnosis.
Anomaly & Risk Monitor
Financial anomaly detection: transaction journal scanning (duplicates, outliers, splitting patterns), budget alerts with WARNING/CRITICAL levels, expense report auditing against internal policy.
Treasury & Cash Manager
Expert treasury and cash management: 13-week cash flow forecasting, automated bank reconciliation, liquidity monitoring, and FX exposure analysis with hedging recommendations. Built for CFOs, treasurers and controllers.
Automated Narratives Kit
Transforms spreadsheet data into compelling narratives for management committees and boards. Generates budget-vs-actual variance stories, complete board reports, and monthly KPI commentary.
Compliance & Audit
Internal audit and compliance kit: structured audit trails, risk/control matrix, gap identification, fraud indicator detection (Cressey triangle, ACFE red flags). Built for auditors, internal controllers and compliance officers.
Freelance Tax Estimator
Fast tax & contribution estimate for freelancers — micro, SASU, sole proprietor.
Loan & Debt Payoff Simulator
Loan repayment simulation plus snowball / avalanche payoff strategies.