
Instant document ingestion
Upload Word, PDF, or paste a public URL. The system detects period, currency, entities, and tables for fast, reliable AI balance sheet analysis.
Turn balance sheets into clear, decision-ready insights. Upload a Word/PDF or paste a public URL—our AI balance sheet analysis engine extracts line items, computes ratios, and explains changes with traceable evidence.
Add Word/PDF or a public URL. The tool auto-detects period, currency, entities, and tables, mapping balance-sheet captions to a consistent schema.
Run vertical, horizontal, and common-size views; auto-compute liquidity, leverage, solvency, and efficiency ratios. See flux by value and percent across periods, entities, and segments.
Get a concise AI summary, peer/context benchmarks, and risk flags (e.g., maturity walls, inventory build, receivables stretch). Export tables and charts to Excel/PDF.
Upload Word, PDF, or paste a public URL. The system detects period, currency, entities, and tables for fast, reliable AI balance sheet analysis.
One-click Current, Quick, Cash Ratio, Working Capital, D/E, Net Debt/EBITDA, Interest Coverage, Asset Turnover. Add custom packs when you need them. Definitions stay consistent across companies and periods.
Run vertical analysis, horizontal analysis, and common-size analysis for clean, apples-to-apples comparisons across assets, liabilities, and equity.
Spot material movements by value and percent. Tag likely drivers such as price, volume, mix, FX, reclassifications, and accounting changes to separate signal from noise.
See where leverage and liquidity stack up versus custom peer sets or industry medians. Percentiles and trend velocity make benchmarking obvious.
Consolidate entities, translate currencies, and handle eliminations and non-controlling interests for dependable group-level balance sheet analysis.
Create board-ready balance sheet analysis in minutes. Run vertical/horizontal/common-size views, add flux narratives, and attach traceable evidence for quick sign-off. Ideal for quarterly earnings prep and leadership updates.
Standardize disclosures and compare capital structure, liquidity, and working-capital trends across peers. Peer benchmarking and variance analysis make talking points and Q&A prep faster.
Automate solvency and liquidity reviews with coverage and leverage ratios, covenant checks, and debt maturity profiling. Use flux & anomaly detection to flag potential balance sheet risk early.
Decision-ready balance-sheet analysis: vertical/horizontal/common-size, key ratios, explainable changes.