AI Financial Statement Analysis

Upload Word/PDF or a URL. Get summaries, commentary, and company impact—plus vertical, horizontal, common‑size, and flux analysis in minutes.


AI financial analysis tool with holographic Income Statement, Balance Sheet, and KPI overlays, highlighting changes fast
Spending too much time on financial statements?
Get the gist, key ratios, and flux/variance early. Our AI financial statement analysis tool aligns statements and highlights what changed—fast.

How to Use the AI Financial Statement Analysis Tool

01

Upload or Link

Add Word/PDF or a public URL. Our financial statement analysis tool detects period, currency, entities, and tables across income statement, balance sheet, and cash flow.

02

One-Click Analysis

Run vertical, horizontal, and common-size analysis; auto-compute profitability, liquidity, leverage, efficiency, cash metrics, and flux analysis across periods and entities.

03

Insights, Flags, and Easy Export

AI delivers a concise summary with benchmarks and risk flags.

Why Choose This AI Financial Statement Analysis Software

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Fast setup, no cleanup

Upload Word, PDF, or a URL. The AI financial statement analysis tool detects period, currency, entities, and tables—no manual cleanup.

Statement‑Aware Summaries

Purpose‑built for 10‑K and 10‑Q and MD&A. Pulls key facts from income statement, balance sheet, and cash flow and adds citations for quick verification.

One-click vertical, horizontal, common-size

Run vertical analysis, horizontal analysis, and common-size analysis across the income statement, balance sheet, and cash flow with one click.

Clear AI summaries and commentary

Get a concise AI summary and readable commentary that highlight key movements, risks, and highlights—ideal for review and quick executive updates.

Flux & Variance Checks

Spot unusual movements by value and percent. Tag drivers like price, volume, mix, FX, and accounting changes.


Multi‑Entity & FX Ready

Consolidate entities, translate currencies, and handle eliminations and NCI for group‑level analysis.

Use Cases for AI Financial Statement Analysis

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Earnings & Board Prep

Summarize filings, track margins and cash trends, and build board-ready pages in minutes with vertical, horizontal, and common-size analysis.

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Credit & Underwriting

Compute coverage and leverage ratios, run covenant checks, and flag liquidity gaps early using automated flux and variance analysis.

M&A & Portfolio Monitoring

Standardize targets, compare unit economics, and monitor flux across the income statement, balance sheet, and cash flow for faster diligence.

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Trusted by Finance Leaders

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“We upload the 10-K and a few PDFs, and the AI financial statement analysis tool returns a clean summary with the key ratios. It consistently saves our team hours every close.”
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“The flux analysis flagged a reclass we might’ve missed. Covenant calculations are laid out step-by-step, so sign-off is faster with far less back-and-forth.”
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“In diligence, standardizing targets used to be a slog. Now we drop in statements and get comparable margins and cash metrics in one view—IC decks come together much quicker.”

FAQ



Start My AI Financial Statement Analysis

AI financial statement analysis for Income Statement, Balance Sheet, and Cash Flow—vertical/horizontal/common-size, key ratios, and explainable flux.

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4.8(1,240 votes)