Financial analysis cleans your file with the same steps as DataPrep, finds the amount, date and category columns, and builds the figures and charts a reviewer needs. You can export the result as a PDF report or a PowerPoint deck without leaving the browser.
When to use it
- Month-end or quarter-end: you have the transactions and need the numbers and the charts for a review.
- A board or lender wants a short, consistent pack from the same data every period.
- You want to know what is unusual in a file before someone else finds it: a spike, a shift in the trend, a run of odd amounts.
- You need to show which rows a conclusion rests on.
What it does
- Detects which columns hold the amount, the date and (optionally) a category; you can change the choice and re-run.
- Calculates net total, money in, money out, average, median, smallest and largest amount, and the number of transactions.
- Shows daily and monthly trends (bar, stacked inflow versus outflow, line, area or waterfall), totals by category, the amount distribution, the cumulative net trend and the largest transactions.
- Lists findings beside the charts: unusual days, shifts in the trend, a first-digit screen of the amounts, and, if you switch them on, a second-opinion check and a baseline forecast estimate. Each finding names its method and the rows behind it.
- Builds a PDF report and a PowerPoint deck from the charts in your browser.
Inputs and outputs
- Accepted files
- .csv, .xlsx — one file at a time
- Needs
- An amount column and a date column; a category column is optional
- Exports
- PDF report, PowerPoint deck, and the cleaned data as CSV, XLSX, Parquet or JSON
- Tailored to you
- The figures, charts and findings your reviews need, and what the report and deck contain
Example
Example — fictitious data
- A quarter of transactions (January to March) with revenue, payroll, rent and supplier costs.
- Result: money in ₹24.8 lakh, money out and net shown beside it, a monthly bar chart, totals by category and the ten largest transactions.
What this does not do
- 'Money in' is the sum of positive amounts; whether that equals revenue depends on how your data records it.
- Figures, findings and the baseline forecast estimate describe the file you upload. They are not financial advice.
- The findings are screens that point at rows worth a look, not conclusions about them.