Financial reviews
Financial reviews where every figure is verified before you present it
Spend, margin, cash and runway, turned into a review deck for a finance audience. Derived metrics are calculated in code — the AI narrates them, it never invents them.
See a finance-style deck built from sample cash and margin data.
The problem
Sound familiar?
The audience checks the arithmetic
A finance audience will recompute your margin on the spot. A deck that can't survive that is worse than no deck.
Generative AI and money don't mix
A plausible-looking runway figure is not a runway figure. For anything cash-related, plausible is precisely the failure mode.
Month-end leaves no time for slides
The reporting window is the same days as the close. Deck building is the part that gets squeezed, and it shows.
How it works
Three steps, minutes of work
Upload the close output
Your P&L summary, spend by category, margin, cash balance and burn — CSV or Excel, multi-sheet workbooks included.
Confirm the read before anything generates
Review how each line was interpreted, with confidence scores, and correct the finance-specific ones. Nothing is generated until you approve.
Present, then hand over the workbook
Export the deck alongside a verification workbook tracing every figure to its source cell — so 'where did this come from?' has a one-click answer.
Slide 2 of 8
Revenue momentum: MRR up 42% across H2
MRR · Dec 2024
$125,550
Verified · row 24Churn · Dec 2024
1.8%
Verified · row 24Every figure on this slide traces to a cell in the uploaded file — validated in code before export.
Runway, burn, margin and growth rates are computed deterministically from your data before the AI sees them, and every figure in the output is diffed against your source file in code. A number that isn't in your data cannot appear on a slide.
Real output
A financial reviews deck this produced
Generated from 24 months of SaaS metrics (MRR, ARR, churn, cash) under the Financial review preset — unedited, with every figure validated against the source file.
Growth and retention are strong; cash runway is the constraint.
Recurring revenue up 597.5% — ARR reached $1.51M, compounding at 8.8% monthly
Unit economics outperformed — LTV:CAC improved to 12.7x as churn fell 66.7%
Liquidity risk rising — Cash runway now 4.3 mo at a $171.53K monthly burn
ARR compounded at 8.8% monthly, reaching $1.51M
Net ARR added: $1.29M over 24 months
Average monthly ARR growth: 8.8% compounded
No months of negative growth or contraction
ARR increased by $1.29M over 24 months, with no reversals.
FAQ
Financial reviews — common questions
Is the runway or burn figure calculated by the AI?+
No. Cash runway, burn, growth rates and margin are calculated in application code directly from your data, then supplied to the model as fixed inputs. The model's job is the narrative around them. Any number it returns is separately diffed against your file before the slide is built.
Can I show the finance team exactly where each number came from?+
Yes — that's what the verification workbook is for. It's an Excel export listing every figure on every slide with the source cell it traces to, and it honestly marks anything it cannot trace rather than passing it off as verified.
Does it handle multi-sheet financial workbooks?+
Yes. Each tab in an Excel workbook is ingested as its own data source, so a workbook with separate P&L, cash and headcount tabs can drive a single deck with lineage preserved per source.
Put verified AI reporting to the test
Upload your data and check the output against your own spreadsheet. Every number in the deck is validated in code — that's the point.