You get back a clear list of what to fix first, and what each fix is worth.
In QuickBooks go to Reports, set the date range to your financial year, and export each to Excel: Profit and Loss, Balance Sheet, and A/R Aging Summary.
Your headline numbers are free. October promotion — 50% off
The full analysis is $179 $89 until 31 October.
What happens to your files
No account, no call, no waiting for someone to get back to you.
Profit and loss, balance sheet and A/R aging from QuickBooks, Xero or a spreadsheet. A whole bookkeeping file is fine.
In a minute or two you get your key figures and the most urgent problem, free.
Pay once — $179 $89 during the October promotion — then read it on screen or save it as a PDF for your accountant.
Free until you choose to unlock the full analysis.
Five areas, written for an owner rather than an accountant. The length follows your books: a thin set of figures gets a shorter analysis, not padding.
Northgate Supply Co.
Year to 31 July 2026
| Figure | Value | Taken from | Checked |
|---|---|---|---|
| Cash runway | 7.4 months | Balance sheet, cash flow | |
| Gross margin | 41.2% | Income statement | |
| Debtor days | 63 | A/R aging | |
| Operating costs | +26% | Income statement | ! |
Margin fell 5.6 points while operating costs grew 26% against revenue growth of 9%. At current sales, that gap is costing about $38,400 a month.
Half price for October. The full analysis is $89 until 31 October, then $179.
$179 50% off until 31 October
In plain terms, from the moment you upload to the moment your analysis is deleted.
Your files travel over an encrypted connection to our server, which runs on Cloudflare. Excel files are converted to text in your own browser first, so only their contents are sent.
Our server passes the contents to Anthropic's Claude API, which writes the analysis. Our server does not save your files. Anthropic deletes what it receives within 30 days, and under its commercial terms does not use it to train its models. It may keep data longer only where needed to enforce its usage policy or comply with law.
The finished analysis and your preview figures are stored so you can reopen them from their link. They are deleted automatically after 30 days. Email us if you'd like yours deleted sooner.
Payment is handled by Gumroad. We never see your card details.
The analysis needs amounts and dates, not names. You can remove customer and supplier names from your A/R aging or other reports before uploading, and the analysis will be just as useful.
If you give your email, it is stored with your analysis so we can help if something goes wrong. We use Google Analytics to count visits and see which steps people complete; it never receives the contents of your files.
Email info@financepromodel.com and we will answer. You can ask us to delete your analysis at any time.
If yours isn't here, email info@financepromodel.com.
Your profit and loss, balance sheet and A/R aging for the current financial year. Adding last year's figures makes the comparisons sharper. A complete bookkeeping export also works — the summary statements are used, and long transaction listings are only drawn on to explain what the statements show.
Go to Reports, set the date range to your financial year, and export Profit and Loss, Balance Sheet and A/R Aging Summary to Excel. Drop all three files into the upload box together.
Our server doesn't save them. They are passed to Anthropic's Claude API to produce the analysis, and Anthropic deletes them within 30 days. The finished analysis is kept for 30 days so you can reopen it, then deleted. The full detail is here.
It doesn't need to be there. The analysis only uses the amounts and how overdue they are, so you can delete or replace the customer-name column before uploading — "Customer 1", "Customer 2" works just as well.
No. It is generated from the figures you supply. Every number comes with its source, so you or your accountant can check anything before acting on it.
The analysis covers what your documents support and lists the rest under Data gaps, with what would be needed to fill them. It won't fill a gap with a guess.
Once it unlocks, bookmark the page — its link opens your analysis. If you come back to this site in the same browser, it will also offer to reopen it.
You could, and for a follow-up question about one figure that's a good option. Finance Pro gives you a finished analysis in a fixed structure without needing to know what to ask, with every figure tied to its source, as a document you can save and pass to your accountant.
Email info@financepromodel.com with the link from your address bar, and we'll sort it out.
Cash and runway, margin, working capital, cost structure, and what to fix first — each with the money at stake, and every figure traced to its source.
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