What's included

• Analytics of financial performance metrics and trends from income statement

  a comprehensive analysis of financial performance metrics and trends from the income statement, including: Revenue Trends – Identify growth patterns and key revenue drivers. Profitability Analysis – Evaluate gross profit, operating profit, and net profit margins. Expense Breakdown – Assess cost structures and spending trends. Variance Analysis – Compare actual vs. projected financial performance. Trend Insights – Detect financial patterns over time for better forecasting. KPI Evaluation – Measure critical financial metrics for decision-making.

• Interactive Financial Dashoards

  - Provide a real-time, visual insights into key financial metrics from the income statement, such as revenue, profitability, expenses, and variances. -- allowing users to interact with the data, drill down into specific details, and track trends over time, offering an intuitive way to monitor financial performance and make data-driven decisions.

• Automated Financial Performance Storytelling Reports

  - Providing a report that combines key financial data with narrative insights, transforming raw financial figures into a compelling story. It highlights trends, variances, and key takeaways, providing a clear and engaging overview of the company’s financial health. - This report automatically updates with changes in provided information in the sheets, to reflect real-time performance, helping stakeholders easily understand financial outcomes and their implications without requiring complex analysis.

• Investors & Boards-ready Report

  -Narrative-driven reports with clear insights and visual aids tailored for investors and board members.

• Automated Data Updates & Integration

  - Ensuring that your financial reports and dashboards are always up-to-date with the latest data. This service integrates financial data from various sources into the automated reporting system. - Updating data in the source systems automatically reflects in your reports and dashboards without manual intervention. This provides real-time, accurate insights, reducing the time spent on data entry and minimizing human error.

• Maintenance(optional)

  Maintenance of the system to; - Ensure automated reports update correctly without errors. - Ensure small modifications to improve report efficiency and accuracy. - Answer client questions and provide guidance on report usage. it can be carried out monthly or quarterly ($150/$450)