Simple to run. Powerful enough to bet on.
Built for operators and finance teams who need the truth of the month, not a quarterly retrospective.
Upload the four statements
Balance sheet, income statement, cash flow and changes in equity. Excel, Word, PDF or scans — read and mapped automatically.
A circle for every statement
Each statement gets its own colour-coded circle: every line item as a slice, its share of the total, and a healthy-band verdict.
One score out of 100
50% is break-even. Everything above is margin you actually keep, everything below is the gap you need to close this month.
Next month, predicted
A clean trend line projects where the score lands if you take no action at all — so inaction becomes a visible choice.
Decisions before you commit
Model a hire, a rent change or a supplier switch and watch the score move. Or write your own custom action.
Monthly, not guesswork
Rebuilt every close from documents you already produce. No estimates, no stale annual snapshot.
Three steps, every month
- 01
Drop in your monthly statements
Four upload zones, large files welcome.
- 02
Financera reads and maps them
Line items become cost factors and slices.
- 03
Act on the score
Scenario-test, pick a recommendation, close the gap.
See where your month actually stands.
Load this month's statements and get the score, the slices and the next best action in minutes.
Open the dashboard