Financial reporting software that ends at a finished statement
Financial reporting software usually hands you dashboards to interpret. AIStatements hands you the deliverable: a typeset statement pack with the analysis written, generated from your books in about 60 seconds.
All three statements, typeset to convention
P&L, balance sheet and cash flow (indirect method), built with indent hierarchy, ruled subtotals, double-ruled totals, parenthesized negatives and aligned period columns. Monthly and quarterly views from the same data; trailing-twelve-month on Growth and up. The balance sheet ties or the pack tells you why it does not.
Commentary your board can read
Plain-English paragraphs computed from the finished figures: what moved, why it matters, what to watch. Ratios beside every pack: gross and net margin, burn, runway, current ratio, DSO. The full methodology is on the AI financial analysis page.
Cross-statement checks, every close
Margin slips, DSO creep, expense lines outgrowing revenue, thinning liquidity, runway inside 12 months. Each flag pins to the line that triggered it, with the threshold it crossed.
CSV mapper + QuickBooks & Xero
The mapper reads dates, amounts and descriptions in most export layouts, including debit and credit pairs. Or connect the ledger directly and skip files. Setup is one upload, not a services engagement.
Exports that match the audience
Board-deck PDF, XLSX with formulas intact, or a live link for your accountant. Growth adds an investor-update draft built from the same close, ready for the investor reporting cycle.
Client workspaces, review workflow, white label
Up to 25 client companies on Firm: separate workspaces, preparer and reviewer roles, an approval step before anything exports, and packs carrying your letterhead. Built with and for the accounting firms that run month-end for dozens of entities.
Bought by serious companies
SSO/SAML, granular roles and permissions, a full audit log, 99.9% uptime SLA, DPA and security review, annual invoicing, dedicated onboarding. Procurement has seen us before.
The monthly rhythm
What lands on your desk every close
| When | What arrives | Who it serves |
|---|---|---|
| Books closed + 60s | The statement pack: P&L, balance sheet, cash flow, commentary, flags | You |
| Same morning | Board-deck PDF and XLSX exports | Your board, your bank |
| Same morning | Investor-update draft with the numbers already placed (Growth+) | Your investors |
| Quarter end | Quarterly roll-up with trend commentary and QoQ deltas | The decision meeting |
| Anytime | Red-flag alerts when a new pack crosses a threshold | Whoever fixes it |
Every capability above is included from Starter up unless marked; see financial reporting software pricing for the tier detail, or watch the automated financial statements walkthrough. Software, not advice: have a licensed professional review anything you file.
Walk into your next board meeting with the pack already done
Upload your bookkeeping export. Get the P&L, balance sheet, cash flow and the written analysis in about 60 seconds.
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