Works with the tools you already use
The Problem
Your bookkeeper files returns on time. But when it comes to understanding what the numbers actually mean for your business — you're on your own.
You have rows and columns of data, but no one translating them into clear next steps.
By the time you spot a cash flow issue or margin erosion, it's already hurting.
A qualified CFO costs thousands per month. Most growing businesses can't justify that.
The Solution
Upload your trial balance from any accounting system. In seconds, get a complete financial health check with plain-English recommendations you can act on today.
CFO Glasses for Your Business
Premium insight at a fraction of the cost
Platform
Everything you need to understand, monitor, and communicate your financial performance.
KPIs, trends, and year-over-year performance at a glance. Revenue, margins, and cash position in one view.
Deep profitability, liquidity, efficiency, and leverage analysis with AI-generated commentary.
AI-powered SWOT, PESTEL, and strategic analysis. Understand not just the 'what' but the 'so what.'
Automatic alerts flag cash pressure, margin erosion, and financial risks before they become crises.
Generate a professional board-ready PPTX presentation from your data in one click.
Auto-generated Income Statement and Balance Sheet from your trial balance, formatted and ready to share.
How It Works
Drop in an Excel file or connect your Xero account. We provide a template, and our smart parser handles most formats.
Our engine computes 20+ financial ratios, identifies trends, checks for anomalies, and generates plain-English explanations.
Review your dashboard, check early warnings, generate flash reports, and share results with your team or board.
Testimonials
“I finally understand what my accountant has been trying to tell me for years. The early warning signals caught a cash flow issue I would have missed.”
Business Owner
Technology Services, South Africa
“The flash report deck saved me hours of preparation before our board meeting. It pulled everything together from one trial balance upload.”
Finance Manager
Retail, United Kingdom
“We used to wait weeks for our accountant to explain quarterly results. Now I have answers in 60 seconds, in plain English.”
Managing Director
Professional Services, UAE
Pricing
Start free. Upgrade when you need more. No hidden fees.
For solo founders and small teams
For growing businesses
For firms and multi-entity groups
FAQ
Just a trial balance from your accounting system — either as an Excel/CSV file or directly from Xero. We provide a simple template, and our parser also handles most standard formats automatically.
Yes. All data is encrypted in transit (TLS) and at rest. We use industry-standard authentication via Clerk and never share your data with third parties. Your financial data belongs to you.
No. That's the whole point. FinSpec AI translates complex financial metrics into plain English explanations with actionable recommendations. It's designed for business owners, not accountants.
Accounting software (Xero, Sage, QuickBooks) records transactions. FinSpec AI analyzes the output — your trial balance — and tells you what it means: where you're at risk, where you're performing, and what to do next.
Yes. No contracts, no cancellation fees. You can upgrade, downgrade, or cancel at any time from your account settings.
Currently, we support direct integration with Xero, and you can upload Excel/CSV exports from any system (Sage, QuickBooks, Pastel, FreshBooks, etc.). More direct integrations are coming soon.
Join business owners who have already put on their CFO glasses. Start your free trial today — no credit card needed.
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