FREE FINANCIAL HEALTH CHECK

See what the engine finds in your numbers

Upload your accounting reports and get a free, read-only assessment computed by the same deterministic engine the product uses. It is a computed read of the files you upload, not financial advice, and it runs the same 48 deterministic financial signals the product does. No account required.

REQUIRED

Profit & LossREQUIRED

Reports → Profit & Loss. Columns by Month, last 6+ months, CSV.

Revenue trends, expense structure, margins, burn

Balance SheetREQUIRED

Reports → Balance Sheet. As of your last completed month-end, CSV.

Cash, A/R, A/P, working capital, runway

OPTIONAL, AND EACH ONE WIDENS THE READ

A/R Aging Summary

Reports → A/R Aging Summary. As of month-end, CSV.

DSO, customer concentration, liquidity risk

A/P Aging Summary

Reports → A/P Aging Summary. As of month-end, CSV.

Vendor balances, payment timing

Transaction Detail by Account

Reports → Transaction Detail by Account. Last 6 months, primary operating bank account, CSV.

Cash flow, spending patterns, recurring costs

Sales by Customer Summary

Reports → Sales by Customer Summary. Last 6 months, CSV.

Revenue concentration, client mix

Still needed: Profit & Loss and Balance Sheet.

Your file is processed in a temporary, isolated session and deleted automatically within 24 hours. Nothing is written back to your accounting system. See our Privacy Policy.

WHAT YOU GET

  • A headline read: gross margin, monthly spend band, and how many signals the engine evaluated.
  • The top signals the engine fired on your data, in plain language.
  • A pointer to everything else the paid plans unlock.

WHAT THE REPORTS NEED

  • Export each one from your accounting system as CSV, exactly as it comes. The title rows above the table are expected.
  • The Profit & Loss needs columns displayed by Month, with at least one dated month column such as "Jan 2026".
  • Income rows so total revenue for the period is greater than zero.
  • The Balance Sheet as of your last completed month-end.

GETTING YOUR CSVS

  • In QuickBooks: open Reports, run each report the assessment asks for, set the range, then Export as CSV. The Reports paths above match the QuickBooks menu.
  • Using another tool? Export each report as it comes; the assessment reads each report by its own columns (an aging report by its aging buckets, a transaction report by its date and amount). The Profit & Loss needs your account labels down the first column and one dated month per column.