FINANCEGPT BUILD · MANAGEMENT ACCOUNTS
Turn your accounts into a cash plan you can review.
Review cash, margin and budget movements. Test three cash scenarios, then save the calculations and questions in one Build.
Sample review is free, with no account. Upload CSV or XLSX after sign-in. Existing Chat supports other financial files.
A COMPLETE EXAMPLE · NO SIGN-UP
Choose the question you need answered.
Example accounts: revenue rises from 250,000 to 280,000 while cash falls from 160,000 to 115,000. See the comparison, source rows and next questions.
One useful answer, then the next step.
Cash review
Compare cash and working capital. With monthly receipts and payments, test twelve months of base, upside and downside cash.
Board preparation
See the performance movements and prepare owner-specific questions. Download the review or print a meeting pack.
Budget variance
Compare actuals with budget. Inspect the source rows before deciding whether the forecast needs to change.