From raw GL data to board-ready reports in seconds. Here's what's built, what's in beta, and what's coming.
P&L and Balance Sheet generated automatically from your GL data. Multi-period views — monthly, quarterly, or annual. Section grouping with subtotals. Gross profit, operating income, and net income computed. Proper accounting notation throughout.
Budget vs Actual with favorable/unfavorable flagging. Filter by materiality threshold — see only the variances that matter. Sorted by magnitude so the biggest issues surface first.
Claude explains material variances in CFO language. Not templates — context-aware analysis of your specific financial data, suitable for board presentations.
Comprehensive financial health metrics computed automatically. Period-over-period trends for every ratio.
Linear regression, growth rate analysis, and seasonal decomposition. Forecast revenue, expenses, gross profit, and net income. See where you're headed — not just where you've been.
One click. Professional PDF. Cover page, executive summary, P&L, balance sheet, KPI dashboard, and variance analysis. Generated server-side with embedded fonts — consistent formatting every time. Board packets, investor updates, lender packages.
Direct API connections to your accounting system. Scheduled sync. Read-only — we never modify your books.
Rust binary. System tray. Watches your folders for new or changed financial files. Processes locally with embedded DuckDB. Syncs structured results on your schedule. For power users, on-prem environments, and banks that need data sovereignty.
The same Rust engine compiles to three targets. Your financial data stays local until you decide otherwise.
Drag-and-drop a file into sheerfinancial.ai. WASM parses and analyzes locally. DuckDB-WASM stores and queries in your browser. Preview results before anything touches our servers.
Desktop agent with embedded DuckDB. Watches folders, processes files, syncs deltas. Works offline. Controller on a plane can still run full analysis.
Claude AI integration, PDF generation, connector sync, and team collaboration. Only receives structured, classified data — never raw GL files.
Live demo. Real financial data. No form, no sales call, no gatekeeper. Or reach out and we'll walk you through it.