Sheer Financial connects to QuickBooks, Xero, Sage — or takes a raw CSV export — and transforms your GL data into board-ready reports with AI-powered variance analysis, executive narratives, and trend forecasting. Local-first. Your data stays yours.
Live demo with real financial data. No form, no sales call.
Sheer Financial isn't a prettier chart of accounts. It's what financial reporting looks like when you start with AI and work backward from what boards actually need.
Claude classifies ambiguous accounts, explains material variances in CFO language, and writes executive summaries your board will actually read. Not a chatbot — real financial intelligence embedded in every report.
QuickBooks, Xero, Sage, NetSuite — or drag a CSV/Excel export. Direct API connections where available. Desktop agent for on-prem systems. No copy-paste. Always current. One unified financial picture.
Your raw data never leaves your machine. Our engine runs as WebAssembly in your browser and DuckDB on your desktop. Only structured, classified results touch our servers — and only when you choose. Privacy is the architecture, not a checkbox.
One-click connection to QuickBooks, Xero, or Sage — or drag-and-drop a CSV/Excel export. Read-only access. We never modify your books.
Accounts classified. P&L and balance sheet built. Variance analysis computed. Financial ratios calculated. Trends forecasted. Executive summary written. Seconds.
Review in the interactive dashboard. Drill into any number. Export a board-ready PDF — cover page, executive summary, P&L, balance sheet, KPIs, and variance analysis. One click.
Purpose-built for financial reporting — not a spreadsheet with a fresh coat of paint.
Automatic account grouping with collapsible sections. Revenue, COGS, OpEx, Net Income — structured the way boards expect. No manual formatting.
Budget vs Actual. Year-over-Year. Period-over-Period. Color-coded favorable/unfavorable badges. Filter by materiality threshold. Outliers jump off the page.
Gross margin, operating margin, net margin. Current ratio. Debt-to-equity, ROA, ROE. SaaS metrics: burn rate, runway, revenue growth. All computed automatically.
Claude writes CFO-level executive summaries and variance explanations. Not templates — real analysis that understands your specific financial story.
Linear regression, growth rate analysis, and seasonal decomposition. See where revenue, expenses, and margins are heading — not just where they've been.
Board-ready PDF in one click: cover page, executive summary, P&L, balance sheet, KPI dashboard, variance analysis. Professional formatting. Every time.
The same financial intelligence platform powers CFO reporting and commercial lending analysis.
SMB CFOs, fractional CFOs, controllers, accounting firms, and startup founders. Connect your QBO/Xero/Sage, get board-ready financials in minutes. Stop copy-pasting P&Ls into Excel.
Community and regional banks. AI-powered financial spreading for commercial lending. Borrower GL analysis automated. White-label ready. Deploy on-prem or cloud.
We're onboarding pilot partners now. Connect your accounting system, get board-ready reports in minutes, and shape the product with your feedback.
Questions? Reach us at [email protected]
Live demo. Real financial data. No form, no sales call, no gatekeeper. Or reach out and we'll walk you through it.