Build Financial Models from Raw Transactional Data and Generate P&L Statements

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solution finance

You can link your spreadsheet containing a list of payments or transactions to AI and write a query describing the desired outcome. Here are some examples of queries you can make to AI:

  • Create a P&L. Create a separate column for each year. For each Category of transactions create a row.
  • Find growth for the full period for every client. Also average monthly revenue value.
  • Show days when Fact CPA and Goal CPA gap more than 15%.
23 May 2024 03:26 PM