FirmView Insights
Understand what is happening in your business
Automated analysis across your income statement, balance sheet, and cash flow. Surface the trends, risks, and opportunities your bookkeeper won’t catch.
What you get
A comprehensive financial report covering every angle of your business.
Executive Summary
Top findings, key risks, and recommended actions in plain language. Share it with your team or your board.
P&L Analysis
Revenue trends, margin compression, operating expense breakdowns, and EBITDA tracking across periods.
Balance Sheet Analysis
Working capital health, DSO/DPO trends, leverage ratios, and liquidity assessments.
Cash Flow Analysis
Operating cash flow, free cash flow, burn rate, runway estimates, and cash conversion metrics.
Insight Clusters
Connected signals grouped by cause. When multiple metrics move together, we explain why.
AR/AP Aging
Accounts receivable and payable aging analysis with collection risk scoring and payment pattern detection.
How it works
Connect your data
Link QuickBooks Online with one click, or upload your export files. Read-only access — we never touch your books.
We analyze everything
33 rule-based checks across P&L, balance sheet, cash flow, and AR/AP. Deterministic engine — no AI guesswork.
Review your report
Interactive web report with charts, summaries, and clustered insights. Download as PDF for offline sharing.
No AI hallucinations. No black boxes.
FirmView uses a deterministic, rule-based engine to analyze your financials. Every insight traces back to a specific metric and threshold. You can trust what you read because you can verify it.
See what your numbers are really saying
Get started with FirmView Insights during our free beta. All three products included.