Owners
Know what changed, and what to do about it
A short monthly summary in plain English, with the one thing that needs your attention.
FP&A FOR GROWING COMPANIESReporting, planning and forecasting in one place
Your books, explained.
Upload your books and Kanalyze produces the three statements, budget vs actual and the commentary your board reads. Every sentence points to the numbers behind it.
Try the sample company below. No sign-up needed.
Apex Industrial
SAMPLE · MAR 2026| Budget vs actual | Actual | Budget | Variance |
|---|---|---|---|
| Revenue | 1,284,300 | 1,210,000 | +74,300 |
| Cost of goods sold | 842,100 | 774,400 | −67,700 |
| Gross profit | 442,200 | 435,600 | +6,600 |
| Operating expenses | 301,900 | 318,000 | +16,100 |
| EBITDA | 140,300 | 117,600 | +22,700 |
EBITDA vs budget, Q1
✦ Commentary
EBITDA beat budget by $22.7k (+19.3%). Revenue ran $74.3k ahead1, but gross margin slipped to 34.4% against a planned 36.0% as cost of goods grew faster than sales2. Lower operating spend added $16.1k3.
Point at a number to see where it came from.✓ Balance sheet balances✓ Cash flow ties to cash✓ Every figure sourced
CSVXLSX
Works with CSV and Excel files from QuickBooks, Xero, NetSuite, Sage and most other accounting software.
Who it's for
Built for the people who run the business
Growing companies that have outgrown spreadsheets, but not yet a finance department.
Finance leads
Close the month without rebuilding the report
Statements, variances, budgets and forecasts on one ledger, exported to Excel, PDF or PowerPoint.
Fractional CFOs & firms
Every client's report from one place
Switch between client companies, reuse your mappings, and send a consistent pack to each one.
What it answers
The questions you ask every month, answered from your own ledger
Why is profit up but margin down?
Monthly reportEBITDA beat budget by $22.7k, driven by revenue $74.3k ahead of plan. Gross margin fell to 34.4% from a planned 36.0%: raw materials ran $54.4k over budget.
| March 2026 | Actual | Budget | Var |
|---|---|---|---|
| 5010 Raw materials | 512,400 | 458,000 | −54,400 |
| 5120 Direct labor | 221,900 | 214,600 | −7,300 |
| 6410 Marketing | 41,700 | 55,000 | +13,300 |
With templates for
ManufacturingSaaSProfessional servicesRetail & ecommerceHealthcareConstructionRestaurantsNonprofitAccuracy & security
Numbers you can put your name to
Kanalyze checks its own work before you see it. If a statement doesn't tie, it tells you why instead of showing you a wrong number.
Assets = Liabilities + Equity
The balance sheet balances
Checked every period, including earnings carried between years.
Δ cash = operating + investing + financing
Cash flow ties to cash
The cash flow statement reconciles to the change in your actual cash balance.
Σ entities − eliminations = group
The group ties
Consolidated figures reconcile to each entity after currency translation and eliminations.
sentence → source row
The AI shows its work
Commentary only states figures in your data. If a claim can't be sourced, it's left out.
- Each customer's data isolated inside the database
- Encrypted in transit and at rest
- Full audit trail
- Never used to train AI models
- Export everything, anytime
Early access
Join our founding customers
We're onboarding a small group of companies and fractional CFOs personally, so we can get every report right.
Your first report, set up with you
We load your books, confirm the mapping and walk through the report together.
Founding pricing that stays with you
Agreed up front, based on how many companies you run. No implementation fee.
A direct line to the founder
Tell us what your board asks for, and see it in the product.