Financial
Assessment
We’ll extract, score, and surface the trends that matter
- ✦Balance Sheet
- ✦Income Statement
- ✦Cash Reconciliation
- ✦Trend Charts
- ✦6 KPIs
- ✦Narrative Summary


Financial
Assessment
Your nonprofit’s financial health in minutes
Upload 1–3 years of audited financial statement PDFs up to 20MB.
IRS Form 990 and standalone P&L statements are not supported.
We’ll extract, score, and surface the trends that matter
- ✦Balance Sheet
- ✦Income Statement
- ✦Cash Reconciliation
- ✦Trend Charts
- ✦6 KPIs
- ✦Narrative Summary

