Tell us about your business
Share the company basics that give your analysis the right context.
Pinnacle Financial Intelligence
Understand What Happened. Know Why. See What Comes Next.
Pinnacle Financial Intelligence analyzes financial data from financial statements to individual transactions, identifying financial health, risks, root causes, discrepancies, audit exceptions and decision opportunities.
Demo Company uses a separate fictional dataset and never combines with uploaded client files.
Start with a guided demo or securely prepare your own data for analysis.
Financial Intelligence
See the story behind the numbers.
Executive view
Revenue
$2.4M
Operating profit
$418K
Cash on hand
$286K
Open receivables
$174K
Trace every insight
Move from a KPI to the customer and source transaction behind it.
Upload your financial data
Bring in the standardized CSV files when you are ready.
Explore the story behind the numbers
Move from executive KPIs to the source transactions that explain them.
Demo Company · Fictional Data
Pinnacle Financial Intelligence
Financial Diagnostic & Decision Intelligence
Intelligence Command Center
Demo Company
Signal → Explanation → Evidence → Decision
Explanation
Owner / CEO
Strategic decision-making
HealthRiskOpportunityDecisions
Demo / Synthetic Data — not live company values
Cash Trend
Declining. Burn rate up 18% vs prior period.
Major Findings
3 open findings: payroll overrun, duplicate vendor payments, aged receivable.
Projected Business Impact
EBITDA deficit of $112K by period end if unresolved.
Decisions Required
Defer discretionary OpEx. Initiate $38K receivable collection. Review headcount plan.
EBITDA:−$94K
PFI Intelligence Score
Financial Visualization
No P&L data imported yet.
No P&L data imported yet.
No cash flow data imported yet.
No budget data imported. Upload a budget CSV to see variance analysis.
Intelligence Story
Primary FindingHigh
Payroll Overrun — Expansion Ahead of Revenue
Severity
High
Materiality
Material
Confidence
87%
Root Cause
Headcount added in anticipation of a contract that has not yet closed. No budget amendment was recorded.
Projected Impact
If unresolved: EBITDA deficit of $112,000 by period end. If resolved: $38,000 recovery possible within 30 days.
Open — Pending Management Review
Root Cause Cascade
Workspace Sections
Live demo · fictional business
Northstar Services
Executive overview built from a fictional Pinnacle dataset.
Revenue
$2.4M
Trace revenue
Operating profit
$418K
Margin detail
Cash on hand
$286K
Account detail
Open receivables
$174K
Invoice detail
Like what you see? Analyze Your Business
Choose a subscription to analyze your own financial data and unlock deeper intelligence.
View plans & subscribeContinue your Financial Intelligence journey
Your subscription unlocks deeper analysis and ongoing financial intelligence.
Your subscription includes
Financial HealthRisksRoot CausesTransaction EvidenceRecommendationsProjected Financial ImpactReports