CFO-Level Financial Insights.
Without the CFO.
Instantly understand performance, risks, and what to ask — without spreadsheets or accounting knowledge.
Used by directors, investors, and analysts to prepare for high-stakes decisions in minutes.
No credit card · Results within minutes
Your financials stay private
Reclaim your time
Replace hours of manual analysis with a complete briefing in minutes — so you can focus on decisions, not data.
Ask the right questions
Walk into every board meeting, investment review, or due diligence with the questions that actually matter.
Drive better outcomes
Make faster, more confident decisions grounded in rigorous financial analysis — and create real organisational value.
Built for board directors · investors · analysts · senior leaders
What is FinIQ?
Every board pack, every annual report, every set of management accounts carries decisions you're accountable for. And every time, there's a quiet worry: what am I missing?
Within minutes, you get what a CFO would tell you over coffee. What the numbers reveal, where the risks sit, how you compare to peers, and the questions that will sharpen the room's thinking.
Stop wondering whether you've missed something or hoping someone else caught it. Start being the person in the meeting who saw it first.
Who It's For
You shouldn't need a finance degree
to understand the numbers
Most financial reports are written for accountants. FinIQ translates them into plain English — so you can walk into any meeting, ask the right questions, and make decisions with confidence.
Board Directors
"The board pack lands Friday afternoon. The meeting is Monday morning."
FinIQ gives you a complete financial briefing within minutes — ratios, red flags, and the questions worth asking. Walk in prepared, every time.
Senior Leaders & CEOs
"You're responsible for the numbers, but finance isn't your background."
FinIQ explains what's actually happening in plain English — no jargon, no spreadsheets. Just a clear view of where the organisation stands.
Analysts
"Manual financial analysis takes hours — and you're covering dozens of entities."
FinIQ screens and benchmarks in seconds. Focus your time on the interesting findings, not the grunt work.
Institutional Investors
"Due diligence is slow. Opportunities don't wait."
Get decision-grade financial analysis instantly, across any sector. More signals, faster — without adding headcount.
Retail Investors
"Annual reports are 200 pages long and written in legalese."
Upload the financials and get a CFO-level breakdown in minutes. Know what you're investing in before you commit.
Media & Journalists
"A company releases results. You need to understand them — fast."
FinIQ cuts through the noise and tells you what the numbers actually mean, in time to file the story.
What You Get
Everything a CFO would tell you.
In minutes, not weeks.
A seasoned CFO doesn't just read the numbers — they benchmark them, challenge them, and surface the risks hiding beneath the surface. FinIQ does the same, automatically, every time you upload.
Executive Summary with Verdict
Healthy, Caution, or Concern — a single clear verdict on financial health, with the reasoning to back it up. No more guessing what the numbers mean.
Industry-Specific Benchmarking
A ratio looks different in a bank vs a charity vs a SaaS company. FinIQ benchmarks against the right peers across 16 sectors — so green means green, and red means act.
EBITDA → Net Profit Bridge
Understand exactly where profit is being made or lost. Every line item from gross margin to net profit explained — or net interest margin for banking entities.
Balance Sheet Key Movements
Material changes in assets, liabilities, and equity flagged and explained. Know if the organisation is building strength or quietly accumulating risk.
Variance Analysis
Budget vs actual and prior year comparison with AI commentary. Stop asking "why is this number different?" — FinIQ tells you before you need to ask.
AI-Generated Board Questions
The exact questions a seasoned CFO or board member would raise — ready to use in your next meeting. Never leave a financial discussion without the right challenge.
Macro Environment Analysis
Interest rates, inflation, sector headwinds — FinIQ connects the external environment to the specific financials in front of you, so you see the full picture.
Interactive Q&A
Got a follow-up question? Ask it. FinIQ keeps the full analysis in context so you can dig deeper on any number, ratio, or risk — like having a CFO on call.
No credit card · Results within minutes
How It Works
From upload to insight
within minutes.
Upload
Upload a PDF or screenshot of financial statements — income statement, balance sheet, cash flow, or equity statement.
AI Analyses
Our AI extracts, classifies, and benchmarks the financials against industry standards automatically.
Board-Ready Report
Get insights, risk flags, board questions, and a complete executive summary within minutes.
Pro Tips for Best Results
- →For best results, use the free Snipping Tool (Windows) or Screenshot (Mac) to capture just the financial statements — Income Statement, Balance Sheet, and Cash Flow. This focuses the AI on the numbers and gives cleaner, faster results.
- →You can also upload full PDFs (up to 100 pages), but targeted screenshots typically produce the best analysis.
Real Output
What you'll actually get
Generated within minutes from Walmart's 2025 Annual Report. No manual work. No spreadsheets.
Executive Summary & Board Focus Areas
⚡ Generated within minutes
Plain-English verdict
Healthy / Caution / Concern — no interpretation required.
Key risks flagged instantly
Green, amber, and red focus areas surfaced automatically.
Board questions generated
Ready-to-use questions for your next meeting.
Key Ratios vs Industry Benchmarks
Insights & Board Questions
Walmart Inc · FY2025 Annual Report · Retail sector benchmarks · Generated by FinIQ
No credit card · Results within minutes
Common Questions
Is FinIQ reliable?
FinIQ extracts directly from your financials and applies structured financial logic — not generic summaries. Every insight is grounded in actual numbers from your upload.
How accurate is the analysis?
FinIQ applies the same ratio analysis, benchmarking, and variance logic a trained CFO would use — applied consistently across every upload. Benchmarks are sector-specific across 16 sectors. As with any AI tool, we recommend reviewing outputs before using them in decisions.
What can I upload?
Annual reports (PDF), board packs, financial statements, or screenshots of individual statements (Income Statement, Balance Sheet, Cash Flow). PDFs up to 100 pages are supported. For best results, upload screenshots of the individual financial statements.
Will it work for my organisation's sector?
FinIQ supports 16 sectors including Government, NFP, Financial Services, Healthcare, SaaS, Retail, Education, Manufacturing, Transport, Energy, and more. Each sector uses its own benchmark set so ratios are always evaluated in the right context.
Is my data secure?
Your documents are deleted immediately after analysis. Results are never shared with third parties, and your data is never used to train AI models. All processing happens via the Anthropic API under strict data handling controls.
Built for Every Sector
Built for 16 sectors, from SaaS startups to government agencies to large financial institutions. Benchmarks are sector-specific, so context is never lost.
Pricing
CFO-level analysis. Fraction of the cost.
Start free. Scale as you need.
Free
1 analysis · No credit card
- ✓ Full AI analysis
- ✓ Executive summary
- ✓ All outputs included
Single
1 analysis credit
- ✓ Pay as you go
- ✓ Never expires
- ✓ All 17 sectors
5 Pack
$15.80 per analysis · save 17%
- ✓ 5 analysis credits
- ✓ Never expire
- ✓ Interactive Q&A
10 Pack
$13.90 per analysis · save 27%
- ✓ 10 analysis credits
- ✓ Never expire
- ✓ Interactive Q&A
25 Pack
$11.96 per analysis · save 37%
- ✓ 25 analysis credits
- ✓ Never expire
- ✓ Interactive Q&A
Enterprise pricing available for firms and boards — contact us
Start analysing within minutes.
Upload your first set of financials and get a board-ready analysis within minutes — free, no credit card required.
Analyse a Company Now →No credit card · Results within minutes