SolveARC

CFO-grade
financial intelligence

Upload your Excel template, get real-time month-by-month dashboards, financial statements, AI analysis, and board-ready PDF reports — all in one secure workspace.

Month-by-month KPI views with actual vs budget
Auto P&L, Balance Sheet & Cash Flow
AI Analyst powered by OpenAI GPT-4o
Altman Z-Score & 12 financial ratios
100+
Label aliases
12
Ratio models
8
Chart views

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Data Room
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Data Room

Upload your SolveARC FinSight Template (v3G) or connect Google Sheets

Template Instructions (v3G)
1Change year in cell C2 — all month headers update automatically.
2Rename accounts in Column C freely — FinSight reads the account name.
3DO NOT change Column E (FinSight Category) — this drives all dashboard calculations.
4Balance Sheet accounts: enter CLOSING BALANCE each month, not the movement.
5Income/Expense accounts: enter MONTHLY MOVEMENT (not cumulative).
6Upload each year as a separate file. FinSight year selector handles multi-year.
📂

Drop files here or click to browse

Supports .xlsx · .xls · .csv · .pdf · .txt
SolveARC FinSight Template v3G auto-detected

Analysis Pipeline

Real-time parsing progress

Awaiting files 0%
--:--Ready. Upload files to begin.
FinSight Category Map (Column E)
RevenueTotal income / turnover
Other IncomeNon-trading income
COGSDirect cost of goods/services
OpEx - PayrollSalaries, NSSF, NHIF, SDL
OpEx - Sales & MarketingMarketing, sales costs
OpEx - AdminOffice, legal, IT, repairs
OpEx - FinanceBank charges, FX losses
DepreciationD&A — added back in CF
InterestInterest on loans/overdrafts
TaxIncome tax, WHT
Current AssetsCash, AR, Inventory — closing balance
Non-current AssetsPP&E, intangibles — closing balance
Current LiabilitiesAP, accruals — closing balance
Non-current LiabilitiesDirector loans, LT debt
EquityShare capital, reserves
Retained EarningsCumulative profit/loss

Dashboard

Choose year and month to view KPIs and charts.

Year
Month
Display
Show/hide
🔍 details
Revenue (YTD)
Awaiting upload
🔍 details
EBITDA (YTD)
Awaiting upload
🔍 details
GP% / EBITDA%
Awaiting upload
🔍 details
Cash at Bank
Awaiting upload

Financial Statements

Income Statement · Balance Sheet · Cash Flow

Credit Risk Analysis

Scoring models and financial health from uploaded data

🔍 breakdown

Altman Z-Score

Bankruptcy prediction model

<1.81 Distress1.81–2.99 Grey>2.99 Safe

Upload data to compute.

🔍 breakdown

Health Score

score
Awaiting data

Financial Health Metrics

Parsed Values

All extracted financial figures

AI Analyst

Powered by OpenAI GPT-4o — ask anything about your financials

OpenAI API Key — Admin only. Enter once and all users benefit.

Quick Prompts
Summarise overall financial health with key numbers.
What are the top 3 liquidity risks right now?
Draft a board-level executive summary.
Is the business profitable? Explain EBITDA vs net profit.
What does the Altman Z-Score tell us?
What management actions should be prioritised next quarter?
Compare actual vs budget and identify key variances.
Assess working capital adequacy. Formula: Current Assets minus Current Liabilities.
AI Financial Analyst
OpenAI GPT-4o
Welcome to AI Analyst. Upload financial data, add your OpenAI API key (admin), then ask me anything about your financials.

Executive Summary

Editable board report — confirm to lock, then download as PDF

🔒 Summary confirmed and locked — ready for download.
score
Health Score
Altman Z-Score
Insufficient data
Key Snapshot
Executive Overview
Run analysis to auto-generate. You can edit this text.
Financial Health Assessment
Health assessment will populate after analysis.
Risk Observations
Risk observations will populate after analysis.
Board Recommendations
Recommendations will populate after analysis.

Key Ratios

Admin Settings

User management, invites & API configuration

Users & Invites

Invite User (creates approved slot)

After adding, share the site URL. The user signs in with Sign In (if you set a temp password) or uses "Activate Account" tab to set their own password. Only approved emails can access the platform.

Activity Log

OpenAI API Key (Site-wide)

Admin sets once — all users benefit. Key stored locally, never uploaded anywhere.

No key saved.

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