Templates

Pre-built templates to quickly generate client explanations

AI-Powered Templates

Templates automatically adapt to your data for personalized explanations

Monthly Revenue Report

Break down revenue trends and explain key drivers

156 uses

Expense Analysis

Categorize and explain spending patterns

98 uses

Cash Flow Summary

Visualize inflows and outflows with clear explanations

124 uses

Profit Margin Breakdown

Explain margins and profitability metrics

87 uses

Quarterly Comparison

Compare performance across quarters

65 uses

Budget vs Actual

Show variance between budgeted and actual figures

112 uses