prepare-my-financials

What problem does it solve?

It drafts professional financial statements for a chosen period using your existing bookkeeping inputs, so you can stop manually reconciling, summarizing, and formatting without inventing drivers.

Core Features & Use Cases

• Statement drafting for any chosen period: Generate one of four reports—P&L, balance sheet, cash flow, or trial balance—per call.
• Grounded numbers with audit-ready notes: Every figure ties back to journal entries, opening balances, and the chart of accounts, with notes that cite specific evidence.
• Comparisons and validation flags: Includes prior-period/prior-year comparisons and highlights out-of-balance or unusual balances at the top.
• Cash vs. accrual handling: Produces cash and accrual variations appropriately, using accrual books as the basis while enforcing cash-only constraints.

Quick Start

Ask it to draft the P&L for March 2025 using your current bookkeeping records and then review the written draft plus any flags before filing.