Uncovering Insights Through Fabric, AI, Azure, Power BI, Datasets, Visualizations & SEC GAAP Reports

Bringing Meaningful Value to Data Through the Fusion of Technology, AI (incl. ChatGPT & Video Analysis) and Finance

Power business decisions with Microsoft cloud scale analytics (Click)

Business Intelligence, Power BI, Azure AI, Azure SQL, Fabric
Gartner Findings 
Decision Making vs Tools
ChatGPT and AI chatbots can understand SEC filings but they fail 70% of the time
Fortune (Dec 2023: Paulo Confino) 
Company SEC Reporting: Power BI, Semantic Models (Datasets), Dashboards
Maximizing Revenue Through Strategic Breakouts
Exploring the Benefits of Visualizing Company Financial Statements
Analyzing Financial Performance: A Monthly Overview
Actuals, Budgets, Forecasts, Variance Analysis
Unlocking the Power of GAAP: Streamlining Integration & Notes Search
Unifying Multiple Reports into a Single Comprehensive Report
Uncovering the Insights: An Account Explanation & Trend Analysis
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Exploring the Benefits of Visualizing Financial Statements

Are you looking for a new way to quickly understand and analyze company financial statements? With actionable insights for the identification of material risks, our innovative solution can help you make informed decisions. Our cutting-edge technology provides comprehensive analysis of financial statements, allowing you to identify potential risks and opportunities. Our easy-to-use platform provides you with the data you need to make informed decisions and maximize your returns. Get started today and unlock the power of financial statement analysis with our revolutionary solution.

Financial Investment Analysts

Investment analysts can now quickly and easily gain insights into financial statements with our powerful financial statement visualizations. Our visualizations provide a comprehensive overview of financial data, allowing analysts to quickly identify trends and make informed decisions. With our intuitive interface, analysts can quickly and accurately analyze financial statements, identify key performance indicators, and make informed decisions. Our visualizations are designed to help analysts make the most of their time, allowing them to focus on the most important aspects of their analysis. Get the insights you need to make the best decisions for your investments with our financial statement visualizations.

Chief Executive Officers (CEO)

To ensure success, CEO’s need to stay informed of the latest industry trends and competitive insights. With the right data and analysis, they can make informed decisions that will help their company stay ahead of the competition and maximize their profits. By leveraging competitor and industry data, CEO’s can identify opportunities for growth, develop strategies to increase market share, and create a competitive advantage.

Chief Financial Officer (CFO)

CFO’s, responsible for executing the company’s financial strategy, are also responsible for the correct tagging and disclosure of GAAP financial data. Being able to compare disclosures and forecasts to competitors has so many benefits.

Accounting Systems & Data Sources

We integrate to any accounting systems or data sources and we provide resources to understand the GAAP requirements and meanings of numbers in reports and visualizations..

Engage With Us! Call +1.919.428.6503

Financial Statements, Power BI, ChatGPT & Excel

OpenAI is at the cutting-edge of technology that is at the forefront of Artificial Intelligence research and development. One of the most notable products is ChatGPT, a powerful language model that can generate human-like text, making it useful for a wide range of applications such as language translation, text summarization, and content generation. With its ability to understand context and provide coherent answers, ChatGPT is a valuable tool for businesses and developers looking to improve their natural language processing capabilities. OpenAI is pushing the boundaries of what’s possible with AI and ChatGPT is a clear example of that. An example of its use is below in the video where we have combined Power BI, Excel and ChatGPT.

Actuals, Planning, Budgeting, Forecasting, Variance Analysis

For any company, competitor, any SEC company, companies within an industry, or any selection of companies. These can be manual, automated and versioned. Select any account or line item using either Excel or Power BI for projections. 

Get Access to Industry & Competitor Data & Forecasts

Gain valuable insights into the financial performance of your industry and competitors with access to financial statement data and forecasts. Our comprehensive financial data and analysis tools provide you with the information you need to make informed decisions and stay ahead of the competition. With our financial statement data and forecasts, you can track industry trends, compare financial performance, and gain a better understanding of the competitive landscape. Get the data and insights you need to make informed decisions and stay ahead of the competition. Leverage and integrate cloud dashboards, reports, visualizations, and datasets developed by experienced business intelligence accounting consultants with all the heavy lifting having been done for you.

The reports (pages) are available for any company, industry or combination of companies includes:

  1. Company (37)
  2. Internal & Beneficial Ownership (8)
  3. Industry Company Benchmarking (43)
  4. Industry Stock Market Benchmarking (7)
  5. Specific Company Benchmarking (43)
  6. Stock Market (10)
  7. Latest Filings (2)

Report(s) that take 160-hours to prepare, and many more hours to understand, are now available to be embedded and understood in hours, and at a cost-effective price point.

Click the ⤢ icon bottom-right of the report page below facilitates full-screen mode..

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