Upload your company's P&L, balance sheet and cash flow statement. The coach uses your own numbers to teach you how to read them. Reviews are generated by AI and are educational, not financial, investment, tax or legal advice.
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Upload your own company's P&L, balance sheet and cash flow statement and get an educational review written for non-finance managers, then ask follow-up questions about your numbers.
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Your statements
Upload
PDF, Excel or CSV. PDFs up to 4 MB.
Before you upload: use anonymised or rounded figures where you can, and only upload statements you're allowed to share. Remove names, bank details and anything confidential. Or press Load sample company to practise on a fictional one.
What the coach will read
Review
The review covers seven parts:
What you uploaded
The story in three sentences
P&L: where the money came from and went
Cash flow: profit is not cash
Balance sheet: what the business owns and owes
Questions to ask in your next meeting
One thing to learn this week
Upload your statements, then press Run review.
Ask about your numbers
Your file is sent securely to Anthropic, whose AI writes the review. Boardroom Numbers doesn't store it; Anthropic deletes API data within 30 days. Reviews are generated by AI for education and are not financial, investment, tax or legal advice.