Upload your accounting reports and get a free, read-only assessment computed by the same deterministic engine the product uses. It is a computed read of the files you upload, not financial advice, and it runs the same 48 deterministic financial signals the product does. No account required.
STEP 1 OF 2
We email your assessment result here. No account, no password. One free assessment per email address.
Your file is processed in a temporary, isolated session and deleted automatically within 24 hours. Nothing is written back to your accounting system. See our Privacy Policy.
WHAT YOU GET
A headline read: gross margin, monthly spend band, and how many signals the engine evaluated.
The top signals the engine fired on your data, in plain language.
A pointer to everything else the paid plans unlock.
WHAT THE REPORTS NEED
Profit & Loss: set "Display columns by" to Month. Twelve full months gives the complete read; a shorter range still works, and most of the assessment runs on it.
Three checks need twelve months of Profit & Loss and say so rather than compute on a partial year: Operations Not Self-Funding, Debt Service Coverage Below Covenant, and Capital Investment Imbalance. Each also needs one line from your Balance Sheet: total current liabilities for Operations Not Self-Funding, the current portion of long-term debt for Debt Service Coverage Below Covenant, and a fixed-asset balance for Capital Investment Imbalance. Where a line is missing, the assessment says so instead of treating it as zero.
Balance Sheet: set "Display columns by" to Month here too, so the report carries at least two month-end columns. Cash flow and runway are measured from the change in cash between two dates, so a single-date balance sheet cannot show them.
Export each report as CSV, title rows and all. The Profit & Loss needs at least one dated month column such as "Jan 2026".
Do not add comparison columns such as "% of Income" or "$ Change" to the Profit & Loss. Export monthly periods only.
Income rows so total revenue for the period is greater than zero.
GETTING YOUR CSVS
In QuickBooks: open Reports, run each report the assessment asks for, set "Display columns by" to Month, set the range to the last 12 full months for the complete read, then Export as CSV. The Reports paths above match the QuickBooks menu. A quarterly or yearly export cannot be read as monthly, and the assessment will ask you to run it again.
Using another tool? Export each report as it comes; the assessment reads each report by its own columns (an aging report by its aging buckets, a transaction report by its date and amount). The Profit & Loss needs your account labels down the first column and one dated month per column.