Transform raw financial data into board-ready earnings presentations—automatically.


Operator-Eye View

  1. Form Submission ➔ Client submits company details + financial files
  2. Context Profiling ➔ Claude generates complete business intelligence JSON
  3. Data Extraction ➔ System parses current & predicted financial CSVs
  4. Variance Analysis ➔ CFO-grade MoM analysis with strategic insights
  5. Chart Ideation ➔ AI identifies 5 key visualization opportunities
  6. Visual Generation ➔ Nano Banana Pro renders financial charts
  7. Deck Assembly ➔ Claude writes 12-15 slide executive presentation
  8. Gamma Export ➔ Presentation generated & delivered via shareable link

Financial Intelligence Pipeline in Detail

1. Form Trigger & Data Collection

Captures: