Transform raw financial data into board-ready earnings presentations—automatically.
Operator-Eye View
- Form Submission ➔ Client submits company details + financial files
- Context Profiling ➔ Claude generates complete business intelligence JSON
- Data Extraction ➔ System parses current & predicted financial CSVs
- Variance Analysis ➔ CFO-grade MoM analysis with strategic insights
- Chart Ideation ➔ AI identifies 5 key visualization opportunities
- Visual Generation ➔ Nano Banana Pro renders financial charts
- Deck Assembly ➔ Claude writes 12-15 slide executive presentation
- Gamma Export ➔ Presentation generated & delivered via shareable link
Financial Intelligence Pipeline in Detail
1. Form Trigger & Data Collection
Captures:
Company Name
Business Context (market, competitive landscape, product portfolio, seasonality)
Financial Data (Current Month) - CSV/Excel upload
Finance Data Predicted - Budget/forecast CSV/Excel upload
New Initiatives (If any) - Strategic projects and launches