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Financial analysis that doesn’t take a full workday (not even 15 min).
- 5 days ago
- 3 min read
Updated: 2 days ago
Cut 99% of the time you spend on client reporting. Create a professional five-year financial analysis directly from the general ledger, no manual work required.
If you’re a public accountant or CFO, you know how much time a proper year-end financial analysis takes. You pull data from the accounting system. Calculate ratios. Check formulas. Format tables. Refine commentary.
The output is mission-critical. The process? Not scalable.
What if you could get the same result, without doing the manual work?
A Five-Year Financial Overview with a Click
riskrate Financial Analysis was built with experienced finance professionals. It automatically generates a clear, visual five-year financial analysis, complete with action recommendations, directly from the general ledger. Instead of getting buried in line items, you see the full picture. You walk into client conversations with clarity, context, and a point of view.
The analysis is purpose-built for year-end review and:
Aggregates core KPIs across growth, profitability, and balance sheet health
Shows performance trends over five years
Generates a directional forecast for the upcoming fiscal year
Highlights strengths and improvement areas
Presents insights in a way that non-financial stakeholders immediately understand
The goal is simple: free up your time for interpretation, strategy, and advisory.
Five Advantages for the Modern Accounting Firm
1. Massive Time Leverage Hours of manual analysis become minutes. You can deliver high-quality financial insights to every client, not just your largest accounts.
2. Consistent, Professional Output
Every report follows a structured, best-practice framework. Quality doesn’t fluctuate based on time pressure or internal capacity.
3. More Time for High-Value Work
When you’re not stuck calculating ratios, you can focus on what matters: interpretation, conclusions, and actionable recommendations.
4. A Natural Path to Advisory Revenue
A clear, structured analysis surfaces improvement opportunities. That naturally opens conversations around budgeting, performance management, and ongoing advisory services.
5. Stronger Positioning as a Strategic Partner
A visual, five-year analysis reframes your role. You’re no longer producing only high-quality bookkeeping; you’re guiding financial direction.
From General Ledger to Board-Ready Analysis, Instantly
The five-year analysis is generated directly with riskrate.
No formulas to verify. No commentary to rewrite. No charts to format.
Just insight, straight to the financial core.
You get immediate access to:
A complete five-year KPI analysis
A forward-looking forecast (or budget baseline) for the next fiscal year
A clear summary of strengths and improvement areas
Most importantly: your client immediately understands what’s happening and why it matters.
Built for the Year-End Conversation
This isn’t just a report. It’s a conversation starter.
The objective is simple: help the client pause, see the bigger picture, and ask the right question: “What should we do next?”
After Year-End Close
Bring the analysis to the financial review meeting. It frames the discussion around trends, strengths, and strategic gaps, not just individual line items.
In Advisory Engagements
Review it before the meeting. Identify bottlenecks. Align internally. Show up with solutions, not just observations.
In Financing and Commercial Negotiations
Use ready-made KPIs and a structured five-year narrative in discussions with banks, suppliers, or partners.
Ready to Use, No Implementation Required
You don’t need onboarding days, integration projects, or outside consultants.
Just sign up for riskrate. Upload the general ledger (or connect via integration), enter your client’s name, and click. Your first Financial Analysis is ready, before your coffee finishes brewing. Run your first Financial Analysis here.
Automate all your financial reporting with riskrate.
Start using riskrate free of charge. No manual work, hidden costs, set-up fees, or integration projects.
