Sample Reports
🔒Ephemeral session
Sample Reports · Live demo

See the platform on real data

Five fictional companies across five industries — each with a full chart of accounts, dimensional GL, trial balance, financial statements, and budget. Click any card to see the dashboard, posting-quality QA, role-based reports, and the Excel export — driven by their actual data. Then download the same input files and try uploading them yourself.

☁️SaaS
Jan–Jun 2025

Axiom Cloud Inc.

B2B SaaS — Vertical software
Series B · ~$15M ARR
Multi-segment B2B SaaS platform · 6 departments · 4 customer segments · 5 locations
Revenue
$1.3M
12.1%
GM%
76.5%
EBITDA
$312K
Cash
$4.2M
📄 GL Detail.csv📄 Chart of Accounts.csv📄 Dimensions.csv📊 AxiomCloud_Budget_H1_2025.xlsx· 3 sheets📄 Strategic Drivers.csv
🏥Medical
Q1 2025

Harborview Medical Group

Healthcare — Multi-specialty clinic group
Mid-market · 12 service lines
Outpatient clinic group · Consultations, procedures, imaging, therapy · Payer-mix sensitive
Revenue
$2.4M
4.6%
GM%
90.6%
EBITDA
$571K
Cash
$2.1M
📊 HarborviewMedical_FRI_Test_Data_1.xlsx· 7 sheets📊 Harborview_Budget_2025.xlsx· 3 sheets📄 Strategic Drivers.csv
🚚Logistics
Q1 2025

NovaBridge Logistics Inc.

Logistics — Last-mile delivery + warehousing
Growth · ~$30M revenue
Multi-region delivery + warehousing · Subcontractor-heavy · Fuel-cost exposure
Revenue
$2.6M
5.3%
GM%
66.2%
EBITDA
$582K
Cash
$8.0M
📊 NovaBridge_FRI_Test_Data.xlsx· 7 sheets📊 NovaBridge_Budget_2025.xlsx· 3 sheets📄 Strategic Drivers.csv
💼Pro. Services
Jan–Jun 2025

Pinnacle Advisory Group LLC

Professional Services — Consulting
$25M revenue · partner-led
Management consulting · T&M, fixed-fee, retainer + success fees · Utilisation-driven
Revenue
$2.6M
12.7%
GM%
64.2%
EBITDA
$856K
Cash
$4.8M
📊 PinnacleAdvisory_FRI_Test_Data.xlsx· 7 sheets📊 PinnacleAdvisory_Budget_H1_2025.xlsx· 3 sheets📄 Strategic Drivers.csv
🛒E-commerce
Jan–Jun 2025

Velora Commerce Inc.

E-commerce — D2C + Marketplace + Wholesale
Multi-channel D2C · ~$25M revenue
Hybrid D2C + Marketplace + Wholesale · 5 channels · Returns-sensitive
Revenue
$2.8M
13.1%
GM%
42.0%
EBITDA
$266K
Cash
$6.5M
📊 VeloraCommerce_FRI_Test_Data.xlsx· 7 sheets📊 VeloraCommerce_Budget_H1_2025.xlsx· 3 sheets📄 Strategic Drivers.csv
Note: All data is fictional, generated for demonstration. Industry-specific structures (payer mix in Medical, channel mix in E-commerce, T&M utilisation in Pro Services, etc.) reflect realistic FP&A challenges in each sector. Numbers shown match what the platform produces when these files are uploaded — same extractor, same agent pipeline.