From raw ledger data to a partner-ready deliverable — the whole loop, in five moves.
Upload from QuickBooks Online, Xero, Sage, NetSuite, or drop an Excel/CSV/scanned PDF. Fintravo auto-maps your chart of accounts to a standardized framework and flags anomalies before you see the first number.
Never re-enters your data anywhere. Every source file is preserved with row-level provenance.
Trial balance in — any format.
Eighteen core financial ratios pre-computed with period-over-period, budget-vs-actual, and peer benchmark comparisons. Every ratio cross-checked. Every anomaly surfaced with narrative context.
Ratios respond to your palette preference — pick the aesthetic that fits your firm brand.
Ratios & trends computed automatically.
Fintravo drafts management discussion & analysis, footnote disclosures, and board-package narrative in a voice you shape and lock. Every claim links back to the underlying figure. Every AI-generated sentence has an audit trail.
Track-changes workflow: your redlines feed back into the Fintravo voice model per-partner or per-client.
MD&A drafted in your firm voice.
PowerPoint, Word, and PDF export in your firm template with your branding. Print-optimized. Board-pack-ready. One click from dashboard to deliverable.
Templates lock at the firm level. Individual practitioners cannot accidentally ship off-brand deliverables.
Board pack generated in your template.
Full audit trail on every KPI, ratio, narrative sentence, and slide. Click any figure to see its underlying journal entries. Click any AI-generated conclusion to see its reasoning chain.
External audit-ready. Peer-review-defensible. Every AI decision has provenance.
Every number traces to source.
Book 30 minutes with our founding team. We'll walk you through Fintravo with your own trial balance — no slides, no gatekeeping, no follow-up pressure.
In progress · Q4 2026
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Reviewed by practicing CPAs
Source-to-output provenance
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