01
Capture
Upload or add transactions with original currency retained.
Financial intelligence built from your transactions
Every number has a next move.
find.report connects transaction data, 21 key metrics, tax opportunities, peer benchmarks and real-world risks—then turns them into decisions you can act on.
find.report · overview · november 2026
live
0
Financial Health
Healthy
Revenue
£0
+6.2%
Expenses
£0
+11.4%
Runway
0mo
−0.8
Cash flow · 40 days▲ 6.2%
AI insight engine · live
Ad spend up 21%
Market watchlist · ISIN
Loading…
InstrumentLast1d1w1m6m
- No quotes loaded.
Expense breakdown
- Payroll£42,100
- Suppliers£28,940
- Marketing£18,200
- Software£2,868
Illustrative dashboardMTD · QTD · YTDReporting currency alignedDrill-down ready
21
financial metrics
0–100
health score
10,000+
rows per upload
4
risk lenses
PDF · DOCX · CSV
tax exports
Explore the platform
From raw activity to clear action.
Structured data
One ledger. Every useful detail.
Upload Excel, CSV, bank exports, receipts or PDFs. Transactions are classified into finance categories, sub-categories and tax references while original currency and FX details remain traceable.
- Bulk imports designed for large files
- AI-filled fields remain identifiable
- Vendor, date and category drill-downs
Transaction classification
5,248 records98% ready
Cloud hosting
Operating expenses→Software
Wholesale order
Revenue→Product sales
Freight partner
Cost of sales→Freight
One connected workflow
Your ledger becomes a decision system.
No isolated charts. Every insight stays connected to the transactions, time period and external signals behind it.
02
Connect
Map categories, tax references, vendors and external risks.
03
Measure
Calculate metrics, health score, trends and peer position.
04
Act
Prioritise tax claims, revenue moves and risk responses.
Opportunity intelligence
Tax, growth and risk—in one view.
See concise tax and revenue opportunities backed by your period totals. Each action is connected to the relevant supply-chain, geopolitical, regulation or emerging-risk signal, so recommendations come with context.
Tax opportunities
Deductible spend, VAT positions and review items.
Revenue opportunities
Margin, concentration and momentum-based next steps.
Country-aware
Reporting currency and tax defaults follow your settings.
Risk-linked
External intelligence aligned to MTD, QTD or YTD.
Illustrative opportunity
Protect margin while reviewing tax relief
Revenue
£148k
Expenses
£92k
EBITDA
£67k
Tax opportunityVAT
Review eligible input VAT within the largest operating-cost categories.
Evidence: tagged ledger totals · Regulation
Revenue opportunityMargin
Inspect supplier growth where costs are rising faster than revenue.
Evidence: period comparison · Supply chain
Clarity without losing control.
Built for teams
Business administrators can invite and manage account members without site-wide access.
Security by design
Protected account data, role-based access and continuously reviewed security controls.
Traceable answers
Drill from metrics and recommendations into the categories, vendors and transactions behind them.