01
Financial health score
A single number, 0–100, from live key metrics: revenue, margin, cash runway, concentration risk, and more.
See how you compare to your industry average and the whole platform. Refreshes with every new transaction.
AI financial intelligence
Your business,
in plain numbers.
One calm dashboard. Cash flow, expenses, markets, and an AI that tells you what to do next.
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
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Expense breakdown
- Payroll£42,100
- Suppliers£28,940
- Marketing£18,200
- Software£2,868
Inside the report
One layer above
your numbers.
Six tightly-scoped modules that turn raw transactions and market data into a calm, decision-ready briefing. No spreadsheets to maintain, no dashboards to babysit.
02
12+ key metrics
MTD, QTD, YTD or custom window. Drill down from any metric to the finance category, sub-category and vendors driving it.
Best and worst performers surfaced automatically so you know where to spend your attention.
03
Auto-categorisation
Upload a CSV, Excel or bank export. Every transaction is tagged to a finance category, sub-category, and tax reference.
Plus and Business plans can drop in PDFs and photos of receipts — AI extracts and classifies each line.
04
AI tax return
Generate a chartered-quality tax return draft (Income, Cost, Taxable Profit, VAT, Balance Sheet, Capex) in seconds.
Export as PDF or Word, with an optional CSV of every underlying transaction for your accountant.
05
Peer benchmarking
Compare your health score and metrics with your industry and the full platform average, once you hit 30 transactions/month.
Plus and Business unlock benchmarking without the transaction floor.
06
Country risk briefing
AI-synthesised geopolitical, supply chain, regulatory and emerging risks scoped to your industry and location.
Runs on MTD / QTD / YTD windows so the briefing matches the numbers you're staring at.
07
Industry & watchlist news
10+ non-repeating headlines drawn from verified RSS sources, refreshed every 15 minutes.
Watchlist doubles as a live market ticker with 1D / 1W / 1M / 6M change on every symbol.
08
AI recommendations
Executive summary and five prioritised next steps that stay consistent with your dashboard numbers.
Consistent across MTD, QTD and YTD — no more contradictory AI summaries.
09
Bank-grade security
Row-level security on every table, one-time login codes, no credential storage, GDPR-friendly by default.
Admin dashboard tracks usage, plans, feedback and platform-wide benchmarks — you keep control.
AI tax return
A filing-ready draft, in seconds.
Every transaction in your selected period is grouped by tax reference — Sales, Grant, VAT, Payroll, Capex, Owner Equity — and rolled into a real tax return format. Confirm, export PDF or Word, and download the underlying CSV for your accountant.
Tax Return · FY2026
DraftGross Trading Income
£ 482,910.00
Net Allowable Operating Costs
SUM(Business Cost) + SUM(Payroll) − Depreciation
£ 214,720.00
Taxable Profit
£ 268,190.00
Corporate Tax Due @ 25%
£ 67,048.00
Net Tax Payable / Refundable (VAT)
£ 12,417.60
2,847 transactions covered Ready to export
Health comparison
You vs your industry vs everyone
Health score82·71·66
Gross margin %58·47·42
Operating margin %24·15·12
Cash runway (mo)9·6·5
Peer benchmarking
Not just your numbers. Everyone's.
See how your health score and every key metric stacks up against your industry peers and the platform-wide average. Unlocked automatically once you hit 30 transactions per month, or with any paid plan.
- Toggle MTD, QTD, YTD or a custom window.
- Drill down into finance category, sub-category and vendors.
- Industry averages include verified AI benchmark firms so the sample is never empty.
Three questions. Answered.
01
Where is my money going?
Categorised. Deduplicated. Explained.
02
What is changing?
Month-over-month deltas with context.
03
What should I do next?
Prioritised actions, not just charts.