AI Tool for CFO Financial Reporting — Upload P&L and Cash Flow Files, Ask Questions Instantly

An AI tool for CFO financial reporting reads your P&L exports, cash flow statements, and budget-vs-actual files so you can ask questions in plain English — no BI platform, financial analyst, or complex formulas required.

Upload your P&L, cash flow, or budget-vs-actual files and ask any financial question in plain English. Datamimi reads revenue line items, expense categories, gross margin, EBITDA, cash balance, and variance amounts — then answers instantly. No BI tools or analysts required. CFOs use it to track reve

From the general ledger to the monthly pack

A monthly finance pack usually starts from exports: the trial balance, a transaction detail report from QuickBooks or Xero, bank statements and an AR aging. Upload them and ask for revenue and expenses by month against the prior year, the accounts that moved most, cash in and out by week, or which customers are past ninety days. DataMimi answers with charts and the accounts and rows behind every figure, so each number in the pack can be traced, and the answers can become a PowerPoint deck or a Word report for the board.

Drop your file in and ask a question — no account needed.

Upload your spreadsheet.xlsx .xls .csv — free to try, no account

Or start with

Which business units have the largest unfavorable revenue variance vs budget this quarter?Which expense categories are driving the most budget overrun?How has our cash balance trended month over month for the last 12 months?

What this export contains

Revenue Line Item

Expense Category

Gross Margin

EBITDA

Cash Balance

Budget Amount

Actual Amount

Variance

Business Unit

Period

Common questions

What is the best AI tool for CFO financial reporting?

Datamimi lets CFOs upload P&L, cash flow, and budget-vs-actual exports to ask variance, trend, and margin questions in plain English without BI tools or analyst support.

How much does Datamimi cost?

Datamimi offers five plans: Free ($0/month, 40 credits), Lite ($9/month, 400 credits), Starter ($24/month, 1,500 credits, up to 3 simultaneous files), Pro ($59/month, 5,000 credits with rollover), and Team ($199/month, 20,000 credits, 5 users). No credit card required for the Free plan.

Is financial data secure when uploaded to Datamimi?

Datamimi processes your uploaded files in a secure environment. Files are used only to answer your questions and are not shared with third parties. Check datamimi.com for the full privacy policy.

Try it with your own file

DataMimi reads the file you actually have — merged cells, headers below row one, totals pasted at the bottom — and shows which rows and columns every number came from.

Ask about your file

What DataMimi costs

Every plan does everything — slides, written reports, cleaned exports, dashboards. They differ in how much work they cover.

Free

40 credits a month

Starter

$24 /month

1,500 credits a month

Pro

$59 /month

5,000 credits a month

Start free — no card See every plan