Balance Sheet Analyzer — Upload and Analyze in Seconds

Balance sheet exports from QuickBooks, Xero, NetSuite, and other accounting systems arrive as spreadsheets with assets, liabilities, and equity split across rows or columns. This analyzer reads those files directly, calculates financial ratios, compares periods, and flags changes worth investigating. Upload a file to analyze it free, or subscribe for unlimited analysis, multi-period tracking, and export of annotated reports.

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

How do I calculate current ratio from a balance sheet export?What is a healthy debt-to-equity ratio for my industry?How do I compare balance sheets from two different months?Why don't my asset and liability totals match the accounting system?What does it mean when working capital is negative?

What this export contains

Account

Account Type

Current Period

Prior Period

Total Assets

Total Liabilities

Total Equity

Current Assets

Non-Current Assets

Current Liabilities

Non-Current Liabilities

Debit

Credit

Balance

Common questions

Which balance sheet formats does this analyzer accept?

It reads exports from QuickBooks, Xero, NetSuite, Sage, FreshBooks, and Excel templates. The file can list accounts in rows with period columns, or periods in rows with account columns. It detects the layout and pulls the correct figures.

What ratios does the balance sheet analyzer calculate?

Current ratio, quick ratio, debt-to-equity, debt ratio, equity ratio, working capital, and asset turnover if revenue data is included. Each ratio shows the formula used and highlights values outside typical ranges.

Can I compare balance sheets from different periods?

Yes. Upload two or more files and the analyzer matches accounts by name, calculates dollar and percentage changes, and flags the largest movements. It handles account name variations and new accounts that appear in only one period.

Does it work with consolidated or multi-entity balance sheets?

It works with any balance sheet structure. If your export includes entity or department columns, the analyzer groups by those and calculates ratios for each segment as well as the consolidated total.

What if my balance sheet has custom account names?

The analyzer categorizes accounts by type markers in your export — Current Asset, Fixed Asset, Current Liability — not by account name. As long as the export includes an account type or category column, it will total correctly.

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

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