Financial Report Analyzer — Upload & Analyze P&L, Balance Sheets

A financial report analyzer reads your exported P&L statements and balance sheets and calculates variances, trends, and financial ratios automatically. You upload the file, and the tool returns the analysis without writing a single formula.

Try free — 40 credits/month, no card required. Paid plans from $9/mo (Lite) to $59/mo (Pro).

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 variance between actual and budget automatically?What financial ratios can I get from a P&L and balance sheet export?Can I compare this month's financial results to the same month last year?How do I analyze trends across multiple monthly financial reports?What is the fastest way to calculate working capital from an export?

What this export contains

Account Name

Account Code

Current Period

Prior Period

Year to Date

Budget

Variance

Total Assets

Total Liabilities

Total Equity

Revenue

Cost of Goods Sold

Operating Expenses

Net Income

Common questions

What file formats does the financial report analyzer accept?

It reads Excel files (.xlsx, .xls) and CSV exports from QuickBooks, Xero, NetSuite, Sage, and other accounting systems. The file must contain account names or codes and at least one period of financial data.

Does it calculate financial ratios automatically?

Yes. It calculates current ratio, quick ratio, debt-to-equity, gross margin, operating margin, net margin, return on assets, and return on equity when the necessary accounts are present in the export. You do not write formulas.

Can I compare multiple periods or multiple files?

Yes. Upload a single file with multiple period columns, or upload separate monthly exports and the analyzer aligns accounts by name or code and calculates period-over-period changes and trends.

What does it cost?

You can try it free without an account, and the free plan includes credits every month. Paid plans add more credits and seats; every feature is on every plan. See the pricing page for current prices.

Does it work with custom chart of accounts?

Yes. It identifies revenue, expense, asset, liability, and equity accounts by their position and typical naming patterns in your export. If your chart of accounts uses non-standard names, you map them once and the tool remembers the mapping for future uploads.

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