Use Case: Build financial models from raw transactional data and generate P&L statements.

You can link your spreadsheet containing a list of payments or transactions to AI and write a query describing the desired outcome.

Here are some examples of queries you can make to AI:

1. Create a P&L. Create a separate column for each year. For each Category of transactions create a row.

2. Find growth for the full period for every client. Also average monthly revenue value.

3. Show days when Fact CPA and Goal CPA gap more than 15%.