Question: I'm looking for a tool that can provide interactive and visual financial reports, including profit and loss statements and cash flow statements.

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Tableau

Tableau is a powerful business intelligence and analytics tool that lets people connect to a variety of data sources and create visualizations through an intuitive drag-and-drop interface. It can be deployed in the cloud, on premises or through a connection to Salesforce CRM software, and has AI/ML abilities, governance and collaboration tools. Tableau is used by companies like Whole Foods Market and Keybank to help democratize data and get more actionable insights.

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FinanceGPT

FinanceGPT uses generative AI and human expertise to offer advanced financial analysis tools. It can help you make sense of complex financial situations with real-time data aggregation, financial health monitoring, and customizable forecasting. With tools for balance sheet analysis, cash flow analysis and profit and loss analysis, FinanceGPT is geared for investors, financial managers and accountants who need to make decisions.

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Vena

Vena is a full-featured financial planning and analysis software that integrates with Microsoft 365. It includes features like budgeting, forecasting, cash flow planning and financial consolidation. Vena combines the flexibility of Excel with AI and data modeling, letting you create templates, track changes and collaborate on data in a controlled and secure environment. It also can import existing Excel spreadsheets into the system to boost forecasting and analytical abilities.

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Ask plain language questions and get instant, automated insights with 24/7 intelligent analysis, secured and customized with business context and visualizations.

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ClientReports

Automatically generate professional client reports with ease, streamlining the process with a 3-shot approach to headers, content, and fine-tuning.

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Athena

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DataGPT

Get instant, analyst-level answers to data questions in seconds, with automated insights and visualizations, making complex data analysis accessible to everyone.