Stop spending hours building financial reports manually. BizDoc's CFO report generator automatically creates comprehensive financial analysis from QuickBooks data — the same quality reports that take CFOs 3-5 hours to build.
Every report includes comprehensive analysis across all financial dimensions.
One-page KPI snapshot with revenue, margins, cash position, and trend indicators for quick executive review.
Visual charts showing revenue, profit margins, expenses, and cash flow trends over the past year.
Breakdown by product line and customer. Concentration analysis, average transaction size, and growth patterns.
Full asset, liability, and equity breakdown with current ratio, quick ratio, and debt-to-equity calculations.
Operating, investing, financing analysis. Monthly burn rate and cash runway projections.
AI-generated strategic recommendations prioritized by impact with 30/60/90 day action items.
BizDoc's report generator connects directly to QuickBooks Online via secure OAuth authentication. Within seconds of connection, our engine analyzes all available financial data and produces a comprehensive multi-page report.
Click the connect button and authorize read-only access to QuickBooks Online. BizDoc uses Intuit's official OAuth2 protocol — we never see or store credentials, and cannot modify any data in your books.
Our engine pulls the income statement, balance sheet, trial balance, AR aging, AP aging, and transaction details. It then runs over 50 calculations including ratio analysis, trend identification, anomaly detection, and benchmark comparison.
Within approximately 30 seconds, a professional PDF report is generated. The report includes all the same components a fractional CFO would manually prepare — but without the 3-5 hours of labor.