Sample CFO Report
See What BizDoc Creates

This is the actual output BizDoc generates in 30 seconds. The same comprehensive analysis that takes CFOs 3-5 hours to build manually — automated completely.

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What's in the Report

Every BizDoc report includes these components.

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Executive Dashboard

One-page KPI overview with revenue, margins, cash position, and trend indicators.

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12-Month Trends

Visual charts showing financial performance over the past year.

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Revenue Intelligence

Breakdown by product/service and customer with concentration analysis.

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Balance Sheet Analysis

Assets, liabilities, equity with key financial ratios.

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Cash Flow Analysis

Operating, investing, financing flows with runway projection.

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Strategic Insights

AI-generated recommendations and prioritized action items.

Download the Full Sample Report

See exactly what your clients would receive. The sample report demonstrates the depth of analysis, professional formatting, and actionable insights included in every BizDoc report.

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What Makes This Report Different

Automated — Generated in 30 seconds, not 3-5 hours
Comprehensive — 12+ pages of analysis in every report
Professional — Client-ready formatting and presentation
White-Labeled — Your branding, your call-to-action (on paid plans)
Consistent — Same quality every time, for every client

Create Your Own Report

Ready to generate a report from your own QuickBooks data? Start your free trial and see your actual financials analyzed in 30 seconds.

Frequently Asked Questions

Is the sample report representative?▼

Yes. The sample shows the exact format, sections, and depth of analysis that BizDoc generates. Your reports will include the same components with your actual data.

Can I customize how reports look?▼

On the Growth plan ($29/month), you can white-label reports with your firm name, logo, contact info, and call-to-action.

How quickly can I generate my own report?▼

Within 2 minutes of signing up, you can connect QuickBooks and generate your first report. It takes approximately 30 seconds.

Sample CFO ReportSee What BizDoc Creates