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Pinnacle Financial Intelligence
Understand What Happened. Know Why. See What Comes Next.
Pinnacle Financial Intelligence analyzes financial data from financial statements to individual transactions, identifying financial health, risks, root causes, discrepancies, audit exceptions and decision opportunities.
Demo Company uses a separate fictional dataset and never combines with uploaded client files.
Start with a guided demo or securely prepare your own data for analysis.
Financial Intelligence
See the story behind the numbers.
Executive view
Revenue
$2.4M
Operating profit
$418K
Cash on hand
$286K
Open receivables
$174K
Trace every insight
Move from a KPI to the customer and source transaction behind it.
Upload your financial data
Bring in the standardized CSV files when you are ready.
Explore the story behind the numbers
Move from executive KPIs to the source transactions that explain them.
Demo Company · Fictional Data
Pinnacle Financial Intelligence
Financial Diagnostic & Decision Intelligence
Budget & Forecast
Budget-to-Actual Analysis
No company workspace found.
Sign in and import your financial data to view budget-to-actual analysis.
Live demo · fictional business
Northstar Services
Executive overview built from a fictional Pinnacle dataset.
Revenue
$2.4M
Trace revenue
Operating profit
$418K
Margin detail
Cash on hand
$286K
Account detail
Open receivables
$174K
Invoice detail
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Financial HealthRisksRoot CausesTransaction EvidenceRecommendationsProjected Financial ImpactReports