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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.
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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.
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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
Investigation — Primary FindingHigh
Payroll Overrun — Expansion Ahead of Revenue
Severity
High
Materiality
Material
Confidence
87%
Financial Exposure
$94,000
Historical Baseline
12 Months
Projected Impact
EBITDA deficit of $112,000 by period end if unresolved. $38,000 recovery possible within 30 days.
Intelligence Trace
1Financial ResultP&L / KPI
Financial Result
Net income declined $94,000 versus the prior period. Revenue held flat while operating expenses accelerated.
Net Income
—
Revenue
—
EBITDA
—
Cash Position
—
Transaction Evidence6 recordsClick any row to inspect
| Date | Account | Description | Source Row | Amount | Inspect |
|---|---|---|---|---|---|
| 9/1/2024 | Payroll Expense — Operations | Payroll run — Sep 1 | 14 | $18,400.00 | |
| 9/15/2024 | Payroll Expense — Operations | Payroll run — Sep 15 | 28 | $18,400.00 | |
| 9/5/2024 | Contract Labor | Contract labor — Sep | 31 | $8,250.00 | |
| 9/20/2024 | Payroll Expense — Sales | Payroll run — Sep 20 | 42 | $14,000.00 | |
| 9/28/2024 | Vendor Payment | Possible duplicate — review | 57 | $1,250.00 | |
| 9/28/2024 | Vendor Payment | Possible duplicate — review | 61 | $1,250.00 |
Root Cause87% confidence
Headcount Added Ahead of Revenue
Two full-time employees and one contractor were onboarded in anticipation of a contract that has not yet closed. No budget amendment was recorded and no offsetting revenue has been recognized.
Supporting Evidence
Payroll register confirms 2 new W-2 employees starting Sep 1. Offer letters on file. Contract pipeline shows deal at 60% probability — not yet closed.
PFI RecommendationHigh — within 30 days
Defer Discretionary Hiring; Initiate Contract Close
Freeze additional headcount until the pipeline contract closes. Accelerate contract negotiation to close within 30 days. Reclassify contractor to project-based billing to reduce fixed cost exposure.
Projected Impact
If contract closes within 30 days: EBITDA recovers $38,000. If deferred 90 days: additional $56,000 exposure. Immediate freeze prevents further overrun.
EBITDA Effect
($94,000)
Cash Effect
($38,000) runway reduction
Timeline
30–90 days
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