The monthly reporting analyst for small businesses
Upload your monthly spreadsheet and understand what changed, why it matters, and what needs attention.
Now recruiting pilot businesses. Works with the .xlsx, .xls and .csv files you already use.
How was this calculated? Every number is one click from its calculation.
How it works
Upload, analyze, explain, question, export, and repeat next month.
Drop in an .xlsx, .xls, or .csv file. GraphWiz detects sheets, columns, data types, row count, date range, currency, and likely tables, then shows a small preview. You confirm the table and objective only when it can’t infer them confidently.
It checks for missing values, duplicates, inconsistent dates, numbers stored as text, total rows mixed with records, blank columns, unexpected negatives, and inconsistent names. Cleaning is recorded and reversible. Meaningful data is never silently changed.
Recommendations depend on your data and objective: monthly revenue, product performance, top customers, salesperson performance, or revenue, expense and margin trends. Approve, replace, reorder, filter, rename, or restyle them. GraphWiz warns against misleading visual choices.
Every chart comes with a headline, supporting details, and the management implication. Calculated facts, interpretations, recommendations, and assumptions are clearly separated, and GraphWiz never invents reasons that aren’t in the data.
Ask in plain English. Each answer shows the calculation, filters, date range, and a supporting table or chart when useful.
Export a management report and save it as recurring. Next month, replace the source file: mappings, metrics, charts, filters, branding, layout, and cleaning rules carry over, and material changes are highlighted.
Ask GraphWiz
No formulas or pivot tables. Every answer comes with the calculation behind it.
Analysis
Sales files and financial files, analyzed the way a reporting analyst would.
If the data can’t explain a cause, GraphWiz says so directly. Financial findings are management analysis, not accounting, tax, or investment advice.
Management report
Export to PDF, PowerPoint, or a shareable web link. Paid plans add your logo, company name, colors, report title, prepared-by details, footer, and confidentiality notice.
Recurring reports
A recurring report remembers your column mappings, formulas, KPIs, charts, filters, comparison periods, branding, report order, edited narrative, and cleaning rules. On the next upload, GraphWiz:
Historical snapshots stay available, so you can compare reporting periods without relying only on the newest file.
Reliability
The AI never calculates directly from thousands of spreadsheet rows. Code validates and normalizes your data, a calculation engine computes every metric, and the model only turns verified results into clear language.
No invented values or unsupported causal claims. Consistent rounding, date ranges, and filters, with warnings for incomplete or ambiguous data.
Every metric and conclusion has a “How was this calculated?” action. Every number, filter, date range, and assumption can be checked, with an audit record of cleaned or excluded rows.
Encryption in transit and at rest, private file storage, tenant separation, role-based access, and retention and deletion controls. No customer-data model training by default.
Who it’s for
If you receive spreadsheets every month — sales, orders, customers, products, P&L, expenses, receivables, rep performance, budget versus actual — GraphWiz is built for you.
Planned pricing
Free
One file and a limited report preview.
$19/month
For an owner with a few monthly reports.
$49/month
Multiple recurring reports and branded exports.
$99/month
For consultants managing multiple clients.
$199+/month
Multiple users, permissions, and higher limits.
Planned launch pricing; it may change before launch.
Pilot program
We’re recruiting 10–20 pilot businesses across fundraising, e-commerce, service, sales, bookkeeping, fractional CFO, and consulting.
Email hello@graphwiz.com with your business type and the report you prepare each month.
