BIG4CFO

One-time reports

A one-time financial report from the documents you already have

Pick the question you want answered and pay once: $49, $99 or $199, with no account to create. Upload your bank statements (PDF, Excel or CSV), or your profit and loss and balance sheet, and your report arrives by email, usually within minutes.

You don't need accounting software: bank statements alone are enough. If we can't read your files clearly enough to trust the numbers, you get a full refund automatically.

One-time reports

Find where your money is leaking. Pick the depth you need.

Upload your bank statements, or your profit and loss and balance sheet: whichever you have. Bank statements give every check listed below. Financial reports give your statements, key figures and cash forecasts instead; checks that need individual transactions, such as duplicate payments and payees, need bank statements.

One-time report

Is my business okay right now?

$49one-time

  • Your current cash position, and how long it covers you
  • One red flag, if something needs attention
  • Leak checks: possible duplicate payments, bank fees and interest, each with the lines behind it
  • Your cash cushion: what three, six and twelve months of cover would take
  • An Excel workbook of every figure, delivered within minutes

Recommended

One-time report

Where am I losing money?

$99one-time

  • Everything in the $49 report, across three months
  • Where the money went, by payee, and the regular charges that keep going up
  • The single biggest issue worth fixing
One-time report

Where am I losing money, and where should I look first?

$199one-time

  • Everything in the $99 report, across a full twelve months
  • Charges that crept up over the year, which no single month reveals
  • A 3-month cash flow outlook
  • A 30-day checklist of what your numbers point to

Your documents are read by Claude, an AI model operated by Anthropic; that is how the figures are extracted, and it is the one third party involved. Files are stored encrypted, deleted permanently after 30 days, and deleted immediately if we refund you. We never write anything back to your bank or accounting software.

If we can't read your documents well enough to stand behind the figures, we refund you in full, automatically, and tell you why. You don't have to ask. Payments are handled by Paddle, our merchant of record. Priced in USD; tax is calculated at checkout based on where you are.

Questions

Do you need a login to my bank or accounting software?
Not for one-time reports: you upload your bank statements or financial reports and there is no account to create. Monthly plans connect read-only to your accounting system: you sign in yourself, we never see your password, and we never write anything back to your books.
Who reads my documents, and how long do you keep them?
PDF statements are read by Claude, an AI model operated by Anthropic, to extract the figures. For an Excel or CSV file, Claude is shown the layout and a few sample rows to identify the columns, and our own software reads the figures. Files are stored encrypted, deleted permanently after 30 days, and deleted immediately if we refund you.
What happens if you can't read my files?
If we can't read your documents well enough to stand behind the figures, we refund you in full, automatically, and tell you why. You don't have to ask.
What's the difference between a one-time report and a monthly plan?
A one-time report is a point-in-time check on your bank statements or your financial reports, useful when you want to know where you stand right now. A monthly plan reconciles your books every month, compares each month with the last, and catches problems the month they appear rather than after the fact.

Get your report

Find out where your money is going.

Start with a one-time check on your bank statements or financial reports, or have your books checked to the cent every month.

Get a one-time reportSee monthly plansRead a sample report first