A calm, decision-focused insight report built from your numbers — designed for leaders.
Management accounts (or statutory accounts where needed)
Calm, non-salesy, decision-focused
Business insight only • Not financial advice
How it works
A simple flow that keeps effort low, but makes the output genuinely usable.
Management accounts are ideal. If needed, we can start with statutory accounts (public filings) for a first-pass health check.
You receive a structured report: Phoenix Summary, traffic-light “what matters most”, key movements, focus areas, and a Phoenix Question.
If helpful, we sense-check interpretation and capture context for the next month — without turning it into a consulting project.
The business appears stable and cash-generative, but the last 12 months show pressure on margins and a higher reliance on working capital discipline.
- Explain the biggest year-on-year movement (revenue or gross margin).
- Confirm cash conversion drivers: stock, debtors, creditors.
- Check whether overheads are scaling faster than revenue.
This is an anonymised example using placeholder figures — your private page uses your published filings (and management accounts if you share them).
Contact
Want a private trial report or have a question before you share data?
If you prefer, reply to the email you received and we’ll take it from there.
We interpret what your numbers appear to be saying, based on the information provided. We encourage collaboration with your finance team to confirm accuracy.
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