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Financial Statement Analyzer

Performs structured financial analysis on uploaded or pasted statements, P&L, balance sheet, or cash flow. Calculates profitability, liquidity, leverage, and efficiency ratios, identifies trends across periods, and flags anomalies like negative operating cash flow with positive net income or dangerous leverage levels.

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Performs structured financial analysis on uploaded or pasted sPerforms structured financial analysis on uploaded or pasted statements, P&L, balance sheet, or cash flow. Calculates profitability, liquidity, leverage, and efficiency ratios, identifies trends across periods, and flags anomalies like negative operating cash flow with positive net income or dangerous leverage levels.tatements — P&L, balance sheet, or cash flow. Calculates profitability, liquidity, leverage, and efficiency ratios, identifies trends across periods, and flags anomalies like negative operating cash flow with positive net income or dangerous leverage levels.

Upload or paste any financial statement and ask Claude to analyze it. Works with Excel, CSV, PDF, or plain text.

Example prompts:

  • “Here’s our Q3 P&L — analyze it and flag any concerns.”
  • “Calculate the key ratios from this balance sheet.”
  • “Compare these two years of financials and explain what changed.”

Output: Ratio table, trend commentary, red flag list, and recommendations — formatted for executive review.

financial-statement-analyzer.zip

Author

Sumathi Menon Author Photo

Sumathi spent the formative part of her 30-year technology career inside Deutsche Bank and Bear Stearns — which means she understands what financial services leaders are actually navigating when AI lands on the agenda: regulatory exposure, model risk, legacy estates, and the gap between board-level ambition and what the business can safely deploy.
Today she works with corporate leadership teams to build the capability to make good AI decisions, not just approve them. She doesn’t sell platforms and she won’t take work she can’t deliver outcomes on. The measure is whether her clients’ organisations actually think and govern differently afterwards.
UC Berkeley-certified AI strategist. UK Regional Lead, Women Defining AI. Expert Reviewer, She Shapes AI 2026 Awards. Founding Member, UKAI Women in AI Working Group. Contributor to the UNICEF Toolkit on Responsible AI. Regular speaker at House of Lords and Commons roundtables.