Finance Analyst.Prep Done. Judgment Yours.
Answers "Why did margin dip in August?" with real numbers from your ledger, and shows the source.
Finance Analyst
QuickBooksconnected
Xeroconnected
Stripeconnected- Read the August and July P&L from Xero
- Gross margin fell from 41% to 36%−5 pts
- Contractor costs up $12,300 on one projectCited
- One refund booked to the wrong monthNeeds review
- Summary drafted with sources
Sample run · fictional data
What Does the MetaWurks Finance Analyst Do?
The Finance Analyst answers plain-English questions about your numbers ("Why did margin dip in August?") using your own ledger in QuickBooks or Xero and payments in Stripe. Every figure links to the report or record it came from, so you can check it in seconds.
Brief It Like a New Hire. Review It Like a Partner.
It Asks
- Which metric?
- Which period?
It Reads
It Always Hands Back
- Anything it flags as a likely booking error
- The summary before you share it
Finance Analyst: Your Questions.
Where do the numbers come from?
From your connected ledger and payment tools, never from the model's memory. Each figure cites the report or record it came from.
Can it build charts?
It returns the numbers behind each answer and a simple chart where it helps. Ask for the breakdown you need.
Book a 1:1 Call for Your Firm's Exact Setup.
Bring your tool list and your worst admin chore. We'll show you what connects and what runs, live, on your own workflow.
Works with your current tools · Every answer cited · Drafts wait for your OK · Data never sold