View details and steps for this workflow template
Analyze financial statements and performance indicators to provide insights and recommendations.
| Parameter | Description | Type | Required |
|---|---|---|---|
| Company Name | Enter your company or organization name. | text | |
| Time Period | Specify the time period for analysis (e.g., Q1 2025, FY 2024-2025). | text | |
| Industry | Specify the industry for relevant benchmarking. | text |
Collect and organize financial statements and key performance indicators.
Analyze the financial statements (income statement, balance sheet, cash flow) for {{company_name}} for the period {{time_period}}.Calculate and analyze key financial ratios to assess company performance.
Calculate and analyze the following financial ratios: profitability ratios, liquidity ratios, efficiency ratios, and solvency ratios. Compare with industry benchmarks for {{industry}}.Identify trends and patterns in financial performance over time.
Identify significant trends in financial performance over the {{time_period}}. Highlight areas of improvement and concern.Generate actionable recommendations for improving financial performance.
Based on the financial analysis, provide specific recommendations for improving financial performance at {{company_name}}. Include short-term and long-term strategic recommendations.