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See what moved vs last month
FinSpec turns a trial balance into management accounts and a weekly review. You need two periods — not a daily login, not a streak.
Start with two periods — freeExcel and CSV stay first-class. Xero and QuickBooks if you have them.
- 1
Bring two months
Excel or CSV trial balance from Sage, Pastel, Xero, or QuickBooks — this month and last month. Or connect Xero and import the last two months in one click.
- 2
See what moved
Gross margin, cash, and three early-warning flags in plain English. Dan can explain any number from your own books — cited, not guessed.
- 3
Monday review
Every Monday you get the latest close reviewed — health, open flags, what moved — by email, with WhatsApp and Slack as opt-in channels. The books can still close monthly. The look is weekly.