Verify it, visualize it, report on it every period, ask it questions, or pull it out clean. One engine underneath: Excel, CSV, and PDF in; every number reconciled and traced to its source.
Annual performance report · verified to the cent
| Line item | Q1 | Q2 | Q3 | Q4 | Total |
|---|---|---|---|---|---|
| Revenue | $204,000 | $237,600 | $251,700 | $267,500 | $960,800 |
| COGS | -$72,700 | -$89,600 | -$95,000 | -$103,000 | -$360,300 |
| Gross profit | $131,300 | $148,000 | $156,700 | $164,500 | $600,500 |
| Transactions | 27,290 | 31,410 | 32,360 | 35,470 | 126,530 |
Everything below runs on the same verified core: reconciled to the cent, cross-footed, and traceable to your source.
Check a file before you trust it: wrong stated totals, duplicate revisions, formula errors. Instant, always free.
A verified, branded, interactive dashboard in minutes. Every figure traces to its source cell.
Living reports: drop next period's file, same layout refreshes with deltas computed for you.
Grounded answers about your data with a citation on every figure. Refuses what the data can't support.
Clean structured data out of messy exports via the API, with provenance on every figure.
Chartberry extracts your data in an isolated sandbox, then runs a second, independent pass that re-reads the source and reconciles every headline figure. A dashboard that can't reconcile fails closed, so a wrong number never reaches you.
Every KPI and section total traces back to a figure in your file. The receipt shows you exactly what was checked, so you can trust it in front of a board.
Financial statements, flat exports, pivot reports, even numbers stored as text. It figures out the structure itself.
Drop the file, keep working. The dashboard is done before your coffee.
Your workbook is deleted the second the dashboard is ready. Share by link only when you choose to.
Add a logo and colors once. Every dashboard comes out on-brand.
Interactive HTML you can email, link, or download. Works offline, no plugins.
A café's year-end, a shelter's intake log, an operating statement. Same three seconds, same verified result.
Twelve months across four cafés. Revenue, margin, and loyalty in one glance.
Actual against budget, month and year to date. NOI and net income that reconcile.
A year of intakes, adoptions, and donations, with the seasonal swings behind them.
Uploads exist only for the seconds it takes to generate. Analysis runs in an isolated, air-gapped sandbox with no network access. We keep the dashboard, never your source data.
Three free dashboards a month. No credit card, no setup.