Upload your financials. Understand your business in minutes.

Kanalyze turns a CSV export into a CFO-grade report. Plain-English analysis, variance breakdown, forward-looking insights. Built for SMBs from $2M to $30M. No spreadsheets, no setup calls.

See pricing

14-day free trial. No credit card. Cancel anytime.

Raw CSV import
📎 financials_march_2026.csv
AccountPeriodAmount
4000 Sales Revenue2026-03-01487,200.00
4100 Service Revenue2026-03-01112,450.00
5000 COGS - Materials2026-03-01186,340.00
6000 Salaries & Wages2026-03-01142,800.00
6100 Marketing Spend2026-03-0138,250.00
6200 Software Subs2026-03-0112,480.00
... 147 more rows

Built on trust, not promises

Security the way finance buyers expect it

Every control below is live today, not roadmap. SOC 2 Type I is in progress with a Big Four firm.

Row-level security by default
Every tenant table is isolated in Postgres via RLS. One tenant cannot read another tenant row, period.
Auth by Clerk
Enterprise-grade authentication with SSO / SAML, device management, and session controls.
Stripe billing
PCI-compliant billing. We never see or store your card number.
Encrypted at rest and in transit
Neon Postgres with AES-256 at rest, TLS 1.3 in transit, and customer data encrypted end to end.
Immutable audit log
Every significant action is appended to a tamper-evident log you can export at any time.
SOC 2 in progress
Type I underway with a Big Four firm. SOC 2 report available under NDA on request.

Industry coverage

Nine industries. Twenty-nine sub-templates.

Pick the template that fits and Kanalyze applies industry-appropriate accounts, KPIs, and narrative vocabulary. A manufacturer sees contribution margin waterfalls. A SaaS company sees MRR motion. Nobody sees a generic dashboard.

SaaS

ARR, MRR, NRR, burn

Manufacturing

CM waterfall, WIP, cost of goods

Professional services

Utilization, realization, effective rate

Retail / ecommerce

GMV, contribution margin, SKU velocity

Healthcare

Revenue cycle, payer mix, labor ratio

Construction

Percent complete, WIP, over/under billing

Restaurant

Prime cost, food + labor as % of sales

Nonprofit

Functional expense, program ratio, grants

Generic

Starts plain and customizes as you grow

How it works

From data to insight in three steps

Finance teams spend 80% of their time collecting data and 20% analyzing it. Kanalyze flips that ratio.

01

Upload

Drop in a CSV or Excel export from QuickBooks, Xero, NetSuite, Sage, or any accounting system. Parsed and structured in seconds.

02

Map

Our AI maps your chart of accounts to a standard P&L structure in seconds. Review, adjust, and save the mappings as yours.

03

Analyze

Get instant Budget vs Actual variance analysis, plain-English management commentary, and board-ready report packages.

Features

Everything your finance team needs

Built by finance professionals for finance professionals. The tools you actually need, without the complexity you don't.

AI-powered

Management commentary, written for you

Plain-English commentary generated from your variance data. Saves finance teams roughly two hours a month on close.

Planning

Budget planning that feels like a spreadsheet

Grid-based budgeting with real-time auto-save, revenue driver modeling (units × price), CapEx planning with depreciation schedules, headcount-to-payroll sync, and cell-level change history.

Reporting

Three financial statements plus break-even

P&L with Contribution Margin toggle, Balance Sheet with equation check, Cash Flow Statement, and break-even analysis showing your margin of safety.

Onboarding

Nine industry templates, 29 sub-templates

SaaS, manufacturing, services, retail, ecommerce, healthcare, construction, restaurant, and nonprofit. Pick the one that fits and Kanalyze applies industry-appropriate accounts, KPIs, and narrative vocabulary.

Analytics

Smart KPIs with traffic-light thresholds

Custom KPI dashboard with green, yellow, and red status indicators. Built-in formulas for Net Margin, Burn Rate, Runway, and Forecast Accuracy, or define your own.

Collaboration

Mobile dashboard, @mentions, and audit trail

Mobile navigation with a bottom bar, @mention colleagues in variance comments to loop them in, and cell-level audit history so you know who changed what and when.

Why we built Kanalyze

A CPA who got tired of reading the same variance over and over

Kanalyze started with one question: why does every SMB finance team still write the same monthly commentary by hand? Enterprise FP&A tools cost $30K to $150K a year and take weeks to implement. Spreadsheets are free but silent. Neither one helps a non-finance founder understand what a 12% revenue beat actually means.

We built Kanalyze for the gap in the middle. Fathom-fast onboarding, Datarails-grade AI writing, Pigment-class visual polish, published pricing under $800 a month. A finance tool that respects both the CFO who reads the numbers and the founder who has to act on them.

If you are a finance leader at a $2M to $30M business, or a fractional CFO or accountant serving that segment, Kanalyze is for you. We would rather ship value quickly to a few hundred customers than sell a demo to the Fortune 500.

FAQ

Questions we hear a lot

How long does setup take?

Most customers are uploading their first file and reading their first AI narrative inside ten minutes. No implementation calls, no onboarding fee.

Do you work with my accounting system?

Yes. We accept CSV and Excel exports from QuickBooks, Xero, NetSuite, Sage, Zoho, FreshBooks, and every other system worth naming. If you can export a trial balance, Kanalyze can read it.

Can I export my data?

Always. CSV, Excel, PDF, and board deck (PPTX) for any report. GDPR-compliant full account export is available from your account settings at any time.

What happens if I cancel?

You keep read-only access to your data for 30 days and can export everything. After 30 days, data is soft-deleted on a documented schedule. No ransomware-by-vendor.

Can my accountant work in Kanalyze with me?

Yes. The Scale tier includes an accountant portal that lets your accountant switch between client organizations from a single login.

Is my data used to train AI models?

No. We route AI calls through Anthropic and OpenAI with zero-retention agreements. Your financials never become training data.

Pricing

Simple, transparent pricing

No implementation fees. No hidden costs. Start free for 14 days. No credit card required.

Starter

For small businesses getting started with FP&A.

$149/month
Start for free — no credit card
  • 1 company
  • CSV / Excel upload
  • P&L, Balance Sheet, Cash Flow
  • Spreadsheet budget entry
  • AI narrative (5/month)
  • CSV/Excel/PDF export
  • Email support
Most popular

Growth

For growing companies with a real finance function.

$349/month
Start for free — no credit card
  • 3 companies
  • Priority parse queue
  • Contribution margin analysis
  • Up to 4 scenario comparisons
  • Budget formulas + headcount sync
  • AI narrative (unlimited)
  • KPI dashboard with traffic lights
  • Department budget assignments
  • Report package delivery
  • Priority support

Scale

For multi-entity businesses and accounting firms.

$749/month
Contact sales
  • Unlimited companies
  • Multi-entity consolidation
  • Accountant portal (multi-client)
  • White-label branding
  • API access + TypeScript SDK
  • Webhook delivery
  • SSO/SAML (via Clerk)
  • Dedicated onboarding
  • SLA support

All plans include SOC 2-ready security, RLS-enforced data isolation, audit logging, and email support.

See your first report in ten minutes

Upload one file. Walk away with a CFO-grade monthly report, plain-English analysis, and a working budget baseline.

14-day free trial. No credit card. Cancel anytime.