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Financial reports,
done for you.
Overnight.

You've got enough on your plate. We take your QuickBooks export and turn it into a polished, professional financial report — complete with AI-written narrative, variance insights, and your branding. Back in your inbox within 24 hours.

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Riverside Community Foundation
Q1 2026 · Jan – Mar
Total Income
$212,633
Net Income
$22,854
Budget Var.
+$42,459
INCOME
Account Actual Budget Var ($) ▶ Note (This Period) Prior Yr Var ($) ▶ Note (Prior Year)
Community Fundraisers
Direct Mail Income $24,826$42,200($17,374) Review direct mail strategy; down 41% $40,192($15,366)
5K Fun Run $29,231$25,700$3,531 Strong turnout — $3K above budget $26,175$3,056
GIVE MN $1,010—$1,010 Not budgeted; add to future cycles $25,000($23,990)
Total Community Fundraisers $55,067$68,400($13,333) $91,917($36,851)
Other Income
Private Donations $56,472$39,500$16,972 Strong individual giving this quarter $70,629($14,158)
Business Fundraisers $15,595$5,800$9,795 Significantly exceeded budget $5,723$9,872
Grants $7,648$3,000$4,648 $15,344($7,696)
Interest Income $4,740$9,700($4,960) Monitor reserve account yields $9,786($5,046)
TOTAL INCOME $212,633$181,600$31,033 $261,811($49,178)
EXPENSES
Client Needs $59,160$79,840$20,680 Shelter & food under budget $67,445$8,285
Payroll $85,103$81,960($3,143) Reflects staffing growth $61,008($24,095)
Organization $10,505$4,300($6,205) Audit $5,565 — unbudgeted $7,284($3,220)
TOTAL EXPENSES $189,780$201,205$11,426 $168,271($21,509)
NET OPERATING INCOME $22,854($19,605)$42,459 $93,541($70,687)
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📋 QuickBooks compatible
The Process
Four steps to a
beautiful report

No new software to learn. No lengthy onboarding. Just share your export and we handle the rest — it's actually that easy.

1

Share your data

Export your P&L and Budget vs. Actuals from QuickBooks and drop them into our secure portal. Takes about two minutes.

2

AI does the heavy lifting

Our AI reads every line item, calculates variances, spots trends, and writes plain-English narrative insights — no jargon, no fluff.

3

A human double-checks everything

A real analyst reviews every figure and every word before anything leaves our desk. No hallucinations, no surprises reach your desk.

4

Reports land in your inbox

A branded PDF executive summary, a detailed PDF report, and an annotated Excel workbook — delivered within 24 hours, ready to use.

What You Receive
Three reports.
One complete picture.

Every engagement includes a full suite designed for different audiences — from your leadership team to your bookkeeper. No picking and choosing, you get all three.

📋

Executive Summary PDF

A sharp, professional narrative report with KPI highlights, income and expense overviews, year-over-year comparison, and plain-language observations. Print it, share it, present it — without spending your Sunday on it.

PDF · 1–2 pages
📊

Combined Detail Report PDF

Full line-item breakdown merging your Budget vs. Actuals and Prior Period comparison into one color-coded, print-ready document. Green and red variance indicators make the important stuff impossible to miss.

PDF · Full detail
📁

Annotated Excel Workbook

All the same data in a structured, editable spreadsheet with built-in variance comment columns — so your team can add notes and context right alongside the numbers. Two-tab layout: summary + line items.

Excel · Editable
See It Before You Buy It
Want to see a real sample report?

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Pricing
Simple tiers.
No surprises.

Two done-for-you plans with AI-written narrative, or grab the standalone tool and run reports yourself — forever, for a one-time price. Every plan includes all three report formats and your branding applied.

Starter
Quarterly
Great for smaller businesses with quarterly reporting needs. A low-commitment way to see what professional financial reporting looks like for your operation.
$197/ quarter
+ $375 one-time setup fee
  • One full report set per quarter
  • Executive Summary PDF
  • Combined Detail PDF
  • Annotated Excel workbook
  • Your logo & brand colors applied
  • Delivered within 24 hours
Get Started
Most Popular
Growth
Monthly
For business owners who want clear, consistent financial data every month — not just at tax time or when something goes wrong.
$297/ month
+ $375 one-time setup fee
  • Monthly report delivery
  • All three report formats
  • Custom template & branding
  • AI-written variance commentary
  • Quarterly trend overlays
  • Priority 12-hour turnaround
Get Started
Own It
One-Time
Want to run reports yourself on your own schedule? Get the tool, keep it forever. No subscription, no middleman.
$597one-time
Yours to keep — no recurring fees, ever
  • Standalone Windows app (.exe)
  • Drop in your QuickBooks export
  • Auto-calculates all variances
  • Generates branded PDF reports
  • Color-coded green/red indicators
  • You write your own narrative & notes
  • One-time setup for your branding
  • AI narrative not included
Get Started
Early Feedback
What small business owners are saying
★★★★★
"I used to dread the end of every month. Now I actually look forward to seeing the report — it tells me exactly where I stand and what to pay attention to."
Owner
Retail shop, Minnesota
★★★★★
"The variance commentary alone is worth it. It would take me half a day to write what EzPzAI delivers overnight — and it catches things I'd miss."
Owner / Operator
Service business, Iowa
★★★★★
"I was skeptical about AI touching my financials. Then I saw the first report. It flagged a cost trend I hadn't noticed in two months. I'm not going back to doing this manually."
Small Business Owner
Multi-location business, Midwest
Stay in the Loop
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Ready to actually understand
your numbers?

Stop guessing and start knowing. Let us handle the reports so you can focus on running your business.

Start with Starter — $197/quarter