Client-ready monthly write-ups from your existing reports

Turn Income Statement + Balance Sheet into plain-English memos your team can review, edit, and send — without managers starting from a blank page every month.

Book a Private Demo See It in Action

Client-ready memo output

Plain-English summary clients can actually understand.

Partner review built in

Editable draft for internal review before sending.

Uses your existing exports

Works with the reports your team already produces.

Closing the books is only half the work.

Your team can close the month, export the Income Statement and Balance Sheet, and still be left with the manual work of explaining what changed, what matters, and what the client should pay attention to.

  • →
    Managers rewrite the same monthly commentary by hand
  • →
    Clients receive reports but do not understand what changed
  • →
    Advisory work stays inconsistent across clients
  • →
    Reviewers lack a standard packet before client delivery
  • →
    Financial summaries take too long to prepare for lower-fee clients

What this removes from your monthly process

Most firms still build client memos manually: export reports, copy numbers, write narrative, format, revise. Financial Memo standardizes that process so your team starts from a strong draft instead of a blank page.

1

Upload your standard reports

  • Income Statement + Balance Sheet required
  • Cash Flow + GL optional (improves output)
  • Excel or PDF
2

Generate, review, and send

  • Structured memo draft in seconds
  • Edit for firm voice and context
  • Export PDF or copy into email

See the Workflow

Real screenshots from the application.

Reconsis Financial Memo landing screen with Sign In and Create Account, plus Client Summary and Partner Deep Dive modes
Start in one of two modes:

Client Summary (presentation-ready) or Partner Deep Dive (internal diligence + risk review).

Your Memos list showing completed memos with document tags and a View button
Repeatable workflow:

Memos are saved, tracked, and easy to re-open. Documents used are tagged for auditability.

New memo screen showing upload area and sample data option
Simple intake:

Drag-and-drop Excel/PDF. Optional sample data for quick evaluation during onboarding.

Uploaded Documents section showing detected document types: Balance Sheet, Cash Flow, General Ledger, Income Statement with confidence
Document detection:

The app labels what each upload appears to be. Confidence scoring helps catch "wrong file uploaded" before you generate.

Generated Memo page showing an editor, Download PDF, and Copy to Email actions
Edit like a doc:

Generated memo content is immediately editable, then you can Download PDF or Copy to Email.

Built for firms that want advisory without more blank-page writing.

  • ✓
    Bookkeeping firms serving monthly clients
  • ✓
    CAS practices preparing recurring financial packages
  • ✓
    Fractional CFOs who send management reports
  • ✓
    Firms that want more consistent client communication
  • ✓
    Teams that want to turn reporting into advisory without adding manager hours

Not every firm needs this.

  • ✗
    Tax-only firms with no monthly reporting workflow
  • ✗
    Firms whose clients only want raw reports
  • ✗
    Teams unwilling to share sanitized sample statements for evaluation
  • ✗
    Firms looking for a generic AI chatbot

Frequently Asked Questions

Does this replace accountant judgment?

No. It removes first-draft and formatting work. Your team reviews and edits before delivery.

Do I need Cash Flow + GL?

No. IS + BS is enough to get started. Cash Flow + GL improves depth and flags.

Is this a public product?

Not yet. Access is private while we validate workflow fit and security expectations.

What's the best first use case?

Monthly or quarterly client reporting where memo quality needs to be consistent across staff.

Want to see whether this actually saves review time?

15–20 minutes on your workflow. Live fit check on real or sanitized reports. Clear answer on whether it's worth continuing.

Book a Private Demo

Book a private demo

See Financial Memo on real workflow inputs and decide quickly if it fits your firm.

Built for accounting and bookkeeping workflows

Editable output — not black-box final reports

Private demos with real workflow fit checks