Automate Financial Statements in Seconds from a Trial Balance

Provafi helps financial professionals transform trial balance data into comprehensive financial statements with intelligent categorization

✨ Limited-time beta access available now - join for free, no credit card required ✨

How It Works

Transform your trial balance into exportable financial statements in three simple steps

Trial Balance Upload Interface
1

Upload Trial Balance

Simply upload your trial balance CSV file. We support trial balance imports for the most commonly used formats.

Category Mapping Interface
2

Map Categories

Our intelligent categorization algorithm automatically maps accounts to default categories. Review and adjust category mapping as needed.

Excel Export Interface
3

Export to Excel

Export project source data and financial outputs into an Excel workbook with a single click.

Key Financial Reports

Comprehensive financial analysis at your fingertips

Income Statements Preview

Income Statements

Detailed P&L with customizable line items and margin analysis

Balance Sheets Preview

Balance Sheets

Properly categorized assets, liabilities, and equity

Working Capital Analysis Preview

Working Capital Analysis

Detailed breakdown of net working capital and operational efficiency metrics

Why Choose Provafi?

Powerful financial analysis at your fingertips - all you need is a trial balance

Lightning Fast Processing

Transform trial balance data into financial statements in seconds instead of hours

Smart Account Categorization

Our intelligent category mapping engine accurately suggests default account categories

Custom Account Category Templates

Save time with reusable, customizable templates tailored for different industries or specific reporting needs

Error Reduction

Automated processing eliminates manual data entry errors

Enterprise Security

Industry-standard encryption protects your sensitive financial data both in storage and during transmission

Easy Sharing & Export

Quickly export source data and detailed financial statements into Excel to incorporate into your existing reporting or to share with stakeholders

Ideal For

Trusted by financial professionals across industries

SMB Buyers and Sellers

Accelerate buy-side financial due diligence or sell-side financial statement preparation

Investment Bankers / Business Brokers

Market or evaluate opportunities faster with automated processing

Financial Analysts

Generate comprehensive company assessments efficiently

CFOs & Controllers

Streamline monthly reporting and financial analysis

Private Equity

Standardize financial reporting consistently across portfolio companies and monitor trends

Stop Wasting Time on Manual Financial Statement Preparation

✨ Limited-time beta access available now - join for free, no credit card required ✨