Upload source files
Taralytix automatically profiles every workbook, maps business fields, separates scenarios, and selects authoritative data sources. Manual mapping is only shown when a real exception needs review.
Drop files here
Revenue, cost, volume, forecast, or operating data can be separate files.
Review exceptions
High-confidence mappings and source-authority decisions are already confirmed. This page only surfaces items where a user decision could materially change the model.
Automatically confirmed sources and fields
Advanced field mapping
Use these controls only when you need to override the AI decision. Manual changes are rechecked by the full quality gate.
Data quality and model controls
Validation runs automatically during intake. This page is an audit view of source authority, hierarchy reconciliation, unit scale, scenario-period coverage, and duplicate suppression.
Customize report
Set the company identity, reporting period, logo, and visual style before generating the analysis.
Report identity
Company logo
PNG, JPG, WebP, or SVG. Maximum 2 MB. The logo appears once in the report header, not inside every chart.
Professional theme
Select analyses
Start with Taralytix Smart Recommendation or apply a professional report template. Every template is filtered to analyses your mapped data can support.
Let Taralytix choose the most decision-useful analyses
Build the model to receive a data-aware recommendation.
AI Finance Command Center
Checking AI…One grounded AI workspace replaces manual narrative pages. It reads the current deterministic model and produces an executive brief, driver analysis, risk scan, actions, and management-ready reporting.
/api/analyze endpoint.Evidence sent to AI
Checking the secure AI backend…
Ask for a focused review
Question the model
No brief has been generated for this model
The evidence model is ready. Generate a new brief for the current workbook, or open History to deliberately view a saved analysis. Previous results are never shown as if they belong to the current model.
Selected analysis report
Only the analyses chosen in the report builder are shown and included in Print / Save PDF.
Executive overview
Portfolio results from the shared filtered model.
Trend
Cost composition
Regional scorecard
Operating efficiency
Location-level cost and revenue productivity.
Cost per unit by location
Portfolio benchmark
Location detail
Period change
Compare two years or periods using the same dimensions and measures.
Regional change
Business mix
Revenue and volume concentration by business unit and category.
Revenue mix
Mix summary
Business detail
Exceptions
Rule-based signals derived from the current filtered model.
Priority issues
Scenario simulator
Stress revenue, volume, and cost drivers using a volume-linked cost model without changing uploaded data.
Baseline vs scenario
Unified data model
Aggregated canonical records used by every analysis page.
Canonical record preview
Company analysis report
Choose how the written analysis is produced. The figures, tables and charts are identical either way — they are calculated locally from your workbooks.
You can switch at any time using the buttons in the toolbar above.Figures stay exactly as calculated locally — the AI writes the analysis around them.