Work across files—not one workbook at a time
Analyze an entire folder structure of large Excel files in a single task. Ask questions that span entities, cost centers, reporting periods, and business units.
AI agent Built for controlling & FP&A
Financial analysis across Excel files. Without the manual grind.
Finlake is an AI agent that turns simple prompts into complex financial analyses—across entire folders of large Excel files.
Give your controlling team more time to explain performance, investigate variances, and support decisions. Let Finlake handle the analysis, with auditable results your team can review.
Built for controlling and FP&A. Designed for work that needs to stand up to scrutiny.
Compare this month’s actuals with budget across all entities. Break down the largest variances by cost center.
Read workbooks across all entity folders
Matched actuals to budget by cost center
Ranked variances for review
Largest variances vs. budget Auditable
| Entity | Cost center | Var. |
|---|---|---|
| DE | Marketing | −12.4% |
| CH | Logistics | −8.1% |
| AT | IT Services | +6.7% |
| NL | Personnel | −4.9% |
Illustrative example
The challenge
Your reporting questions don’t stop at one spreadsheet
Neither should your analysis.
Monthly reporting, consolidations, and reconciliations often mean working across files from different entities, departments, and periods. Before your team can explain what changed, they have to bring the numbers together.
Finlake works across that file structure in a single analysis. Instead of manually stitching spreadsheets together for every new question, your team can describe what it needs in plain language.
Less time preparing the analysis. More time understanding the business.
The product
From a folder of Excel files to answers you can review
Ask complex questions in simple language
Describe the analysis as you would to a colleague. Finlake works across the relevant files to carry it out.
“Compare this month’s actuals with budget across all entities. Break down the largest variances by cost center and expense category.”
Keep every analysis auditable
A result is only useful if your team can check it. Every Finlake analysis is auditable, so controlling can review the work before using it in reporting or decision-making.
AI does the analysis. Your team retains financial judgment.
Use cases
Built for the work that fills your reporting calendar
Monthly reporting
Get to the explanation sooner
Move from recurring spreadsheet preparation to focused performance analysis. Use Finlake to compare periods, assess actuals against budget, and investigate the movements that need management’s attention.
Example prompt
“Analyze revenue and operating expenses across this month’s entity files. Compare them with budget and last month, and highlight the largest variances for review.”
Run analysis
Consolidations
Analyze across the full reporting structure
Work across entity-level Excel files without limiting the analysis to a single workbook. Ask Finlake to bring reported figures together and surface differences that warrant a closer look.
Example prompt
“Combine the reported P&L figures across these entity files. Show totals by entity and account, and flag missing or inconsistent account mappings for review.”
Run analysis
Reconciliations
Focus on the exceptions
Compare figures across files and identify mismatches. Give your team a clearer starting point for investigating differences instead of checking every line manually.
Example prompt
“Reconcile the intercompany balances across these files. List unmatched balances by entity pair and quantify each difference.”
Run analysis
How it works
A simpler workflow for your controlling team
1
Start with your Excel files
Provide the folder structure relevant to the task—including large files and multiple workbooks.
2
Describe what you need
Specify the question, scope, and comparisons in a simple prompt. Ask for a recurring report or investigate a new issue.
3
Review the analysis
Examine the results and audit the work. Apply your team’s accounting knowledge and business context before drawing conclusions.
4
Go deeper where it matters
Use follow-up prompts to explore a variance, narrow the scope, or test a different comparison.
For heads of controlling
Give your team more analytical capacity—not more spreadsheet work
As a head of controlling, you need more than faster calculations. You need a team that can deliver dependable reporting while responding to new questions from management. Finlake helps shift the focus:
Assembling filesInterpreting results
Spend less effort bringing spreadsheets together for analysis.
Isolated workbook checksCross-file questions
Investigate issues across the full reporting folder.
Unexplained outputsAuditable work
Keep review at the center of your process.
Routine preparationBusiness support
Give your team more room to investigate drivers and discuss actions.
Your Excel files remain the starting point. Your controlling expertise remains essential.
FAQ
Frequently asked questions
Have a question that isn’t answered here? Bring it to a demo.
What is Finlake?
Finlake is an AI agent for financial analysis. It performs complex analyses from simple prompts and can work across an entire folder structure of large Excel files in a single analysis.
Who is it for?
Finlake is particularly well suited to controlling and FP&A teams. For heads of controlling at mid-sized companies, it supports file-intensive work such as monthly reporting, consolidations, and reconciliations.
Can Finlake analyze more than one Excel file at a time?
Yes. Finlake can analyze multiple large Excel files across an entire folder structure in one task, rather than treating each workbook as an isolated analysis.
Do we need to write code?
You describe the analysis in plain language. Clear instructions about the scope, periods, and financial definitions help communicate what your team needs.
Can our team review the work?
Yes. Every analysis is auditable. Your team can review the work before relying on the results.
Does Finlake replace financial review?
No. Finlake performs analytical work, while your team remains responsible for reviewing results, applying accounting policies, and making financial judgments.
Make your next reporting cycle less manual
See how Finlake can help your team analyze entire folders of Excel files—from a simple prompt to auditable results.
Book a demo Bring a monthly reporting, consolidation, or reconciliation question to the conversation.