Financial Memo: client-ready monthly write-ups from your existing reports

Turn Income Statement + Balance Sheet (optional Cash Flow + GL) into editable, plain-English memos your team can review, export, and send.

Book a Private Demo See the Workflow

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.

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

This is the actual product running. 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 (Income Statement / Balance Sheet required; Cash Flow / GL optional). 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.

What you get in a 15–20 minute demo

A

Live fit check

See the workflow on sample or sanitized firm reports.

B

Clear next step

If it saves time and improves consistency, we define pilot terms. If not, we'll tell you directly.

Frequently Asked Questions

Replacing accountant judgment?

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

Need Cash Flow + GL?

No. IS + BS works. Cash Flow + GL improves depth and flags.

Public product?

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

Best first use case?

Monthly/quarterly client reporting and advisory prep where memo quality needs to be consistent across staff.

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