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Historical review · early draft

See the story across three years.

Enter comparable fiscal years from financial statements. Review revenue, cash from operations, and net income together before using trends in a projection.

Three years of source figures

Enter the oldest year first. The tax-return checkbox is a document checklist only: tax return figures often differ from book financial statements and need reconciliation before they can be compared. No documents are uploaded or saved here.

01 / Oldest year

02 / Middle year

03 / Most recent year

Use matching fiscal year lengths and accounting bases. Marking a tax return as available does not verify its figures against the financial statements.

Next: reconcile, then project

A later version will compare financial statements with tax returns, flag differences for review, and use approved historical figures as a basis for scenarios. This draft does not interpret tax returns or generate projections.