Financial Reports
The financial statement notes, written beside the statement they explain.
Doc AI reads the statement as broken down — IFRS 18 included — and writes the note with its figures. Text and table cannot diverge because they come from the same reading.
- The interface
- Notes to the Statements
- Duration
- 29 s
- Area
- Controllership
Companies already operating on LeverPro
5 business days
for the P&L to be ready at Distrivisa — before, it only closed on the 15th
Distrivisa
+100
ERPs integrated natively, the Brazilian ones included
12
native surfaces reading the same base
ISO 27001
information security management
WHAT HOLDS IT UP TODAY
The note is written far from the figure it explains
It is not a lack of effort: it is the format. A spreadsheet has nowhere to hold the rule, the trail and the permission at once.
The note is written in another file
Word has no idea what happened to the statement after the text was pasted. One last-minute adjustment and the note describes a figure that no longer exists.
Rewriting everything every quarter
Eighty per cent of the text is repeating structure. It is retyped anyway, because there is no way to recompose only what changed.
Review eats up whoever understands it
The most expensive person on the team spends the end of the close checking the text against the table.
FINANCIAL REPORTS
Financial Statement Notes running in LeverPro
29 seconds of the platform really running, recorded from the interface itself. Press play.
Notes to the financial statements written by Doc AI next to the IFRS 18 P&L, inside LeverPro.
WHAT YOU SEE ON SCREEN
The note written beside the figures it cites
Four things happen on this screen, and each one settles a piece of the month.
- 0:04
The statement broken down on the left
It is the platform's own P&L, in the chosen structure — here, IFRS 18.
- 0:11
Doc AI reads the figures
It does not get a summary: it reads the live statement, with the breakdown and comparison on screen.
- 0:19
The note comes out written
Flowing text, with the figures in place and a reference to the line it describes.
- 0:25
The note stays linked to the base
Change the statement and the document follows. There is no Word version going stale.
BEFORE AND AFTER
The same operation, in both formats
How it runs today
- The note lives in a file that does not know the statement
- Every quarter the text is retyped almost in full
- Checking text against table is manual end-of-cycle work
- The last change in the P&L never reaches the document
With LeverPro
- The document reads the statement as broken down, with its structure
- What repeats is structure; what changes is recomposed
- Text and table come from the same reading
- A fix in the base reaches the document
Want to see this on your own figures, and not the video's?
Book a diagnosticHOW IT WORKS
From the ERP entry to the interface
Three steps, and the second is the one most tools skip.
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The statement is in the base
Doc AI does not start from an uploaded file — it starts from the statement the engine produced.
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The context is the whole operation
It sees the breakdown by branch, the comparison with budget and the history, not just the line it is writing.
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The document stays alive
It is a surface of the base like the P&L and the dashboard. A change at the source reaches it.
WHO USES IT
What each role takes from this
Controller
Delivers the note together with the statement, not a week later.
Accounting
Recomposes what changed instead of retyping what did not.
Internal audit
Checks text and figure against the same source, with the path down to the entry.
“LeverPro delivered a leap in efficiency and governance across accounting, with a significant cut in close time, the end of side spreadsheets and far more reliable financial statements.”
Alper Seguros · Insurance Brokerage
RELATED INTERFACES
Other Controllership interfaces
The same base, a different operation.
-
Financial Reports
Management P&L
Revenue, cost and EBITDA with the budget beside them, straight from the ledger.
See the interface
-
Financial Reports
Executive Dashboard
The month's metrics, the trend and the comparison by area on one screen.
See the interface
- See Controllership in full The area's 3 interfaces, what holds it up today and who uses it. Open
QUESTIONS
What people usually ask about this interface
If yours is not here, ask — we reply within one business day.
Does the text come out ready to publish?
Does it work with IFRS and the local corporate structure?
What if I change the statement later?
Can we start from a model of our own?
RECOGNITION
Four years running in the 100 Open Startups ranking.
HOW YOUR DATA IS KEPT
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Who gets in
Corporate authentication through the identity provider the company already uses.
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Who sees what
Permission by area and by slice, on the same base — with no copy of the file.
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Where the figure came from
A trail from the consolidated figure to the source accounting entry.
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How the data comes out
Export guaranteed. The data belongs to your company.
Let's look at your budget cycle
Thirty minutes with people who do this every day, about how your planning runs today.
You leave knowing what can be solved first — or with us telling you it doesn't make sense.
No spam and no mailing list — we reply within one business day.
What happens in the conversation
- You tell us how planning runs today
- We point out what can be solved first
- Where LeverPro fits into your ERP and your spreadsheets
- Or we tell you it doesn't make sense, and that's that
How your data is kept
ISO 27001LGPDSSO / SAMLExportable data