The equity and financial analysis of Nasdaq-listed companies provides shareholders with a clear picture of the company's situation and its future outlook. Thanks to automation, small and medium-sized enterprises can now also benefit from the same high-quality financial statement analysis that was previously conducted for large corporations.
For small and medium-sized businesses, the financial statement analysis tells a big-picture view of how well their plans have materialized. Is the company’s growth sustainable? Do we have sufficient liquidity? How about our equity ratio? Can new projects be funded without weakening the company’s financial position?
Nasdaq-level financial statement analysis for SMBs with a click
Riskrate is an AI-based reporting assistant that automates the annual financial statement analysis. It allows accounting firms to leverage the accuracy, speed, and depth of analysis typical of Nasdaq-listed companies.
The automated report offers a clear overview of the company's financial position at one glance.
Save time during the year-end closing
An accounting firm may have hundreds of financial statements in progress in the year-end closing. Accountants work long days, leaving no hours or resources for in-depth, unique financial analysis for a client.
Riskrate is a reporting assistant that helps with financial analysis for the accounting firm, allowing it to focus on what really matters, the client.
The automated financial statement analysis provides a clear picture of the company’s financial situation with a click.
Run accurate and transparent forecasts
Riskrate produces accurate and transparent forecasts. Future insights and KPI transparency are fundamental principles in the financial reporting practices of Nasdaq-listed companies.
This means the KPIs are calculated correctly based on the bookkeeping and the analysed forecasts are reliable, helping you make informed decisions to boost your business further.
Like in Nasdaq, focus on the future, not history
SMBs focus on the future, not history. Also, Nasdaq-listed companies’ financial statement analyses focus on how the financial figures support the company’s long-term strategy. Riskrate helps accounting firms apply this same thinking in their client work. You can evaluate, for example, how the client’s cost structure and profitability forecasts look like.
Riskrate creates an accurate financial statement analysis, including KPIs and their changes to the comparison period in seconds. You can upload your financial data through the general ledger or connect via integration.
Deep dive into KPIs with your Accountant
A financial professional at your accounting firm helps you dive deeper into the key figures. During the financial year-end closing process, the entrepreneur and accountant engage in discussions to ensure that the company’s financial and operational goals align, such as:
Cash Flow and liquidity Does the company have enough cash for future investments and operational needs? How can cash flow be improved, for example, by optimizing invoicing cycles, payment terms, debt collection, or inventory management?
Profitability and cost structure What are the biggest cost items, and is there room for savings? Can expenses be reduced, for example?
Equity and funding Does the company have enough equity? Are there any new investments planned, and how will they be financed? Should a loan or external funding be considered?
Tax optimization Can tax planning be used to optimize the fiscal year’s result? How can upcoming investments or depreciations be scheduled for tax efficiency?
Strategy and KPIs Do the key figures from the financial statements reflect the company’s strategic goals? Should the strategy or goals be adjusted based on what the financial statement analysis reveals?
Competitor analysis How does the company’s financial performance compare to its competitors and industry averages? Is there room to improve profitability or market share?
Company value and financial statement analysis
The company’s value is largely determined by the KPIs calculated in its financial statements, but other factors such as brand, customer base, and intangible assets also play a role. Business growth increases the company’s value over the long term.
Shareholders' target is to maximize company value, and a financial statement analysis helps assess how well this has been achieved. The financial statement analysis can, for example, help compare whether investments have provided the expected added value and whether the company’s competitive position has improved compared to others in the industry.
Automate all your financial reporting with riskrate.
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