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Wauvel is a financial reporting and analysis app designed for small business owners and founders who want a clearer view of their books without hiring a full-time finance team. It turns monthly P&L, balance sheet, and cash flow data into a plain-English CFO-style report that explains what changed, why it matters, and what to focus on next.
The app can connect to QuickBooks or accept uploaded financial files, then calculate key metrics such as gross margin, cash position, days to get paid, runway, and current ratio. It also provides month-over-month and quarter-over-quarter comparisons, executive summaries, ranked recommendations, and questions to raise with an accountant or advisor.报告可以导出为 PDF 或 Excel,并使用企业自己的品牌与利益相关者共享。
Wauvel also includes forecasting features in higher tiers, such as a rolling 13-week cash forecast, accounts receivable and accounts payable visibility, and scenario planning. The platform emphasizes read-only QuickBooks access, encrypted storage, and user-controlled data deletion, making it a business finance software option for owners looking for monthly reporting, cash flow analysis, and CFO-style insights in one place.
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