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Every artifact below was generated by RollForge from representative trade-business data. This is what your CFO-grade reporting looks like — built from your numbers, not a template.

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Four artifacts, one platform

Everything a CFO produces.
From your books, in minutes.

Fictional company: Summit HVAC, $8.2M revenue, Raleigh NC. Real formulas, real formatting.

Banker-Ready Loan Package
Summit HVAC, LLC
Prepared May 2026 · Raleigh, NC · 8 sections
TTM Revenue
$8.24M
▲ 18% YoY
EBITDA
$1.41M
17.1% margin
DSCR
1.68×
✓ SBA ready
§3 TTM P&L with spark analysis8 sections
§6 DSCR + key financial ratiosAI narrative
PDF · 8 sections
Banker-Ready Loan Package

Cover, AI exec summary, TTM P&L, balance sheet, cash flow (indirect), DSCR ratios, AR aging table, and owner add-backs — formatted for SBA and commercial bank submissions.

Fictional company. Generated by RollForge from representative trade-business data.

View sample PDF →
FY2026 Annual Budget — Summit HVAC
vs. FY2025 Actual
Line ItemQ1Q2Q3Full Year
Revenue
Service Revenue$1.82M$2.41M$2.68M$9.12M
Install Revenue$0.31M$0.42M$0.48M$1.62M
COGS
Labor$0.64M$0.82M$0.96M$3.24M
Parts & Materials$0.22M$0.31M$0.36M$1.18M
OpEx
Payroll (G&A)$0.18M$0.19M$0.24M$0.82M
Marketing$0.08M$0.11M$0.14M$0.44M
HTML · Interactive
Annual Budget & Plan

Revenue, COGS, OpEx, and CapEx line items with monthly chart, variance tracking, and scenario footnotes ("+2 techs hired Q3, $180K headcount impact").

Fictional company. Generated by RollForge from representative trade-business data.

View sample budget →
Drivers
P&L
Headcount
Cash
Driver
2024A
2025A
2026E
2027E
Avg Ticket ($)
342
371
=C2*1.085
=D2*1.07
Jobs / Tech / Mo
22.4
24.1
=C3+1.5
=D3+1.0
Tech Headcount
18
22
24
=D4+2
Revenue
6.92M
8.24M
=C5*D4/C4
=D5*1.14
Gross Margin %
41.2%
42.8%
44.0%
45.5%
EBITDA
1.04M
1.41M
=D5*0.164
=E5*0.178
Excel .xlsx · 4 sheets
Driver-Based Financial Model

Live-linked Excel workbook: Drivers → P&L → Headcount → Cash. Change one driver input and the full model recalculates. Populated for Summit HVAC's 2024–2027 horizon.

Fictional company. Generated by RollForge from representative trade-business data.

View & download model →
From: RollForge Weekly <info@rollforgeops.ai>
📊 Your numbers for the week — Summit HVAC
Revenue
$164K
▲ 12% vs last wk
Cash
$382K
▲ $24K
AR > 60d
$41K
▲ $7K — watch
Top Insights
Parts cost as % revenue up 210bps in 30 days — margins compressing
Avg ticket $342 → $318 since Q2 pricing change. Consider reverting
Collection velocity improving: DSO down 4 days month-over-month
Goal: $9.0M Revenue by Dec 2026
72%
$2.5M to go
Email · Every Monday 7am
Monday Owner Pulse

Automated weekly digest with 3 stat tiles (revenue, cash, AR), top 3 AI insights ranked by severity, and goal progress bars — delivered to your inbox before your week starts.

Fictional company. Generated by RollForge from representative trade-business data.

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