Built for financial advisors & CPAs

Turn client data into
compelling narratives
in seconds.

Upload a QuickBooks or Xero CSV export and get a polished, advisor-quality financial narrative — ready to send or present.

Start your free trial → See how it works

14-day free trial · 50 free reports · Cancel anytime · Credit card required

Financial Narrative Generator — Moonbow AI

+12.4%

Revenue Growth

$284K

Net Income

68.2%

Gross Margin

2.4×

Current Ratio

Input CSV — Acme Corp Q3 2024

✦ AI-Generated Narrative

Features

Everything you need to
communicate financial results.

Stop rewriting the same narrative paragraphs. Let AI handle the first draft while you focus on relationships.

✦

AI Narrative Generation

AI reads your CSV and writes a complete, advisor-quality financial narrative — with context, interpretation, and clear language.

🎨

Tone Templates

Choose from Warm & Advisory, Professional & Formal, or Concise Executive. Set a default per client or switch on the fly.

📊

Auto KPI Extraction

Revenue growth, gross margin, burn rate, current ratio — pulled automatically from your data and woven into the narrative.

📤

One-Click Export

Copy to clipboard, download as a formatted document, or send directly to Google Drive. Client-ready in seconds.

👥

Client History

Every report saved automatically. See all narratives by client, compare periods, and build a complete reporting history.

🔒

Private & Secure

Your client data never trains our models. All files are encrypted in transit and at rest. GDPR-aligned and SOC 2 ready.

How it works

From spreadsheet to story
in three steps.

No setup. No templates to fill in. Just upload and go.

Upload your CSV

Drag in any P&L or balance sheet CSV from QuickBooks, Xero, or FreshBooks. Name the client and period.

Choose your tone

Pick Warm & Advisory, Professional & Formal, or Concise Executive. Add optional context for the AI.

Get your narrative

Receive a polished, insight-rich narrative in seconds. Edit, copy, or export — client-ready.

Pricing

Simple pricing for
solo advisors and firms.

No seat fees. No surprise overages. One flat rate — pick the plan that fits.

Free Trial

^$0 / 14 days

Full access for two weeks. Credit card required — cancel before day 14 to owe nothing.

✓ 50 narrative reports

✓ All 3 tone templates

✓ QuickBooks & Xero CSV

✓ Report history

✗ Google Drive export

✗ Team access

Start free trial

Ready to write your last
first draft?

Join advisors and CPAs who use Financial Narrative Generator to deliver polished client reports in minutes — not hours.

Start your free trial →

14-day free trial · 50 free reports · Cancel anytime · Credit card required

Turn client data intocompelling narrativesin seconds.

Ready to write your lastfirst draft?

Turn client data into
compelling narratives
in seconds.

Ready to write your last
first draft?