Wauvel
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For fractional CFOs and small business owners

Your financial story,
told well.

Forward

This page presents the methodology, deliverables, and pricing of Wauvel— a financial reporting service for fractional CFOs and the small businesses they serve.

Summary

Upload your financials. Wauvelreturns a board-ready report — KPIs computed deterministically, working capital commentary written in a senior CFO voice, strategic recommendations framed for a real conversation. Five minutes from upload to PDF.

Claim your free reportRead sample reportFirst report free · $49 per report after

Item 01

Overview

A monthly review you can defend in front of a board.

Wauvel turns raw financial exports into a board-ready report. Numbers are computed deterministically. Commentary is drafted in a senior CFO voice. Every recommendation is framed as a decision someone can act on — whether you're a CFO presenting to a client or a founder reading your own books.

5

Minutes from upload to PDF

12+

KPIs computed per report

$49

Per report. No subscription.

100%

Deterministic numbers

Item 02

Methodology

From a messy export to a finished report in four steps.

Step 02.1

Ingest

Drag in your profit & loss and balance sheet — CSV or Excel, QuickBooks-ready out of the box. The parser normalizes line items, periods, and totals into a structured form.

Step 02.2

Compute

A deterministic metrics engine calculates the KPIs that matter — margins, working capital ratios, runway, burn — never an AI hallucination on a number.

Step 02.3

Interpret

A trained CFO agent translates the numbers into plain-English commentary, frames the working capital story, and prepares strategic recommendations and discussion items for the next conversation.

Step 02.4

Review

Every output is editable inline. A QA layer flags interpretive content separately from calculations so you know exactly what to scrutinize before you act on it.

Item 03

Deliverables

What a finished report contains.

03.1

KPI calculations

Gross / operating / net margin, DIO, DPO, DSO, cash conversion cycle, current ratio, quick ratio, runway, burn — computed from source data, never inferred.

03.2

Working-capital commentary

Each ratio is interpreted in plain English with the dollar consequence framed for a business decision, not a textbook definition.

03.3

Period-over-period comparison

Default whenever prior-period data is available. Every metric is shown alongside the prior period with the variance computed and interpreted.

03.4

Strategic recommendations

Three to five action items per report, drafted in the voice of a senior CFO and tied directly to the period's results.

03.5

Discussion items

A prepared list of questions designed to make the next conversation more strategic — for a client call, a board meeting, or a founder talking to an advisor.

03.6

Clean, unbranded PDF

No client branding. No Wauvel watermark. Just the report — yours to use however you need to use it.

Item 04

Sample output

An excerpt from a real-format report.

Sample data only. Renderings are representative of a Q3 review for a hypothetical client.

Quarterly financial review

Acme Hardware Co.

Period covered

Q3 2025

Headline metrics

Gross margin

62.4%

+1.8 pts vs Q2

Days sales outstanding

52days

+14 vs Q2

Runway

9.4months

−1.2 vs Q2

Statement of operations & balance sheet (excerpt)
Line itemQ3 2025Q2 2025Change
Revenue$2,418,902$2,219,164+9.0%
Gross profit$1,509,395$1,346,825+12.1%
Operating income$282,910$273,571+3.4%
Net income$219,118$211,944+3.4%
Cash on hand$1,840,212$2,094,855−12.2%
Accounts receivable$1,398,475$921,103+51.8%
Inventory$845,920$902,114−6.2%

Executive summary

Solid quarter on the income statement, but receivables are the story.

Revenue grew 9% sequentially and gross margin expanded 1.8 points following the May price adjustment. Operating margin softened slightly on the back of two new sales hires — expected, and on plan.

The number worth a conversation: DSO climbed from 38 to 52 days, a 51.8% increase in receivables balance period-over-period. That is roughly $84,000 of additional cash tied up in customer accounts — worth a call to the top three customers about payment terms before Q4 close.

Discussion items for the next conversation

  1. Which three customers drove the DSO increase?
  2. Are we comfortable extending current payment terms into Q4?
  3. Does the runway compression change Q4 hiring plans?

The excerpt above is the front page of the report. The full version includes a complete KPI table, a working-capital deep-dive, strategic recommendations, and discussion items.

View the full sample →

Item 05

Pricing

Pay per report. No subscription. No commitments.

Try it once for free in exchange for a testimonial — good or bad. After that, every report is a single fixed fee.

Schedule of fees

Price

Notes

First reportFree trial offer

Free

In exchange for a testimonial — good or bad.

Each report after

$49

Pay per report. No subscription. No commitments.

Ready to start?

Send your first export. We'll return a report inside the hour.

Claim your free report

Item 06

Important notices & risk factors

The fine print, plainly stated.

06.1 — AI-generated content

Reports generated by Wauvel use AI analysis of financial data you provide. The system can make mistakes. Reports are intended as a starting point for discussion, not as professional financial, tax, or accounting advice. Material business decisions should be reviewed with a qualified CPA, CFO, or financial advisor before action is taken.

06.2 — Liability

Wauvel makes no warranty as to the accuracy, completeness, or suitability of generated content for any particular purpose. The user retains responsibility for the accuracy of input data and for the review of all output before transmission to a third party.

Stop spending Sunday nights writing financial reports.

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