Datos de la empresa
Basic identification info. Needed for the report's executive cover page.
Identification
Required fields marked with ✱
Modules included in this plan
Portada ejecutiva
Resumen ejecutivo
Punto de equilibrio
Rentabilidad por obra (3)
Alerts detected (max. 5)
3 recomendaciones inmediatas
Job progress vs. billing (WIP)
Retenciones contractuales
Estimated tax provision
Datos financieros
Income and fixed costs for the last 3 months. Basis for the break-even point and executive summary.
Monthly income — last 3 months
USD
Ingresos totales facturados
Costos fijos mensuales
USD · Promedio mensual
Solo personal fijo, no mano de obra de obra
Utilities, software, vehicles, etc.
Obras activas
Up to 3 active projects. Each will be analyzed individually to calculate gross and net margin.
⚠️ The Express plan includes up to 3 jobs. For more projects, consider the Premium or Complete plan.
Obra 1
Obligatoria
Obra 2
Opcional
Obra 3
Opcional
Generar informe
Review the data summary before generating the PDF report with AI analysis.
🔑 The report is generated using Claude AI. Make sure you have an active internet connection.
Resumen de datos ingresados
Report settings
Informe generado
Your CFO Express audit is ready. You can copy the content or download it as text.