Monthly business report · Demo available

Your monthly business report. Without the accountant.

Upload your sales files, delivery statements, bank records, and vendor invoices. SaralFlow organizes them into a plain-English monthly report that shows what you earned, where the money went, and what to do next.

SaralFlow supports multiple businesses per user. You can create separate reports per business or per month when needed.

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Coming soon: Download sample report PDF

Monthly owner reportDelivery fee & bank matchingSample report — no upload

Sample · Demo data

Owner-management reportBombay to Kathmandu Kitchen (B2K) · May 2026

May 2026 sales: $55,579.36

Sample demo data · Tax readiness support may come later — SaralFlow is not a CPA or tax-filing product.

SaralFlow helps organize monthly records so your accountant has cleaner information.

Total sales

$55,579

Online vendor sales

$28,523

Vendor fee loss

$8,406

Bank deposits

$39,089

In-house sales

$25,936

Payroll withdrawal

$7,705

Biggest issue

DoorDash statement vs daily report mismatch — $901.96 timing difference

Best next action

Promote direct ordering to reduce DoorDash fee drag

View full sample report

How SaralFlow works

Add your restaurant files

Clover sales, DoorDash and Uber Eats payouts, bank statements, and vendor invoices — any mix.

SaralFlow checks them

SaralFlow reads the numbers, matches payouts to deposits, and flags only what needs your attention.

View your monthly report

Sales mix, delivery fees, expenses, cash estimate, and clear next steps — in one owner-ready report.

Sample outputs across industries

Same SaralFlow engine — different packets. Browse what each module produces.

Sample output

Business BI monthly report

Messy sales reports and unclear revenue mix

May 2026 · Business Intelligence Report

Key finding

Online vendors made up over half of May sales — monitor margin after platform fees.

Next action

Promote direct ordering to reduce DoorDash fee drag

Total sales $55,579 · Fee loss $8,406

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Ready to use today. Upload your documents and get your first report.

Business BI Reports

Active

Messy sales reports and unclear revenue mix

You upload

· POS / Clover sales exports
· Daily or monthly sales workbooks
· DoorDash, Uber Eats, Grubhub, Beyond Menu payout statements
· Operating bank statements
· +1 more

You get

Monthly BI report

→ Executive summary & owner quick answers
→ Revenue — where sales came from
→ Vendor fees — platform take and deposit matching
→ Expenses, cash position & next steps

Get started View sample report

How it works

From scattered files to one monthly owner report

Upload → SaralFlow reads → you review only what matters → one owner report with earnings, expenses, vendors, cash, and next actions.

Step 1 of 5

Upload files

Sales exports, payout statements, bank records, invoices — any mix.

Try it on the sample report

Demo available

More industries, same simple flow

Every module has a demo page — sample documents, what SaralFlow finds, validation step, and final output. Hover or focus a card for details. No login required to explore. Business BI is built first for restaurants and expanding to food trucks, gas stations, liquor stores, salons, and retail shops.

View all modules

Demo

Insurance Claims

Scattered photos and repair estimates

Output

Claim-ready packet

Sample inputs

· Claim form
· Damage photos
· Contractor estimates

Output packet

→ Claim timeline & status summary
→ Missing document checklist
→ Adjuster notes organized

✓ Clear claim timeline
✓ Missing docs flagged
✓ Adjuster-ready packet

View sample output

Demo

Healthcare Prior Authorization

Payer-specific requirements easy to miss

Output

Prior-auth packet

Sample inputs

· Prior auth form
· Clinical notes
· Medical necessity letter

Output packet

→ Prior-auth checklist with status
→ Missing clinical notes flagged
→ Deadline tracker

✓ Prior-auth checklist
✓ Deadline tracking
✓ Appeal readiness

View sample output

Demo

Mortgage / Lending

Scattered borrower documents across email

Output

Underwriting-ready checklist

Sample inputs

· Loan application (1003)
· W-2s
· Bank statements

Output packet

→ Borrower document checklist
→ Missing items flagged
→ Income/asset verification summary

✓ Borrower doc checklist
✓ Income verification summary
✓ Closing readiness

View sample output

Demo

Legal Case Review

Scattered emails, contracts, and evidence

Output

Case summary, timeline & evidence packet

Sample inputs

· Contracts
· Court filings
· Deposition transcripts

Output packet

→ Case timeline & event log
→ Evidence inventory
→ Deposition summary

✓ Case timeline log
✓ Evidence inventory
✓ Key dates tracked

View sample output

Demo

HOA / Property Operations

Resident complaints scattered across email

Output

Board-ready packet

Sample inputs

· Board minutes
· Budget reports
· Maintenance requests

Output packet

→ Board meeting packet
→ Violation log
→ Maintenance request status

✓ Board meeting packet
✓ Violation log
✓ Budget vs actual

View sample output

Demo

Logistics / Supply Chain

BOL / POD / freight invoice mismatches

Output

Shipment / dispute reconciliation packet

Sample inputs

· Carrier invoices
· Bills of lading
· Proof of delivery

Output packet

→ Shipment dispute summary
→ POD reconciliation
→ Carrier invoice audit

✓ Shipment dispute summary
✓ POD reconciliation
✓ Carrier audit

View sample output

Demo

Government Applications

Incomplete forms returned by agencies

Output

Application readiness packet

Sample inputs

· Application form
· Business registration
· Financial statements

Output packet

→ Application readiness score
→ Required document checklist
→ Missing items list

✓ Application readiness
✓ Required doc checklist
✓ Submission packet

View sample output

Demo

Construction & Permitting

Permit and inspection status scattered

Output

Permit / project status packet

Sample inputs

· Permit applications
· Stamped plans
· Inspection reports

Output packet

→ Permit status summary
→ Inspection log
→ Change order tracker

✓ Permit status summary
✓ Inspection log
✓ Blocking items list

View sample output

Demo

Recruiting & HR

Resumes compared inconsistently

Output

Candidate comparison & hiring packet

Sample inputs

· Resumes
· Job description
· Interview notes

Output packet

→ Candidate comparison table
→ Missing compliance docs
→ Interview notes summary

✓ Candidate comparison
✓ Compliance doc check
✓ Hiring recommendation

View sample output

Don’t see your industry?

SaralFlow’s engine works for any document-heavy workflow — intake, extraction, review, output.

Browse all modules Get early access

Sample · Demo data

See the full guided product tour

Sample documents already loaded. SaralFlow reads them, shows what it found, asks you to review only the important problems, then produces the final owner-ready BI report. No upload, no login.

→ Revenue by channel — in-house, DoorDash, Uber Eats, Grubhub, catering
→ Vendor fee breakdown and bank deposit matching
→ Expense categories — food, rent, utilities, supplies
→ Problems found and owner recommendations

Open guided demo

Sample data only — fictional restaurant, not a live customer.

Questions SaralFlow answers

→ Where did my revenue come from?
→ Which delivery app took the most in fees?
→ Did payouts match the bank?
→ What were my total expenses?
→ How much money is actually available?
→ What should I do next?