Upload source files
Select several Excel or CSV files. Each workbook sheet becomes a source that can contribute data to the shared model.
Drop files here
Revenue, cost, volume, forecast, or operating data can be separate files.
Map source columns
TaraFinance auto-maps common finance headers. Confirm the dimensions and measures before building the model.
Validate the unified model
Review measure coverage, join quality, duplicate aggregation, and source granularity.
Customize report
Set the company identity, reporting period, logo, and visual style before generating the analysis.
Report identity
Company logo
PNG, JPG, WebP, or SVG. Maximum 2 MB. The logo appears once in the report header, not inside every chart.
Professional theme
Select analyses
Start with TaraFinance Smart Recommendation or apply a professional report template. Every template is filtered to analyses your mapped data can support.
Let TaraFinance choose the most decision-useful analyses
Build the model to receive a data-aware recommendation.
Selected analysis report
Only the analyses chosen in the report builder are shown and included in Print / Save PDF.
Executive overview
Portfolio results from the shared filtered model.
Trend
Cost composition
Regional scorecard
Operating efficiency
Location-level cost and revenue productivity.
Cost per unit by location
Portfolio benchmark
Location detail
Period change
Compare two years or periods using the same dimensions and measures.
Regional change
Business mix
Revenue and volume concentration by business unit and category.
Revenue mix
Mix summary
Business detail
Exceptions
Rule-based signals derived from the current filtered model.
Priority issues
Scenario simulator
Stress revenue, volume, and cost drivers using a volume-linked cost model without changing uploaded data.
Baseline vs scenario
Unified data model
Aggregated canonical records used by every analysis page.