00 / FP&A platform · features

FP&A Software Features Built for Modern Businesses

James Analytics combines powerful financial planning and analysis capabilities with AI-powered insights. Everything you need to understand your finances and make better business decisions.

Fig. 01 — Features overviewProduct screen

01 / Reporting

Reporting & Dashboards

KPI Dashboards

Real-time dashboards with profitability, liquidity, growth, and runway metrics. Always up-to-date.

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Reporting & Dashboards

Financial Statements

Automated Income Statements, Balance Sheets, and Cash Flow Statements from your connected data.

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Reporting & Dashboards

Export & Share

Investor-ready reports in PDF and Excel. Period comparisons and clean formatting built in.

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02 / Planning

Planning & Forecasting

Budgeting & Variance

Flexible budgets with driver-based planning. Real-time budget vs. actuals tracking with variance alerts.

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Planning & Forecasting

Financial Forecasting

12-month rolling forecasts for revenue, expenses, and cash flow. Updates automatically.

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Planning & Forecasting

Scenario Modeling

Model base, conservative, and aggressive scenarios. See how decisions impact your runway.

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03 / AI insights

AI-Powered Insights

Ask James AI

Ask questions about your finances in plain English. Get instant, intelligent answers backed by your data.

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AI-Powered Insights

Executive Summaries

Automated weekly and monthly summaries with key highlights, warnings, and recommended actions.

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04 / Why James

Why James Analytics

The middle ground between spreadsheet chaos and enterprise complexity.

vs. Spreadsheets

Time-consuming to build, prone to errors, hard to maintain, no automation
James automates reporting, eliminates formula errors, and updates in real-time

vs. Enterprise FP&A Tools

Expensive, complex implementation, requires dedicated team, overkill for SMBs
James is affordable, easy to set up, and designed for growing businesses

05 / Security

Security built in

Data is encrypted in transit (TLS 1.2+) and at rest (AES-256 by our database and storage provider, Supabase on AWS). Access is role-based with MFA available. We run SOC 2-aligned internal controls reviews and are not yet independently audited. Learn more →

06 / Next step

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