veripoint
Financial statement analysis software

Financial statement analysis software for company research.

Research available private and public company statements without starting from an uploaded ledger. Veripoint brings entity context, financial history, calculations, evidence and exports into one company research workflow.

Three free searches a day. No accounts to upload.
A COMPANY FINANCIAL VIEW

Dyson Limited · FY2024

UK 02627406 · GBP millions · Individual company

Revenue
£305.0m
Operating profit
£7.5m
Profit after tax
£4.7m

Read profitability at each level of the income statement.

12 months ended 31 December 2024. See how source evidence is preserved.

Prepared Dyson Limited example, not worldwide group results. Inspect the full sample report for its sources and reporting basis.

External company researchExcel statement sheetsMonitoring, API and MCP
BUILT FOR YOUR RESEARCH

Turn available company accounts into a reviewable financial view.

01

Resolve the legal entity

Start with a legal name, country and registration number. Confirm the company before interpreting its financial record.

Find the exact UK entity and show which annual periods are available.
02

Analyse with context

Explore populated statements and indicators while keeping period, currency, units and reporting scope beside the figures.

Which changes in operating profit need a closer look, and what is the calculation basis?
03

Carry evidence forward

Export statement sheets to Excel, retain saved reports, monitor a confirmed company or retrieve results through supported integrations.

Bring the figures and their reporting context into our existing review process.
BUYING CRITERIA

Evaluate evidence, not just feature claims.

Use representative entities from your own workload. Check what the product returns, what it cannot return and whether another analyst can reproduce the important findings.

Coverage by entity

Check income-statement, balance-sheet and cash-flow availability for the exact legal entities and periods that matter.

Reporting context

Verify dates, currency, units and individual-versus-consolidated scope before comparing a figure or ratio.

Operational fit

Test Excel output, saved research, monitoring and integrations against the way your team repeats the work.

SOFTWARE SELECTION

Choose by the work that starts the process.

“Financial analysis software” can describe several different product categories. Veripoint is designed for external company research: start with an entity, inspect the available records and carry the result into a decision workflow.

Match the product category to your starting data and intended decision.
WorkflowStarts withBest suited toNot designed to replace
External company researchVeripoint fitA legal entity and a financial questionReviewing available private or public company records, statements, indicators and evidenceInternal budgets, bookkeeping or confidential management-account analysis
FP&A or accounting-linked platformYour ERP, accounting system or operating dataBudgeting, forecasting, variance analysis and internal management reportingFinding evidence about an external legal entity
Spreadsheet modelFigures and assumptions supplied by an analystBespoke scenarios, forecasts and transaction modelsRetrieving or validating the underlying company records
Document extraction and reviewAccounts or reports you are authorised to uploadExtracting and interpreting a specific supplied documentBroader entity or period coverage when the documents are missing
Regulatory reporting and controlsControlled internal data and reporting workflowsPreparing filings, managing approvals and maintaining an audit trailA dataset for researching companies outside your organisation
EVALUATION CHECKLIST

Six tests before rollout.

Run the same checks on a representative public company and a private company from your target market. Record unavailable information as a gap, not as zero.

  • Entity match

    Can the team confirm the legal name, country and registration number before relying on a result?

  • Availability

    Does the product show which statements and years are available, rather than imply complete coverage?

  • Reporting scope

    Are period end, currency, units and individual-versus-group scope kept beside the figures?

  • Evidence

    Can an analyst trace a reported value to its source context and identify missing information?

  • Calculation labels

    Are reported values, calculations and estimates distinguishable, with formulas retained where relevant?

  • Operational fit

    Do exports, saved reports, monitoring and integrations match the team’s repeat workflow?

INTERACTIVE PRODUCT TRIAL

Test whether an analysis can be reproduced.

Use one representative company and one candidate product. Record the reporting basis, recalculate three simple outputs and export the same acceptance record for every shortlisted tool.

Entries stay in this page until you download them or leave. Do not enter confidential accounts, personal data or credentials. The tool does not retrieve filings, verify vendors, rate financial health or recommend a purchase.

01 · Define the trial record
02 · Enter one consistent financial basis

Use the same entity, currency, units and scope for every input. Leave unavailable figures blank; blank is not zero.

Complete the trial context before confirming source evidence: product or exact edition; company legal name; country or jurisdiction; valid prior-period end; valid current-period end; valid source-check date; individual or consolidated reporting scope; evidence reference.
Revenue changeNot calculated(Current revenue − prior revenue) ÷ |prior revenue|
Operating marginNot calculatedOperating profit ÷ current revenue
Current ratioNot calculatedCurrent assets ÷ current liabilities

Enter any supported pair of figures and recalculate. Missing or zero denominators produce an unavailable result, never Infinity or a false zero.

Formula, unit and coverage boundaries
  • Revenue change uses the absolute prior-period denominator so a negative prior value does not silently reverse the sign.
  • Operating margin and current ratio are unavailable when their denominator is zero.
  • All outputs inherit the currency, units, periods and reporting scope entered above; the tool does not normalize currencies, fiscal-period length or group boundaries.
  • These three calculations test reproducibility only. They do not measure product coverage, data accuracy, financial strength or suitability for a decision.
03 · RECORD ACCEPTANCE EVIDENCE

Turn feature claims into pass, gap or failure evidence.

A pass without a reference remains incomplete. “Not applicable” only closes an optional gate.

Entity match

Legal name, country and registration identifier refer to the intended company.

Statement availability

Required statements and periods are present; missing fields are explicit rather than zero-filled.

Reporting basis

Period end, currency, units and individual-versus-group scope remain beside the figures.

Evidence path

A reviewer can trace selected reported values to a dated source context.

Calculation reproducibility

The same inputs and formula reproduce at least one material indicator.

Operational fit

Export, saved-report, monitoring and integration steps match the repeat workflow.

0 of 6 mandatory gates have recorded passes.

The trial is incomplete. Record context, untested checks and unsupported passes remain open.

Trial record still to complete: product or exact edition; company legal name; country or jurisdiction; valid prior-period end; valid current-period end; valid source-check date; individual or consolidated reporting scope; evidence reference; source-context confirmation.

0 failed · 0 gaps · 6 gate checks incomplete · 9 record-context checks incomplete. This worksheet does not certify data, security, compliance or procurement suitability.

Complete the real workflow.

Inspect the prepared report, run the same entity in company research, then compare research and monitoring plans. For coverage, export, monitoring or integration requirements, discuss an enterprise evaluation. Only the visible company brief transfers when you choose the research action; figures, evidence references and gate notes do not.

NEXT STEP

Inspect the output before you compare plans.

Review a prepared report, then test a company that represents your own coverage and evidence requirements.

TEST THE OUTPUT

Reproduce one calculation before buying.

Use the prepared Microsoft FY2025 example to inspect how reported figures become calculated measures. It covers Microsoft Corporation’s consolidated year ended 30 June 2025; amounts below use USD millions.

CheckWorked resultWhat to verify
Operating margin128,528 ÷ 281,724 × 100 = 45.62%.Operating income and revenue use the same company, period, currency and reporting scope.
Cash after property investment136,162 − 64,551 = 71,611.Cash additions to property and equipment are treated as a positive outlay here. This calculation excludes acquisitions and financing flows.
Reported versus calculatedRevenue and operating income are reported amounts; margin is calculated.Retain the input values and formula beside the result, rather than presenting every number as a directly reported figure.
Prepared versus liveThe worked report uses historical FY2021–FY2025 annual statements.A prepared example demonstrates the output. Test your own representative entities for available fields, periods and sources.

Review the complete statement and source links in the sample before reusing a figure. A software evaluation should also include a private company with partial disclosures.

Open the prepared Microsoft report and source evidence · Follow a figure to its filing context · Evaluate structured company financial data by API

FROM QUESTION TO ANSWER

Run a decision-grade product evaluation.

  1. 01

    Choose two representative companies

    Test a public company and a private company from a target market, using exact legal identifiers where available.

  2. 02

    Reproduce an important result

    Trace a reported value to its context, then recalculate one indicator from the same entity, period, currency and units.

  3. 03

    Complete the downstream task

    Export the report, confirm a company for monitoring or retrieve the saved result through the supported integration your team would use.

TRY THIS QUESTION

Analyse the last five available financial years for Dyson Limited, UK company 02627406. Show the income statement, balance sheet, cash flow and financial indicators with their reporting basis.

YOUR QUESTIONS

Before you start.

Ten answers about financial statement analysis software.

It helps analysts organise and interpret company accounts, compare periods and examine financial indicators. Product categories differ: some analyse internal accounting data, some extract uploaded documents, and others retrieve records for external company research.

Veripoint is designed for research on external legal entities. Enter a company and a financial question to review available statements, indicators, reporting context and evidence. It is not an internal budgeting, bookkeeping or regulatory-filing system.

FP&A software usually begins with an organisation’s own ERP, accounting and operating data for budgets, forecasts and variance analysis. Veripoint begins with an external company and its available records for research and due diligence.

Yes, where records for the exact private company are available. Availability varies by jurisdiction, company, filing type and period. An unavailable figure is a disclosure gap, not a zero.

No. Veripoint starts with company records. If your task depends on confidential management accounts or a document supplied directly by a counterparty, use an authorised document or internal modelling workflow as well.

The standard research request asks for the latest five available financial years. The displayed history depends on what is available for that legal entity, and periods should be checked before comparison.

Reported values should retain their period, currency, units and reporting scope. Calculated measures should identify their inputs or formula. Estimates should be labelled and should not replace missing reported information.

Yes. Excel output separates populated financial statements and indicators so analysts can continue their review. Check the workbook against the on-screen entity, periods and reporting basis before reuse.

Eligible Business and Enterprise plans support company monitoring, and supported workspace integrations can retrieve saved research with scoped credentials. Confirm plan capacity and the exact legal entity before rollout.

Test representative public and private companies, verify legal-entity matching and financial depth, reproduce an important calculation, inspect missing-information handling, export the result and complete the monitoring or integration step the team will actually use.
START WITH VERIPOINT

Put your next question
to the records.

Three free searches a day. No credit card required.