Help & Support

Your organization's financial position at a glance — every number computed from your books through governed definitions, never hand-typed.

Ties to source

Every KPI reconciles to your imported records. This badge means the number traces to your trial balance — auditors can follow the same trail.

Metric definitions

Hover any KPI to see its plain-language definition and formula from the governed metric registry.

Ask financial questions in plain language. Tara explains — the finance engine computes. Every number in an answer traces to your data; Tara cannot make numbers up.

Sources

Each answer cites which data it drew from and how fresh it is.

Demo mode

Without a connected AI provider, Tara shows pre-written demo answers and says so. Honesty over polish: you always know whether an answer is live or canned.

Data missing

If your data can't answer the question, Tara says what's missing instead of guessing.

Model decisions before the board votes — adjust drivers and watch surplus, reserves, and forecasts respond instantly.

Goal Seek

Work backwards: choose a target (like 3 months of reserves) and Tara solves what one driver must be to reach it. Deterministic math on your own numbers — the same inputs always give the same answer.

Risk level

Scenarios are scored against your policy bands (reserve floor, payroll ceiling, margin).

Budget vs actual with a computed forecast — quarterly projections, multi-year compounding, and a sensitivity band around the base case.

Variance

Actual minus budget. Red means over budget on costs or under on revenue.

Sensitivity band

The shaded range shows how the forecast moves if key assumptions swing.

A board-ready pack — PDF or Excel — where every headline number ties to the same engine as your dashboard. What you preview is exactly what exports.

Export PDF

A professional multi-page pack: KPIs, reconciliation, trends, and metric definitions.

Export Excel

The same numbers as real numeric cells — for treasurers who want to work the figures.

Reconciliation block

Shows the report ties out to source records — the page auditors read first.

Roll multiple entities into one view, translating currencies with visible exchange-rate provenance — every converted amount shows the rate and date used.

@ rate · date labels

Each translated amount shows exactly which exchange rate converted it, from when. Boards and auditors should never wonder where a converted number came from.

Entity-currency mode

Shows each entity in its own currency; the roll-up hides because mixed currencies can't be summed.

Connect or upload your books, and Tara maps your accounts to its financial model — you review and confirm every low-confidence match before anything counts.

Confidence badges

High-confidence matches apply automatically; uncertain ones wait for your review; unknowns are quarantined. Unmapped rows never silently enter your numbers — they're flagged until resolved.

Mapping memory

Confirmed mappings are remembered, so each import gets more accurate.

Board documents, policies, and statements in one permissioned place.

Demo documents

In the demo, documents are illustrative — no real file storage is connected yet.

See where your governed metrics rank against a peer cohort — percentiles computed by a real engine over illustrative peer data until consented real cohorts exist.

Illustrative cohorts

Peer distributions are synthetic seed data today. The math is real; the peers are not — yet. Real cohorts require consented, legally-cleared customer data. We won't fake that.