DDossierCFOby Focus Digital
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Upload-first CFO review dossiers

From scattered filesto a source-backedCFO dossier.

Upload statements, schedules, PDFs, and spreadsheets. DossierCFO turns them into sources, KPIs, evidence gaps, and a dashboard for bank, M&A, or recovery review. PDF export stays optional.

CSVXMLXBRLZIPPDFXLSXDOCXJPGPNG
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What you get

A dossier that separates usable facts from work still to finish.

DossierCFO does not pretend the first upload is a final report. It prepares a review base for bank, M&A, or recovery work.

Sources

Source register

Each file enters the dossier with role, coverage, and open review points.

KPIs

Traceable KPIs

Extracted values become KPI inputs only when source, formula, and review state are explicit.

Gaps

Evidence gaps

Missing documents and weak support become tasks with a reason and action.

Dashboard

KPI dashboard

The dashboard is the primary review surface; PDF export is optional after validation gates are clear.

Journey

From upload to review. Everything traceable.

Sources, facts, evidence, and KPI dashboard readiness move together, with each step ready to check before the meeting.

  1. 01

    Start dossier

    Name the company and give the workspace its first source.

  2. 02

    Add sources

    Bring in statements, schedules, PDFs, spreadsheets, and support files.

  3. 03

    Review facts

    Turn extracted numbers into source-backed inputs.

  4. 04

    Collect proof

    Make missing evidence visible before it becomes a problem.

  5. 05

    Review KPI dashboard

    Use the dashboard first; export PDF only when the review path is clear.

Use cases

Built for the meetings where numbers get challenged.

Bank, buyer, and recovery conversations need the same thing: numbers that can be traced, questioned, and completed before the meeting.

BANK DOSSIERCREDIT READY

BankCan we trust the EBITDA and debt bridge?

DossierNFP/EBITDA 2.8× is source-backed. Supplier aging remains a review task.

ActionAdd credit bureau extract and updated debt schedule before export.

FAQ

Questions before the first dossier.

The short version before you use DossierCFO for a bank, M&A, or recovery conversation.

No. DossierCFO prepares a review draft. Structured data can be verified automatically, while uncertain extraction and missing documents stay visibly marked for human review.

No. It organizes evidence, KPIs, risks, and report drafts so a CFO, accountant, advisor, bank, or deal team can review the company faster.

CSV, XML, XBRL, and clean structured ZIP files are usually the cleanest path. PDF, XLSX, DOCX, JPG, and PNG can also feed the dossier when extracted values are relevant, source-backed, complete, and high-confidence.

Export the PDF as a preparation pack, then review sources, assumptions, and limitations with your advisor before sending material to a bank, buyer, or other counterparty.