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User Guide

Complete guide to PeakSuite.ai features

Topics

Sample Reports

See real examples of professional reports generated by PeakSuite.ai

✨ Experience the quality firsthand

Getting Started

What is PeakSuite.ai?

PeakSuite.ai is your virtual CFO - an AI-powered business intelligence platform that provides executive-level financial guidance and analysis. Think of it as having a CPA with 31 years of experience available 24/7 to help with:

  • Tax strategy and compliance
  • Cash flow management and forecasting
  • Business performance analysis
  • Strategic planning and growth scenarios
  • Risk management and compliance monitoring

The P.E.A.K. Framework

🎯

Performance

Real-time KPI tracking and benchmarking

💡

Empower

Data-driven insights for confident decision making

📊

Analysis

Deep dive into your financial and operational data

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Knowledge

31 years of CPA expertise at your fingertips

Sample Questions to Get Started

Tax Strategy

"What quarterly tax strategies should I consider for my service business?"

Cash Flow

"Help me create a 13-week cash flow forecast"

Business Analysis

"Analyze my P&L statement and identify improvement opportunities"

Chat Interface Guide

File Management

Report Creation & Sharing

Managing Your Reports

Advanced Features

Security & Privacy

Troubleshooting & FAQs