FAQ
FAQ
FAQ
AI-powered financial analysis built for real decisions
AI-powered financial analysis built for real decisions
Why not just upload my financials to ChatGPT or Claude?
Why not just upload my financials to ChatGPT or Claude?
You can—but you'll get one-off results that depend heavily on how you phrase your request.
Legro is built as a structured financial analysis system, not a prompt. It standardizes the entire process:
Applies a consistent financial analysis framework
Structures and validates your financial data before analysis
Calculates financial metrics consistently
Prioritizes insights by severity
Generates structured, decision-ready summaries and visualizations
Maintains History so you can track and revisit analyses over time
Legro also provides a controlled environment for financial data, including authenticated accounts, data-minimization practices, and commercial API-based AI processing.
ChatGPT and Claude are general-purpose AI assistants. Legro is a financial analysis platform built specifically to turn financial data into consistent, decision-ready analysis.
Can I use Legro for multiple clients?
Can I use Legro for multiple clients?
Yes — fractional CFOs, controllers, and accounting firms use Legro to analyze multiple clients' financials.
Growth plan (up to 30 analyses/month) works well for 5-10 clients. Complete plan (unlimited analyses) is designed for larger client bases.
Yes — fractional CFOs, controllers, and accounting firms use Legro to analyze multiple clients' financials.
Growth plan (up to 30 analyses/month) works well for 5-10 clients. Complete plan (unlimited analyses) is designed for larger client bases.
Do I need to connect my accounting software?
Do I need to connect my accounting software?
No. Legro works with simple uploads—PDF, Excel, CSV, or images of your financials.
You can upload manually whenever you need insights, or set up recurring analysis on your schedule. No integrations required.
No. Legro works with simple uploads—PDF, Excel, CSV, or images of your financials.
You can upload manually whenever you need insights, or set up recurring analysis on your schedule. No integrations required.
What makes Legro different?
What makes Legro different?
Legro is built specifically for financial analysis—not general-purpose AI.
It combines structured financial interpretation, built-in business logic, and prioritized insights into a consistent output format.
Most AI tools generate text.
Legro produces structured financial analysis that is comparable, repeatable, and decision-ready.
Legro is built specifically for financial analysis—not general-purpose AI.
It combines structured financial interpretation, built-in business logic, and prioritized insights into a consistent output format.
Most AI tools generate text.
Legro produces structured financial analysis that is comparable, repeatable, and decision-ready.
What if my financials are messy or incomplete?
What if my financials are messy or incomplete?
Legro works with whatever you have—even rough or partial data.
If you're missing key information, Legro will flag it and work with what's available. You'll still get actionable insights, even if your books aren't perfect.
Legro works with whatever you have—even rough or partial data.
If you're missing key information, Legro will flag it and work with what's available. You'll still get actionable insights, even if your books aren't perfect.
How is this different from QuickBooks or Xero?
How is this different from QuickBooks or Xero?
QuickBooks and Xero are accounting software—they store and organize your transactions.
Legro analyzes your financial statements to tell you what's actually happening, why it matters, and what to do next. Think of it as the layer that interprets what your accounting software produces.
Many customers use both: QuickBooks for bookkeeping, Legro for insights.
QuickBooks and Xero are accounting software—they store and organize your transactions.
Legro analyzes your financial statements to tell you what's actually happening, why it matters, and what to do next. Think of it as the layer that interprets what your accounting software produces.
Many customers use both: QuickBooks for bookkeeping, Legro for insights.
Is this just ChatGPT with prompts?
Is this just ChatGPT with prompts?
No. Legro is a purpose-built financial analysis system.
While we use AI (Claude) for language understanding, the analysis framework, prioritization logic, and domain expertise come from 20+ years of CFO experience—not generic AI prompts.
ChatGPT gives you whatever you ask for. Legro gives you what a CFO would look for, structured and prioritized for action.
No. Legro is a purpose-built financial analysis system.
While we use AI (Claude) for language understanding, the analysis framework, prioritization logic, and domain expertise come from 20+ years of CFO experience—not generic AI prompts.
ChatGPT gives you whatever you ask for. Legro gives you what a CFO would look for, structured and prioritized for action.
Is my data safe?
Is my data safe?
Yes. Legro is designed to minimize how much of your underlying financial data is retained. Uploaded financial files are used to perform your analysis and are not maintained as a permanent repository of your source documents. Legro retains the resulting analysis and information necessary to provide features such as History.
For AI processing, Legro uses Anthropic’s commercial API. Your data is not used to train Anthropic’s AI models and is automatically deleted from Anthropic’s systems within 30 days. Your Legro account and saved analyses are protected by authentication and encrypted connections.
Yes. Legro is designed to minimize how much of your underlying financial data is retained. Uploaded financial files are used to perform your analysis and are not maintained as a permanent repository of your source documents. Legro retains the resulting analysis and information necessary to provide features such as History.
For AI processing, Legro uses Anthropic’s commercial API. Your data is not used to train Anthropic’s AI models and is automatically deleted from Anthropic’s systems within 30 days. Your Legro account and saved analyses are protected by authentication and encrypted connections.
Who is this for?
Who is this for?
Founders, operators, and investors who need to quickly understand financial performance and make decisions—without deep accounting expertise.
Founders, operators, and investors who need to quickly understand financial performance and make decisions—without deep accounting expertise.
Do I need accounting knowledge?
Do I need accounting knowledge?
No.
Legro translates financial data into plain-English insights so you can focus on decisions, not accounting mechanics.
No.
Legro translates financial data into plain-English insights so you can focus on decisions, not accounting mechanics.
Can I cancel anytime?
Can I cancel anytime?
Yes. You can cancel anytime during or after your trial. No long-term contracts, no cancellation fees.
If you cancel during the trial, you won't be charged. If you cancel after, you'll have access until the end of your billing period.
Yes. You can cancel anytime during or after your trial. No long-term contracts, no cancellation fees.
If you cancel during the trial, you won't be charged. If you cancel after, you'll have access until the end of your billing period.