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Returns a Balance Sheet (statement of financial position) for a business as of a specific date, showing assets, liabilities, and equity. Unlike the P&L or cash flow reports, the balance sheet is a point-in-time snapshot rather than a period-based report. Use this tool to answer questions about net worth, debt levels, or overall financial health. Example prompts this tool can answer
  • “What are the total assets of the business?”
  • “What does the balance sheet look like as of year-end?”
  • “How much does the business owe in total liabilities?”
  • “What is the owner’s equity?”