ROIStack is a financial analysis and planning platform operated by Pink Buffalo LLC, a California-based company. Built to help small businesses make more informed decisions, it uses artificial intelligence to turn financial data into clear findings, risks, and practical recommendations. Users can upload profit and loss statements, balance sheets, trial balances, bank statements, or credit card statements for analysis of profitability, cash flow, revenue and expense trends, growth opportunities, and financial risks.

The platform also generates presentation-ready reports for business owners, managers, accountants, advisors, lenders, and investors, with PDF and DOCX export options. Its business-planning tools support forecasts, funding assessments, and scenario analysis based on a company’s numbers. Other offerings include funding-readiness assessments, cash-flow forecasting, financial modeling, and an accounting software comparison tool.

ROIStack provides more than 86 free calculators across areas such as investment, cash flow, tax, hiring, pricing, and business finance, with no account required. Customers can start with three AI CFO reports free; paid plans are available from $49 per month.