AI MIS Reporting
In most businesses the first week of every month goes into pulling exports, pasting them into a workbook and chasing departments for numbers.
Why It Matters
Pulling exports, matching them, reformatting and chasing departments takes days that repeat forever. When the pack builds itself from live data, that time goes back into analysis and follow-up, which is what the reports were for.
When reports are built by hand in different departments, the same measure ends up calculated three different ways. Definitions are agreed once and applied by the system, so the sales pack and the finance pack no longer disagree about the same month.
We take the workbook your team builds today and rebuild each report on top of your live systems. Layout, groupings and calculations stay as they are, so management reads what it always read and nobody has to learn anything new.
Each report arrives with a short draft explaining the movement against plan, against last period and against the same period last year, naming the accounts, products or cost heads behind it. Your finance team edits and approves before anything is released.
Daily flash reports, weekly collections and stock reports, and the monthly pack each run on their own schedule and go to their own recipients. Access is set by role, so confidential figures stay with the people who should see them, and every released version is stored.
Reads ERP, accounting, CRM, production and spreadsheet sources without manual exports.
Matches figures across systems and flags entries that look wrong before the pack goes out.
Recreates the reports your management already reads, layout, groupings and all.
Writes what moved against plan and last period, and what drove it, for finance to review.
Sends each report to its recipients daily, weekly or at month close, by email or messaging.
Every number traces to source records, and every released version is stored.
We take your existing MIS and record every report, layout and calculation in it.
Margin, cover, variance and the rest get one agreed meaning across departments.
We link the ERP, accounts, CRM, plant systems and any spreadsheets still in use.
Each report is generated from live data in the format your management already reads.
The AI drafts the commentary, finance reviews, and the pack goes out to each recipient.
Of finance time returned monthly
Pack in front of management
Copy-paste errors
Definition per measure
Commentary with every report
Trail back to source records
We build ERP, so reports read the live tables correctly instead of depending on exports.
Management reads the same pack it always did, so adoption takes no training.
The commentary layer uses the approach that fits your data, with no vendor lock-in.
Nothing is released until your team has reviewed the numbers and the commentary.
Each recipient gets their own view, and confidential figures stay restricted.
It is management information reporting where the pack builds itself. The system pulls figures from your ERP, accounting software and operations systems, applies your own report formats and calculations, writes a short commentary on what moved against plan and against last period, and sends each report to the people who should receive it on a fixed schedule.
Yes. We rebuild the reports your management already reads, including the layout, the groupings and the way each figure is calculated. The change is in how the pack is produced, not in what it looks like, so nobody has to learn a new report.
The pack is generated as soon as the period data is available, usually within minutes of the books being ready. Your finance team reviews and releases it instead of spending the first week of the month assembling it.
The AI compares the current period against plan, against the previous period and against the same period last year, then writes what changed and which accounts, products or cost heads drove the change. The commentary is a draft with the numbers attached, and your team edits it before release.
That is common and it is handled. Spreadsheets can be read as a source alongside the ERP, and over time the figures that matter most are usually moved into the system so the pack depends less on manual files.
Yes. Distribution is set by role. The owner gets the full pack, a plant head gets production and cost, and a regional sales head gets only their region. Confidential figures such as salary cost or customer margin can be restricted to named recipients.
Related
The other services in this section, and related pages from TCB Infotech.
No commitment. A practical look at your current reporting effort.
