What Is Inside AI Financial Reporting
The output is live reporting you can trust, not another spreadsheet to maintain. Here is what we connect, how we build it, and what you walk away with.
From live data to answers on demand
Reports that build themselves from your data
We connect your ERP and finance systems and build the reports and dashboards on that live data, so they are current and ready when you need them, with no manual assembly.
- Reports built from live ERP data.
- Dashboards for cash, receivables and margin.
- Ready on schedule, not after a scramble.
Ask a question, get the number
The team can ask in plain words and get the answer from live data, so people are not waiting in a queue for someone to pull a report every time they need a figure.
- Questions asked in plain language.
- Answers straight from your data.
- No report request queue.
Figures you can stand behind
We define the calculations with your team and build them on your live data, so every number is consistent and can be traced back to the source, not guessed at.
- Calculation logic agreed with finance.
- One consistent version of the numbers.
- Traceable back to the source data.
Everything the reporting delivers
Cash and liquidity
Cash position, inflows and outflows, and what is coming.
Receivables and payables
Who owes what, who you owe, and where money is stuck.
Profit and margin
Margin by product, customer or unit, with thin margins flagged.
Revenue and sales
Revenue trends against target, by region, product or team.
Spend and cost
Where the money goes, with trends and outliers flagged.
Recurring reports
The reports you need each period, from the same live data.
See Your Reporting Running Live
Book a free consultation. We will look at your data and scope the live reports and dashboards you could have.
Book a Free Consultation →