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AI Reporting Assistant

Prepares clear, ready-to-read financial summaries on schedule.

Day to Day

What AI Reporting Assistant does every day.

Prepares weekly & monthly reports

Ready to read — not a spreadsheet you have to decode.

Tracks key financial metrics

Revenue, margin, cash flow, receivables at a glance.

Generates GST-ready summaries

For your accountant's review.

Highlights unusual patterns

Spikes, dips, and outliers surfaced automatically.

Distributes reports

To the right stakeholders on the right cadence.

Answers plain-language questions

Ask 'How did we do this month?' — get a direct answer.

Capabilities

Skills & capabilities.

Financial Reporting Metric Tracking GST Reporting Trend Analysis Stakeholder Distribution Ask-Your-Data Multilingual (EN / HI / TE)
In Action

See AI Reporting Assistant in action.

A one-line question, a one-paragraph answer.

AI Reporting Assistant
Active now
Live · Monday, 8:45 AM
Business Owner · Isha
How did we do this month compared to last month?
AI Reporting Assistant
Pulling numbers now. One second.
Business Owner · Isha
Ready?
AI Reporting Assistant
Revenue is up 12% MoM, mainly driven by the Vasavi Urban campaign. Expenses are flat. Margin improved 3 points. Full report is in your inbox.
Business Owner · Isha
Great — send it to the board too?
Report distributed · Formatted for board · Sent to 4 recipients · Filed under Oct-2026.

Sample interaction. Real conversations are tuned to your voice and qualification criteria.

Better Together

Works well with.

See the full AI Finance Workforce

The complete finance team, turning numbers into decisions.

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FAQ

Frequently asked questions about AI Reporting Assistant.

How often are reports generated?
On the schedule you choose — weekly, monthly, or on demand.
Can I ask specific questions instead of reading a full report?
Yes — ask plain-language questions and get direct answers.
Are reports formatted for investors or partners?
Yes — reports can be formatted for internal or external stakeholders.
Where does it get its data from?
From your accounting tools, invoicing platform, and payment gateways — connected once, refreshed live.

Ready to hire AI Reporting Assistant?

15 minutes with our team, and you'll see it running on your own numbers.

Book a Free Demo
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