AI for financial reporting that delivers the board pack on day one
Revenue, margin, pipeline and cash in one report, built from your systems, with a short note on what changed and why.
The monthly report arrives when it is already old news.
Someone exports five spreadsheets, fixes the formulas that broke and pastes charts into slides. By the time leaders read it, the month is half over and nobody remembers why margin dropped.
- CEOs and leadership teams who review results every month
- Finance leads who build the management pack by hand
- Companies that want an AI KPI dashboard on top of tools they already use
The agents
Pulls the numbers from Google Sheets, HubSpot and your finance exports, checks them against last month and keeps the Power BI or Looker Studio dashboard current.
Explains the variance: price, volume, mix, cost lines and one-offs. Writes the commentary in plain language that a non-finance reader can follow.
Stays inside the company. Asks each area head for their comments, collects them on time and delivers the final pack in Slack or by e-mail.
How it works
- On the first working day, Nina pulls the closed numbers and the sales pipeline from HubSpot.
- Nina checks the data for gaps and updates the KPI dashboard in Power BI or Looker Studio.
- Darwin compares the month with budget and last year and drafts the commentary.
- Mat sends each area head their section in Slack to confirm or add context.
- The finance lead reviews the pack and approves it before it goes to leadership.
Example of what you get
Monthly management pack
- KPI page: revenue, gross margin, operating costs, cash and pipeline
- Variance against budget and last year, with the main drivers
- One paragraph per area, confirmed by its head
- Open questions and decisions for the leadership meeting
What changes
- Leaders discuss the numbers while they still matter
- Every figure has a source and a reason next to it
- Finance spends the first week of the month on analysis, not on copy and paste
Where a person is still needed. The report relies on the data in your systems: if the books are not closed, the numbers will say so. Budget changes and decisions remain with management.
Works with what you already use
These are examples. Connect the tool your company already uses for the same job, your own system, or any other app through MCP or API.
Management reporting team
How is this different from a regular BI dashboard?
A dashboard shows the numbers. Here an AI financial analyst also explains them, chases the comments from each area and puts everything in a report people actually read. It works with AI for business intelligence tools you already have, like Power BI and Looker Studio.
Can an AI CFO agent write the commentary for the board?
It writes a first draft based on the variance analysis, and the finance lead edits and approves it. You decide what goes to the board.
Is our financial data secure?
Data stays in your sheets, CRM and BI tools, read through official integrations. Nothing is sent outside the people you choose, and every action is logged with its cost.
How long does it take to build the first management pack?
Share last month's report as a model and connect the data sources. The first version can be built in a working session, at no cost to open the team.
Which KPIs go into the AI KPI dashboard?
You choose them. A common starting set is revenue, gross margin, operating costs, cash and pipeline, and each area can add its own. Nina keeps the dashboard in Power BI or Looker Studio current from the data sources you connect.
How does the AI explain why a number changed?
Darwin breaks the variance down into price, volume, mix, cost lines and one-off items, comparing the month with budget and last year. The commentary is written in plain language, and each area head confirms or adds context to their section.
Which data sources can the reporting team use?
Google Sheets, HubSpot for the sales pipeline and the exports from your finance system. Dashboards are kept in Power BI or Looker Studio, and the final pack goes out in Slack or by e-mail.
What happens when the data has gaps or the books are not closed?
Nina checks the data before building the pack and lists what is missing. If the month is not closed, the report says so instead of showing incomplete numbers as final. The finance lead decides whether to wait or send a preliminary version.
Can we keep our current report format?
Yes. Share last month's report as the model, and the team builds the new pack in the same structure. You can change sections, KPIs or the level of detail at any time.
Can managers ask follow-up questions about the report?
Yes. Leaders can ask in Slack or Teams why a line moved or how a KPI was calculated, and the team answers from the same data used in the pack. Questions that need a decision are added to the list for the leadership meeting.