Turn the numbers you have into the report you need.
Set the audience and purpose, then turn your current financials into a finished report ready to share.
From current financials to a report ready to share.
See what it costs
Compare plans
SmallFor individual analysts, founders and advisors.
Most popular
MediumFor small finance teams working together in one shared workspace.
LargeFor finance teams managing multiple entities, clients or users.
Questions about building and updating reports.
Use actuals, linked statements, assumptions, scenarios, charts, notes and prior analysis already in your workspace. The report is built from the full financial context, without creating a separate export to work from.
Tell the reporting agent who the report is for and what it needs to achieve. It can structure board, investor, lender, client, valuation, month-end or custom reports around that brief.
AI identifies movements, variances, risks and scenario differences, then links the commentary and charts back to the statements and assumptions behind them. So you can see where the story came from, not just read the finished narrative.
Refresh the financials or update the case. The reporting agent rewrites the affected analysis, charts and commentary from the latest numbers, so the report moves with the financials instead of being rebuilt from scratch.