AI pulls data from your accounting software and writes plain-English management reports. P&L summary, cash flow, variance analysis, trend commentary — delivered on schedule.
Here's how we automate your reporting — most are generating within a week.
We connect to your data sources, understand what your stakeholders actually look at, and automate the reports that matter.
We build report templates, set up data connections, and configure schedules so reports land in the right inbox on time.
Your reporting automation goes live — pulling data, generating reports, and delivering them on schedule from day one.
Your finance team spends hours every month pulling numbers from accounting software, copying into spreadsheets, building charts, and writing commentary. Report Intelligence eliminates that entirely — AI connects to your accounting system, extracts the data, analyses it, and writes a plain-English management report. Automatically.
It handles the narrative too. Instead of raw numbers, your board gets commentary explaining what changed, why it matters, and what needs attention. Professionally formatted, branded, and delivered on schedule.
P&L, balance sheet, cash flow, debtors, creditors extracted automatically
Variance detection, trend analysis, exception identification
Plain-English explanation of what the numbers mean
Branded, board-ready report with charts, tables, and narrative
Everything you need for management-ready financial reports without hiring an analyst.
Scheduled extraction from your accounting software: P&L, balance sheet, cash flow, debtors, creditors. No manual exports or spreadsheet wrangling required.
AI writes commentary explaining what the numbers mean, what needs attention, and what changed vs. last period. Non-accountants can understand every section.
Compares actual vs. budget/forecast and highlights significant variances. AI explains likely causes and flags items requiring management action.
Month-over-month and year-over-year trend charts with commentary. Spots patterns, seasonal changes, and emerging issues automatically.
Automatically calls out overdue debtors, cash flow risks, unusual transactions, and budget overruns that need immediate investigation.
Polished, branded reports ready for board meetings or investor updates. Charts, tables, and narrative combined into a cohesive document.
See how different businesses could use Report Intelligence to automate their management reporting.
A multi-partner law firm spending days each month producing management reports showing fee income, WIP, utilisation, and cash position by partner could use Report Intelligence to pull data from their practice management and accounting systems, analyse performance by partner and practice area, and deliver a formatted board pack shortly after month-end.
A construction group running multiple active projects needing monthly reports showing project profitability, cash flow including retentions, and supplier aging could use Report Intelligence to pull from Sage, analyse each project's cost vs. budget, track retention balances and stage payment schedules, and flag projects at risk of cost overrun or cash shortfall.
An e-commerce brand selling across multiple channels needing weekly reports showing revenue, COGS, and gross margin by channel could use Report Intelligence to pull data weekly, break down performance by channel, and provide commentary on margin trends and inventory impacts — helping the founder spot underperforming channels faster.
A GP practice with multiple revenue streams needing monthly reports showing revenue by service type, NHS vs. private income split, and expense analysis by category could use Report Intelligence to pull from their accounting system, reconcile NHS payments, analyse private income trends, and produce a complete board pack with commentary on financial performance and areas needing attention.
Pulls data directly from the accounting platforms you already use.
See how AI-powered reporting compares to manual spreadsheet work.
| Metric | Manual Process | With Report Intelligence |
|---|---|---|
| Monthly report creation | 8-16 hours | Under 30 minutes |
| Data accuracy | Manual copy-paste errors | Direct API accuracy |
| Commentary writing | 2-3 hours per report | AI-generated narrative |
| Report distribution | Manual email/PDF | Auto-sent on schedule |
| Historical comparison | Manual lookups | Automated trend analysis |
Report Intelligence is part of our Shadow Ops automation tier. After our free AI audit, we often identify custom back-office automations unique to your business — from invoice processing to compliance tracking — that deliver even bigger results.
Some examples of custom reporting automations we've built:
Fixed monthly fee based on your reporting needs. No hidden costs.
Includes monthly management reports with narrative commentary, variance analysis, and trend tracking. First month includes unlimited refinements. Cancel anytime with 30 days' notice.
Get Your Custom Quote →Yes. We configure KPIs and commentary relevant to your industry (utilisation for professional services, inventory turnover for retail, project profitability for construction, etc.).
Report Intelligence still provides period-over-period analysis and trend tracking. If you later add budget data to your accounting software, variance analysis is enabled automatically.
Yes. You define which sections to include (P&L summary, cash flow, debtors, etc.) and preferred format. We can match your existing management report template or create a new one.
The first month includes refinement of the narrative style and accuracy. We adjust the AI's understanding of your business model and key drivers. Most inaccuracies are resolved within 2-3 reporting cycles.
5-7 working days. We connect to your accounting software, configure report format and sections, define KPIs, and generate a test report for your review before going live.
Yes. Report Intelligence can pull data from multiple accounting systems and consolidate into one report, or generate separate reports per entity. Pricing adjusts for multi-entity complexity.
The first month includes unlimited refinements to report format, narrative tone, and KPI selection. We review outputs together and tune the AI's understanding of your business drivers and commentary style.
Yes. No long-term contracts. Cancel anytime with 30 days' notice. You can also pause the service while retaining your configuration, report templates, and historical data.
Report Intelligence auto-generates P&L, cash flow, and variance reports by pulling data directly from Xero, Sage, or QuickBooks. It writes narrative commentary in plain English alongside the numbers, eliminating hours of manual report building each month.
Book a 30-minute discovery call. We'll assess your reporting needs and have Report Intelligence generating management reports within a week. Or get a free instant analysis to identify all your automation opportunities.
Book Strategy Call →Your experience helps other businesses make the right decision.
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