Can Report Intelligence handle industry-specific metrics?

Yes. We configure KPIs and commentary relevant to your industry (utilisation for professional services, inventory turnover for retail, project profitability for construction, etc.).

What if we don't have budget/forecast data?

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.

Can I customise the report format and sections?

Yes. You define which sections to include and preferred format. We can match your existing management report template or create a new one.

What if the AI commentary is inaccurate or misses context?

The first month includes refinement of the narrative style and accuracy. Most inaccuracies are resolved within 2-3 reporting cycles.

How long does deployment take?

5-7 working days. We connect to your accounting software, configure report format and sections, define KPIs, and generate a test report.

Can we use Report Intelligence if we have multiple entities?

Yes. It can pull data from multiple accounting systems and consolidate into one report, or generate separate reports per entity.

Can I customise the KPIs and metrics tracked?

Yes. You define which KPIs matter to your business. We configure the report to track your metrics and provide commentary on performance.

What happens if reporting frequency increases?

The system scales automatically. Plans are tiered by number of reports per month. If you increase frequency, pricing adjusts accordingly.

What happens during the first month?

The first month includes unlimited refinements to report format, narrative tone, and KPI selection. We tune the AI's understanding of your business drivers.

Can I pause or cancel the service?

Yes. No long-term contracts. Cancel anytime with 30 days' notice. You can also pause the service while retaining your configuration and historical data.

Shadow Ops From £119/mo

Report Intelligence.

Pulls the numbers. Builds the report. Sends it on schedule.

Book a strategy call Run the analyser

Example flow

How a typical interaction plays out.

Two illustrative scenes, what the AI would receive, what it would do next. Not pulled from live data.

Illustrative
Example flow

Mon 07:00 Delivered · board cohort

Input

Scheduled monthly board pack · April figures · 5 reports requested

Action taken

Pulled Xero · NetSuite · HubSpot · Stripe data sources
Assembled P&L · cash flow · KPI dashboard · variance commentary
CFO reviewed · 1 edit accepted · sign-off in 18 minutes
PDF + Notion link distributed to 7 directors

Tue 08:00 Posted to #leadership

Input

Daily cash flash · scheduled · finance leadership channel

Action taken

Cash position calculated · trend vs. yesterday noted
AR aging summarised · invoices over 60 days flagged
Top variance: marketing spend vs. budget · breakdown linked
Posted to Slack at 08:02 · finance team online

How it works

Kickoff to live, in 4 steps.

Define the reports

P&L, cash flow, variance, KPI dashboard, board pack, pick the formats you need. Half-day workshop.

Connect ledger

Xero, Sage, QuickBooks, NetSuite. Read-only access. Plus any other data source (CRM, payroll, etc).

Generate + commentary

AI builds the report on schedule, adds variance commentary ("Q3 revenue down 8% vs forecast, concentrated in Region A"). Human-readable.

Distribute

PDF/email/Slack on the cadence you set. Board pack? Monday morning. Daily flash? 8am.

Where it shows up

How Report Intelligence earns its place.

Four real scenarios drawn from how clients use Report Intelligence day to day, plus the full list of what's in the box to make them work.

Scene 01
Monthly board pack

Board pack assembled in 5 minutes instead of 2 days. Every figure traceable.
Scene 02
Daily cash flash

8am Slack message with cash position, AR aging, AP due this week, key variances.
Scene 03
Departmental P&L

Each department head gets their own slice with AI commentary on what changed.
Scene 04
Investor updates

Quarterly updates pre-drafted with metric movement explanations.

What's in the box

Multi-source pulling Ledger + CRM + payroll + ops data. Joined into one report.
Variance commentary AI explains why numbers moved. Cites the ledger entries that drove the variance.
Multiple formats PDF, Excel, Slack message, email digest, Notion. Same data, every audience's preferred view.
Schedule + on-demand Daily/weekly/monthly cadence + ad-hoc requests via Slack ("show me Q3 cash flow").
Branded output Your logo, your colours, your commentary tone, feels like you wrote it.
Drilldown links Every figure clicks through to the underlying ledger entries.

Talk to us

Plugs into

Xero
Sage
QuickBooks
NetSuite
Microsoft Dynamics
HubSpot
Salesforce
Stripe
Slack
Notion
Google Sheets
Xero
Sage
QuickBooks
NetSuite
Microsoft Dynamics
HubSpot
Salesforce
Stripe
Slack
Notion
Google Sheets

Pricing

From £119/mo

/month

Indicative pricing, your actual quote depends on volume, integrations, and business size. Book a call and we'll put together the right package for you. No multi-year lock-in. Cancel any time.

Up to 5 report types
Multi-source pulling
PDF + Slack + email
Variance commentary
Cancel any time

FAQ

Report Intelligence, answered.

How accurate is the commentary?

It's grounded in the ledger entries it cites, never makes claims it can't back up. Hallucinations excluded by design.

Can we customise the format?

Yes, your logo, your colours, your tone. Most templates done by week 2.

What about non-ledger data (CRM, payroll)?

Pulled too, joined into the report. ARR, churn, headcount, anything you need alongside finance.

Can finance still override?

Absolutely, drafts queue for review, finance edits commentary, sends. Or auto-send for routine reports once trust is established.

How is this different from Power BI?

PBI is dashboards. This is finished reports with commentary, distributed automatically. Different job.

Setup time?

5–10 days. Workshop day 1. Wiring day 2–4. Template build + test day 5–10.

Ready to deploy Report Intelligence?

Run the free analyser first, five minutes, no signup. Or jump straight to a strategy call if you already know what you need.

Run the analyser Book a strategy call

Report Intelligence.

How a typical interaction plays out.

Kickoff to live, in 4 steps.

Define the reports

Connect ledger

Generate + commentary

Distribute

Monthly board pack

Daily cash flash

Departmental P&L

Investor updates

From £119/mo

Report Intelligence, answered.

Ready to deploy Report Intelligence?

Worked with us? We'd love your feedback.