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.
Book Strategy Call →From data extraction to polished PDF report — fully automated on your schedule.
On your chosen schedule (weekly, monthly, quarterly), system pulls financial data from Xero, Sage, or QuickBooks automatically.
AI analyzes P&L, balance sheet, cash flow, debtors, creditors, and KPIs. Identifies trends, variances vs. budget, and items requiring attention.
AI writes plain-English commentary explaining what the numbers mean, what changed, and what needs action. No jargon, just clear insights.
Professionally formatted report delivered via email on schedule. Charts, tables, and narrative combined into one polished document.
Everything you need for management-ready financial reports without hiring an analyst.
Scheduled extraction from accounting software: P&L, balance sheet, cash flow, debtors, creditors. No manual exports or copying.
AI writes commentary explaining what the numbers mean, what needs attention, and what changed vs. last period. Non-accountants can understand.
Compares actual vs. budget/forecast and highlights significant variances. AI explains why variances occurred where possible.
Month-over-month and year-over-year trend charts with commentary. Spot patterns and seasonal changes automatically.
Automatically calls out overdue debtors, cash flow risks, and unusual transactions that need investigation.
Polished, branded reports ready for board meetings or investor updates. Charts, tables, and narrative combined seamlessly.
Pulls data directly from UK accounting platforms you already use.
See how Report Intelligence adapts to your industry's specific reporting needs.
Generate monthly management reports showing fee income, WIP, utilisation rates, and cash position. Track performance by partner, practice area, and client without manual spreadsheet wrangling.
Monthly reports showing project profitability, cash position, and contractor/supplier aging. Track performance by project, identify cash flow risks, and monitor retentions and stage payments.
Weekly or monthly reports showing revenue, COGS, gross margin, and cash position. Track performance by product category, location, or channel without manual data exports.
Monthly reports showing revenue by service type, expense analysis, and cash position. Track performance by clinician, department, or service line for informed decision-making.
Fixed monthly fee based on reporting frequency. Far cheaper than outsourced management accounts.
Includes 4 reports per month (weekly) or 1 monthly + 1 quarterly report. One-time setup fee of £250. Cancel anytime. Book a discovery call to get a custom quote based on your reporting requirements and data sources.
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.
Book a 30-minute discovery call. We'll assess your reporting needs and have Report Intelligence generating management reports within a week.
Book Your Strategy Call →