Management reporting
A management pack, ready to discuss.
Produce the recurring pack from agreed figures, with checks, sources and unusual changes shown. Your team approves the figures and decides what to do. The checks and the commentary are fitted to how this business reports.
Explore a pilotThe working flow
How it works.
Defined rules check and reconcile the figures. Commentary does not make a number correct. Missing files stay visible.Collect the agreed sources
Check and reconcile the figures
Produce the pack and commentary
Present exceptions and the decisions
Access and responsibility
Clear access. Clear responsibility.
It can look at
Approved spreadsheets, exports, reports and source documents from the defined reporting period.
It produces
A pack from agreed figures, with source links, reconciliation, unusual changes and commentary. Missing files are shown, not treated as complete.
People direct
Which figures are accepted, how unusual movements are interpreted, and what decisions or actions follow.
Illustrative example
A pack that shows its working.
The reviewer sees missing data, unusual movements and the source behind each point.2 source files still outstanding
Margin movement traced to 4 jobs
Pack held until the figures are accepted
The pilot
What you receive.
Agreed sources, owners and definitions
The pack, its checks and the exception path
Tests against earlier periods
Schedule, handover and a named owner
Typical timing
Allow two to four weeks to design the first pack, test it against earlier periods and put it into use.Is this a good fit?
A good starting point
The same pack is assembled from reasonably stable sources and the team spends more time collecting figures than discussing them.Hold off for now
The source figures are not trusted, definitions change every period or nobody is accountable for the reporting process.Practical questions
Will AI make financial decisions?
No. It can produce, check and explain the pack. Commentary does not make a figure correct. Accountable people approve the figures and decide what to do.
Can it work with Excel?
Yes. A pilot can use existing Excel files and exports before any larger data project is considered.
Management reporting