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Reporting

From raw data to board-ready insights

Build stunning financial reports and let AI write the narrative — all in one platform connected directly to your live financial models.

Drag-and-Drop Builder

Build any financial report in minutes — P&L, balance sheet, cash flow, KPI dashboards — with an intuitive visual report builder requiring no IT support.

AI Narrative Reporting

AI automatically writes plain-language commentary explaining variances and trends — saving your team hours of writing per reporting cycle.

Drill-Down Analytics

Click from summary financials to detailed transactions in seconds. Full drill-down capability to the source transaction level.

Microsoft 365 Integration

Publish live reports to Excel, PowerPoint, and Power BI with maintained data connections. No copy-paste required, ever.

Scheduled Distribution

Automatically distribute reports on any schedule — weekly management packs, monthly board reports, or daily KPI alerts.

Self-Service Analytics

Business users build their own reports and dashboards without relying on Finance — with guardrails that ensure data integrity.

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