AI Executive Reporting Assistant
Your weekly numbers, ready before Monday.
The Executive Reporting Assistant pulls key figures from the systems you already use, assembles them into a consistent weekly summary with plain-language commentary, and sends it for review before it reaches leadership.
Weekly digest · Week 41
Illustrative example
| Revenue (week) | $84,200 | +4.1% |
|---|---|---|
| Cash collected | $71,950 | −2.3% |
| Pipeline added | $126,000 | +9.8% |
| Jobs on schedule | 17 / 19 | — |
Commentary ready for controller review
Reporting shouldn't take a day of copy and paste.
Someone exports from accounting, the CRM, and project tools, rebuilds the same spreadsheet, and writes the same summary every week. It's slow, it's error-prone, and it's usually out of date by the time it's read.
What it does
Collects the metrics you choose from connected systems on a schedule.
Assembles a consistent report: revenue and cash indicators, sales pipeline, operations, and the KPIs you define.
Explains week-over-week changes in plain language and highlights items outside thresholds you set.
Notes where data is missing or looks inconsistent instead of guessing.
Delivers the report as a PDF.
Workflow
- 01
Scheduled run pulls data from connected systems.
- 02
Assistant builds the report and drafts commentary.
- 03
Data-quality checks flag gaps and anomalies.
- 04
Checkpoint: your controller or operations lead reviews figures and commentary.
- 05
Approved report delivered to leadership; previous versions archived.
Approvals you control
- Commentary is always reviewed before distribution.
- Choose who signs off and who receives the final report.
- The assistant reports on your data — it does not make financial decisions or give financial advice.
What we'll measure together
Baseline examples: hours spent preparing reports, delivery timing, and corrections needed after distribution.
FAQ
What if our data is messy?
We'll identify that during mapping. Sometimes the first win is cleaning up how data is captured.
Is this a replacement for our accountant?
No. It saves preparation time; your accountant and controller remain responsible for financial accuracy and advice.
Can we choose the metrics?
Yes. We define them with you in the Map stage.